http://americas.managersofwealth.com/ Thu, 30 Jul 2026 18:45:55 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67439/record-1-in-3-dollars-flow-into-private-equity-among-ultra-high-net-worth-investment-portfolios-in-q2-2026 TIGER 21 Member portfolios see private equity widen lead over real estate to a record margin, while cash and equivalents fall to their lowest level recorded by the peer learning network Wealth and Asset Management News Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67440/investcorp-invests-in-berger-financial-group Berger’s management team and financial advisors will continue to be significant owners in the business alongside Investcorp. Wealth and Asset Management News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67442/wealth-managers-face-a-new-challenger-their-clientsamprsquo-ai-chatbots More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice. Wealth and Asset Management News Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67443/northern-trust-universe-data-strong-global-equity-markets-drive-institutional-investor-gains-in-second-quarter-of-2026 All major institutional plan types posted positive results during the quarter. Wealth and Asset Management News Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67444/mercer-advisors-unveils-second-generation-of-aspen-its-ai-enabled-platform-for-fiduciary-family-offices Aspen platform has been powering Mercer Advisors’ client service for 24 months, anchoring its internal record-setting organic and inorganic growth Wealth and Asset Management News Aggregation Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67425/last-chance-to-name-the-female-leaders-redefining-wealth-management-close Nominations close this Friday—don’t miss your chance to recognize a standout leader Wealth and Asset Management News Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67430/wealthcom-named-exclusive-technology-founding-partner-of-fmg-suiteamprsquos-institutional-intelligence-program Partnership brings Wealth.com's estate and tax planning expertise to help advisors educate clients, attract prospects and drive growth through FMG Suite’s platform Wealth and Asset Management News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67412/bbh-recognized-as-a-top-tier-etf-administrator-in-global-custodian-survey BBH’s ETF technology and innovation recognized in 2026 ETF Administration Survey Wealth and Asset Management News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67414/morgan-stanley-infrastructure-partners-to-acquire-epic-energy The transaction is expected to close in the second half of 2026, subject to customary regulatory approvals. Wealth and Asset Management News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67417/amcap-launches-amp039agentic-aiamp039-platform-betting-conversational-intelligence-will-reshape-wealth-management At the core of AMCAP Agentic AI is a multi-agent orchestration architecture capable of autonomous perception, market signal cross-verification, and execution. Wealth and Asset Management News Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67441/dla-piper-makes-bold-hires-to-bolster-global-private-markets-team These partners each bring deep experience and highly differentiated capabilities that are increasingly in demand among investors, lenders, sponsors, and companies operating in complex market environments. People Moves News Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67450/brookstone-capital-managementamp039s-darryl-ronconi-named-senior-vice-president-wealth-management-platform-operations-for-amerilife-wealth President to take on expanded platform-level role while continuing to lead Brookstone Capital Management People Moves News Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67424/ziprecruiter-appoints-carmen-chan-as-chief-financial-officer Veteran finance and technology leader brings leadership experience from Barclays, Noom, and Goldman Sachs to ZipRecruiter People Moves News Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67426/dan-montoya-named-head-of-relationship-management-for-the-americas-within-bbh-investor-services Appointment reflects BBH's continued commitment to delivering exceptional client service and strengthening strategic partnerships across the Americas. People Moves News Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67427/guardian-appoints-kevin-luebbers-as-head-of-distribution-to-accelerate-growth-across-wealth-management Reporting to Mike Perry, Head of Client Solutions and Wealth Management, Luebbers will help further integrate and scale Guardian's distribution model to accelerate growth. People Moves News Aggregation Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67431/lazard-am-strengthens-its-executive-leadership-with-the-additions-of-chris-bricker-and-tp-enders Lazard AM hires two senior executives from AllianceBernstein and Goldman Sachs to sharpen its growth and product strategy. People Moves News Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67433/credent-wealth-management-appoints-michael-kim-president-ampamp-ceo-of-assetmark-as-newest-independent-board-member We're confident that the insights and expertise he brings to the table will help us elevate our client experience, propagate our mission, and remain innovative and adaptable. People Moves News