Managers of Wealth Americas

Taking The On-Ramp To Financial Modernization

Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.

Financial Services Firms That Invested in Emerging Technologies Profited in 2020, New Broadridge Study Finds

Widening gap emerges between Leaders and Non-leaders

Broadridge Next-Gen Technology Adoption Survey

Firms are now shifting priorities based on the benefits achieved to date.

Prudential Financial preps $185 million contribution to pension plans

The company contributed about $205 million in 2020 and $280 million in 2019.

Six Strengthens ESG and Alternative Data Offering with Investment in Orenda

Orenda delivers real-time, high frequency ESG scores and insights into a company’s reputation to help measure the sustainability and societal impact of an investment.

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%

The 2.37% reading for February 2021 also marks the eighth consecutive month of lower year-over-year redemptions, as well as the lowest redemption level for any month of February since the Forward Redemption Indicator’s inception in 2006.

How banks are harnessing artificial intelligence

Financial services firms are using AI to create smart trading platforms and identify client needs

Americans are becoming increasingly bullish on cryptocurrency as bitcoin soars to new records

"Bitcoin and other currencies are intended to have several uses, not least ease of exchange, purchase, and liquidity."

TCG welcomes new member Goldman Sachs as it focuses on FinTech security for the first time

By joining TCG, they will play a pivotal role in defining and shaping the security measures needed specifically for the banking financial services sector.

Broadridge Launches Wealth Lending Network Marketplace

New offering with The Bancorp extends market access to Securities-Based Lending

C-Suite Executives Weigh In On The Pandemic’s Impact By Holly Washington

Firms have had to get creative to sustain collaboration, leveraging technology where possible.

FundCount named best partnership accounting system at the Private Asset Management 2021 Awards

FundCount is unique in its ability to support all asset classes and private investment structures within one unified accounting, general ledger and reporting system.

Scotiabank applies AI and Big Data to better understand customer needs

Using AI to predict customer needs, C.MEE provides customers with relevant and timely financial advice when they need it most.

Using Artificial Intelligence to Make Sense of Mountains of Data

In the survey that included nearly 100 respondents from compliance and surveillance personnel within global banks, a strong 60 percent noted that behavioral monitoring and conduct risk may be the number one area of value, likely due to this year’s i

Goldman Sachs unveils Marcus Invest robo-adviser in consumer push

Marcus Invest offers individual and joint investment accounts, as well as three types of individual retirement accounts, the bank said.

Goldman Sachs Launches Automated Wealth Management Service

The platform will offer three strategies. First is Core, which will concentrate on a mix of U.S. and foreign stocks as well as bonds.

Silicon Valley wealth adviser Iconiq sets up European outpost

The San Francisco-based firm, which has about US$54 billion in assets under management, has backed companies including Snowflake, which went public in September, as well as Robinhood Markets and Epic Games, the creator of Fortnite.

Tranglo opens payment corridors to Africa, Latin America

Tranglo also aims to play its part in lowering the cost of remittances in these regions.

JPMorgan May Get Into Bitcoin Based on Client Demand, Co-President Hints

Pinto’s comments follow on the heels of a private meeting last week between rival investment bank Goldman Sachs and Galaxy Digital founder Mike Novogratz to discuss the possibilities of bitcoin and crypto-assets.