http://americas.managersofwealth.com/ Wed, 25 Mar 2026 22:00:26 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66411/composition-wealth-welcomes-900-million-edgewater-wealth-management-expanding-firmamp039s-northwest-footprint Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources Wealth and Asset Management News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66412/the-rise-of-multi-family-offices-independence-complexity-and-sophistication Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance. Wealth and Asset Management News Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66413/lampampg-and-manulife-wealth-ampamp-asset-management-announce-strategic-global-partnership This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally. Wealth and Asset Management News Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66414/santander-worldamprsquos-best-private-bank-for-hnw-clients Santander Private Banking has been awarded 15 prizes by Euromoney magazine. Wealth and Asset Management News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66415/affluent-market-the-greatest-potential-for-digital-transformation-in-wealth-management In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size Wealth and Asset Management News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66417/victory-capital-withdraws-from-bidding-war-for-janus-henderson Texas-based money manager’s decision to pull its proposal clears way for rival offer Wealth and Asset Management News Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66419/mjp-wealth-advisors-president-brian-vendig-named-to-the-2026-barronamprsquos-top-1500-financial-advisors-list For investors, the list serves as a vital tool to help identify advisors with the experience and infrastructure necessary to manage complex financial needs. Wealth and Asset Management News Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66400/moss-adams-wealth-advisors-goes-independent-unveils-new-brand-threadline-wealth The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth management firm. Wealth and Asset Management News Aggregation Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66401/blackrock-fink-says-ai-boom-may-widen-wealth-gap-without-broader-market-access "Now AI threatens to repeat that pattern at an even larger scale." Wealth and Asset Management News Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66402/william-blair-private-wealth-management-recognized-by-barronamprsquos The advisors honored represent the firm’s offices in Georgia, Illinois, and Maryland. Wealth and Asset Management News Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66422/eqb-welcomes-daniel-rethazy-as-evp-personal-banking-adding-top-banking-talent-to-reignite-core-business-growth-and-execute-on-transformation Supporting this evolution is a refined executive leadership structure that reflects EQB's growing scale, ambition and significance to the Canadian banking industry People Moves News Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66405/shore-to-summit-wealth-management-expands-bethesda-maryland-office-welcomes-managing-directors-catherine-nicholas-and-moshe-burstin Together, the advisors bring more than 50 years of combined industry experience People Moves News Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66408/beacon-pointe-advisors-expands-with-two-strategic-team-additions Together, the teams manage approximately $645 million in client assets, further extending Beacon Pointe's reach to clients nationwide. People Moves News Team Monday, March 23, 2026 12:00 am http://americas.managersofwealth.com/article/66391/broadridge-appoints-peter-reali-as-general-manager-of-newly-created-institutional-governance-business Reali will report to Swatika Rajaram, President, Bank and Broker-Dealer Solutions, and will be based in New York. People Moves News Team Monday, March 23, 2026 12:00 am http://americas.managersofwealth.com/article/66399/state-street-elects-susan-gordon-to-its-board-of-directors She provided operational leadership across the agencies and organizations of the U.S. intelligence community. People Moves News Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66371/prosperity-expands-wealth-management-practice-into-southern-california Firm Adds Two Senior Wealth Advisors People Moves News Aggregation Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66375/alan-flanagan-joins-us-bank-as-head-of-global-investment-services Flanagan spent nearly two decades at BNY People Moves News Aggregation Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66377/raymond-james-names-new-chief-of-indie-channel RJFS Interim President and Division Director David Sisemore will take over Bell's divisional leadership role through Sept. 30 People Moves News Aggregation Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66353/citi-adds-blackrock-vet-to-asset-manager-partnerships-team Mark Shpizner has joined Citi Wealth's asset manager relationships group. People Moves News Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66354/republic-bank-announces-executive-promotions-to-propel-innovation New Chief Digital Officer and Chief Transformation Officer to lead AI strategy, modernization, and enterprise‑wide transformation. People Moves News Aggregation Team Monday, March 23, 2026 12:00 am http://americas.managersofwealth.com/article/66394/brazil-freezes-crypto-tax-rules The consultation now on hold would have addressed the additional foreign exchange dimension introduced by the central bank's November classification. