Managers of Wealth Americas

Warren Buffett-Backed Brazilian Crypto Bank Plans $2B NASDAQ IPO

The crypto bank may be purportedly going after a valuation exceeding $40 billion, but this number is not final since negotiations are still ongoing.

Why a Comprehensive Data Management Strategy is Essential for Capital Markets Success

The result: even a small error can result in trading delays, less-than-optimal client experiences or regulatory penalties.

These 13 banks have invested the most in crypto and blockchain to date

The data firm in an updated report this week published a list of 13 banks that lead in terms of size of funding rounds as a proxy of investment into the crypto space, saying it used that measure as banks participated in funding rounds with multiple or man

Developments in alternatives affecting product providers and distributors

While recent media headlines have focused on newer asset classes, here we explore the growth and opportunities associated with the somewhat less exotic world of hedge funds, private equity and interval funds.

RBC Ventures rolls out app for kids

Users get a digital Visa prepaid card immediately upon sign-up, and then they receive a physical card, which parents can lock and unlock at any time.

Schwab's Cash Strategy Costs Investors—and Itself—Millions

Charles Schwab's robo strategy for cash cost investors millions in the past six years. It's also a missed revenue opportunity for the discount brokerage, according to Backend Benchmarking's Robo Report.

SS&C GlobeOp Hedge Fund Performance Index: July performance -0.34%; Capital Movement Index: August net flows advanced 0.55%

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.55% in August.

Broadridge Reports Fourth Quarter and Fiscal 2021 Results

Broadridge has increased its annual dividend every year since we became a public company

DPL Financial Partners and SS&C Go Live With Insurance Marketplace for Advisors

Integration with the Black Diamond Wealth Platform provides advisors with commission-free insurance from top carriers directly from their desktops

Savana helps power First Horizon Bank's digital transformation

Savana's process orchestration technology now a foundational component of FHN's VirtualBank.

Circle’s National Bank Plans Signal Grand Stablecoin Ambitions

It is this last one, we contend, that holds particular interest.

Standard Chartered UK to provide crypto brokerage services in Ireland

subsidiary. Both parent organizations have made significant investments in blockchain services in recent years.

Broadridge onboards UBS onto Distributed Ledger Repo platform

This partnership reinforces our overall digital strategy, leveraging new technologies aimed at reducing risk and improving efficiencies in the financial markets.

A Look Into Brazil's Booming Fintech Scene

We are the Latin American country with the highest number of unicorns, but the distance between Brazil and countries such as the United States (around 370 unicorns) and China (over 200) is significant

STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering

Backed by years of success providing outsourced operations to institutional and wealth management firms alike, STP debuts a set of features including new reporting methods and new integrations with established WealthTech powerhouses.

Cryptocurrency and Non-Fungible Tokens: NY Tax Considerations for Fund Managers

Similarly, Crypto’s status as intangible property under NYS guidance means that it should not be subject to sales and use tax.

Bitcoin Resumes Slide After Running Into 'Wall of Resistance'

Bitcoin has flirted with regaining the $40,000 mark all week but has failed to do so, showing strong resistance at that threshold.

Infrastructure Bill Provision Expands Cryptocurrency Reporting Requirements

The provision, which would generally go into effect on January 1, 2023, is intended to address a “tax gap” resulting from the underreporting of cryptocurrency transactions.

American Banks Encouraged To Partner with Cryptocurrency Firms

Another aspect of the report is surrounding crypto regulations. It focused on requirements around the sale or offering of crypto, tax reporting, and money transmission.

STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering

Since 2008, STP has thoughtfully engineered and served institutional, fund, emerging and wealth managers as well as plan sponsors and family offices across the globe

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