Aggregation Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67435/robin-tolla-joins-mea-platform The best insurance operators have always known that people are what make the difference People Moves News Aggregation Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67413/vanguard-names-former-lazard-ceo-kenneth-jacobs-as-board-chairman Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director. People Moves News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67416/kkr-appoints-former-manulife-ceo-roy-gori-as-senior-advisor Mr. Gori, an accomplished leader in the global insurance and financial services industry, will advise KKR on strategic opportunities across global financial services People Moves News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67446/trumpamprsquos-court-losses-leave-taxpayers-facing-millions-in-legal-fees Federal agencies can be required to pay attorneys' fees when they lose in court under a 1980 law meant to ensure individuals, small businesses and nonprofits aren't priced out of suing the government. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67448/finra-rbcamprsquos-aml-rules-risked-missing-red-flags According to the brokerage regulator, flawed surveillance systems at RBC Capital Markets’ wealth management division failed to detect suspicious transactions that should have triggered alerts. Legal, Regulation & Compliance News Aggregation Team Friday, July 24, 2026 1:00 am http://americas.managersofwealth.com/article/67394/court-denies-merrillamprsquos-attempt-to-restart-openarcdynasty-lawsuit The federal judge denied a temporary restraining order, but according to court documents, the case paused last fall Legal, Regulation & Compliance News Aggregation Team Tuesday, July 14, 2026 1:00 am http://americas.managersofwealth.com/article/67299/betterment-faces-class-action-lawsuit-over-cash-sweep-accounts A New Jersey client claims the robo advisor profited by sweeping excess cash into deposit accounts with participating banks that did not generate interest. Legal, Regulation & Compliance News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67288/bank-of-canada-expected-to-hold-key-interest-rate-at-225 Along with Wednesday’s interest rate decision, the Bank of Canada will reveal its latest economic and inflation forecasts. Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67221/insurers-allege-bank-of-america-cleared-1m-in-flagged-transfers Two insurers already paid the claim - now they want the bank to cover every cent Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67222/brazilian-banks-may-tighten-client-checks-after-us-move Designation of PCC and Comando Vermelho as terrorist groups could lead financial institutions to take a stricter stance on risk Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67225/edelman-financial-engines-to-appeal-decision-in-mariner-lawsuit The wealth management firm is taking its case to a federal appeals court after a judge ruled that Edelman hadn't established its trade-secrets case against Mariner. Legal, Regulation & Compliance News Aggregation Team Wednesday, July 01, 2026 1:00 am http://americas.managersofwealth.com/article/67204/advisors-still-have-questions-on-trump-accounts-ahead-of-july-4-launch Regulators have made some progress. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67175/scb-freeze-denies-16-banks-capital-relief Lower DFAST depletion would have cut buffers for many, but First Citizens avoids higher SCB Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67449/mercer-launches-second-generation-of-aspen-unified-operating-platform The RIA's new platform features knowledge graph architecture, a canonical data model and data ontology. FinTech News Aggregation Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67432/the-fintech-landscape-of-central-america-panama-in-2026 The following is an overview of the fintech ecosystem and its relation to wider economic development of Panama in 2026. FinTech News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67415/temenos-named-one-of-worldamprsquos-top-fintech-companies-by-cnbc After analysis of 3,500 companies around the world, CNBC and Statista chose the honorees based on publicly available and privately provided performance data over the past year. FinTech News Aggregation Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67422/jpmorganamprsquos-ai-leadership-is-getting-a-reset-these-are-the-key-players The firm's AI chief, Teresa Heitsenrether, announced her retirement earlier this month after four decades at the bank, reshuffling the technology leadership. FinTech News Aggregation Team Friday, July 24, 2026 1:00 am http://americas.managersofwealth.com/article/67397/ai-in-wealth-management-budgets-surge-but-roi-remains-elusive The data, drawn from 40 leading RIAs, wealth management firms, and broker-dealers representing $8.6 trillion in assets, points to a widening gap between ambition and accountability. FinTech News Team Thursday, July 23, 2026 1:00 am http://americas.managersofwealth.com/article/67376/onedigital-selects-jiffyai-to-modernize-investor-onboarding-and-accelerate-growth AI-powered Unified Onboarding solution will help OneDigital deliver a seamless, integrated onboarding experience aligned with its vision for holistic wealth management FinTech News Aggregation Team Thursday, July 23, 2026 1:00 am