Managers of Wealth Americas

JPMorgan, BofA, Citi Among Banks Facing House Probe on Loans

Republicans on the subcommittee didn’t sign onto the letters asking the banks to turn over documents.

DOL opens gate to private equity in DC plans

Big rush to add the asset class is not expected, experts say

Bitcoin-Friendly Top US Banking Regulator Aims to Solve Banks' Problems With Decentralization

Brian Brooks recently became the new acting Comptroller of the Currency, the top banking regulator for the Trump administration.

The National Institute on Ageing and RBC Wealth Management Partner to Serve Older Canadians Français

Partnership will raise awareness on the need to educate, assist and empower older Canadians with personal and financial planning for the future

It’s the economy, stupid by Rathbones

Practically speaking, this case is not likely to have a major impact on the actions of plan sponsors.

Goldman Sachs sees $1,800 gold prices with potential for $2,000

The metal eventually turned sideways when so-called risk assets bounced, but with gold holding up due to U.S. dollar weakness and low long-term real interest rates, Goldman said in a report Tuesday.

CAPTRUST Continues M&A Push With Lakeside Wealth Acquisition

The addition of the $1.6 billion firm underscores the convergence of retirement plan advising and wealth management practices.

Optimize Wealth Management swoops on Lifestyle Wealth

The firm provides financial planning, tax and estate planning, mortgage and insurance services.

Credit Suisse Wins $3.5 Mln from U.S. Brokers Who Claimed Hiring Fraud

The interest, which continues to accumulate until the award is paid, was set at a default rate of more than 5%, according to a Credit Suisse official.

Richardson GMP and Cormark Securities Announce Strategic Alliance

"Together, we have the scale, expertise and depth of talent to become the top choice for Canadians looking for independent firms to meet their wealth management and investment banking needs," added Mr. Marsh.

France and New York ink fintech MoU

This will foster collaboration to support cross-border fintech developments, providing entrepreneurs speed to market opportunities in New York and France, while upholding robust consumer protection.

US banking regulator seeks public input on digital currencies, DLT

This public input will help the agency as it updates its policies for national banks and federal savings associations.

Whistleblower receives largest-ever award (nearly $50M) in currency scheme

Whistleblower Program Reaches $500 Million in Total Awards

Petra Capital Partners Completes Fundraising on $208 Million Petra Growth Fund IV

Petra is also pleased to announce that the fund has already closed on two new investments.

Partners Group welcomes guidance from US Department of Labor on inclusion of private equity in defined contribution pension plans

Partners Group's private equity offering for the US DC market is designed to be adopted by professionally-managed or advised DC plans and incorporated in structures such as target-date funds.

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