Managers of Wealth - Americas http://americas.managersofwealth.com/ Wed, 21 Feb 2024 22:16:14 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Blair White Group named to Forbes best wealth management teams list News Aggregation Team Thursday, February 22, 2024 12:00 am http://americas.managersofwealth.com/article/59913/blair-white-group-named-to-forbes-best-wealth-management-teams-list Merrill Lynch has served the community with an office in Wilson since 1923. Wealth and Asset Management J.P. Morgan Private Bank grows presence in Scotland News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59897/jp-morgan-private-bank-grows-presence-in-scotland The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland. Wealth and Asset Management LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors News Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59899/lpl-financial-launches-bespoke-planning-and-investing-solutions-to-help-advisors-attract-and-serve-high-net-worth-investors Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families Wealth and Asset Management HSBC Holdings plc Annual Results 2023 News Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59901/hsbc-holdings-plc-annual-results-2023 This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment. Wealth and Asset Management Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59904/carolyn-armitage-launches-consulting-firm-for-wealth-management-ceos The new business will focus on helping executives at registered investment advisors and hybrid firms with succession planning, team management, and strategic decisions. Wealth and Asset Management UBS Wealth Management pushes back Fed rate-cut forecast to June News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59905/ubs-wealth-management-pushes-back-fed-rate-cut-forecast-to-june U.S. consumer prices rose more than expected in January amid a surge in the cost of rental housing, recent data showed, while job growth accelerated and wages increased by the most in nearly two years. Wealth and Asset Management Goldman Sachs Asset Management unveils innovative Global Green Bond ETF News Aggregation Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59886/goldman-sachs-asset-management-unveils-innovative-global-green-bond-etf The Fund’s introduction is a strategic move by Goldman Sachs Asset Management to build upon its active green bond offering. Wealth and Asset Management CI Financial Reports Total Assets of $450.8 Billion for January 2024 News Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59895/ci-financial-reports-total-assets-of-4508-billion-for-january-2024 All financial amounts in Canadian dollars unless stated otherwise. Wealth and Asset Management Dissatisfied Citi Forces New Telephone Drill on Private Bankers News Aggregation Team Monday, February 19, 2024 12:00 am http://americas.managersofwealth.com/article/59877/dissatisfied-citi-forces-new-telephone-drill-on-private-bankers The new rules are part of efforts to boost the wealth management business. Wealth and Asset Management Hilton Group named to Forbes Best-in-State Wealth Management Teams list News Aggregation Team Monday, February 19, 2024 12:00 am http://americas.managersofwealth.com/article/59879/hilton-group-named-to-forbes-best-in-state-wealth-management-teams-list The Hilton Group recognized by Forbes for second year in a row Wealth and Asset Management Kingsview Partners Welcomes Wealth Managers Shannon Avery and Kolby J. Madsen News Team Thursday, February 22, 2024 12:00 am http://americas.managersofwealth.com/article/59911/kingsview-partners-welcomes-wealth-managers-shannon-avery-and-kolby-j-madsen Former Edward Jones Advisors Join Kingsview Partners in Greensboro, NC People Moves Snowden Lane Team Leaves to Launch Florida RIA News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59890/snowden-lane-team-leaves-to-launch-florida-ria A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory in Florida’s Ponte Vedra Beach. People Moves Spectrum Wealth Management Announces the Hiring of Daniel D. Meiklejohn News Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59900/spectrum-wealth-management-announces-the-hiring-of-daniel-d-meiklejohn Before joining Spectrum, Daniel held impactful roles at industry-leading professional firms in wealth management, accounting, and law People Moves Vistra appoints Abdel Hmitti as Managing Director and Global Head of Funds News Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59903/vistra-appoints-abdel-hmitti-as-managing-director-and-global-head-of-funds In his new role, Abdel will lead Vistra's funds business, overseeing the teams responsible for commercial, relationship management, product development, and digital solutions. People Moves Global X ETFs hires CEO from Goldman Sachs AM after senior executive exodus News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59906/global-x-etfs-hires-ceo-from-goldman-sachs-am-after-senior-executive-exodus