Managers of Wealth Americas

CIBC adds insights to mobile app

Using AI and machine learning, CIBC Insights notifies clients of savings opportunities and unusual transactions, while providing guidance that can support better everyday spending decisions.

Embracing Digital in 2021

The technology research firm, Celent further bore this out in its Wealth Management Technology Forecast 2020-2023.

BNY Mellon Examines the Key Technologies and Initiatives Shaping the Future of Payments

The reports highlight that innovations in payments and digital currencies will ultimately allow banks to make domestic and cross-border transactions faster, more frictionless, efficient, transparent and cost-effective

SEI Unveils the SEI Systematic Core Strategies for Independent Advisors

Moving Traditional Passive Investing and Personalization Forward through Individual Stock Ownership

TD Earns Top Spot in Canadian Digital Banking Reports

According to Comscore, in a report covering the timeframe of July - September 2020, TD experienced the largest growth in mobile visitors.

Scotiabank Receives the 2021 Risk.net Technology Innovation of the Year Award

Scotiabank received the Technology Innovation of the Year Award at the 2021 Risk.net Risk Awards via a virtual ceremony on February 1st, 2021.

Broadridge Reports Second Quarter Fiscal Year 2021 Results

Total revenues increased 9% to $1,055 million from $969 million in the prior year period.

Bridging the Trust Gap: How Fintechs Beat Incumbents at Their Own Game

When technology is table stakes, customer relationships win market share

Robotic process automation tech startup UiPath raises $750M at $35B valuation

The company reported more than $400 million in annual recurring revenue in July.

Bridging Financial Intermediaries and Advisors to GATHER and GROW Assets

Fi360’s leading-edge fiduciary technology and education solutions help drive operational efficiency and grow your business.

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Multiple investment model portfolios from THOR Financial Technologies now available

Arming Advisors for Success in a Post-2020 World

Well-defined plans and smarter tools ensure relevance in a rapidly changing financial landscape.

SEI Reports Fourth-Quarter 2020 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2020

GIC, other wealth funds caught in the crossre as US, China feud over technology

That prompted TIAA unit Nuveen to sell stakes in blacklisted firms including China Telecom, China Mobile and China Unicom, as well as microchip giant SMIC, state oil firm CNOOC and phone and gadget maker Xiaomi. Other U.S. public pension funds are expecte

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