http://americas.managersofwealth.com/ Sat, 29 Mar 2025 12:49:38 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63438/twenty-six-ubs-advisor-teams-in-southern-california-and-hawaii-named-to-forbes-best-in-state-wealth-management-teams-list The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams. Wealth and Asset Management News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63439/jp-morgan-asset-management-unveils-new-jpmorgan-nasdaq-hedged-equity-laddered-overlay-etf-heqq Fund joins HELO in the firm's Hedged Equity suite Wealth and Asset Management News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63440/santander-the-worldamp039s-best-for-international-latin-american-clients-by-euromoney The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay. Wealth and Asset Management News Aggregation Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63442/the-worldamprsquos-best-private-bank-2025-goldman-sachs rawing on over a century and a half of experience, it leverages its resources, investment platform, global network and lending capacity to deliver a host of tailored solutions to clients. Wealth and Asset Management News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63443/bmo-named-canadaamp039s-best-private-bank-for-ultra-high-net-worth-clients-and-philanthropic-advisory-services-at-euromoney-awards These awards recognize BMO's commitment to meeting the unique needs of Private Wealth clients Wealth and Asset Management News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63448/fifth-third-private-bank-named-ampldquounited-states-best-for-high-net-worthamprdquo-by-euromoney Euromoney’s Private Banking Awards are the preeminent annual awards program of the worldwide private banking and wealth management industry. Wealth and Asset Management News Aggregation Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63429/robinhood-to-bring-wealth-management-private-banking-to-retail-investors Users with as little as $50 in investments can access portfolios of exchange-traded funds managed by Robinhood's investment experts. Wealth and Asset Management News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63430/eleven-ubs-advisor-teams-in-arizona-named-to-forbes-best-in-state-wealth-management-teams-list Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale. Wealth and Asset Management News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63433/wealth-enhancement-to-join-forces-with-marcum-wealth-an-independent-ria-with-over-43-billion-in-client-assets The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer. Wealth and Asset Management News Aggregation Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63434/indosuez-wealth-management-prefers-gold-and-dollar-over-bonds-anticipates-us-economic-slowdown The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year. Wealth and Asset Management News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63447/blackrock-nominates-gregory-fleming-and-kathleen-murphy-to-board-of-directors BlackRock’s approach to board composition emphasizes the importance of deep industry expertise People Moves News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63450/waterfall-asset-management-appoints-keerthi-raghavan-as-co-chief-investment-officer He's been a great colleague and friend, and we wish him continued successes in his future endeavors. People Moves News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63428/truxton-wealth-strengthens-advisory-team-with-key-promotions She also holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Middle Tennessee Estate Planning Council. People Moves News Aggregation Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63418/ubs-hires-rbc-capital-biotech-bankers-in-us-health-care-push Noël Brown will become head of biotechnology at UBS, while Tim Chung and Alex Lim are both joining as managing directors People Moves News Aggregation Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63425/a-us-md-resigned-from-a-business-hsbc-wants-to-keep Hansen's exit follows complaints that bonuses in HSBC's DCM team were smaller than expected People Moves News Aggregation Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63426/mangrove-property-insurance-promotes-five-to-leadership-positions He is well known in the market for his pioneering work developing option-to-repair and home-restoration programmes. People Moves News Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63399/zurich-names-head-of-life-sciences-for-us-middle-market Rastiello’s predecessor as Head of Life Sciences, Linda Schultz, is taking a global assignment with Zurich Insurance Group in Commercial Insurance. People Moves