He was originally hired by the firm in 2017 People Moves BNY Mellon names global head, data and analytics News Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59888/bny-mellon-names-global-head-data-and-analytics Gerdeman joins BNY Mellon from Everstream Analytics People Moves Eyeing Transformative Growth in 2024, Leading Liberator in the Wealth Management Space Announces Strategic Appointment News Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59891/eyeing-transformative-growth-in-2024-leading-liberator-in-the-wealth-management-space-announces-strategic-appointment Dynasty Financial Partners Names Tim Oden as Executive-in-Residence People Moves Asset-Map Adds Cheryl Nash to Board of Directors News Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59876/asset-map-adds-cheryl-nash-to-board-of-directors Cheryl Nash, who Currently Serves as the Chief Customer Executive at InvestCloud, is the Fifth Executive to Join Asset-Map’s Board. People Moves Steve Clifford joins Carofin as Managing Director News Team Thursday, February 15, 2024 12:00 am http://americas.managersofwealth.com/article/59849/steve-clifford-joins-carofin-as-managing-director Representing a further expansion of the investment bank’s sales management team People Moves $900bn private markets firm Hamilton Lane hires LatAm wealth head News Aggregation Team Thursday, February 15, 2024 12:00 am http://americas.managersofwealth.com/article/59853/900bn-private-markets-firm-hamilton-lane-hires-latam-wealth-head Sebastian Ochagavia has joined the group from third-party marketer Davinci Trusted Partner. People Moves J.P. Morgan, State Street quit climate group in blow to investor activism News Aggregation Team Monday, February 19, 2024 12:00 am http://americas.managersofwealth.com/article/59884/jp-morgan-state-street-quit-climate-group-in-blow-to-investor-activism They do not appear to be celebrating the bank's generosity to its juniors. Legal, Regulation & Compliance Viva Wallet acquisition turns sour for JPMorgan as lawsuits filed News Aggregation Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59858/viva-wallet-acquisition-turns-sour-for-jpmorgan-as-lawsuits-filed Under the terms of JPMorgan’s investment in Viva, the bank can take full control of the fintech if its value is below €5bn in June 2025. Legal, Regulation & Compliance Credit Suisse officials, KPMG beat US lawsuit over bank's demise News Aggregation Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59872/credit-suisse-officials-kpmg-beat-us-lawsuit-over-bankamp039s-demise KPMG was accused of "active complicity," with its New York offices being "all but part of" Credit Suisse's nearby offices, before PricewaterhouseCoopers became the bank's auditor in 2020. Legal, Regulation & Compliance SEC Fines Firms $81M For Off-Channel Communications Lapses News Aggregation Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59819/sec-fines-firms-81m-for-off-channel-communications-lapses Northwestern warned employees that using unapproved comms methods (including on personal devices or email) was not permitted. Legal, Regulation & Compliance Exclusive-Citi hit by new Fed rebuke, setbacks on consent orders News Aggregation Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59822/exclusive-citi-hit-by-new-fed-rebuke-setbacks-on-consent-orders Separately, Citi's internal audit unit said more work was needed in at least one instance to address problems previously raised by regulators Legal, Regulation & Compliance Ocorian expands global regulatory team with Bovill acquisition News Team Wednesday, February 07, 2024 12:00 am http://americas.managersofwealth.com/article/59779/ocorian-expands-global-regulatory-team-with-bovill-acquisition Bovill’s team of 81 specialists, complementary services and global footprint will combine with Newgate, Ocorian’s existing regulatory and compliance business in the UK and Guernsey Legal, Regulation & Compliance Monetary policy to give way to fiscal policy News Team Monday, February 05, 2024 12:00 am http://americas.managersofwealth.com/article/59752/monetary-policy-to-give-way-to-fiscal-policy The pause in rate hikes that started in late 2023 should help facilitate industrial transformation and support economic growth. Legal, Regulation & Compliance 10 key regulatory issues facing wealth management this year News Aggregation Team Friday, February 02, 2024 12:00 am http://americas.managersofwealth.com/article/59740/10-key-regulatory-issues-facing-wealth-management-this-year The report includes predictions "based solely on the author's 35 years of experience involving policy issues Legal, Regulation & Compliance US Corporate Transparency Act: Beneficial Ownership Information Reporting News Team Friday, February 02, 2024 12:00 am http://americas.managersofwealth.com/article/59744/us-corporate-transparency-act-beneficial-ownership-information-reporting Non-compliance poses severe consequences, and yet