http://americas.managersofwealth.com/ Fri, 13 Feb 2026 13:54:41 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66071/rbc-wealth-management-expands-lifestyle-services-platform-for-ultra-high-net-worth-clients Three new providers have been added to the firm's RBC Echelon platform, which connects Wealth and Asset Management News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66072/recommended-cash-acquisition-of-schroders-plc-by-nuveen-llc Creating a World-Leading Asset Manager with Nearly $2.5 Trillion of AUM Wealth and Asset Management News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66074/leonteq-publishes-full-year-2025-results-and-announces-nomination-of-new-chairman Management will continue to execute its strategic plan with a clear priority to grow revenues and restore profitability in 2026. Wealth and Asset Management News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66075/brookfield-wealth-solutions-announces-year-end-2025-results-and-declares-quarterly-distribution-increase With the closing of the Just Group plc acquisition expected in the first half of 2026, as well as other growth initiatives underway, we look forward to the continued success of our business this year and beyond.” Wealth and Asset Management News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66076/shelly-wiemann-named-to-forbesamprsquo-list-of-best-in-state-women-wealth-advisors Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Wealth and Asset Management News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66077/steward-partners-celebrates-three-advisors-named-to-forbes-best-in-state-top-women-wealth-advisors-list Honor underscores Steward Partners' commitment to supporting and advancing women leaders in wealth management Wealth and Asset Management News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66081/pnc-wealth-management-launches-premier-client-an-integrated-banking-and-investing-experience-for-the-emerging-and-mass-affluent New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated branches Wealth and Asset Management News Aggregation Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66056/bank-of-america-highlights-women-advisors-and-refines-italian-leadership-narrative The shares recently closed at $55.39, with a 1.7% return over the past week and a 21.1% return over the past year. Wealth and Asset Management News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66057/keybank-deepens-middle-market-commitment-with-family-office-banking-team Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform Wealth and Asset Management News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66058/bluespring-wealth-partners-welcomes-23-billion-shp-financial Addition of the New England-based firm marks an expansion in the region for Bluespring, bolstering its existing community of high-performing advisors Wealth and Asset Management News Aggregation Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66070/balanz-usa-appoints-federico-francia-as-head-of-wealth-management Federico Francia joins his new position this February 2026, after working for more than eleven years at Puente Servicios Financieros People Moves News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66073/regions-bank-names-kafi-slaughter-as-private-wealth-leader-serving-key-texas-markets Slaughter’s industry experience, passion for superior service, and deep community engagement will further differentiate how Regions serves clients in Houston, Austin and beyond. People Moves News Aggregation Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66050/arcadian-risk-capital-enters-management-liability-sphere-with-mark-butler Mr Butler joins from AmTrust where he was head of AmTrust Exec People Moves News Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66054/apollo-names-diego-de-giorgi-as-incoming-head-of-emea De Giorgi has spent more than 30 years in London serving in key leadership positions for large global banks. People Moves News Aggregation Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66031/55b-ria-aprio-adds-chief-compliance-officer-from-compound Courtney Holt has left Compound Planning after about a year to run compliance for Atlanta-based Aprio Wealth Management. People Moves News Aggregation Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66032/steward-adds-south-florida-team-from-raymond-james Silcox & Avonda Wealth Management in Stuart, Fla., with $716 million in assets, has moved over from Raymond James’ employee channel. People Moves News Team Thursday, February 05, 2026 12:00 am http://americas.managersofwealth.com/article/66014/certuityamprsquos-rich-bursek-announces-four-hires-to-support-growth-and-technology-initiatives Under the leadership of President and Partner Rich Bursek, Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced four strategic additions to its team. These appointments reflect Certuity&am People Moves News Team Thursday, February 05, 2026 12:00 am http://americas.managersofwealth.com/article/66016/ashton-thomas-private-wealth-welcomes-advisor-collin-rigler-reinforcing-firmamprsquos-model-and-growth-strategy-in-key-markets