Managers of Wealth Americas

Robinhood: What to Know Before It Goes Public

A look at how the trading app makes money, its competition, and its growth potential.

Marstone Integrates FreeWill’s Estate Planning Solutions into its Comprehensive Digital Wealth Management Platform

The latest in a series of partnerships ensures Marstone is the platform of choice for organizations seeking to offer clients consolidated digital financial planning and wellness capabilities

Mogo enters into the Canadian wealth management industry with acquisition of Moka

“This acquisition represents another significant milestone for Mogo on our journey to building the leading digital wallet for Canadians.

CIBC Innovation Banking Provides MayStreet with $10 Million in Growth Financing

“Ultra-high-quality data is critical in powering the most innovative technologies being developed on Wall Street and beyond, and MayStreet is at the forefront for market data with its end-to-end platform,” said Kevin Grossman

Thoma Bravo Announces Strategic Acquisition of Calabrio to Accelerate Company's Cloud-Frist Customer Experience Growth

Acquisition from KKR follows significant growth and successful evolution to the cloud

TD Bank Group to acquire electronic fixed income trading business

Acquisition expands TD Securities' automated trading infrastructure and capabilities

The best ideas win: 35 years of SS&C Technologies

Among the organizations relying on SS&C are: nine of the top ten prime brokers, 75 of the top 100 hedge funds, and all 20 of the largest asset managers.

Bank of America exposes ‘bitcoin’s dirty little secrets

Bitcoin is extremely volatile and does not offer strong inflation protection or diversification benefits, it said in a report.

SEC Risk Alert: Digital asset securities

For national securities exchanges, the Division will review platforms that facilitate trading in digital asset securities and review whether they meet the definition of an 'exchange' under the Exchange Act

Transforming Adversity into Opportunity: The Need for New Technologies Fuels Insurance M&A

Significant losses and share depreciation from the pandemic have forced insurance businesses to review their strategies

Accenture Invests in Arabesque S-Ray to Expand Analytics Capabilities for Clients Seeking Growth from Sustainability

Deepened relationship will focus on creating new tools and services for capturing, analyzing and reporting objective measures for non-financial performance and stakeholder trust

Retirement Leaders' Consortium Chooses SS&C to Support Guaranteed Income Solution

SS&C's Retirement Income Clearing & Calculation Platform (RICC) streamlines servicing, distribution and portability for revolutionary QDIA product with all recordkeepers

Morgan Stanley Becomes First Major US Bank to Offer Access to Bitcoin Funds

Investment firms need at least $5 million at the bank to qualify for the new stakes.

Bitcoin’s Not Really an Inflation Hedge, Bank of America Says

Some of this is still hard to gauge, because major developed nations

How Digital SBL Offers a Roadmap to Post-COVID Liquidity

Leverage, not liquidate.

SS&C Launches Risk Scenarios-as-a-Service

SS&C Algorithmics’ first scenario analyzes COVID-19 risk with innovative stress-testing methodology

LatAm Banks Could Face Disruption from Cheaper Payment Systems

These payment systems are free for individuals and at moderate costs for businesses and should increase banking system access to underbanked populations.

Next-Generation Virtual Shareholder Meeting Platform Enhanced through Broadridge and Strategic Partnership with Q4, Inc

Benefits include greater accessibility for shareholders, increased engagement and a better impact on the environment

How fintechs are working with banks to make them more green

Startups are working on green solutions for banking and commerce.

IQ-EQ launches enhanced Global Private Debt & Credit Desk to meet growing demand

IQ-EQ's enhanced global offering supports managers and investors with increasingly complex debt strategies and gives clients a dedicated team of expertise across the full debt and credit spectrum.

FinTech