Wealth and Asset Management

Annual Broadridge Distribution Achievement Awards Honour the Global Giants and Rising Stars Leading the Asset Management Industry

UBS advisor managing $435M moves to RBC Wealth Management

Investor Dissatisfaction with Boards Grows, New ProxyPulse Report Reveals

Broadridge Signs First Customers for New Swift Services Including Transaction Screening Service and Securities View

Williams Jones Wealth Management Named to Barron's 2023 Top 100 RIA Firms List

Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards

People Moves

J.P. Morgan Private Bank Welcomes $2BN Advisor Team to its Seattle Business

UBS hires five-person advisor team in Greenwich, CT

Boost announces new captive executive

BBH Private Banking Announces New Head of Family Solutions Team

Arta Finance Hires Tomas Arlia to Expand Alternative Investment Offerings

BlackRock Miami offshore wealth sales head joins Compass in senior role

Legal, Regulation & Compliance

Ex-Deutsche Bank investment banker pleads guilty to crypto fraud

SEC predicts further crypto charges as enforcement battle continues

Morgan Stanley faces $750M lawsuit over rail-line lending

Crown Agents Bank agrees talent partnership with US Department of State

Researchers find regulator communication may ease bank runs

$1.5 Trillion Asset Manager Franklin Templeton Files For US Bitcoin ETF

FinTech

Cisco taps new M&A firm Tidal for $28 billion Splunk deal

Generative AI fuels 'quantum leap' in insurance technology innovation

Altruist Eliminates Portfolio Accounting Software Fee for Custody Clients

Oracle says it's ready to cater to Canadian banks' open banking needs

Citi Develops New Digital Asset Capabilities for Institutional Clients

Cloudinary Introduces Nexus, a Free AI-Powered Digital Asset Management Solution for SMBs and Teams

Alternative Investments

Cathie Wood’s Ark Investment Management buys Rize ETF as it pushes into Europe

State Street Opens New Global Headquarters

Bank of America's inventor base exceeds 7,000

Al Jaber calls on private sector to usher in new era for sustainable climate finance

BlackRock joins Allfunds’ Alternative Partners programme

State Street Opens New Global Headquarters

Investment Banking

Citigroup starts layoff talks after management overhaul: Sources

Barclays designates a vice chairman in technology investment banking

Bank of America says Q3 investment banking fees down 30%-35% for sector

Mizuho Financial Group Aims to Become a Top 10 Wall Street Investment Bank by 2026

How Is The Market Feeling About Bank of New York Mellon?

The banks that let you work from home, and the banks that don't.

Comment, Analysis & Research

Bank of America boosts minimum hourly wage to $23

Deloitte: 85% of Women Surveyed Who Played Sports Say It’s Important to Their Career Success

UBS Global Real Estate Bubble Index 2023: Let the air go

Why the US dollar may be stronger for longer

US housing starts tumble in August; building permits jump

Global fund managers no longer 'extreme' bearish, BoA says

Tax

Update on regulation of SEP for purposes of taxation of digital services

Changes to how US taxes handle research expenses

Goldstone Financial Group Nashville Announces Wealth Management To Reduce Taxes

Tax adviser to star DJs and models arrested for alleged $100 million tax evasion scam

Tax-efficiency for alternative investments

Brookfield faces allegations of tax avoidance ahead of AGM

Retail Banking

The Freedom Bank of Virginia Named Among Top Extraordinary Banks in the Nation

Incenter Expands Mission to Serve Broader Banking and Lending Industry

Some banks see new cracks forming in a resilient US consumer

Citi’s Mark Mason tops list of highest-paid bank CFOs

National Bank of Canada's profit falls on bigger loan loss provisions

Citigroup (C) Launches Relationship Tiers, Simplifies Banking

Planet SOS

U.S. Treasury: Banks' 'net zero' pledges must align with temperature limits

Investors urge greater scrutiny of climate funding tools

Elon Musk and Tesla: A Green Energy Milestone for Bitcoin Acceptance

Proponents and Critics of ESG Claim It Can Change Society. Both Will Be Disappointed.

Carbon tax on the rich: Why world’s wealthiest should pay for their emissions

KKR strengthens global climate strategy with Gailliot as co-head

Covid-19

JPMorgan, Citi employees to start 2022 with remote work as Covid cases rise

Nearly One Third of Small Businesses Have Voluntarily Reinstated Restrictions

Deloitte makes vaccination mandatory for US workforce

Delta variant pushes BlackRock to delay US office return as UK on track with hybrid working

Vanguard: Investment giant to pay vaccinated workers $1,000

Wall Street giant to bar unvaccinated staff