http://americas.managersofwealth.com/article/67381/bank-of-america-embeds-generative-ai-into-customer-service-tools The new generative AI capabilities within EricaAssist summarize why a client is calling, pull together relevant information, and recommend next steps based on the employee’s role and the client’s relationship with the bank - all without interr FinTech News Aggregation Team Thursday, July 23, 2026 1:00 am http://americas.managersofwealth.com/article/67388/blackrock-is-raising-12bn-to-build-meta-a-data-centre-it-will-own-lend-to-and-rent-out The same BlackRock that just bought the world's largest data-centre developer is now raising $12bn of debt to build Meta another one. It owns the buildings, lends the money, and collects the rent. And most of the borrowing never touches Meta's b FinTech News Team Tuesday, July 21, 2026 1:00 am http://americas.managersofwealth.com/article/67360/bain-ampamp-company-named-an-openai-elite-partner As an OpenAI Elite Partner, Bain & Company will continue working​ ​with OpenAI to help client businesses build, deploy, and scale frontier AI solutions responsibly and effectively. FinTech News Aggregation Team Monday, July 20, 2026 1:00 am http://americas.managersofwealth.com/article/67345/wise-launches-international-transfer-service-in-chile The service covers common use cases such as remittances to family members overseas, payment of international tuition fees, and financing for travel. FinTech News Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67447/cme-group-partners-with-futuresports-to-introduce-worldamp039s-first-futures-on-sports-indexes The first monthly and quarterly cash-settled FSPI futures will begin trading this summer, pending regulatory review, with details to be announced in the coming weeks. Alternative Investments News Aggregation Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67437/waverly-advisors-acquires-invista-adding-332m-in-aum The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial. Alternative Investments News Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67434/flputnam-announces-strategic-minority-investment-from-bixby-wealth-solutions Investment provides FLP with additional capital to support advisor growth, enhance the client experience, and accelerate the firm's national expansion Alternative Investments News Aggregation Team Wednesday, July 29, 2026 1:00 am http://americas.managersofwealth.com/article/67438/state-street-to-expand-latin-america-footprint-with-santander-caceis-latam-securities-services Transaction will establish a leading asset-servicing platform across Brazil, Mexico and Colombia, expanding custody, fund administration, and banking services for institutional investors Alternative Investments News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67419/hightower-ranked-no-4-on-financial-advisor-magazineamprsquos-americaamprsquos-top-rias-2026-list Hightower’s move to No. 4 from No. 5 in the prior year’s ranking reflects the firm’s continued growth and commitment to supporting advisors through a model designed to help them scale their practices while continuing to deliver personali Alternative Investments News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67423/state-street-to-expand-latin-america-footprint-with-santander-caceis-latam-securities-services Upon closing, State Street plans to retain the business's experienced local teams Alternative Investments News Aggregation Team Monday, July 27, 2026 1:00 am http://americas.managersofwealth.com/article/67407/eqt-raises-perpetual-bid-to-about-a26bn Perpetual’s board said it is reviewing the latest approach with its financial and legal advisers. Alternative Investments News Aggregation Team Monday, July 27, 2026 1:00 am http://americas.managersofwealth.com/article/67409/private-equity-bidding-war-targets-160bn-ria-in-7bn-deal Carlyle and Bain Capital are said to be the final bidders for Wealth Enhancement Group as PE appetite for independent wealth managers intensifies. Alternative Investments News Team Monday, July 27, 2026 1:00 am http://americas.managersofwealth.com/article/67410/lincoln-property-company-surpasses-2-billion-in-2026-capital-formation-anchored-by-strategic-family-office-partnerships Two strategic family office investments lead commitment of $400 million to support continued expansion of Lincoln’s real estate investment platform Alternative Investments News Aggregation Team Monday, July 27, 2026 1:00 am http://americas.managersofwealth.com/article/67411/la-caisse-cinven-to-acquire-optio-group U.K.