many business owners affected by this mandate are not aware of it. Legal, Regulation & Compliance SEC: Ex–Morgan Stanley FA Fleeced Clients out of $3.5M News Aggregation Team Tuesday, January 30, 2024 12:00 am http://americas.managersofwealth.com/article/59702/sec-exampndashmorgan-stanley-fa-fleeced-clients-out-of-35m Jesus Rodriguez was also arrested earlier this month on charges of wire fraud. Legal, Regulation & Compliance E-Commerce Grows But Trust in Digital Channels is Uneven: Chubb Survey News Team Thursday, February 22, 2024 12:00 am http://americas.managersofwealth.com/article/59908/e-commerce-grows-but-trust-in-digital-channels-is-uneven-chubb-survey Latin American consumers leapfrog other global regions in embracing e-commerce channels FinTech US hospitality fintech Toast to cut 550 jobs as part of restructuring plan News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59889/us-hospitality-fintech-toast-to-cut-550-jobs-as-part-of-restructuring-plan The fintech says the plan, which was approved by its board of directors this month, is intended to “promote overall operating expense efficiency”. FinTech Iress reports 2023 financial results News Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59902/iress-reports-2023-financial-results The product and technology separation of the South Africa & Canada businesses from the core businesses is also progressing. FinTech Top US Bank, Commerce goes live with loan origination on Temenos banking platform News Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59887/top-us-bank-commerce-goes-live-with-loan-origination-on-temenos-banking-platform Temenos Infinity solution enables Commerce to create a fast, omni-channel origination experience for securities-based loans and lines of credit FinTech Cisco plans to cut more than 4,000 jobs, after sales growth stalls News Aggregation Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59861/cisco-plans-to-cut-more-than-4000-jobs-after-sales-growth-stalls Networking company grappling with corporate spending slowdown FinTech Navigating the New Fiduciary Marketplace, Leveraging Emerging Tech and Positioning for Growth: Speaker Lineup Unveiled for Broadridge 360 Advisor Summit News Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59869/navigating-the-new-fiduciary-marketplace-leveraging-emerging-tech-and-positioning-for-growth-speaker-lineup-unveiled-for-broadridge-360-advisor-summit Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks FinTech Global Class Action Mega-Settlements Smash Four-Year Average by Over 87% New Broadridge Report Shows News Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59871/global-class-action-mega-settlements-smash-four-year-average-by-over-87-new-broadridge-report-shows Expansion of Opt-in Jurisdictions and Increasing Prevalence of Collective Investor Global Actions Among Top 2023 Trends FinTech First American Data & Analytics Named One of the Most Innovative Technology Companies in the Housing Economy by HousingWire News Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59821/first-american-data-ampamp-analytics-named-one-of-the-most-innovative-technology-companies-in-the-housing-economy-by-housingwire Earning this recognition is a testament to the commitment of our people to developing industry-leading data and analytics solutions FinTech Salesforce, BridgeFT Integration May Finally Make The CRM Affordable News Aggregation Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59829/salesforce-bridgeft-integration-may-finally-make-the-crm-affordable Our technology columnist had to open up his mind to the notion given years of hype. FinTech New York expands Digital Currency Group lawsuit to seek $3bn News Aggregation Team Monday, February 12, 2024 12:00 am http://americas.managersofwealth.com/article/59815/new-york-expands-digital-currency-group-lawsuit-to-seek-3bn The lawsuit alleges that Gemini knew Genesis’ loans were undersecured and at one point highly concentrated with one entity FinTech Divcon Controls Announces Investment from Goldman Sachs Alternatives News Team Thursday, February 22, 2024 12:00 am http://americas.managersofwealth.com/article/59909/divcon-controls-announces-investment-from-goldman-sachs-alternatives The integration of system controls and building automation systems also optimizes the energy used to cool data center facilities by increasing equipment efficiency. Alternative Investments Lester Asset Management Announces the Launch of Canada's First Biodiversity Fund News Team Thursday, February 22, 2024 12:00 am http://americas.managersofwealth.com/article/59910/lester-asset-management-announces-the-launch-of-canadaamp039s-first-biodiversity-fund The environment is an area we have a deep understanding of having made strong returns for our clients for over 15 years Alternative Investments Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team News Team Thursday, February 22, 2024 12:00 am