Mr. Rigler joins Ashton Thomas from Alex. Brown People Moves News Aggregation Team Thursday, February 05, 2026 12:00 am http://americas.managersofwealth.com/article/66019/insigneo-hires-btg-pactual-duo-to-expand-brazil-coverage-from-miami Insigneo has recruited former BTG Pactual managing directors Renato Bisconcini and Renato Rizzatti to bolster its Brazil-focused UHNW offering from its Miami office. People Moves News Aggregation Team Thursday, February 05, 2026 12:00 am http://americas.managersofwealth.com/article/66023/citi-private-bank-strengthens-its-latin-america-team-with-new-bankers With these appointments, Citi Private Bank continues to strengthen its team in Latin America, a key region within its growth strategy in the HNW and UHNW segment People Moves News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66060/premier-leads-cayman-delegation-to-fatf-plenary-in-mexico In addition to attending the main Plenary sessions, members of the Cayman delegation will participate in a series of targeted meetings Legal, Regulation & Compliance News Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66038/what-does-fed-policy-mean-for-investors The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors. Legal, Regulation & Compliance News Aggregation Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65985/nubank-advances-us-launch-with-occ-approval Nubank is now in the "bank organisation phase" after first filing for a US national bank charter last September, and plans to open a regional bank within the next 18 months. Legal, Regulation & Compliance News Aggregation Team Monday, January 26, 2026 12:00 am http://americas.managersofwealth.com/article/65915/labour-groups-push-mps-to-force-cra-disclosure-on-offshore-tax-evasion Greater transparency is critical to protecting the integrity of the tax system Legal, Regulation & Compliance News Aggregation Team Monday, January 26, 2026 12:00 am http://americas.managersofwealth.com/article/65918/trumpamp039s-jpmorgan-lawsuit-underscores-his-growing-clash-with-wall-street The move underscores how large financial institutions, expected to be major winners of Trump's sweeping deregulatory agenda Legal, Regulation & Compliance News Aggregation Team Tuesday, January 20, 2026 12:00 am http://americas.managersofwealth.com/article/65879/brazilamp039s-haddad-proposes-expanding-central-bank-oversight-to-investment-funds Brazil's federal police have pointed to the use of investment funds with cascading structures in their investigation Legal, Regulation & Compliance News Aggregation Team Friday, January 16, 2026 12:00 am http://americas.managersofwealth.com/article/65855/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Friday, January 16, 2026 12:00 am http://americas.managersofwealth.com/article/65858/can-a-former-advisor-win-a-fight-with-the-securities-and-exchange-commission Former insurance agent Dean Vagnozzi claims SEC has dragged his name and reputation through the mud. Legal, Regulation & Compliance News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65813/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65807/ciro-launches-new-proficiency-model-and-first-official-exams New exam-based framework arrives for advisors as CIRO reshapes proficiency standards Legal, Regulation & Compliance News Aggregation Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66069/barclays-us-consumer-bank-reports-meaningful-gains-from-call-centre-genai This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation. FinTech News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66079/human-advice-still-reigns-as-investors-rely-more-on-online-tools Despite increased usage of digital investment tools, investors remain hesitant to fully outsource to online-only advice FinTech News Aggregation Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66063/morgan-stanleyamprsquos-wealth-head-addresses-ai-driven-pressures Finn stressed that his firm’s business model is based on the “advisor-client relationship.” FinTech News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66064/us-banks-wrestle-with-regulation-amid-rising-ai-spend Despite the challenges, financial services firms in the U.S. lead their global counterparts in AI maturity, according to a Finastra report. FinTech News Aggregation Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66048/bank-of-america-and-goldman-sachs-turn-to-ai-to-boost-growth Both lenders have outlined plans to use the technology to boost efficiency and profits FinTech News Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66036/broadridge-to-acquire-cqg-expanding-global-futures-and-options-trading-capabilities Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide FinTech News Aggregation Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66039/goldman-sachs-teams-up-with-anthropic-to-automate-banking-tasks-with-ai-agents Goldman is still in the early ‍stages of developing agents based on Anthropic's Claude model FinTech News Aggregation Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66040/nubank-this-brand-new-american-bank-already-has-127-million-customers