-based insurance MGA platform has strong European base, growth potential, partners say Alternative Investments News Aggregation Team Monday, July 20, 2026 1:00 am http://americas.managersofwealth.com/article/67346/bank-of-america-2026-workplace-benefits-report This year’s study finds that workers’ financial well-being hit a three-year high, even as cost-of-living pressures persist. Investment Banking News Aggregation Team Friday, July 17, 2026 1:00 am http://americas.managersofwealth.com/article/67337/north-americaamprsquos-best-investment-bank-2026-morgan-stanley Completing 229 M&A deals in the Americas, leading more equity offerings and IPOs than any rival Investment Banking News Aggregation Team Wednesday, July 15, 2026 1:00 am http://americas.managersofwealth.com/article/67311/morgan-stanley-beats-profit-estimates-on-dealmaking-boost-strong-trading Among the notable deals in the quarter, the bank acted as a financial advisor on Fertitta Entertainment's agreement to buy Caesars Entertainment in a deal valued at $17.6 billion. Investment Banking News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67290/rothschildamprsquos-investment-bankers-arenamprsquot-paid-what-you-think-they-are Average pay at Goldman Sachs International, for example, was a monstrous $963k in 2025, up from $795k on average in 2024. Investment Banking News Aggregation Team Friday, July 10, 2026 1:00 am http://americas.managersofwealth.com/article/67275/regions-expands-investment-banking-through-the-acquisition-of-the-frazer-lanier-company "By welcoming experienced bankers from Frazer Lanier to the Regions family, we are connecting Regions' clients with even greater capabilities while advancing our long-term strategy for growth." Investment Banking News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67180/jefferies-reports-earnings-before-the-big-banks That's because its quarter ends one month earlier than those other banks -- in this case, May 31. Investment Banking News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67155/goldman-sachs-statement-on-comprehensive-capital-analysis-and-review-2026-results The firm intends to increase its common dividend from $4.50 to $5.00 per share beginning July 1, 2026 Investment Banking News Aggregation Team Friday, June 19, 2026 1:00 am http://americas.managersofwealth.com/article/67115/jpmorgan-urges-investors-to-ride-equity-wave-through-late-2026 Heavy investment linked to AI and steady consumer spending should help the expansion continue even with sticky inflation, the company said. Investment Banking News Aggregation Team Wednesday, June 17, 2026 1:00 am http://americas.managersofwealth.com/article/67089/donamp039t-disparage-the-ubs-us-mampampa-bankers-who-are-hard-at-work When it does, UBS's US M&A bankers will undoubtedly be criticised once again on a popular forum for their poor showing in M&A. Investment Banking News Aggregation Team Tuesday, June 16, 2026 1:00 am http://americas.managersofwealth.com/article/67076/wells-fargo-raises-year-end-sampampp-500-target-on-stronger-earnings-outlook It added that geopolitical tensions have eased after the Iran agreement, helping reduce macro uncertainty that had weighed on markets. Investment Banking News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67445/when-to-take-profits-the-signals-advisors-use-to-reduce-client-exposure Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone is never the reason Comment, Analysis & Research News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67421/canadiansamp039-confidence-in-spotting-fraud-may-be-increasing-their-risk-td-survey Almost all (89%) feel confident they can spot fraud, but more than half (52%) admit to risky behaviours Comment, Analysis & Research News Aggregation Team Monday, July 27, 2026 1:00 am http://americas.managersofwealth.com/article/67408/what-big-bank-earnings-just-revealed-about-the-health-of-the-us-consumer The fear is that the U.S. economy could be tipped into a recession, as strained consumers are forced to pull back. Comment, Analysis & Research News Aggregation Team Thursday, July 23, 2026 1:00 am http://americas.managersofwealth.com/article/67385/first-they-make-you-work-weekends-then-they-let-you-go-the-other-unfortunate-job-in-banks But another class of jobs in banks can also be miserable and they pay a lot less than being a junior investment banker: technology and data remediation. Comment, Analysis & Research News Team Wednesday, July 22, 2026 1:00 am http://americas.managersofwealth.com/article/67370/bank-stocks-have-further-to-run Large US banks had a very strong second quarter. Comment, Analysis & Research News Team Thursday, July 16, 2026 1:00 am http://americas.managersofwealth.com/article/67316/to-retire-comfortably-plan-participants-say-they-need-12-million 33% Have More Credit Card Debt Than Retirement Savings Comment, Analysis & Research News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67291/what-drives-change-in-401k-plans Advisors are driven by revenue, competitive advantage and client demand. Comment, Analysis & Research News Aggregation Team Friday, July 10, 2026 1:00 am http://americas.managersofwealth.com/article/67276/the-new-york-fed-dug-through-3000-bank-runs-and-found-a-surprising-reason-banks-actually-fail A bank run occurs when large numbers of depositors withdraw their money simultaneously because they fear a bank could fail. Comment, Analysis & Research News Aggregation Team Friday, July 10, 2026 1:00 am http://americas.managersofwealth.com/article/67280/is-bank-of-new-york-mellon-corporation-bny-fully-priced-after-its-alight-solutions-partnership After a 65.62% 1 year total shareholder return and a shift into larger cap value and growth indices Comment, Analysis & Research News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67251/high-wealth-isnamprsquot-a-shield-from-inflation-so-whatamprsquos-driving-up-costs-for-hnw-lifestyles New report shines a light on wealthy population and reveals where their living costs are highest. Comment, Analysis & Research News Aggregation Team Friday, July 24, 2026 1:00 am