http://americas.managersofwealth.com/article/59912/return-on-life-wealth-partners-is-named-a-forbes-best-in-state-wealth-management-team For 30 years, the Return on Life Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience Alternative Investments Family office CIOs pivot towards alternatives: KKR’s Henry McVey News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59892/family-office-cios-pivot-towards-alternatives-kkramprsquos-henry-mcvey These CIOs plan to increase their exposure to alternative investments in 2024, bucking the prevailing market trend. Alternative Investments Prospera adds $650M AUM firm in Redlands, California News Aggregation Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59894/prospera-adds-650m-aum-firm-in-redlands-california A California-based firm of four financial advisors managing $650 million in client assets has joined the Prospera Financial Services network. Alternative Investments Jefferies Stops Coverage on Paytm Until Regulatory Issues Ease News Aggregation Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59883/jefferies-stops-coverage-on-paytm-until-regulatory-issues-ease Paytm has seen its shares lose more than half of their value since the banking regulator’s surprise clampdown amid concerns over the continuity of its business model. Alternative Investments Expect more real estate investment trust mergers as the age of the ‘big box behemoth’ dawns News Aggregation Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59885/expect-more-real-estate-investment-trust-mergers-as-the-age-of-the-amplsquobig-box-behemothamprsquo-dawns Last year, CT Property was acquired by Londonmetric and Ediston Property Investment Company agreed to sell its entire portfolio to the US real estate giant Realty Income. Alternative Investments What's Driving Gold's Performance in 2024 News Aggregation Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59893/whatamp039s-driving-goldamp039s-performance-in-2024 All eyes are on the Federal Reserve and the timing of rate cuts. Alternative Investments Capital One to Buy Discover Financial in $35.3 Billion All-Stock Deal News Aggregation Team Tuesday, February 20, 2024 12:00 am http://americas.managersofwealth.com/article/59896/capital-one-to-buy-discover-financial-in-353-billion-all-stock-deal This acquisition adds scale and investment, enabling the Discover network to be more competitive with the largest payments networks Alternative Investments Record-breaking year for Pension Risk Transfer market in 2023: Legal & General News Aggregation Team Monday, February 19, 2024 12:00 am http://americas.managersofwealth.com/article/59878/record-breaking-year-for-pension-risk-transfer-market-in-2023-legal-ampamp-general In the UK, approximately £50 billion of pension liabilities were secured with insurers, showcasing a significant uptick in activity. Alternative Investments Santander is still sweeping up ex-Credit Suisse people, and more News Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59873/santander-is-still-sweeping-up-ex-credit-suisse-people-and-more It’s in Madrid, of all places in the world – and Santander is mostly a retail bank, anyway. Investment Banking Natixis Corporate & Investment Banking joins United Airlines as corporate partner News Team Thursday, February 15, 2024 12:00 am http://americas.managersofwealth.com/article/59857/natixis-corporate-ampamp-investment-banking-joins-united-airlines-as-corporate-partner Natixis CIB joins a group of 22 investors consisting of industry leaders across the aviation value chain Investment Banking Surprise: Goldman Sachs bankers are most satisfied with their lifestyles News Aggregation Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59818/surprise-goldman-sachs-bankers-are-most-satisfied-with-their-lifestyles The least satisfied are working in accounting departments, by quite some margin, followed by operations. Investment Banking Employer deals earn BofA more than $10 billion in deposits, investments News Aggregation Team Friday, February 09, 2024 12:00 am http://americas.managersofwealth.com/article/59806/employer-deals-earn-bofa-more-than-10-billion-in-deposits-investments Bank of America is the second largest U.S. lender. Investment Banking Nomura is still hiring in equities as the investment bank bounces back News Aggregation Team Wednesday, January 31, 2024 12:00 am http://americas.managersofwealth.com/article/59715/nomura-is-still-hiring-in-equities-as-the-investment-bank-bounces-back Headhunters say Nomura has hired at least two senior people for its equities business in London. Investment Banking Morgan Stanley's executive chairman Gorman sells shares worth $4.4 million News Aggregation Team Monday, January 29, 2024 12:00 am http://americas.managersofwealth.com/article/59688/morgan-stanleyamp039s-executive-chairman-gorman-sells-shares-worth-44-million Gorman joined Morgan Stanley in February 2006 Investment Banking Morgan Stanley's executive chairman