News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63400/bmo-announces-new-head-of-us-commercial-bank Sciarrino will be work in both Los Angeles and Chicago People Moves News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63402/citadel-quant-md-leaves-new-york-to-join-hedge-fund-balyasny It's a Greenwich homecoming for Kang, who spent seven and a half years in the city while working as a portfolio manager for quant fund AQR. People Moves News Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63407/oppenheimer-adds-to-technology-banking-group-with-the-hire-of-ranjot-singh-as-managing-director He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking. People Moves News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63404/cambridge-investment-research-associates-to-pay-15m-in-sec-revenue-sharing-conflicts-case The SEC accused Cambridge Investment Research's RIA business of “breaching its fiduciary duty” in recommending certain mutual funds and money market sweep funds. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63406/jpmorgan-sues-former-bank-branch-advisor-who-left-for-morgan-stanley The suit asks that she be barred from soliciting former JPMorgan clients while FINRA arbitration proceedings play out. Legal, Regulation & Compliance News Aggregation Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63390/goodbye-bank-of-america-ampndash-it-has-announced-closures-in-march-2025-ampndash-see-the-full-list-of-affected-branches-in-the-usa This decision seems to respond to a search for online expansion, an option that is used more and more around the world Legal, Regulation & Compliance News Aggregation Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63365/blackrock-drops-sustainability-related-terms-from-56-funds-ahead-of-esma-deadline Fellow US manager Federated Hermes also adjusts names, exclusions for ESG, SDG and biodiversity funds. Legal, Regulation & Compliance News Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63373/investor-alert-fraudulent-impersonation-of-rothenberg-wealth-management-inc The fraudulent activity involves the creation of a fake website, rothenbergacquisitions.com Legal, Regulation & Compliance News Team Friday, March 14, 2025 12:00 am http://americas.managersofwealth.com/article/63326/singapore-tightens-employer-of-record-eor-regulations-what-overseas-employers-need-to-know Companies expanding into Singapore must now establish a local entity or explore alternative employment solutions. Legal, Regulation & Compliance News Aggregation Team Wednesday, March 12, 2025 12:00 am http://americas.managersofwealth.com/article/63304/xrp-etf-here-are-the-funds-awaiting-sec-approval-so-far As of March 12, nine companies have filed for XRP ETF products in the US, including major issuers like Bitwise, ProShares, 21Shares and others. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 11, 2025 12:00 am http://americas.managersofwealth.com/article/63281/gallagheramprsquos-acquisition-of-assuredpartners-pushed-back-amid-regulatory-review This transaction is reportedly the largest sale of a U.S. insurance broker to a strategic acquirer in industry history Legal, Regulation & Compliance News Team Tuesday, March 04, 2025 12:00 am http://americas.managersofwealth.com/article/63230/fca-bans-former-credit-suisse-executives-following-us-criminal-convictions The former Credit Suisse managing directors have been banned for lacking integrity, following US convictions for arranging corrupt loans to the Republic of Mozambique. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 04, 2025 12:00 am http://americas.managersofwealth.com/article/63232/sec-dismisses-coinbase-action The SEC’s complaint also alleged that Coinbase’s holding company, Coinbase Global Inc, was a control person of Coinbase and was thus also liable for certain of Coinbase’s violations. Legal, Regulation & Compliance News Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63449/citizensamprsquo-open-banking-api-gives-customers-secure-easy-access-to-their-financial-data The API is built to the Financial Data Exchange (FDX) standards and gives customers seamless visibility into their data. FinTech News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63427/best-performing-fund-brands-globally-according-to-the-2025-broadridge-fund-brand-50-report BlackRock Regains Top Spot in the U.S. in Broadridge’s Fund Brand 50 2025 Report FinTech News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63431/hargreaves-lansdown-extends-free-electronic-voting-service-to-us-and-canadian-stocks-giving-19m-retail-investors-a-greater-voice The electronic service, which has been available for UK and EU equities since January 2023 FinTech News Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63421/autorek-opens-new-york-hq AutoRek is bringing its innovative reconciliation technology to firms struggling with legacy systems, rising transaction volumes, and regulatory complexity. FinTech News Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63398/block-joins-wall-street-blockchain-alliance Block’s insights and leadership will be invaluable in driving meaningful discussions and initiatives FinTech News Aggregation Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63388/accenture-loses-revenue-amid-us-federal-cuts Accenture chair and CEO Julie Sweet stated that Accenture Federal Services accounted for 8% of the company’s global sales and 16% of sales in America. FinTech News Aggregation Team Thursday, March 20, 2025 12:00 am http://americas.managersofwealth.com/article/63383/the-140k-side-hustle-that-helps-get-a-hedge-fund-job WorldQuant has over 5,000 of these 'consultant' quants. FinTech News Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63367/ninth-wave-announces-integration-with-q2amp039s-digital-banking-platform Financial Institutions can now provide Ninth Wave’s secure embedded finance integrations to customers through Q2’s Digital Banking Platform FinTech News Aggregation Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63368/metro-bank-partners-with-covecta-to-boost-corporate-ampamp-commercial-technology Metro Bank is rapidly growing lending to corporate and commercial businesses: last year, new loan originations increased by 71% and we want to do even more this year. FinTech News Aggregation Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63369/temenos-opens-a-hub-for-banking-technology-in-central-florida This investment is in line with Temenos’ commitment to the US market FinTech News Aggregation Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63444/janus-henderson-launches-usd-aaa-clo-etf-for-non-us-investors-jaaa-ln The team has a successful, long-standing track record in CLO investing, with access to market-leading tools and systems enabling in-depth analysis of CLO collateral to identify relative value opportunities. Alternative Investments News Aggregation Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63445/bc-partners-set-to-raise-14-billion-for-private-credit-fund It would be BC Partners’ largest special opportunities fund to date. Alternative Investments News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63437/numerix-and-apex-group-partner-to-enhance-buy-side-risk-solutions This partnership enhances the capabilities available to buy-side firms, equipping them with the advanced pricing and valuations they need to navigate today's complex regulatory landscape. Alternative Investments News Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63423/form-pf-explained-a-complete-guide-for-us-fund-advisers Born from the 2008 financial crisis, Form PF has grown increasingly important to regulators Alternative Investments News Aggregation Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63424/73-of-executives-deprioritising-sustainability-amid-economic-uncertainty-says-beazley Beazley’s research highlights the increasing vulnerability of businesses as they struggle to integrate climate preparedness into their risk management strategies. Alternative Investments News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63401/eagleview-expands-drone-services-for-streamlined-property-claims-and-repair-estimates EagleView integrates smoothly with leading claims estimatics platforms, providing an effective and value-added end-to-end solution for inspections and repair estimates. Alternative Investments News Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63411/world-investment-advisors-announces-launch-of-new-investment-management-platform-worldmap New investment and portfolio management platform provides access to a wide range of curated, multi-asset models and strategies created and managed by World's investment team Alternative Investments News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63415/waverly-advisors-acquires-ggm-wealth-advisors Waverly expands into Maryland and Virginia Alternative Investments News Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63389/copia-wealth-studios-unveils-ampquotclarityampquot-ai-powered-wealth-management-platform-for-sophisticated-investors The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals. Alternative Investments News Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63395/us-capital-global-closes-global-family-office-summit-with-high-profile-investor-gathering-in-miami US Capital Global hosted an exclusive VIP investor event in Miami, bringing together 200 global