http://americas.managersofwealth.com/article/67395/fidelity-widens-sma-lineup-as-tax-optimization-reshapes-wealth-advice New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion. Tax News Team Monday, July 20, 2026 1:00 am http://americas.managersofwealth.com/article/67349/assetmark-tax-management-services-surpass-10-billion-in-tax-managed-assets Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice Tax News Team Thursday, July 16, 2026 1:00 am http://americas.managersofwealth.com/article/67326/tax-optimization-becomes-new-battleground-for-wealth-manager-differentiation Cerulli finds platform sponsors increasingly prioritizing tax management capabilities as firms seek more reliable sources of post-tax alpha Tax News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67193/irs-tightens-fbar-penalties-for-2026-clear-start-tax-warns-holders-of-foreign-accounts-to-review-filing-obligations The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings. Tax News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67169/where-investment-returns-meet-tax-returns-part-ii-overcoming-impediments For wealth firms willing to offer more integrated tax services have several options to solve for lack of expertise, seasonal strains, and other challenges around tax prep work. Tax News Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67043/baker-tilly-announces-agreement-to-acquire-anchin-new-york-city-to-become-firm-headquarters Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center. Tax News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66957/bernie-sanders-slams-system-letting-us-firms-use-malta-as-amp039tax-havenamp039-for-profit Senator says companies are shifting profits offshore Tax News Aggregation Team Thursday, May 28, 2026 1:00 am http://americas.managersofwealth.com/article/66914/when-federal-tax-breaks-stop-at-the-state-line The expansion of qualified small business stock is a prime example. Tax News Team Wednesday, May 13, 2026 1:00 am http://americas.managersofwealth.com/article/66797/investor-appetite-for-parametric-tax-optimized-ladder-strategy-reiterates-broader-focus-on-tax-management The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns. Tax News Aggregation Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66580/tax-day-is-a-reminder-of-americaamprsquos-unequal-tax-system-but-we-can-fix-it There is no justification for a regressive system in which the super-rich contribute less than the rest of us Tax News Aggregation Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67420/profit-at-major-brazilian-banks-expected-to-rise-in-q2 But rising loan defaults are also set to give bank earnings a more cautious tone Retail Banking News Aggregation Team Friday, July 17, 2026 1:00 am http://americas.managersofwealth.com/article/67332/the-great-bank-migration-banking-loyalty-must-now-be-earned As US consumers increasingly switch banks in search of better rates, digital experiences and transparency, Alastair Wood discusses how financial institutions must continuously earn customer loyalty by delivering value and building stronger, more personali Retail Banking News Team Thursday, July 09, 2026 1:00 am http://americas.managersofwealth.com/article/67264/klarna-submits-application-for-us-banking-license Klarna has operated as a licensed bank in Europe since 2017 and serves U.S. customers through valued partner banks. Retail Banking News Aggregation Team Monday, June 22, 2026 1:00 am http://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67098/banks-bring-bnpl-rivalry The debit card has become the latest battleground between banks and fintechs over installment lending. Retail Banking News Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67101/checkalt-joins-us-bank-connected-partnership-network-to-expand-access-to-integrated-receivables-solutions Marketplace links U.S. Bank clients with third-party payment and treasury solutions that are fully integrated with the bank’s systems Retail Banking News Team Monday, June 15, 2026 1:00 am http://americas.managersofwealth.com/article/67067/fifth-third-bank-celebrates-168-years-of-innovation-and-service-as-america-approaches-250th-birthday Nation's ninth-largest bank reflects on its history of firsts as the country prepares to mark its semiquincentennial Retail Banking News Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66944/rbc-announces-expansion-of-vancouver-banking-and-innovation-hub Supported by 1,000 high-quality jobs in B.C., the hub will help advance RBC's AI ambitions Retail Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66899/wells-fargo-must-pay-100m-to-help-homebuyers-after-discrimination-lawsuit-ampmdash-51-cities-are-eligible Wells Fargo has agreed to launch a $100 million borrower assistance program after settling a bombshell lawsuit that accused the company’s board of failing to properly oversee lending practices. Retail Banking News Aggregation Team Thursday, May 14, 2026 1:00 am http://americas.managersofwealth.com/article/66820/bunq-files-for-banking-licence-in-mexico The application would help the neobank expand its presence in the country and provide banking services to residents in Mexico. Retail Banking News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS News Team Tuesday, May 19, 2026 1:00 am http://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS 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