http://americas.managersofwealth.com/ Fri, 21 Feb 2025 14:59:20 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63133/rbc-wealth-management-congratulates-financial-advisors-recognized-as-top-brokers-under-40-by-financial-planning Both annual lists rank advisors by production totals. Wealth and Asset Management News Aggregation Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63134/wealth-managers-struggle-to-serve-women-of-substance The financial priorities and succession planning approaches of men and women reveal significant differences. Wealth and Asset Management News Aggregation Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63136/evergreen-funds-the-view-from-one-of-the-worldamprsquos-largest-asset-managers JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds Wealth and Asset Management News Aggregation Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63137/fidelity-unveils-new-etf-model-portfolios-for-wealth-managers Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios Wealth and Asset Management News Aggregation Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63138/jpmorgan-takes-in-60-billion-from-rich-latin-american-clients Mexican clients account for $85 billion of the total. Wealth and Asset Management News Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63139/alera-group-accelerates-growth-in-wealth-management-and-retirement-plan-divisions Leadership Drives Strategic Investments, Acquisitions and Partnerships Wealth and Asset Management News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63122/women-focused-wealth-manager-marilyn-suey-of-diamond-group-wealth-advisors-wins-major-award The award is not indicative of the wealth manager’s future investment performance. Wealth and Asset Management News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63124/ubs-advisor-team-the-matthews-group-named-to-forbes-top-wealth-management-teams-and-best-in-state-lists Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families. Wealth and Asset Management News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63125/marsh-mclennanamprsquos-mercer-to-acquire-secor-asset-management As part of the agreement, SECOR’s more than 40 colleagues in New York and London will join Mercer upon completion of the transaction. Wealth and Asset Management News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63111/30-fastest-growing-wealthy-suburbs-in-america Additional factors found for each location include median household income, average home value and livability score. Wealth and Asset Management News Aggregation Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63135/nando-costa-joins-jp-morgan-private-bank-in-miami Costa, originally from Brazil, began his career at Morgan Stanley in 2006 before moving to JP Morgan Private Bank, where he worked from 2010 to 2018. People Moves News Aggregation Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63130/rsampampf-announces-promotions-of-two-senior-team-members Myers has over 10 years of leadership experience with responsibility for managing operations and process improvement. People Moves News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63131/bank-of-america-names-mark-kremers-president-of-san-diego Rick Bregman Retires After 34 Years with the Company People Moves News Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63106/stephens-private-wealth-management-hires-financial-consultant-curtis-wethington Mr. Wethington will be based in the Hot Springs, AR office. People Moves News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63110/assetbook-ceo-marwa-zakharia-steps-down Zakharia, hired to stabilize the firm, confirmed she has left the performance reporting tech company. People Moves News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63112/enact-re-appoints-marty-scherzer-as-ceo Since Everest, Scherzer has served as a consultant for multiple start-ups across insurance and financial services. People Moves News Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63113/will-eide-joins-rothschild-ampamp-co-as-managing-director-in-the-technology-team Strategic hire strengthens Rothschild & Co’s expertise in the Technology sector in North America People Moves News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63114/tocqueville-asset-management-expands-business-with-13b-aum-acquisition The 40-year-old independent investment partnership picks up high caliber team. People Moves News Aggregation Team Monday, February 17, 2025 12:00 am http://americas.managersofwealth.com/article/63105/bank-of-america-hires-former-jpmorgan-executive-to-strengthen-private-bank-memo-says