Managers of Wealth Americas

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

Investcorp's new iPartners platform allows UHNWIs access private investment opportunities

Investcorp iPartners was developed in collaboration with iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries.

Raisin patents 'savings-as-a-service' technology as it moves on US market

The fintech this month was awarded a patent for technology enabling banks to offer a "liquidity time deposit" CD product that allows the depositor to plan a distribution schedule.

AFTAs 2020: Best Third-Party Technology Vendor IT Team—Vestmark

Peabody says this not only provides transparency at the team and department levels; it also improves the product management team’s ability to predict delivery dates and make trade-offs.

SS&C GlobeOp Forward Redemption Indicator: January notifications 1.78%

SS&C GlobeOp’s Forward Redemption Indicator for January 2021 of 1.78% reflects lower redemption notices than the 2.26% reported a year ago,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability

James Griffin to Lead Global Sales as SS&C Eze Continues Expansion

Cryptos Won’t Work as Actual Currencies, UBS Economist Says

There is no such mechanism for switching off supply on most cryptocurrencies, and therefore their value can slide -- leading to a collapse in spending power.

Providence Group selects Financial Risk Solutions technology to power digital wealth platform for expats

Launch new wealth and investment products, compliant with the latest regulations in a matter of days

Don’t plan for the future’ based on virus-driven volatility – trading platform CMC

CMC pointed to a healthy pipeline of projects that will drive new revenue streams separate from its main stockbroking and contracts for difference (CFD) businesses.

HashCash Consultants to Help a USA-Based Bank with Corporate Trade

The platform also helps unite all involved parties and digitize the end-to-end trade process on a single network to cut down processing time drastically.

Digital Transformation – Subsidiary Governance Beyond the Pandemic

In the future, this will allow for public authorities to collect, store and process various filings, not in weeks or months – as it is common in most of the jurisdictions – but in a matter of minutes.

Volante Extends Collaboration with Citi for Global ISO 20022 Migration

Citi will be building its core ISO 20022 capability using Volante’s VolPay For ISO 20022 Migration solution.

Goldman And BofA Earnings: A Tale Of Two Banks (And Digital Strategies)

For Goldman, of course, the push downstream, toward retail, consumer banking continues apace.

Cryptocurrencies and SPACs show signs of 'irrational exuberance,' but the stock market is not in a bubble, says UBS

The cryptocurrency markets are exhibiting signs of excessive speculation and the IPO/SPAC markets are the hottest in two decades.

Walmart financial tech move explored

Analysts give views on partnership in startup company with Ribbit Capital

FinTech