Financial performance has kept pace with this user growth. FinTech News Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66028/barclays-harnesses-genai-to-deliver-world-class-customer-service This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations. FinTech News Aggregation Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66035/goodfin-launches-ai-agent-platform-for-private-market-investing The Y Combinator-backed startup uses 30+ AI agent specialists to handle research, compliance and transactions for accredited investors seeking pre-IPO deals. FinTech News Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66078/carson-group-fully-acquires-carson-wealth-in-scottsdale-strengthening-next-generation-advisory-firm A fourth-generation Arizona native, Pine founded Integrated Wealth Management in 2001 after beginning his career in public accounting. Alternative Investments News Aggregation Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66065/captrust-buys-38b-california-based-alpha-cubed-investments The Orange County, Calif.-based advisory firm brings 28 employees (including 16 advisors) to Captrust, which oversees more than $1 trillion in client assets. Alternative Investments News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66066/north-american-investors-expect-us-growth-in-2026-brace-for-volatility The study also found differences in approach among investor groups. Alternative Investments News Aggregation Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66049/north-american-private-credit-managers-expect-defaults-to-stabilise-survey-finds Respondents cited tighter loan structures, closer engagement with borrowers and more conservative deal selection as key factors shaping their outlook. Alternative Investments News Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66053/apollo-reports-fourth-quarter-and-full-year-2025-results This dividend will be paid on February 27, 2026 to holders of record at the close of business on February 19, 2026. Alternative Investments News Aggregation Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66044/top-bank-revamps-gold-price-target-for-rest-of-2026 The move is bigger than it sounds, and the timing matters. Alternative Investments News Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66045/bcg-and-elevenlabs-announce-strategic-partnership-to-transform-enterprise-customer-experience-with-conversational-agents The two companies will bring agentic solutions to clients across industries, enabling new levels of customer engagement, service efficiency, and personalization. Alternative Investments News Aggregation Team Thursday, February 05, 2026 12:00 am http://americas.managersofwealth.com/article/66015/patria-investments-eyes-us-expansion-with-wp-global-acquisition Patria manages more than $51 billion in assets across five core asset classes and operates more than 35 investment strategies spanning over 100 products. Alternative Investments News Aggregation Team Thursday, February 05, 2026 12:00 am http://americas.managersofwealth.com/article/66021/ameriprise-adds-28b-in-deal-with-huntington-bankamp039s-wealth-division Huntington Bank will shift assets under its bank-owned broker/dealer, RIA and insurance agency to Ameriprise’s institutional group. Alternative Investments News Aggregation Team Thursday, February 05, 2026 12:00 am http://americas.managersofwealth.com/article/66022/captrust-adds-24bn-in-assets-with-meritage-purchase Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations. Alternative Investments News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66061/morgan-stanley-reinstates-michael-grimes-as-investment-banking-chair He had spent more than three decades at Morgan Stanley before his government stint and was one of Wall Street’s most prominent bankers in the technology sector. Investment Banking News Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66051/jp-morgan-takes-top-spot-in-crisil-coalition-greenwich-digital-transformation-benchmark For the fifth consecutive year, Coalition Greenwich recognized J.P. Morgan Payments as No. 1 across several categories in its most recent Digital Transformation Benchmarking Study. Investment Banking News Aggregation Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66033/boutique-bank-perella-weinberg-slashed-average-pay-by-350k Average pay, assuming 700 employees, went from $1.1m to $765k, a decrease of some $350k - per person. Investment Banking News Aggregation Team Monday, January 26, 2026 12:00 am http://americas.managersofwealth.com/article/65925/bank-of-america-bonuses-are-out-they-may-be-moderately-good Pre-Christmas, BofA people told us they were expecting a wild 59% increase in their bonuses. This seems unlikely. Investment Banking News Aggregation Team Wednesday, January 21, 2026 12:00 am http://americas.managersofwealth.com/article/65888/vis-raghavanamp039s-latest-ex-jpmorgan-hire-isnamp039t-like-the-others-davos-is-making-ceos-nervous-about-saying-the-wrong-thing Like many of Raghavan's recent hires, he's previously worked at JPMorgan; unlike many, he’s gone from banking, to industry and then back again. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am http://americas.managersofwealth.com/article/65874/jim-cramer-on-goldman-and-other-major-banks-ampldquoit-takes-a-lot-to-get-these-stocks-out-of-their-tailspinamprdquo The Goldman Sachs Group, Inc. provides financial services, including investment banking, asset and wealth management, and banking solutions. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am http://americas.managersofwealth.com/article/65875/us-banks-are-big-on-asia-hiring-in-2026 At Morgan Stanley, overall revenues in Asia grew by 50% over the last two years, as non-US revenues grew to 25% of the bank's total income. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am http://americas.managersofwealth.com/article/65878/banking-recruitmentamp039s-same-sorry-story-more-candidates-fewer-jobs M&A revenues soared in the fourth quarter of 2026 and are expected to keep on growing. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am http://americas.managersofwealth.com/article/65863/jpmorganamp039s-new-team-has-the-hottest-investment-banking-graduate-jobs-interviews-at-a-london-trading-firm-are-all-about-subtext The Wall Street Journal reported on Friday that the bank will be building out a 'Private Capital Advisory and Solutions' team, known in some banks as PCA units. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am http://americas.managersofwealth.com/article/65864/jpmorgan-confirms-trump-assertion-that-bank-ceo-dimon-was-not-offered-fed-chair-job Trump in a Truth Social post on Saturday denied ‌that report, and JPMorgan later affirmed the president's assertion. Investment Banking News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66055/t-rowe-price-survey-finds-charitable-giving-planning-can-strengthen-advisor-and-client-relationships Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty Comment, Analysis & Research News Aggregation Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66052/15-most-recent-bank-failures The Federal Deposit Insurance Corp. took over the $261.1 million-asset bank, and agreed to sell substantially all of its deposits and some of its assets to First Independence Bank. Comment, Analysis & Research News Aggregation Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66043/canadaamprsquos-banks-enter-the-conversation-as-us-regionals-look-for-deals A handful of large regional US banks are likely kicking tires Comment, Analysis & Research News Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65979/what-does-fed-policy-mean-for-investors The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors. Comment, Analysis & Research News Aggregation Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65988/final-weeks-until-bank-of-america-closes-all-3600-branches-across-the-us-for-24-hours-in-total-blackout BANK of America is set to shutter all of its branches in a 24 hour total blackout. Comment, Analysis & Research News Team Thursday, January 22, 2026 12:00 am http://americas.managersofwealth.com/article/65898/emerging-asset-managers-partnering-for-growth-and-success-on-the-first-mile At PwC, we understand the unique challenges emerging asset managers face as they enter the asset management industry. Comment, Analysis & Research News Team Thursday, January 15, 2026 12:00 am http://americas.managersofwealth.com/article/65836/advisors-using-new-tools-to-free-up-time-for-wealthy-clients-blackrock-survey-says The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65822/why-global-elites-are-choosing-ultra-private-usd-5-million-plus-homes-in-miami Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65825/top-residence-and-citizenship-programs-for-migrating-millionaires This is no longer a peripheral phenomenon at the margins of global mobility — it has become a defining mechanism through which capital, talent, and opportunity are being reallocated among jurisdictions. Comment, Analysis & Research News Aggregation Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65828/blackrock-to-trim-around-1-of-global-headcount-ampndash-report The announcement comes as part of the firm’s customary review intended to enhance operational efficiency. Comment, Analysis & Research News Aggregation Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66080/progressive-california-lawmakersamprsquo-new-tax-proposal-targets-international-corporations The effort, which would rewrite tax law for multinational corporations crafted during Gov. Ronald Reagan’s tenure, could raise \$3 billion to $4 billion annually at a time when the Legislature faces a budget deficit and federal cuts threaten social Tax News Aggregation Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66034/how-trumpamprsquos-child-tax-credit-changes-could-impact-your-refund-this-season Nearly 37 million returns claimed the child tax credit or credit for other dependents during tax year 2022, based on the latest IRS estimates. Tax News Aggregation Team Thursday, January 15, 2026 12:00 am http://americas.managersofwealth.com/article/65843/mosaic-builds-out-global-transactional-tax-risk-team The group distinguishes