He was most recently the vice chairman of South Atlantic region at JPMorgan Private Bank, where he oversaw the growth of the ultra high net worth and family office business segments across the region. People Moves News Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63086/greycourt-announces-manager-research-team-promotions-and-new-additions-to-the-team The promotions of Wendy and Owen recognize their professional growth People Moves News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63109/elon-muskamp039s-doge-asks-for-access-to-irs-taxpayer-data-sources-say The database includes such private information as a person's Social Security number and address Legal, Regulation & Compliance News Aggregation Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63096/goldman-sachs-abandons-dei-rule-saying-it-has-amplsquoserved-its-purposeamprsquo Goldman Sachs has ended a ban on underwriting companies with all-White, all-male boards, becoming the latest corporate giant to scale back a DEI initiative. Legal, Regulation & Compliance News Team Thursday, February 13, 2025 12:00 am http://americas.managersofwealth.com/article/63091/wells-fargo-confirms-termination-of-two-longstanding-federal-reserve-consent-orders Wells Fargo’s regulators have now closed nine consent orders since 2019. Legal, Regulation & Compliance News Aggregation Team Wednesday, January 29, 2025 12:00 am http://americas.managersofwealth.com/article/62964/itamprsquos-official-ampndash-bank-of-america-will-close-several-branches-in-january-2025-as-part-of-its-transition-to-digital-banking Reasons behind Bank of America's branch closures in January 2025 Legal, Regulation & Compliance News Aggregation Team Tuesday, January 28, 2025 12:00 am http://americas.managersofwealth.com/article/62954/wells-fargoamp039s-regulatory-burden-eases-further-as-cfpb-terminates-2022-punishment We view this news as a positive for Wells Fargo as it demonstrates progress of working with the company's regulators Legal, Regulation & Compliance News Aggregation Team Friday, January 24, 2025 12:00 am http://americas.managersofwealth.com/article/62931/herald-investment-trust-shareholders-reject-us-hedge-fund-saba-capitalamp039s-board-coup He argued that Saba's proposals were rejected as their intended outcome was for Saba to end up managing Herald. Legal, Regulation & Compliance News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62886/aba-banking-journalamprsquos-annual-compilation-of-challenges-for-a-new-year Investigating what is ahead for banks across multiple topics. Legal, Regulation & Compliance News Team Monday, December 30, 2024 12:00 am http://americas.managersofwealth.com/article/62715/eqb-reports-amended-and-restated-credit-agreement The maturity date for the Restated Credit Facility is now December 30, 2027. Legal, Regulation & Compliance News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62698/finra-orders-edward-jones-osaic-and-cambridge-to-repay-82m-over-fund-fees Finra's findings center around mutual fund sales charge waivers and fee rebates, which the regulatory body said Edward Jones, Osaic and Cambridge Investment Research did not return to customers over a period of years. Legal, Regulation & Compliance News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62704/wells-fargo-says-itamprsquos-quitting-worldamprsquos-largest-climate-banking-group Financial companies have been under increasing pressure from Republican lawmakers, which have launched investigations and filed lawsuits related to the industry’s efforts to address climate change. Legal, Regulation & Compliance News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63117/payfinia-partners-with-tapp-engine-to-provide-instant-wealth-management-capabilities The partnership enables participating clients to access Payfinia's full suite of instant payment services FinTech News Aggregation Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63118/argentinaamp039s-president-milei-denies-crypto-fraud-allegations A judge will now determine if the president should face fraud charges over the incident. FinTech News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63127/bnp-paribasamprsquo-securities-services-business-adopts-broadridgeamprsquos-global-class-action-solution-to-maximize-its-clientsamprsquo-global-asset-recovery-opportunities Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries FinTech News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63129/carlyle-announces-the-listing-of-hexaware-technologies-the-largest-technology-services-ipo-globally-in-over-a-decade Hexaware is a global technology and business process services