Managers of Wealth Americas

Eaglebrook and Alto Team Up to Provide Bitcoin, Ether In Retirement Accounts

Just weeks after an announcement with Dynasty Financial Partners, Eaglebrook is partnering with Alto Solutions to provide tax-advantaged crypto SMAs.

First Citizens Launches Streamlined Solution for Securities-Based Lines of Credit

With the First Citizens Easy Access Line, clients will also be able to borrow money using their own First Citizens-managed non-retirement investment portfolio as collateral.

Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation

Companies co-innovating to support Morgan Stanley's digital transformation and propel financial services industry forward by bringing together world-class technology solutions and engineering teams

Bank of Clarke County advances credit card capabilities with Corserv

Bank of Clarke County is using our program to provide better credit card products and service to their local businesses, municipalities, and consumers.

Banco Central do Brasil releases general guideline for a Brazilian CBDC

Given the evolution of the discussions and developments on the topic worldwide, the BCB may reevaluate its position.

Effective change – the importance of aligning strategy, culture and compensation

Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.

Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets

Indiana-Based Practice with Three Financial Professionals Joins Advisor Group Subsidiary Woodbury Financial Services

SS&C Announces Modernized Platform for Global Recordkeeping, SS&C Lyric

Cloud-native platform future-proofs operations for asset managers, broker-dealers, retirement recordkeepers and superannuation providers

Andrew Johnson Bank selects Wolters Kluwer’s compliant lending offerings

ComplianceOne is a highly configurable loan origination solution and loan processing system that provides lenders access to a wide range of features they can choose and activate, depending on customer needs.

American bank chiefs express caution over cryptocurrencies

Citigroup, Wells Fargo and BofA CEOs among attendees at fiery Senate hearing

SEI Releases 2021 Update of Research on Nonprofit Organizations’ Spending Policies

Survey finds the percentage of nonprofits that expect to increase spending has doubled over the last five years

Skience Launches SkienceONE Wealth Management Platform

Standalone Solution Delivers Growth-Minded Firms the Value and Results of Skience's Flagship Platform and Supports Firms' Needs as They Expand

SS&C Increases Offer on Acquisition of Mainstream Group

In the absence of a superior proposal, and subject to the independent expert concluding that the revised scheme is in the best interests of Mainstream shareholders

Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform

Sequoia will begin using ForwardLane's AI Insight Automation platform, a virtual analyst that reviews data from customer relationship management software

JPMorgan says crypto crash's impact on mainstream markets is 'limited'

The recent volatility shaved billions off the wider crypto world's value after deep correction hit the market earlier in the week.

Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance.

AI won't replace investment managers, but it could improve returns

Traditional market capitalization-weighted indices – like mutual funds or exchange-traded funds – have also grown over the last five years.

The Sand Dollar is the world's most advanced 'official' digital currency

Around 60 CBDCs are in the works worldwide, and The Bahamas’ retail currency – ‘Sand Dollar’ – is making world-beating strides.

Customers Bank signs with Tassat for B2B payments

The bank has been a leader in digital financial solutions since 2015, launching innovative offerings to millions of Americans through several platforms including its BankMobile student loan refund program, and partnerships with T-Mobile Money, and many no

Davis Advisors Reaffirms Its Transfer Agency Commitment to SS&C With 5-Year Extension

SS&C GIDS will back Davis Advisors’ strategic initiatives

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