Managers of Wealth Americas

American bank chiefs express caution over cryptocurrencies

Citigroup, Wells Fargo and BofA CEOs among attendees at fiery Senate hearing

SEI Releases 2021 Update of Research on Nonprofit Organizations’ Spending Policies

Survey finds the percentage of nonprofits that expect to increase spending has doubled over the last five years

Skience Launches SkienceONE Wealth Management Platform

Standalone Solution Delivers Growth-Minded Firms the Value and Results of Skience's Flagship Platform and Supports Firms' Needs as They Expand

SS&C Increases Offer on Acquisition of Mainstream Group

In the absence of a superior proposal, and subject to the independent expert concluding that the revised scheme is in the best interests of Mainstream shareholders

Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform

Sequoia will begin using ForwardLane's AI Insight Automation platform, a virtual analyst that reviews data from customer relationship management software

JPMorgan says crypto crash's impact on mainstream markets is 'limited'

The recent volatility shaved billions off the wider crypto world's value after deep correction hit the market earlier in the week.

Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance.

AI won't replace investment managers, but it could improve returns

Traditional market capitalization-weighted indices – like mutual funds or exchange-traded funds – have also grown over the last five years.

The Sand Dollar is the world's most advanced 'official' digital currency

Around 60 CBDCs are in the works worldwide, and The Bahamas’ retail currency – ‘Sand Dollar’ – is making world-beating strides.

Customers Bank signs with Tassat for B2B payments

The bank has been a leader in digital financial solutions since 2015, launching innovative offerings to millions of Americans through several platforms including its BankMobile student loan refund program, and partnerships with T-Mobile Money, and many no

Davis Advisors Reaffirms Its Transfer Agency Commitment to SS&C With 5-Year Extension

SS&C GIDS will back Davis Advisors’ strategic initiatives

‘DeFi’ fraud rises whilst cryptocurrency crime declines

The decrease in crypto crime reflects the industry’s maturation - as companies and exchanges improve their security systems.

The top 5 challenges of investor onboarding and the need for digitization

These documents are usually 50-80 pages long, full of legal language, with complex forms embedded within them. Investors are then left to decipher the forms to complete them correctly.

Producer’s National Corp. Selects SS&C to Power Asset Growth

Illinois insurer chooses SS&C to provide comprehensive middle- and back-office outsourced accounting services

Standard Custody takes new route to 'qualified custodian' status

Through Standard Custody, PolySign is looking to fill a gap in the custody space.

Exclusive Goldman to launch Marcus UK robo-adviser early next year

The challenge now is how do we repeat the formula we used for savings to offer our customers an accessible platform for investing products.

Allvue Systems Selected as Technology Partner for IQ-EQ Private Debt Services Launch

Company to deliver investment accounting technology solution to enhance IQ-EQ’s emerging group supporting institutional debt fund managers

Matthew Salloway on venture capital, technology startups and investing across North America, the Middle East and Japan

Salloway is the chief executive of GSI Ventures, a top 50 Global Family Office, with a focus on venture capital and portfolio market expansion into the Middle East and North Africa region.

Northern Trust Asset Management Introduces ESG Vector Score

Industry-first Approach Provides Greater Clarity to Assess a Company’s ESG Related Business Issues

Finastra harmonizes origination for deposits, loans and mortgages to provide a seamless digital experience

Fusion Originate merges Finastra’s best-of-breed origination solutions into a single platform

FinTech