Managers of Wealth Americas

BNY Mellon and Saphyre Leverage AI to Revolutionize Client Onboarding

BNY Mellon's work with Saphyre aims to create true savings for our custody clients and truly expedite the client onboarding process.

Pershing Announces First-Of-Its-Kind Advisory Solution

The multi-custodial solution will enable seamless management of fee-based investment advisory accounts

SS&C Surpasses 50 Clients on its Digital Accounting, Analytics and Operations Platform, Singularity

Momentum continues as insurers re-align operating models amid continued expansion into alternative assets

Happy State Bank selects Finboa to improve fraud prevention rate

“By improving regulatory compliance with FINBOA, Happy State Bank was able to meet their automation needs as well as increase total payment transactions for the bank by about 33%,”

Broadridge Expands Wealth Management Capabilities

Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors

El Salvador approves first law for bitcoin as legal tender

Bukele has touted the use of bitcoin for its potential to help Salvadorans living abroad to send remittances back home

US Bank doubles down on video banking during pandemic

US Bank has introduced a co-browsing feature that lets customers share their screen with, and see live video of, an employee.

Fighting the 21st century battle. Investing in cyber protection

The Halftime Report investment committee highlights how they’re investing in this theme.

Fintech Success In Latin America Opens Doors For US Venture Funds

He sees a compelling story happening in Latin America around fintech over the next 20

Eaglebrook and Alto Team Up to Provide Bitcoin, Ether In Retirement Accounts

Just weeks after an announcement with Dynasty Financial Partners, Eaglebrook is partnering with Alto Solutions to provide tax-advantaged crypto SMAs.

First Citizens Launches Streamlined Solution for Securities-Based Lines of Credit

With the First Citizens Easy Access Line, clients will also be able to borrow money using their own First Citizens-managed non-retirement investment portfolio as collateral.

Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation

Companies co-innovating to support Morgan Stanley's digital transformation and propel financial services industry forward by bringing together world-class technology solutions and engineering teams

Bank of Clarke County advances credit card capabilities with Corserv

Bank of Clarke County is using our program to provide better credit card products and service to their local businesses, municipalities, and consumers.

Banco Central do Brasil releases general guideline for a Brazilian CBDC

Given the evolution of the discussions and developments on the topic worldwide, the BCB may reevaluate its position.

Effective change – the importance of aligning strategy, culture and compensation

Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.

Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets

Indiana-Based Practice with Three Financial Professionals Joins Advisor Group Subsidiary Woodbury Financial Services

FinTech