Managers of Wealth Americas

BofA and Coinbase join Paxos Series D round

BofA joins a stellar client list that includes Credit Suisse, Societe Generale, StoneX and Revolut, as well as PayPal and its mobile payment offshoot Venmo.

State Street Partners with Lukka to Expand Digital Asset Fund Administration Capabilities for its Alternative Investment Clients

Partnership Will Allow Firm to Service Digital Assets with the Same Quality and Precision as Traditional Assets for Private Fund Managers

Crypto Surprise Rattles Industry in Rare Bipartisan Tax Plan

The reason for the last-minute inclusion: the proposal would raise a chunk of money to help fund the $550 billion of investment into transportation and utility upgrades.

‘Almost Half’ of Family Offices Surveyed by Goldman Sachs Are Considering Investing in Crypto

Another issue that concerned some investors was the high energy consumption of Bitcoin mining.

Mobile banking reports name TD industry leader in digital customer experiences

TD earns top spot in digital experience categories among Canadian financial institutions according to three separate industry reports

CIBC's digital identity verification makes it faster and easier to open new accounts online

New and existing clients can now verify their identity online without the need to speak with a CIBC representative in person or by phone

ICapital Network raises $440 million

The company will use the proceeds from the capital raise to enhance its platform technology, expand the breadth of strategies and product types on its alternative investment menu, and pursue strategic acquisitions that will broaden its client capabilities

Building a Better Marketing Engine for Asset Management

New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.

One of Goldman Sachs' top quants quit to create an AI platform

The self-serve AI investing platform, which is due to launch in the fall, is thought to be the first of its type

Goldman Sachs boosts transaction banking biz with tie-up

Goldman Sachs will manage FX and domestic payment delivery to suppliers in more than 125 different currencies.

JPMorgan to give all wealth clients access to crypto funds - Business Insider

Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.

Fiserv chooses Vesta to tackle e-commerce fraud in Mexico

The Vesta fraud prevention platform helps secure online payment transactions, reduces the decline rate, and includes a “Zero Chargeback Guarantee.”

Pascal chosen for ventureLAB accelerator program

Fintech provider to receive advisory support as it takes digital wealth management platform to market

SIMON raises $100 million for Digital Wealth Management Platform

This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.

SS&C Enters into Joint Venture to Create New Standard for Cloud-Based API-Driven Claims Adjudication

DomaniRx to become a state-of-the-art pharmacy benefits management platform in the cloud

What Happens When ‘If’ Turns to ‘When’ in Quantum Computing?

Potential corporate users are also gearing up.

SS&C GlobeOp Forward Redemption Indicator: July notifications 1.81%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

US banks need better approach to fintech, says ex-Goldman executive

Partnerships and acquisitions are needed to keep up with technological innovation, says Sheila Patel

How Impact Technology Can Help Family Offices Move The Dial

This lack of data opens investors and family offices to the risk of inadvertently investing in something that is not strategically aligned with their objectives and values.

New fully automated Custody platform for global operations in Axia Suite

Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.

FinTech