Gorman sells shares worth $4.4 million News Aggregation Team Monday, January 29, 2024 12:00 am http://americas.managersofwealth.com/article/59692/morgan-stanleyamp039s-executive-chairman-gorman-sells-shares-worth-44-million Gorman joined Morgan Stanley in February 2006 Investment Banking BNY Mellon Launches Virtual Account-Based Solutions News Team Monday, January 29, 2024 12:00 am http://americas.managersofwealth.com/article/59695/bny-mellon-launches-virtual-account-based-solutions Provides Treasury Services clients greater instant access to cash management accounts through new technology platform Investment Banking Raymond James' Q1 profit rises on capital markets, asset management strength News Aggregation Team Thursday, January 25, 2024 12:00 am http://americas.managersofwealth.com/article/59666/raymond-jamesamp039-q1-profit-rises-on-capital-markets-asset-management-strength Investment banking revenue surged 28% to $181 million. Investment Banking Bank of America's cuts: "Compensation expectations have been butchered" News Aggregation Team Wednesday, January 24, 2024 12:00 am http://americas.managersofwealth.com/article/59648/bank-of-americaamp039s-cuts-ampquotcompensation-expectations-have-been-butcheredampquot JPMorgan CFO Jeremy Barnum was more explicit on the issues facing ECM bankers. Investment Banking Look for market “North Stars” amid data noise News Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59898/look-for-market-ampldquonorth-starsamprdquo-amid-data-noise The consumer price index for January came out stronger than expected, while retail sales for the same period turned out weaker than had been generally assumed. Comment, Analysis & Research IT’s about valuations News Team Wednesday, February 21, 2024 12:00 am http://americas.managersofwealth.com/article/59907/itamprsquos-about-valuations The US tech sector is supported not only by demand for generative AI semiconductors, Comment, Analysis & Research Almost Half of Americans Don't Know This Key Fact About Their Credit Card News Aggregation Team Monday, February 19, 2024 12:00 am http://americas.managersofwealth.com/article/59880/almost-half-of-americans-donamp039t-know-this-key-fact-about-their-credit-card Using a credit card wisely and paying it off can also help you to earn a good credit score. Comment, Analysis & Research Impact Wealth Magazine Unveils Power Couple Amy and Gary Green as Cover Stars for Their Upcoming Aspen Issue News Aggregation Team Wednesday, February 14, 2024 12:00 am http://americas.managersofwealth.com/article/59840/impact-wealth-magazine-unveils-power-couple-amy-and-gary-green-as-cover-stars-for-their-upcoming-aspen-issue Their presence underscores the importance of the causes we champion and reaffirms our collective commitment to making a positive impact in the world. Comment, Analysis & Research US: larger fall in retail sales but improving sentiment in regional manufacturing and housing; UK in a technical recession News Team Wednesday, February 14, 2024 12:00 am http://americas.managersofwealth.com/article/59865/us-larger-fall-in-retail-sales-but-improving-sentiment-in-regional-manufacturing-and-housing-uk-in-a-technical-recession These data point to a still valid soft-landing scenario on the US Comment, Analysis & Research Rothschild's cuts reached Canada, and Redburn has a new CEO News Aggregation Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59830/rothschildamp039s-cuts-reached-canada-and-redburn-has-a-new-ceo While investment bankers are being let go, Rothschild is also making some tweaks to Redburn Atlantic Comment, Analysis & Research JPMorgan people sleep the most. UBS people would like to sleep a lot more News Aggregation Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59831/jpmorgan-people-sleep-the-most-ubs-people-would-like-to-sleep-a-lot-more UBS’ bankers, however, were by far the most demanding with their sleep desires Comment, Analysis & Research UBP House View - February 2024 News Team Friday, February 09, 2024 12:00 am http://americas.managersofwealth.com/article/59798/ubp-house-view-february-2024 At the same time, the US electoral calendar promises a positive year for the country’s stock market, as the economy takes its place at the top of the agenda. Comment, Analysis & Research Wealth Management Firms Say Active Management Will Be Key to Market Outperformance in 2024, Finds Natixis Investment Managers Survey News Team Wednesday, February 07, 2024 12:00 am http://americas.managersofwealth.com/article/59771/wealth-management-firms-say-active-management-will-be-key-to-market-outperformance-in-2024-finds-natixis-investment-managers-survey Natixis IM surveyed 198 US fund selectors, the investment professionals responsible for vetting and selecting the funds and other investment products on their firm’s investment platform. Comment, Analysis & Research How Will This Year's US Election Affect Investment Markets? News Team Wednesday, February 07, 