investors to mark the conclusion of the 24th Global Family Office Investment Summit. Alternative Investments News Aggregation Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63391/is-the-bank-of-new-york-mellon-bk-among-the-best-bank-stocks-to-buy-according-to-billionaires Rising unemployment, weaker business investment, and high consumer debt, which now stands at a record $17.7 trillion, could put additional pressure on the financial system. Investment Banking News Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63392/morgan-stanley-investment-management-provides-125-million-debt-financing-to-freshbooks This investment will refinance existing debt and is expected to fuel the company’s continued growth. Investment Banking News Team Monday, March 17, 2025 12:00 am http://americas.managersofwealth.com/article/63341/fnex-launches-alternatives-marketplace-for-wealth-managers The FNEX Alternatives Market offers an expansive range of high-quality investments Investment Banking News Aggregation Team Monday, March 17, 2025 12:00 am http://americas.managersofwealth.com/article/63345/macquarie-warns-of-bear-market-as-us-spending-collapses A key indicator for the outlook of the sharemarket – is getting battered by Trump’s sweeping tariffs Investment Banking News Aggregation Team Monday, March 17, 2025 12:00 am http://americas.managersofwealth.com/article/63347/bank-of-america-cuts-150-investment-banker-jobs-itamprsquos-the-most-recent-round-of-layoffs The layoffs come weeks after Bank of America cut staff in its investment banking Investment Banking News Aggregation Team Tuesday, March 11, 2025 12:00 am http://americas.managersofwealth.com/article/63290/bank-of-america-just-cut-100-analysts-ampamp-associates-in-its-investment-bank There are complaints nonetheless. Investment Banking News Aggregation Team Monday, March 03, 2025 12:00 am http://americas.managersofwealth.com/article/63223/goldman-sachs-has-a-small-round-of-annual-layoffs-coming-soon By cutting staff in May, Goldman is reverting to a schedule that existed pre-COVID. Investment Banking News Aggregation Team Tuesday, February 25, 2025 12:00 am http://americas.managersofwealth.com/article/63176/canadaamp039s-scotiabank-bmo-wait-for-clarity-on-tariffs-to-update-outlook The banks, Canada's third and fourth largest, put aside over C$1 billion in loan loss reserves in the first quarter Investment Banking 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, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63441/womenamp039s-history-month-female-advisors-talk-about-amp039trailblazingamp039-and-wealth-management Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward. Comment, Analysis & Research News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63432/steering-portfolios-through-a-new-world-disorder A slowing US economy is the first casualty of policy uncertainty. Comment, Analysis & Research News Team Thursday, March 27, 2025 12:00 am http://americas.managersofwealth.com/article/63436/for-advisors-fiduciary-duty-pays-off-with-affluent-investor-satisfaction 70% of those who believe their advisor is obligated to act as a fiduciary indicate they are satisfied with their relationship and less interested in finding a new provider Comment, Analysis & Research News Aggregation Team Monday, March 24, 2025 12:00 am http://americas.managersofwealth.com/article/63397/goodbye-ific-hello-sima The catalyst for rebranding was this shift from the two-legged stool of asset management Comment, Analysis & Research News Aggregation Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63396/us-bank-on-the-amp039dirty-little-secretamp039-of-applied-foresight-and-amp039future-safarisamp039 At the base of the future is, contradictorily, the past and the lessons it offers us. Futurism or applied foresight is an investigation into the trends and trajectories of previous examples of these past situations. Comment, Analysis & Research News Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63371/more-than-72-of-financial-advisors-are-compensated-by-fee-based-models Alternative fee structures and the option for clients to receive various planning services can be a differentiator Comment, Analysis & Research News Aggregation Team Friday, March 14, 2025 12:00 am http://americas.managersofwealth.com/article/63324/from-wealth-preservation-to-value-creation-family-officesamp039-venture-capital-revolution This transformation represents both opportunity and challenge for the venture capital industry. Comment, Analysis & Research News Aggregation Team Friday, March 14, 2025 12:00 am http://americas.managersofwealth.com/article/63327/with-uncertainty-comes-growing-economic-risk-for-the-fed-to-weigh