company that specializes in AI-first solutions FinTech News Aggregation Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63103/regions-bank-teams-up-with-koxa-to-launch-amplsquoembedded-erp-financeamprsquo-solution The new solution makes better use of real-time information to potentially help companies improve cash flow FinTech News Team Wednesday, February 12, 2025 12:00 am http://americas.managersofwealth.com/article/63078/broadridge-and-upvest-to-deliver-end-to-end-proxy-voting-and-shareholder-disclosure-solutions Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs FinTech News Team Wednesday, February 12, 2025 12:00 am http://americas.managersofwealth.com/article/63081/advyzon-partners-with-stonex-group-incamprsquos-global-clearing-and-custody-services-to-provide-comprehensive-wealth-management-platform Partnership with a publicly traded global financial services network signals to the market that Advyzon can support any level of firm in any segment. FinTech News Aggregation Team Monday, February 10, 2025 12:00 am http://americas.managersofwealth.com/article/63055/risr-wealthcare-capital-management-partner-to-boost-client-service The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations. FinTech News Team Monday, February 10, 2025 12:00 am http://americas.managersofwealth.com/article/63057/ramp-and-apex-unveil-innovative-digital-investing-solution-to-help-maximize-cash-returns-for-businesses To start, customers will be able to invest in the Invesco Premier U.S. Government Money portfolio, a fund that invests in short-term, high-credit-quality money market instruments. FinTech News Team Friday, February 07, 2025 12:00 am http://americas.managersofwealth.com/article/63039/prismatic-rebrands-as-asseta-and-announces-ai-agents-for-family-offices The transition to Asseta represents more than a name change. FinTech News Team Friday, February 21, 2025 12:00 am http://americas.managersofwealth.com/article/63142/fiera-capital-announces-100-million-seed-investment-for-oaks-em-select-strategy-to-drive-emerging-market-strategy-growth Funding to drive investments into securities in Emerging Markets, including Saudi Arabia, Greece, Vietnam, Mexico, Indonesia, and the Philippines. Alternative Investments News Aggregation Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63140/investors-are-bullish-on-global-stocks-bank-of-america-survey-says Investors are also more optimistic about China’s economic growth. Alternative Investments News Aggregation Team Thursday, February 20, 2025 12:00 am http://americas.managersofwealth.com/article/63141/vanguardamprsquos-voo-dethrones-spy-as-the-worldamprsquos-largest-etf Its first-mover advantage helped it build a massive presence in terms of trading volume and liquidity. Alternative Investments News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63123/scotia-global-asset-management-announces-february-2025-cash-distributions-for-scotia-etfs Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Alternative Investments News Aggregation Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63132/bridging-market-set-to-grow-following-wave-of-us-and-middle-eastern-investment B&C reached out to bridging lenders experienced in working with HNWIs seeking ultra-prime London property for their input. Alternative Investments News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63108/preqin-introduces-allocator-hub-to-support-private-market-investments The Allocator Hub provides tools for asset allocation, manager selection, due diligence, and portfolio management. Alternative Investments News Aggregation Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63097/nuveen-reportedly-mulling-stake-sale-in-78bn-private-capital-unit This unit, which includes Churchill Asset Management and Arcmont Asset Management, manages $78bn. Alternative Investments News Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63101/kkr-raises-over-850-million-for-opportunistic-real-estate-credit-strategy ROX II is KKR’s flagship private fund investing across the full breadth of KKR Real Estate Credit’s opportunistic capabilities. Alternative Investments News Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63102/two-schmidt-financial-management-advisors-named-to-investment-newsamp039-2025-top-advisor-list "Our understanding of the technology sector's unique challenges allows us to provide targeted solutions for executives managing equity-based compensation," said Evan Schmidt. Alternative Investments News Team Thursday, February 13, 2025 12:00 am http://americas.managersofwealth.com/article/63092/jp-morgan-asset-management-launches-jpmorgan-flexible-income-etf-on-nyse