2024 12:00 am http://americas.managersofwealth.com/article/59775/how-will-this-yearamp039s-us-election-affect-investment-markets 2024 will be a huge year for democracy with around half the world’s population going to the polls. Comment, Analysis & Research Early preparation may help taxpayers glide through tax season News Team Friday, January 26, 2024 12:00 am http://americas.managersofwealth.com/article/59668/early-preparation-may-help-taxpayers-glide-through-tax-season A lot can happen in a year’s time that may impact income tax filing. Tax International families in California – beware of the tax implications of community property News Team Thursday, January 25, 2024 12:00 am http://americas.managersofwealth.com/article/59657/international-families-in-california-ampndash-beware-of-the-tax-implications-of-community-property The equal ownership rule means that any assets your partner owns (for instance, a property owned in their name and not yours) are considered to be 50% owned by you Tax Andersen Adds New San Diego Office, Expands Southern California Footprint News Team Wednesday, January 17, 2024 12:00 am http://americas.managersofwealth.com/article/59576/andersen-adds-new-san-diego-office-expands-southern-california-footprint The move comes after the professionals from Reibman, a leading San Diego-based tax compliance and planning firm, joined Andersen. Tax How Much Do I Have to Make to File Taxes? News Aggregation Team Monday, November 27, 2023 12:00 am http://americas.managersofwealth.com/article/59161/how-much-do-i-have-to-make-to-file-taxes It’s crucial when filing to understand what status you fall under. Tax The IRS just announced the new tax brackets. Here's how to see yours. News Aggregation Team Friday, November 10, 2023 12:00 am http://americas.managersofwealth.com/article/59015/the-irs-just-announced-the-new-tax-brackets-hereamp039s-how-to-see-yours The IRS adjusts tax brackets annually — as well as many other provisions, such as retirement fund contribution limits — to counter the impact of inflation. Tax Temporary Tax Plan Could Boost Your Standard Deduction By Up to $4,000 News Aggregation Team Thursday, November 09, 2023 12:00 am http://americas.managersofwealth.com/article/59001/temporary-tax-plan-could-boost-your-standard-deduction-by-up-to-4000 "The vast, vast majority of my constituents use the standard deduction on their taxes every year," said Rep. Carol Miller Tax How The Rich (Legally) Avoid Paying Savings Account Taxes News Aggregation Team Tuesday, October 17, 2023 1:00 am http://americas.managersofwealth.com/article/58785/how-the-rich-legally-avoid-paying-savings-account-taxes The conventional savings accounts offered by most banks and credit unions and some other financial institutions, including online banks, are ideal for saving money for short-term needs. Tax Raymond James Selects J.P. Morgan Asset Management's 55ip News Team Monday, October 16, 2023 1:00 am http://americas.managersofwealth.com/article/58761/raymond-james-selects-jp-morgan-asset-managementamp039s-55ip 55ip delivers custom, tax-smart investing at scale. Tax Grant Thornton achieves record revenues of $2.4 billion in FY 2023 News Team Wednesday, October 11, 2023 1:00 am http://americas.managersofwealth.com/article/58737/grant-thornton-achieves-record-revenues-of-24-billion-in-fy-2023 When adjusted for this divestiture, Grant Thornton's year-over-year revenues grew 11.6%, on a pro-forma basis. Tax Why you should worry about new super tax – even with less than $3m News Aggregation Team Tuesday, October 03, 2023 1:00 am http://americas.managersofwealth.com/article/58649/why-you-should-worry-about-new-super-tax-ampndash-even-with-less-than-3m These two worked examples show how the taxing of unrealised capital gains can have unintended consequences. Tax Real estate pain for US regional banks is piling up, say investors News Aggregation Team Tuesday, February 13, 2024 12:00 am http://americas.managersofwealth.com/article/59820/real-estate-pain-for-us-regional-banks-is-piling-up-say-investors Fears about the health of the smaller banks have escalated again a year after the collapse of Silicon Valley Bank in spring of 2023 triggered a regional banking crisis. Retail Banking JPMorgan Chase to open 500 new branches News Aggregation Team Wednesday, February 07, 2024 12:00 am http://americas.managersofwealth.com/article/59781/jpmorgan-chase-to-open-500-new-branches While many banks have been cutting their networks as customers go digital Retail Banking AmEx forecasts upbeat 2024 profit as credit card spending stays resilient News Aggregation Team Friday, January 26, 2024 12:00 am http://americas.managersofwealth.com/article/59676/amex-forecasts-upbeat-2024-profit-as-credit-card-spending-stays-resilient The New York-based company also reported record revenue for 2023 Retail Banking Citi unveils browser extension to help shoppers find online offers News Aggregation Team