Managers of Wealth Americas

Citizens Bank and Trust goes real time with Fiserv

DNA is a modern core account processing platform with an open architecture that makes it easier for financial institutions to integrate other solutions

America’s Crypto A-List: The Leaders Building The Digital Future

At the very least, Bitcoin and Ethereum weren’t some fly-by-night ICO scam.

Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work

Will Institutions Switch From Gold To Bitcoin?

Tilting the needle from gold to bitcoin would mean transferring billions in cash.

Broadridge Next-Gen Technology Adoption Survey

AI, blockchain, the Cloud and digital—The ABCDs of Innovation —are driving strategic transformation.

Refinitiv expands its Digital Investor solution with ‘Wealth Connect’

New collaboration capability aids the digital transformation of wealth management firms and advisors.

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

FinTech