Fund Aims to Deliver Attractive Income and Capital Growth Alternative Investments News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63107/jamie-dimonamprsquos-real-problem-with-working-from-home-at-jpmorgan-boutique-bank-hands-juniors-a-bonus-plus-a-top-up Then the 2022 deal boom happened, and top management decided that after consideration, the real reason everyone needed to be in the office was to help the younger staff learn their trade. Investment Banking News Aggregation Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63098/jpmorgan-chase-ceo-calls-for-washington-to-rethink-financial-regulations Recent actions included a halt to the agency’s activities and restrictions on its employees. Investment Banking News Aggregation Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63100/jp-morgan-ceo-derides-in-office-work-pushback Instead, Dimon demanded more efficiency and stressed that employees have a choice whether to work at JP Morgan. Investment Banking News Team Wednesday, February 12, 2025 12:00 am http://americas.managersofwealth.com/article/63072/bny-sends-largest-instant-payment-in-us-history-10-million-following-transaction-limit-increase As businesses increasingly demand faster, more secure, and more transparent payment solutions, advancements in real-time payment capabilities are transforming how companies manage liquidity and streamline operations. Investment Banking News Aggregation Team Tuesday, February 11, 2025 12:00 am http://americas.managersofwealth.com/article/63063/santander-global-leader-in-export-finance-for-third-year-running The Group held on to the number one spot with a total volume of USD 8.6 billion and an international market share of 10.5%. Investment Banking News Aggregation Team Friday, February 07, 2025 12:00 am http://americas.managersofwealth.com/article/63044/seven-ampamp-i-consortium-said-to-tap-bank-of-america-citi-for-financing Thai conglomerate CP All – which holds the Thai franchise for 7-Eleven – is also weighing plans to take an equity stake in the management buyout Investment Banking News Team Friday, January 31, 2025 12:00 am http://americas.managersofwealth.com/article/62992/orange-county-bancorp-inc-announces-strategic-realignment-of-internal-divisions-to-enhance-its-wealth-management-services Wealth and asset management offerings rebranded as Orange Wealth Management Investment Banking News Aggregation Team Wednesday, January 29, 2025 12:00 am http://americas.managersofwealth.com/article/62965/goldman-sachs-workers-moan-about-meager-bonuses Solomon was also awarded an $80 million stock bonus to stay at the helm for another five years. Investment Banking News Aggregation Team Wednesday, January 29, 2025 12:00 am http://americas.managersofwealth.com/article/62967/jpmorgan-picks-reed-to-run-government-and-healthcare-businesses The source said that renting space at the former Credit Suisse building at 1 Cabot Square is viewed as an interim solution Investment Banking News Aggregation Team Tuesday, January 28, 2025 12:00 am http://americas.managersofwealth.com/article/62950/goldman-sachs-bonus-complaints-ampamp-bnp-paribasamp039-bonus-warning-life-of-a-citadel-pm At Goldman Sachs, for example, profitability and revenues rose by 68% and 16% respectively in 2024, but spending on pay rose by 8%. Investment Banking News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63126/dealmakers-adapt-to-a-shifting-landscape Monthly deal value in 2024 returned to the average monthly value of the prior five years, and total deal value for 2024 was 30 percent higher than that seen in 2023. Comment, Analysis & Research News Team Wednesday, February 19, 2025 12:00 am http://americas.managersofwealth.com/article/63128/rethink-multipolarity-ampndash-an-investoramprsquos-roadmap The implications for the global economy and financial markets may be significant. Comment, Analysis & Research News Aggregation Team Wednesday, February 12, 2025 12:00 am http://americas.managersofwealth.com/article/63080/the-average-banking-md-generates-45m-in-revenues-beware-falling-below-that Even in bad years, Amrit Shahani, managing director of BCG Research, says the average banker across all levels generates $1.6m in revenues. In down years, Shahani says MDs alone generate $3m. Comment, Analysis & Research News Aggregation Team Monday, February 10, 2025 12:00 am http://americas.managersofwealth.com/article/63058/inflation-data-to-test-market-as-tariff-talk-swirls The January report is expected to show an 0.3% increase in CPI on a monthly basis, according to a Reuters poll. Comment, Analysis & Research News Aggregation Team