Wednesday, January 24, 2024 12:00 am http://americas.managersofwealth.com/article/59645/citi-unveils-browser-extension-to-help-shoppers-find-online-offers Cardholders add the extension - powered by Wildfire Systems - to a compatible desktop browser and enrol their eligible Citi branded US credit card to begin using it. Retail Banking Retail sales and investment banks: What to watch this week News Aggregation Team Monday, January 15, 2024 12:00 am http://americas.managersofwealth.com/article/59556/retail-sales-and-investment-banks-what-to-watch-this-week With US markets closed Monday in observation of Martin Luther King Jr. Day Retail Banking $450bn bond boss backs 'insignificant' Swiss senior loans market News Aggregation Team Monday, January 15, 2024 12:00 am http://americas.managersofwealth.com/article/59560/450bn-bond-boss-backs-amp039insignificantamp039-swiss-senior-loans-market Anders Persson, who runs the fixed income division at Nuveen, believes that the asset class should appeal to Swiss investors and issuers alike. Retail Banking Why lots of banks are saying goodbye to their insurance agencies News Aggregation Team Friday, December 22, 2023 12:00 am http://americas.managersofwealth.com/article/59402/why-lots-of-banks-are-saying-goodbye-to-their-insurance-agencies The sales also reflected banks' need for capital in a more demanding regulatory environment and a desire to focus on their core banking businesses. Retail Banking Santander Closes on Transaction with the FDIC to Service Signature Bank's Multifamily Real Estate Assets News Team Thursday, December 21, 2023 12:00 am http://americas.managersofwealth.com/article/59393/santander-closes-on-transaction-with-the-fdic-to-service-signature-bankamp039s-multifamily-real-estate-assets FDIC partnership builds on Santander's deep expertise and scale in the multifamily sector. Retail Banking UnidosUS and Wells Fargo launch programme to reach underbanked Latinos News Team Monday, December 18, 2023 12:00 am http://americas.managersofwealth.com/article/59349/unidosus-and-wells-fargo-launch-programme-to-reach-underbanked-latinos The latest survey by the Federal Deposit Insurance Corporation’s (FDIC) found that low-income people and people of color are disproportionately unbanked Retail Banking Visa and Mastercard lower Canadian interchange fees News Aggregation Team Monday, December 11, 2023 12:00 am http://americas.managersofwealth.com/article/59284/visa-and-mastercard-lower-canadian-interchange-fees In addition, the deal sees Visa and Mastercard provide free access to online fraud and cybersecurity resources. Retail Banking JPMorgan and State Street quit climate group as BlackRock scales back News Aggregation Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59868/jpmorgan-and-state-street-quit-climate-group-as-blackrock-scales-back Reduced participation means none of top five money managers fully back Climate Action 100+ Planet SOS BNP Paribas demonstrates its continued commitment to its longstanding relationship with Grameen America News Team Tuesday, February 06, 2024 12:00 am http://americas.managersofwealth.com/article/59767/bnp-paribas-demonstrates-its-continued-commitment-to-its-longstanding-relationship-with-grameen-america The recent closing of a new microfinance loan in 2023 demonstrates BNP Paribas’s continued commitment to its longstanding relationship with Grameen America Planet SOS ESG Hits Historic Low Point After US Investor Exodus From Funds News Team Friday, January 26, 2024 12:00 am http://americas.managersofwealth.com/article/59675/esg-hits-historic-low-point-after-us-investor-exodus-from-funds US fund clients withdrew a net $5.1 billion in the final three months of 2023, according to a fresh analysis by Morningstar Inc. Planet SOS What the COP28 climate deal means for investors News Team Thursday, December 14, 2023 12:00 am http://americas.managersofwealth.com/article/59323/what-the-cop28-climate-deal-means-for-investors The eventual impact of the deal will largely depend on its implementation and funding by individual nations and private industry. Planet SOS Can I invest sustainably across my portfolio? News Team Tuesday, November 28, 2023 12:00 am http://americas.managersofwealth.com/article/59176/can-i-invest-sustainably-across-my-portfolio The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. Planet SOS Brazil raises $2 billion in ESG sovereign bonds debut News Aggregation Team Tuesday, November 14, 2023 12:00 am http://americas.managersofwealth.com/article/59042/brazil-raises-2-billion-in-esg-sovereign-bonds-debut The final allocation saw substantial participation from non-resident investors Planet SOS Goldman Sachs Asset Management raises $4 bln for infrastructure deals News Aggregation Team Monday, October 23, 2023 1:00 am http://americas.managersofwealth.com/article/58837/goldman-sachs-asset-management-raises-4-bln-for-infrastructure-deals The company had raised about $1 billion of equity