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am http://americas.managersofwealth.com/article/66325/banking-regulators-plan-to-ease-some-capital-requirements The Federal Reserve and other financial regulators will soon release proposals to loosen some planned rules on how much capital banks must hold in reserve to mitigate risks. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am http://americas.managersofwealth.com/article/66324/ex-merrill-broker-clears-record-of-amplsquospuriousamprsquo-customer-claim The clients had questioned whether Mariash had acted in their best interest when advising them on the transfer and purchase of equity indexed and variable annuities, according to the award. Legal, Regulation & Compliance News Aggregation Team Monday, March 09, 2026 12:00 am http://americas.managersofwealth.com/article/66279/nyse-fined-9-million-by-sec-over-trading-glitch The Securities and Exchange Commission has fined the New York Stock Exchange $9 million for a trading glitch that disrupted opening auctions for more than 2,800 securities. Legal, Regulation & Compliance News Aggregation Team Friday, March 06, 2026 12:00 am http://americas.managersofwealth.com/article/66273/house-subcommittee-considers-bill-to-fold-finra-into-sec During a hearing before the House Committee on Financial Services, lawyers testified on the effectiveness of FINRA, as the committee considers a bill to transfer the agency's responsibilities to the SEC. Legal, Regulation & Compliance News Aggregation Team Thursday, March 05, 2026 12:00 am http://americas.managersofwealth.com/article/66260/brazilamprsquos-supreme-court-orders-the-arrest-of-former-head-of-banco-master Police said it was carrying out four arrest warrants and 15 search and seizure warrants issued by the Supreme Court in the states of Sao Paulo and Minas Gerais. Legal, Regulation & Compliance News Aggregation Team Monday, February 23, 2026 12:00 am http://americas.managersofwealth.com/article/66161/jpmorgan-fined-ampeuro1218-million-by-ecb-for-gross-neglience-in-risk-reporting As a result of the miscalculations, the bank reported higher capital ratios than it should have done, leaving the central bank in the dark as to its accurate risk exposure. Legal, Regulation & Compliance News Aggregation Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66117/federal-reserve-set-to-loosen-us-bank-rules-in-attempt-to-boost-mortgage-lending Central bank plans to ease capital requirements in an effort to shift home lending back to banks, top official says Legal, Regulation & Compliance News Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66122/dallas-attorney-brent-walker-earns-selection-to-2026-lawdragon-500-leading-plaintiff-consumer-lawyers-listing The catastrophic injury firm that bears his name specializes in cases involving severe and life-altering injuries. Legal, Regulation & Compliance News Team Friday, February 13, 2026 12:00 am http://americas.managersofwealth.com/article/66089/sec-enforcement-chief-defends-division-as-atkins-faces-scrutiny-over-crypto-dismissals Atkins named Judge Ryan as the agency’s enforcement director in September. Legal, Regulation & Compliance News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66418/dimon-warns-on-ai-job-losses-calls-for-government-business-incentives JPMorgan Chase CEO Jamie Dimon warned that artificial intelligence could cost U.S. jobs. FinTech News Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66379/floridaamp039s-sunstate-bank-enhances-digital-investing-capabilities-with-investifi Sunstate plans to integrate InvestiFi's full suite of investing tools into its FIS core and digital banking platform. FinTech News Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66380/clear-mountain-bank-opts-for-alkami-digital-banking-platform Clear Mountain Bank is preparing to complement the platform rollout with the Alkami Data and Marketing Solution. FinTech News Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66382/nasdaq-gains-sec-approval-for-trading-tokenised-securities The only securities that will be permitted to be traded in tokenised form currently are stocks in the Russell 1000 Index, and exchange-traded funds tracking benchmarks such as the S&P 500 and