Managers of Wealth Americas

Latin America: Remittances And Risks

Recent research by J.P. Morgan Private Bank suggests that the trend could be exacerbated by slowing job creation in the US, which J.P. Morgan projects will grow at 2.7% in 2025 and 2.3% in 2026.

PIMCO: Fed delivers despite data drought

What was more eventful was Fed Chair Jerome Powell’s press conference, where he emphasized that rate cuts at future meetings – including December – are “not a foregone conclusion.”

Dutch bank Bunq gains U.S. license to offer American investments

Bunq has previously filed a broker-dealer registration with American regulators, including FINRA and the SEC.

Visory Helps Wealth Management Firms Face Regulators and Clients with Cybersecurity Confidence

SecureAudit was spotlighted at the 2025 Bob Veres Insider's Forum, where Visory guided wealth management leaders through the same hard questions SecureAudit is designed to address:

Expanding Brazil’s global investment horizon: The strategic role of the Cayman Islands

The challenge arises for Brazilian residents who control offshore private equity vehicles.

Musk's legal fight over $56 billion payday from Tesla enters final stage

The defendants, current and former Tesla directors, denied wrongdoing and said McCormick misinterpreted the facts and the law.

Fraud is changing. Are banks ready?

Banks faResiliency is key to combating changing threatsce a changing threat to their mission of safeguarding customer assets and well-being: cutting-edge fraud.

What do Fed rate cuts mean for investors?

We expect another 75bps of rate cuts between now and the first quarter of 2026, and with policy rates set to fall, we advise investors to put cash to work.

Monzo to consider reapplying for US banking licence - FT

UK-based neobank Monzo is reportedly set to resume its effort to break into the US banking sector.

Teenage Fraud Steals More Than 650K From Dozens Of Investors

Authorities have not named the broker or the firm whose identity he misused.

Compliance Experts Warn Shutdown Could Trip Up New RIA Registrations

Approval filings for new registrants are unlikely to be reviewed when the federal government is not funded, and the backlog will get worse the longer the shutdown lasts.

Florida Former Advisor Pleads Guilty to Scamming Firms, Clients and Feds

According to the DOJ accusations (and Eakes’ plea agreement), Eakes claimed to be a legitimate advisor with millions of dollars in managed assets.

Charles Schwab describes claims in Merrill’s raiding suit as ‘rank speculation’

Schwab says Merrill's suit lacks credible evidence and contains untrue allegations.

Government shutdown alarm sounds! The crisis U.S. stock investors dread most is looming.

Kevin Gordon, Senior Investment Strategist at Charles Schwab, stated: 'The timing of this 'shutdown' is very poor because we were supposed to receive the employment report on Friday.

Klarna revels in one million US debit card sign ups

The successful US launch has given the firm confidence to begin issuing cards in other markets.

Goldman Sachs & JPMorgan barely pay H1B holders $145k salaries on average

Banks are some of the firms most likely to be impacted by this

Brazil’s Central Bank enters toughest phase of monetary tightening

Monetary Policy Committee vows to keep Selic base rate at 15% for a prolonged period despite political and market pressure

US Federal Reserve cuts interest rates for the first time since December

The central bank’s cut comes amid a cooling labour market, which has stalled economic growth.

Capital One sues FDIC for overcharge related to two bank failures

Capital One, based in McLean, Virginia, said the dispute is at an impasse, and a judge should declare that it does not owe the $149.2 million plus daily penalties for nonpayment.

Bahamas-based fund adviser, firms agree to multimillion-dollar SEC settlement over fund misrepresentations

Vukota Capital Management, VCM for short, is a New York limited liability company and unregistered investment adviser.

Legal, Regulation & Compliance