commitments for its inaugural infrastructure secondaries fund, Vintage Infrastructure Partners, last month. Planet SOS U.S. Treasury: Banks' 'net zero' pledges must align with temperature limits News Aggregation Team Tuesday, September 19, 2023 1:00 am http://americas.managersofwealth.com/article/58524/us-treasury-banksamp039-amp039net-zeroamp039-pledges-must-align-with-temperature-limits The funding will also support work to facilitate the transition planning efforts of non-financial sectors of the economy, the Treasury said. Planet SOS Investors urge greater scrutiny of climate funding tools News Aggregation Team Monday, September 18, 2023 1:00 am http://americas.managersofwealth.com/article/58507/investors-urge-greater-scrutiny-of-climate-funding-tools New financing instruments spur concerns over validity of some ‘green’ investments Planet SOS Elon Musk and Tesla: A Green Energy Milestone for Bitcoin Acceptance News Aggregation Team Friday, September 15, 2023 1:00 am http://americas.managersofwealth.com/article/58492/elon-musk-and-tesla-a-green-energy-milestone-for-bitcoin-acceptance This transformation is attributed to two significant events. Planet SOS JPMorgan, Citi employees to start 2022 with remote work as Covid cases rise News Aggregation Team Monday, January 03, 2022 12:00 am http://americas.managersofwealth.com/article/52437/jpmorgan-citi-employees-to-start-2022-with-remote-work-as-covid-cases-rise JPMorgan Chase & Co, one of Wall Street's staunchest advocates of returning to Manhattan skyscrapers, is offering employees the option of working from home in the opening weeks of 2022, and Citigroup is encouraging staff to log on remotely, as mo Covid-19 Nearly One Third of Small Businesses Have Voluntarily Reinstated Restrictions News Team Tuesday, September 21, 2021 1:00 am http://americas.managersofwealth.com/article/51214/nearly-one-third-of-small-businesses-have-voluntarily-reinstated-restrictions In the May Small Business Recovery Report, 85% of small business respondents reported their company was fully open, unaffected by local or federal restrictions as the pandemic slowed and the economy reopened. Covid-19 Deloitte makes vaccination mandatory for US workforce News Aggregation Team Monday, August 30, 2021 1:00 am http://americas.managersofwealth.com/article/50885/deloitte-makes-vaccination-mandatory-for-us-workforce Now, professional services firm Deloitte has become the latest major entity to enter the fray. Covid-19 Delta variant pushes BlackRock to delay US office return as UK on track with hybrid working News Aggregation Team Friday, August 06, 2021 1:00 am http://americas.managersofwealth.com/article/50623/delta-variant-pushes-blackrock-to-delay-us-office-return-as-uk-on-track-with-hybrid-working Delta variant causes month-long delay to comeback plans Covid-19 Vanguard: Investment giant to pay vaccinated workers $1,000 News Aggregation Team Friday, August 06, 2021 1:00 am http://americas.managersofwealth.com/article/50617/vanguard-investment-giant-to-pay-vaccinated-workers-1000 Vanguard, one of the world's top investment firms, is to pay its US workers $1,000 if they get vaccinated. Covid-19 Wall Street giant to bar unvaccinated staff News Aggregation Team Wednesday, June 23, 2021 1:00 am http://americas.managersofwealth.com/article/50063/wall-street-giant-to-bar-unvaccinated-staff The policy comes into effect next month, in a move aimed to allow the lifting of other Covid-related rules. Covid-19 Wall Street Is Back (at the Office) News Aggregation Team Sunday, June 20, 2021 1:00 am http://americas.managersofwealth.com/article/50022/wall-street-is-back-at-the-office Thousands of financial employees in New York City have returned to their desks. Covid-19 Pandemic accelerates Bank of Canada's CBDC work News Aggregation Team Thursday, February 11, 2021 12:00 am http://americas.managersofwealth.com/article/48551/pandemic-accelerates-bank-of-canadaamp039s-cbdc-work The Bank of Canada has accelerated work on a central bank digital currency (CBDC) in response to Covid-19 and its impact on cash usage, says a senior official who nevertheless cautions that a digital loonie is still not a "forgone conclusion". Covid-19 Workplace Stress During COVID-19: 5 Ways to Support Your Employees’ Mental Well-being News Team Tuesday, January 26, 2021 12:00 am http://americas.managersofwealth.com/article/48374/workplace-stress-during-covid-19-5-ways-to-support-your-employeesamprsquo-mental-well-being Taking care of your mental well-being is essential to staying healthy, staying resilient and moving your business forward. Covid-19 Pandemic triggers surge in business start-ups across major economies News Aggregation Team Wednesday, December 30, 2020 12:00 am http://americas.managersofwealth.com/article/48065/pandemic-triggers-surge-in-business-start-ups-across-major-economies US, UK, France, Germany and Japan register sharp rises in new company registrations Covid-19