Nasdaq 100. FinTech News Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66370/datalign-advisory-launches-custom-compliance-by-design-ai-agents-for-wealth-management-making-agentic-ai-accessible-to-every-advisory-firm Advisory firms of any size can now deploy custom, branded AI agents grounded in their own content, voice and data—powered by Datalign's compliance-by-design orchestration framework. FinTech News Aggregation Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66373/capital-is-shifting-into-digital-dollars-as-bitcoin-wilts As sentiment weakens, capital is flowing not just out of altcoins but also out of bitcoin and into stablecoins, which are essentially tokenized versions of the U.S. dollar. FinTech News Aggregation Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66374/coinbase-faces-a-multibillion-dollar-threat-from-dc-but-a-amp039rewardsamp039-loophole-could-protect-its-stablecoin-revenue The proposed rules could ban yield on stablecoins like USDC, though analysts say the exchange may adapt. FinTech News Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66357/pwl-capital-selects-d1g1t-as-its-wealthtech-partner-to-accelerate-growth-and-elevate-client-experiences Fully Integrated Wealth Management Platform Unifies Operations, Freeing Advisors to Focus on Delivering Personalized Client Experiences FinTech News Aggregation Team Tuesday, March 17, 2026 12:00 am http://americas.managersofwealth.com/article/66350/envestnet-adds-interval-funds-to-its-uma-platform Advisors will now be able to access interval funds directly through a UMA, streamlining some of the processes. FinTech News Team Tuesday, March 17, 2026 12:00 am http://americas.managersofwealth.com/article/66352/versabank-commences-foreign-exchange-functionality-and-other-enhancements-to-support-commercialization-of-real-bank-tokenized-deposits Foreign Exchange Capabilities Support Core Use Case for RBTDs, Further Strengthening Value Proposition and Extending Competitive Advantage FinTech News Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66421/chubb-and-safe-harbor-marinas-announce-insurance-partnership-across-150-marinas-and-shipyards Collaboration provides members with access to comprehensive recreational marine coverage Alternative Investments News Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66406/envestnet-tamarac-enables-rias-to-scale-advice-with-greater-transparency-and-client-engagement First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience Alternative Investments News Aggregation Team Monday, March 23, 2026 12:00 am http://americas.managersofwealth.com/article/66395/chubb-reveals-details-of-20bn-us-backed-shipping-insurance-plan The offering will apply to vessels that meet eligibility criteria provided by the U.S. Government. Alternative Investments News Team Monday, March 23, 2026 12:00 am http://americas.managersofwealth.com/article/66396/state-street-to-support-dimensional-fund-advisorsamprsquo-first-ever-etf-share-class-rollout-for-us-mutual-funds This global expertise enables consistent, scalable support for Dimensional’s U.S. launch. Alternative Investments News Aggregation Team Monday, March 23, 2026 12:00 am http://americas.managersofwealth.com/article/66398/us-banks-poised-for-capital-requirement-relief Analysts suggest that parsing the complex draft rules will take time. Initial observations indicate that the changes will differentially reward banks based on their specific business models. Alternative Investments News Aggregation Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66361/summit-stakes-12b-ria-signet-financial-management Signet, also a Merchant-backed RIA, represents the second-largest firm Summit has onboarded to date. Alternative Investments News Aggregation Team Tuesday, March 17, 2026 12:00 am http://americas.managersofwealth.com/article/66336/new-ria-headquarters-arenamprsquot-following-demand While states like South Carolina and Arizona are seeing the most growth in working-age and retirement-age Americans, California and New York ranked high for new RIAs, according to a new AdvizorPro report. Alternative Investments News Aggregation Team Tuesday, March 17, 2026 12:00 am http://americas.managersofwealth.com/article/66337/jpmorgan-makes-bold-push-to-offload-huge-lbo-debt They’ve also seen the US war with Iran, which has pushed up oil prices and stoked fears about rising inflation. Alternative Investments News Team Tuesday, March 17, 2026 12:00 am http://americas.managersofwealth.com/article/66343/wisdomtree-to-acquire-atlantic-house-holdings-limited-expanding-global-etf-lineup-with-defined-outcome-and-derivatives-capabilities Expands WisdomTree’s Models and Portfolio Solutions capabilities and strengthens UK distribution presence Alternative Investments News Aggregation Team Monday, March 16, 2026 12:00 am