Thursday, February 06, 2025 12:00 am http://americas.managersofwealth.com/article/63028/unforeseen-consequences-how-far-reaching-will-us-tariffs-be Experts at SJP explore the potential long-term ramifications of the latest in protectionist measures. Comment, Analysis & Research News Team Thursday, February 06, 2025 12:00 am http://americas.managersofwealth.com/article/63037/us-stocks-offer-upside-despite-tariffs-deepseek-challenges We see around 10% upside to US equities in the coming 12 months, driven by earnings-per-share growth. Comment, Analysis & Research News Aggregation Team Wednesday, February 05, 2025 12:00 am http://americas.managersofwealth.com/article/63023/massachusetts-groups-named-in-forbes-2025-best-in-state-wealth-management Forbes selects teams for its annual list based on industry research, client retention, and qualitative criteria. Comment, Analysis & Research News Aggregation Team Tuesday, February 04, 2025 12:00 am http://americas.managersofwealth.com/article/63014/the-best-bank-to-grow-your-wealth-in-every-state Additional factors considered included total assets, Bauer ratings, product rates, fees and mobile app ratings. Comment, Analysis & Research News Team Friday, January 31, 2025 12:00 am http://americas.managersofwealth.com/article/62989/loss-provisions-at-us-banks-come-in-below-estimates-as-credit-stays-healthy Of the 64 banks that released results as of Jan. 24 Comment, Analysis & Research News Aggregation Team Friday, January 31, 2025 12:00 am http://americas.managersofwealth.com/article/62990/2025-asset-management-industry-outlook Navigating the Industry’s Economic and Operational Opportunities Comment, Analysis & Research News Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63115/uk-inheritance-tax-changes-how-the-us-uk-treaty-could-protect-some-americans For dual nationals, if none of the above lead to a clear answer, the US and UK tax authorities will agree between them how to tax the individual. Tax News Team Wednesday, January 29, 2025 12:00 am http://americas.managersofwealth.com/article/62962/avantax-acquires-assets-of-longtime-affiliate-sweeney-kovar-llp-with-approximately-180-million-in-assets-under-administration Comprehensive tax and financial planning firm stays with Avantax to help ensure consistency of service for their clients while paving positive career paths for their employees Tax News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62811/trump-has-promised-to-lower-taxes-will-it-actually-make-you-more-money Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026. Tax News Team Thursday, December 19, 2024 12:00 am http://americas.managersofwealth.com/article/62654/grant-thorntonamprsquos-partho-ghatak-named-a-amplsquotop-global-chief-information-security-officeramprsquo-by-cyber-defense-magazine Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts. Tax News Team Wednesday, December 11, 2024 12:00 am http://americas.managersofwealth.com/article/62577/zedra-joins-forces-with-leading-us-fund-solutions-provider-gryphon Both companies will work closely together to ensure a smooth transition for all clients and employees. Tax News Aggregation Team Tuesday, December 03, 2024 12:00 am http://americas.managersofwealth.com/article/62495/rediscovered-us-tax-treaty-finds-new-home-in-national-archives The treaty was a pivotal document, underpinning Bermuda's success as a premier insurance and reinsurance hub. Tax News Aggregation Team Wednesday, November 20, 2024 12:00 am http://americas.managersofwealth.com/article/62397/allworth-boosts-tax-services-with-acquisition-of-bay-area-cpa-firm “CCA has an exceptional tax team that will help us meet that demand and better serve our clients.” Tax News Aggregation Team Thursday, November 07, 2024 12:00 am http://americas.managersofwealth.com/article/62280/65b-callan-family-office-launches-tax-overlay-program The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program. Tax News Aggregation Team Wednesday, October 09, 2024 1:00 am http://americas.managersofwealth.com/article/62000/irs-whistleblowersamp039-74-million-payout-shows-two-years-of-reform The IRS program for years has endured criticism about low payouts and rising process times. Tax News Aggregation Team Wednesday, October 02, 2024 1:00 am http://americas.managersofwealth.com/article/61932/the-legal-framework-for-the-united-states-and-united-kingdom-cross-border-tax-compliance Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location. Tax News Aggregation Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63090/banks-closed-more-than-100-branches-in-three-weeks-as-closure-bloodbath-continues-in-2025 There's