itself in complex tax issues and operates on a one-team global platform Tax News Aggregation Team Thursday, January 15, 2026 12:00 am http://americas.managersofwealth.com/article/65844/will-californiaamprsquos-amplsquobillionaire-taxamprsquo-trigger-an-uhnw-exodus-wealth-managers-weigh-in With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon? Tax News Aggregation Team Thursday, December 18, 2025 12:00 am http://americas.managersofwealth.com/article/65657/tax-reform-expected-to-push-brazilian-wealthy-to-invest-more-abroad Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines Tax News Aggregation Team Thursday, December 11, 2025 12:00 am http://americas.managersofwealth.com/article/65599/tariff-revenue-dipped-slightly-in-november-after-trump-pulled-back-on-grocery-store-duties The downward tick in tariff revenue breaks a streak that began earlier this year Tax News Aggregation Team Thursday, December 11, 2025 12:00 am http://americas.managersofwealth.com/article/65601/indianapolis-tax-focused-firm-launches-ria-with-dynasty Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors. Tax News Aggregation Team Wednesday, December 10, 2025 12:00 am http://americas.managersofwealth.com/article/65587/proposed-wealth-tax-targets-billionaires-to-fill-california-health-care-gap With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am http://americas.managersofwealth.com/article/65489/cetera-financial-specialists-adds-callero-capital-management Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am http://americas.managersofwealth.com/article/65492/grant-thornton-advisors-adds-puerto-rico-brazil-and-poland-firms As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses. Tax News Aggregation Team Wednesday, February 04, 2026 12:00 am http://americas.managersofwealth.com/article/66005/santander-bolsters-us-presence-with-122bn-webster-bank-deal Once completed in H2 2026, the acquisition will position Santander among the top ten US banks, with assets totalling $327 billion. Retail Banking News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65831/us-bancorp-to-acquire-btig Bolt-on acquisition to expand markets-based product set and revenues and enhance support for institutional clients Retail Banking News Aggregation Team Thursday, January 08, 2026 12:00 am http://americas.managersofwealth.com/article/65778/chase-to-take-over-apple-credit-card-from-goldman-sachs Under the terms of the agreement, the purchase of the portfolio is estimated to bring over $20 billion of card balances to the Chase platform. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65708/deep-dive-bank-of-americaamprsquos-consumer-banking-machine This operation spans everything from basic checking accounts and credit cards to digital platforms and wealth management tie-ins. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65709/us-remains-top-debtor-of-taiwan-banks-for-41st-straight-quarter Data released over the weekend showed Taiwanese banks' exposure to the U.S. rose US$4.03 billion, or 2.07 percent, from the end of June to US$198.896 billion at the end of September. Retail Banking News Aggregation Team Monday, December 22, 2025 12:00 am http://americas.managersofwealth.com/article/65683/these-are-the-3-best-banks-in-the-united-states-according-to-their-customers Capital One tops the list for the sixth consecutive year. Retail Banking News Aggregation Team Monday, December 08, 2025 12:00 am http://americas.managersofwealth.com/article/65562/prometeo-launches-name-match-to-expand-us-bank-account-ownership-verification The rollout reflects growing demand for stronger pre-payment controls in a payment environment where fraud attempts and misdirected transfers continue to rise. Retail Banking News Team Wednesday, December 03, 2025 12:00 am http://americas.managersofwealth.com/article/65527/powering-the-future-of-embedded-finance-bmo-launches-north-american-payment The result? Real-time statuses, greater automation and a seamless experience – all without the need to switch between systems. Retail Banking News Aggregation Team Tuesday, November 25, 2025 12:00 am http://americas.managersofwealth.com/article/65472/scotiabank-approved-to-swap-part-of-latin-american-operations-for-stake-in-colombiaamprsquos-davivienda The Canadian bank announced the agreement in January to swap the operations for a 20 per cent stake in the Colombian financial institution. Retail Banking News Team Wednesday, November 19, 2025 12:00 am http://americas.managersofwealth.com/article/65419/fampeacutelix-collaborates-with-mastercard-to-accelerate-usampndashtoampndashlatin-america-remittances Félix will leverage Mastercard Move to deliver faster, more transparent, and secure payment experiences for individuals and families. Retail Banking News Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am http://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am http://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am http://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am http://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS 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