Employment growth has largely persisted Comment, Analysis & Research News Team Friday, March 14, 2025 12:00 am http://americas.managersofwealth.com/article/63334/jill-jones-provides-assurance-on-eb-5amprsquos-stability The next 24 hours saw a flurry of articles and statements from across the EB-5 industry, Comment, Analysis & Research News Aggregation Team Thursday, March 13, 2025 12:00 am http://americas.managersofwealth.com/article/63309/tariffs-are-causing-a-market-meltdownampmdashbut-some-in-the-wealthy-1-see-a-chance-to-cash-in But the 1% aren’t necessarily surprised by the president’s actions and orders. Comment, Analysis & Research News Aggregation Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63446/wall-street-straps-in-for-trumpamprsquos-tariff-reveal-sees-no-end-to-fog-of-uncertainty The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022. Tax News Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63422/republican-tax-policy-plans-could-grow The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes Tax News Aggregation Team Tuesday, March 18, 2025 12:00 am http://americas.managersofwealth.com/article/63352/taxpayers-come-clean When worried clients heard that, they came forward in droves. Tax News Team Saturday, March 15, 2025 12:00 am http://americas.managersofwealth.com/article/63331/successful-audit-once-again-proves-jtcamprsquos-solutions-are-secure Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020), Tax News Aggregation Team Wednesday, March 12, 2025 12:00 am http://americas.managersofwealth.com/article/63308/us-tariffs-a-structural-shift-reshaping-global-trade-and-asset-allocation The economic impact of tariffs is inherently stagflationary. Tax News Aggregation Team Tuesday, March 11, 2025 12:00 am http://americas.managersofwealth.com/article/63289/rsm-to-use-arch-for-private-markets-investment-management The middle market consultancy and accounting firm will integrate Arch into its family office data management platform. Tax News Team Friday, March 07, 2025 12:00 am http://americas.managersofwealth.com/article/63261/forest-systems-and-summitas-announce-strategic-partnership-to-enhance-wealth-management-security-and-efficiency This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools Tax 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 Aggregation Team Thursday, March 20, 2025 12:00 am http://americas.managersofwealth.com/article/63384/wall-street-pay-guru-forecasts-a-disappointing-year-for-bonuses Banks risk sinking into a "cultural malaise" born of the return to work, threats from AI and the waning of righteousness of ESG and DEI issues. Retail Banking News Team Friday, March 07, 2025 12:00 am http://americas.managersofwealth.com/article/63263/signature-bank-achieves-record-profitability-in-2024-expands-wealth-management-and-strengthens-industry-leadership Our team has a great deal to be proud of as we reflect on our financial success in 2024 Retail Banking News Aggregation Team Thursday, March 06, 2025 12:00 am http://americas.managersofwealth.com/article/63249/scotiabank-pullback-signals-global-banking-shift-away-from-latin-america Scotiabank’s exit also fulfills a promise CEO Scott Thomson made in 2023 to refocus on more profitable North American markets. Retail Banking News Team Tuesday, March 04, 2025 12:00 am http://americas.managersofwealth.com/article/63231/fintech-cadence-and-visa-join-forces-to-support-payment-innovation-in-canada As part of the overall collaboration, Visa is one of the Champion Sponsors of the 2025 Fintech Drinks Series Retail Banking News Team Wednesday, February 26, 2025 12:00 am http://americas.managersofwealth.com/article/63187/consumers-continue-to-navigate-persistent-inflation-by-changing-life-plans-say-they-want-to-learn-new-money-behaviors-according-to-second-annual-wells-fargo-money-study For adults in the first half of their financial lives, these numbers are even higher, with 82% of Gen Z adults and 79% of Millennials cutting back. Retail Banking News Aggregation Team Tuesday, February 25, 2025 12:00 am http://americas.managersofwealth.com/article/63175/the-international-banker-2025-north-ampamp-south-american-awards-winners Banks are also now reporting more positive demand trends for CRE loans, further underscoring the brighter prospects for a sector badly damaged by rising interest rates in recent years. Retail Banking News Team Friday, February 21, 2025 12:00 am http://americas.managersofwealth.com/article/63147/citi-ceo-fraser-closes-pay-gap-to-peers-ifr The bank raised Fraser’s pay by 33% to $34.5mln Retail Banking 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 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