no doubt we're moving towards a cashless society Retail Banking News Aggregation Team Thursday, February 13, 2025 12:00 am http://americas.managersofwealth.com/article/63089/us-bank-to-close-doors-of-downtown-rice-lake-branch-this-spring We understand that the closure of any branch is a disruption for our clients Retail Banking News Aggregation Team Monday, February 10, 2025 12:00 am http://americas.managersofwealth.com/article/63059/wells-fargo-launches-new-commercial-banking-platform-with-q2 Last April, the US “Big Four” bank sought to enhance its commercial banking operations, particularly the efficiency of trade finance, by integrating TradeSun’s Intelligence V4 solution. Retail Banking News Aggregation Team Tuesday, February 04, 2025 12:00 am http://americas.managersofwealth.com/article/63012/wells-fargo-executives-plot-life-after-36-billion-punishment By one measure, it has cost the lender more than $36 billion in profits, easily making it one of the harshest corporate sanctions in a generation. Retail Banking News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62875/paypal-ventures-invests-in-latam-insurtech-olampeacute-life Olé Life is redefining how families access and experience financial protection with products that are easy to acquire and offer long-term stability. Retail Banking News Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62818/nbkc-bank-joins-nr-atleas-allpoint-network Kansas City, Missouri-based nbkc was looking for an efficient way to allow customers to conduct transactions Retail Banking News Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62753/dime-receives-ampldquooutstandingamprdquo-rating-on-community-reinvestment-act-exam-from-federal-reserve-bank-of-new-york The CRA encourages banks to help meet the credit needs of the communities in which they operate, including Low-to-Moderate Income neighborhoods. Retail Banking News Aggregation Team Tuesday, December 31, 2024 12:00 am http://americas.managersofwealth.com/article/62725/bank-opening-hours-on-new-yearamprsquos-eve-and-new-year-day-bank-of-america-wells-fargo-citiamphellip Find out when Bank of America, Wells Fargo and Citi will be opening over the festive period, including December 31 andf January 1. Retail Banking News Aggregation Team Tuesday, December 24, 2024 12:00 am http://americas.managersofwealth.com/article/62693/central-bank-of-brazil-approves-payretailers-acquisition-of-transfeera It says this would strengthen the company’s regulatory and risk management structure in Brazil, and expand its opportunities in open banking. Retail Banking News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62681/customer-big-bank-trust-grows-except-with-self-service-jd-power Additionally, those banks rank in the top three in the study’s most heavily weighted factor of trust, scoring 700, 691 and 687, respectively (on a 1,000-point scale). Retail Banking News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62895/trumpamprsquos-climate-policy-and-its-impact-on-investments In practice, this means that the US no longer has to submit a climate action plan to the United Nations every five years. Planet SOS News Aggregation Team Friday, November 29, 2024 12:00 am http://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS News Team Tuesday, October 22, 2024 1:00 am http://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS News Team Friday, September 27, 2024 1:00 am http://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS News Aggregation Team Thursday, September 05, 2024 1:00 am http://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS News Team Thursday, August 22, 2024 1:00 am http://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS News Team Monday, August 12, 2024 1:00 am http://americas.managersofwealth.com/article/61467/standard-chartered-launches-esg-linked-cash-account Latest addition to the Bank’s suite of Transaction Banking Cash solutions rewards clients for meeting material ESG-related targets Planet SOS News Aggregation Team Thursday, August 01, 2024 1:00 am http://americas.managersofwealth.com/article/61372/rbcamprsquos-35m-green-initiative-targets-70-emissions-cut-by-2035 The project, scheduled to start in spring 2025, is expected to reduce the bank’s onsite carbon emissions by 10,000 tonnes, contributing to a 70% reduction in total branch emissions. Planet SOS News Aggregation Team Monday, July 22, 2024 1:00 am http://americas.managersofwealth.com/article/61258/the-great-climate-change-wealth-transfer-is-here The great climate change Politics and profit are making it harder to kick our fossil fuel addictiontransfer is here Planet SOS