http://americas.managersofwealth.com/article/66334/morgan-stanley-and-blackrock-limit-withdrawalsampmdashis-private-credit-gating-a-crisis-or-market-amp039stabilizeramp039 This follows a similar move by BlackRock, which limited withdrawals from its $26 billion HLEND fund after redemption requests hit 9.3% of net asset value. Alternative Investments News Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66383/jpmorgan-pilots-software-to-monitor-junior-bankersamp039-working-hours The heavy workloads endured by junior bankers has long been a concern within the industry. Investment Banking News Aggregation Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66376/jp-morgan-chase-unveils-star-studded-council-to-support-athletesamp039-financial-well-being The council, chaired by NBA Hall of Famer Dwayne Wade, will meet periodically to discuss the "unique financial needs of athletes and guide the development of programmes to address them", the bank says. Investment Banking News Aggregation Team Tuesday, March 17, 2026 12:00 am http://americas.managersofwealth.com/article/66345/jefferies-cut-its-london-pay-after-profits-rose-40 More impressively, its bottom-line income for the year reached £92m ($122m), a staggering 40% increase on the year before. Investment Banking News Aggregation Team Tuesday, March 17, 2026 12:00 am http://americas.managersofwealth.com/article/66348/banking-giant-opens-ballantyne-office-adding-over-500-jobs-in-charlotte “It’s also great for our people to have a place to call that’s ours, for morale, collaboration, that sense of community.” Investment Banking News Aggregation Team Thursday, March 05, 2026 12:00 am http://americas.managersofwealth.com/article/66259/morgan-stanley-is-cutting-jobs-goldman-sachs-will-probably-be-next-the-secret-police-at-citi Morgan Stanley and Goldman Sachs did it in 2025 and now we understand that Morgan Stanley and Goldman Sachs will do it again in 2026. Investment Banking News Aggregation Team Wednesday, March 04, 2026 12:00 am http://americas.managersofwealth.com/article/66242/bnp-paribas-made-some-changes-after-debatable-bonuses Sources say that John Hanisch, the head of US flow credit and global head of US securitized product trading at BNP Paribas, is leaving. Investment Banking News Aggregation Team Wednesday, March 04, 2026 12:00 am http://americas.managersofwealth.com/article/66247/former-wells-fargo-advisor-gets-three-years-for-real-estate-investment-scam Andrew Egber pleaded guilty to felony theft and securities fraud in Maryland federal court last week. In addition to Wells Fargo, Egber previously worked for Raymond James and UBS. Investment Banking News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66167/bank-of-america-bac-strengthens-private-credit-platform-with-25b-deployment Bank of America has also put new leadership in place to support the effort. Investment Banking News Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66125/morgan-stanley-investment-management-closes-revolving-and-rated-private-securitization-backed-by-consumer-loans Approximately $220 million total loan purchase capacity estimated Investment Banking News Aggregation Team Monday, February 16, 2026 12:00 am http://americas.managersofwealth.com/article/66096/banking-bonuses-are-up-by-10-unless-you-are-the-ceo The smallest went to Jamie Dimon at JPMorgan, who received a 10% pay rise more aligned to his rank and file. Investment Banking News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66420/opinion-private-wealth-firms-are-struggling Sales, marketing, capital deployment and more — 7 mistakes they keep making Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66404/new-york-state-force-stores-to-accept-cash They also cannot charge consumers a higher price if they pay in cash. Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66409/leadership-lessons-from-two-sides-of-the-wealth-management-industry The lessons are universal. Comment, Analysis & Research News Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66384/goldman-sachs-to-make-performance-based-staff-cuts-in-april-reuters Goldman Sachs will axe a small number of underperforming staff in April, Reuters reported on Thursday. Comment, Analysis & Research News Aggregation Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66362/the-role-of-women-in-modern-family-offices Women are expected to inherit a significant share of this wealth due to demographic trends such as longevity and intra-spousal transfers. Comment, Analysis & Research News Team Thursday, March 12, 2026 12:00 am http://americas.managersofwealth.com/article/66315/deloitte-ranked-the-strongest-and-most-valuable-professional-services-brand-in-the-world-by-brand-finance The report calculates brands’ value based on indicators such as market performance, marketing strategy and investment, as well as perception and reputation among clients, employees and other stakeholders. Comment, Analysis & Research