Managers of Wealth Americas

Technology, politics lead banks to rethink overdraft fees

Instead, banks are rolling out a host of tools and products designed to help their clients avoid such fees.

Andes Wealth Technologies Named Winner in the Risk Tolerance/Client Profiling Category in the WealthManagement.com 2021 Industry Awards

In addition to winning the Risk Tolerance/Client Profiling category, Andes Wealth Technologies is also a finalist in the Portfolio Analytics category for its patent-pending deep analytics and visualizations.

Community Banks Can Now Provide Consumers Easy Access to Digital Wealth Management Services with New Partnership

Banks and credit unions of all sizes can facilitate access to Robo investing, commission-free trading, over 30 cryptocurrencies and precious metals within their digital banking platforms

BlackRock Director Rick Rieder: Bitcoin Price Could Go Up Significantly

The managing director of the world’s largest asset manager, BlackRock, thinks that Bitcoin can go much higher in price.

Crediverso launches platform for Hispanic community

The free and all-inclusive bilingual digital platform is 100% designed for and fully dedicated to the Hispanic community.

Wells Fargo launches AI-powered accounts receivables service

Artificial intelligence and machine learning technology enables Integrated Receivables to correct errors and improve matching logic over time, which can help companies devote less time and resources to manually applying payments.

SS&C ALPS Advisors Launches the ALPS Global Travel Beneficiaries ETF (JRNY)

JRNY may provide a holistic and more diversified exposure to the secular tailwinds in global travel

Osprey Funds Launches Solana Trust Amid Token’s Rally

SOL’s price has reached new highs in recent days as many competitors have dipped.

Welcome to the Tri "Party": Broadridge Launches Sponsored General Collateral Service

Innovation expands post-trade capabilities into new asset classes

Blockchain technology: Transparency and traceability as the cornerstones of trust

Technology helps manage risk and quality by helping to provide a more holistic view of the audit environment.

Mainstream Fund Services Selects Harmonate

Harmonate to Support Range and Depth of Mainstream's Document and Reporting Processes, and Data Operations

Raymond James Selects FactSet

FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth management professionals in Canada.

HSBC Global Wallet Expands Currency Offerings and Provides New Platform Capabilities

“Receive like a local” gives HSBC Global Wallet holders the ability to easily collect foreign currency into a US account, as if having an overseas account.

State Street Partners with The Spaulding Group

Partnership will enable asset owners to streamline their path to compliance with Global Investment Performance Standards (GIPS®).

Silicon Valley Bank is getting into tech investment banking

Auerbach is joining SVB from UBS, where he was its global co-head of technology, media and telecom investment banking and a member of the Swiss bank’s global management committee.

State Street Partners with The Spaulding Group

Partnership will enable asset owners to streamline their path to compliance with Global Investment Performance Standards (GIPS®).

Innovation: Bank of America Breaks Its Record for Artificial Intelligence and Digital Patent

In the first 6 months of 2021, Bank of America recorded the highest number of patents in its history. 227 patents granted by the United States Patent Office (USPDO).

After a Slow Start, American-Style Open Banking is Set to Catch and Eclipse European Rivals

“The U.S. should really focus on the consumer case, and on the compelling benefit the consumer is going to get,” he said, predicting that this type of approach would spur more innovation in the financial services sector here in the States, in

SS&C Intralinks Predicts Record for Global Mergers & Acquisition Transactions in Q4 2021

The SS&C Intralinks Deal Flow Predictor forecasts the number of future M&A announcements by tracking early-stage M&A activity

Panama Touts Bitcoin and Ethereum in New Crypto Law

The Central American country is next in line for bitcoin adoption in the region.

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