Managers of Wealth Americas

Citigroup launches Digital Asset Group, adding crypto to wealth management unit

Bitcoin is up 0.8% to ~$34K and C increases 1.5% ahead of the Fed's bank stress test results to be released after the close.

FV Bank selects Fireblocks for digital asset custody services

FV Bank is the one of the few banks which has a banking license and digital asset custody licenses which will enable FV Bank to offer new services inside a vertically integrated and regulated bank service offering.

SmartAsset Raises $110 Million in Series D Funding, Bringing its Valuation to Over $1 Billion

Existing investor, TTV Capital, leads round to fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform

Cloud-based asset management software is in demand

A multitude of factors is driving industry adoption.

M&T Bank Launches Access to New Capability

New M&T Bank survey reveals that many American consumers need professional guidance as they emerge from COVID-19 financially healthy and look to increase investments in retirement, college education and lifestyle

BNY Mellon Treasury Services Launches Cross-Currency Sweeps, Automating Liquidity Management for Clients

Cross-currency sweeps automate the end-to-end process while delivering a host of additional benefits to treasurers.

The Robots Are Coming. Is Your Firm Ready?

The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment

MarketAxess Adds New Efficiency and Cost-Saving Enhancements to Portfolio Trading Capabilities

MarketAxess has enhanced its portfolio trading solution to include support for multi-directional lists and multi-currency lists, designed to sit seamlessly alongside existing list RFQ functionality.

Fusion Risk Management Launches Fusion Analytics

Extension of Fusion Framework System Helps Businesses Improve Decision-making and Drive Organizational Agility

Technology deals insights: 2021 midyear outlook

Insights into 2021 technology deals

State Street turns to cloud-based machine learning tech

“State Street prioritizes making investments in the solutions that will allow our clients to focus their time and attention on their core competencies, such as alpha generation,”

Crediverso preps personal finance platform for US Hispanic community

The platform will also offer a live forum moderated by Spanish-speaking expert advisors where users can ask their money questions to personal finance experts and celebrities from within the Hispanic community.

Goldman Sachs Partners Crypto Management Firm

Galaxy Digital Provides Sophisticated Liquidity Provision and Risk Management Capabilities

Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology

Advisor tech gets a behavioral boost, embedding the science of psychology into everyday workflows and tools

Raisin goes live in the U.S. with MapleMark Bank as its first partner bank

Through our technology we’re creating a win-win solution for banks and customers alike.

FIS collaborates with C3 on AI-driven AML Compliance Hub

FIS is accelerating our investment in machine learning to help our clients

TrueUSD Integrates with Signature Bank’s Blockchain-based Payments Platform, Signet

TrueUSD announced today its partnership with Signature Bank, a New York-based, full-service, commercial bank.

SS&C Will Not Exercise Matching Right In Respect of Latest Offer to Acquire Mainstream Group

SS&C is being advised by Citi as financial adviser and Gilbert + Tobin as legal adviser.

RiverNorth Capital Management Selects SS&C's Front-to-Back Solution

Leading opportunistic investment strategies specialist streamlines operations for $5.3 billion portfolio

Pension provider partners with Coinbase to offer 5% exposure to crypto

Pension funds are looking to crypto investments despite the recent market sell-off.

FinTech