News Team Monday, March 09, 2026 12:00 am http://americas.managersofwealth.com/article/66275/how-a-family-office-can-safeguard-your-legacy As families accumulate wealth across generations, the need for effective management and strategic planning becomes increasingly important. Comment, Analysis & Research News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66208/majority-of-family-offices-shunning-crypto-and-gold-jp-morgan Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan. Comment, Analysis & Research News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66198/why-business-ownersamprsquo-biggest-planning-gap-comes-after-the-sale 25th February 2026 – As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning is creating one of the most significant advice opportunities in the market. Comment, Analysis & Research News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66174/morning-coffee-jpmorgan-revealed-the-reality-of-the-banking-jobs-market-now-the-primary-rule-for-analyst-sleeping-hours JPMorgan didn't break out the number of jobs it has in each of these areas. Comment, Analysis & Research News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66416/breaking-down-barriers-to-international-tax-enforcement U.S. financial intelligence units need better access to tax data. Tax News Aggregation Team Monday, March 16, 2026 12:00 am http://americas.managersofwealth.com/article/66339/working-americansamp039-tax-cut-act-revenue-and-distributional-effects Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower. Tax News Aggregation Team Monday, March 02, 2026 12:00 am http://americas.managersofwealth.com/article/66221/canadaamprsquos-job-growth-stalls-big-six-banks-exceed-earning-expectations-and-trump-tariffs-business-and-investing-stories-for-the-week-of-march-1 They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks. Tax News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66168/april-launches-integrated-tax-platform-for-wealth-managers It purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process. Tax News Aggregation Team Monday, February 23, 2026 12:00 am http://americas.managersofwealth.com/article/66163/tax-refunds-jump-14-over-last-year A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds Tax 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 Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66381/ppro-integrates-cash-app-pay-for-us-merchants-targeting-younger-consumers Cash App Pay allows customers to pay directly from their Cash App balance, a linked bank account, or a debit card, without requiring a physical card. Retail Banking News Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66369/banks-strengthen-mobile-account-opening-and-debit-card-controls-while-delegated-access-emerges-for-retail-customers-to-safeguard-vulnerable-populations U.S. Bank Continues as Overall Leader in Keynova Group's Mobile Banker Scorecard; Bank of America and U.S. Bank Tie for Top Mobile App Retail Banking News Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66365/jp-morgan-payments-rolls-out-virtual-b2b-card-in-europe European corporates can now access J.P. Morgan Payments’ expertise through its virtual card offerings to optimize their working capital by automating payment creation and reconciliation. Retail Banking News Team Tuesday, March 10, 2026 12:00 am http://americas.managersofwealth.com/article/66291/lemfi-secures-bank-of-canada-registration The milestone is a key moment in LemFi’s ongoing quest to reinforce trust through compliance, but also serves the company’s mission to build the full stack of financial services that move with people across borders. Retail Banking News Aggregation Team Friday, March 06, 2026 12:00 am http://americas.managersofwealth.com/article/66271/robinhood-takes-on-amex-with-695-a-year-platinum-credit-card Robinhood, which began life as a stock trading app, claims more than 700,000 gold card users, with over $10 billion in annualised spending. Retail Banking News Aggregation Team Thursday, March 05, 2026 12:00 am http://americas.managersofwealth.com/article/66255/revolut-applies-for-us-national-bank-charter The filing was announced on 5 March 2026 and marks a significant step in the company's North American expansion strategy. Retail Banking News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66197/national-bank-of-canadaamp039s-profit-gets-a-lift-from-canadian-western-deal Peer Bank of Nova Scotia beat profit estimates on Tuesday, supported by strong growth across segments. Retail Banking News Aggregation Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66124/us-commercial-banks-see-credit-spread-compression-into-2026 Industry deposits have fully recovered from the recent liquidity crisis and reached record levels. Retail Banking 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 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