http://americas.managersofwealth.com/ Tue, 20 May 2025 08:10:30 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63831/ubs-advisor-teams-in-florida-named-to-barronamprsquos-top-250-private-wealth-teams-list The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. Wealth and Asset Management News Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63833/lpl-financial-asks-what-if-you-could-in-new-brand-campaign Formed in 1989 as an accessible alternative to traditional Wall Street firms, LPL Financial is now among the most successful companies in wealth management. Wealth and Asset Management News Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63834/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barronamprsquos The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox. Wealth and Asset Management News Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63816/family-wealth-services-building-in-a-more-holistic-approach-to-wealth-management With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management. Wealth and Asset Management News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63817/focus-to-merge-140bn-focus-partners-wealth-and-35bn-kovitz The deal marks RIA financier Focus's first combination of 'hub' firms. Wealth and Asset Management News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63819/sustainable-wealth-management-is-aligning-investorsamprsquo-values-with-their-wealth As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services. Wealth and Asset Management News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63821/us-family-offices-strengthen-investment-ties-in-abu-dhabi-after-trumpamprsquos-visit This visit underscored the growing relationship between the two nations, particularly in the investment sector. Wealth and Asset Management News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63825/mercer-advisors-brings-in-3-billion-team-tufton-capital-management And the firm specializes in serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, with a strong focus on cultivating long-term, multigenerational relationships. Wealth and Asset Management News Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63830/botoff-consulting-wins-2025-family-wealth-report-award-for-outstanding-thought-leadership This award is a meaningful, independent validation of Botoff Consulting’s commitment to delivering accurate, data-driven insights and advancing best practices across the family office sector – and that commitment has only grown stronger over t Wealth and Asset Management News Aggregation Team Thursday, May 15, 2025 1:00 am http://americas.managersofwealth.com/article/63806/rich-japanese-still-fear-yen-crash-wealth-manager-says But there’s one key holdout that isn’t ready for bullishness: Japan’s richest citizens, worried about the economic outlook Wealth and Asset Management News Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63835/piper-sandler-enhances-technology-investment-banking-team-with-the-addition-of-jim-roney Jim brings an impressive track record of delivering successful outcomes People Moves News Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63836/tim-boroughs-named-vice-chairman-chubb-group-and-executive-chairman For more than 25 years, Tim has shaped and managed our investment strategies People Moves News Aggregation Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63837/ex-jpmorgan-director-takes-top-barclays-gen-ai-role-after-colombian-escapade He joined JPMorgan in its Buenos Aries tech hub initially, before transitioning to New York as a VP. People Moves News Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63839/csi-names-fintech-leader-nancy-langer-as-new-president-and-chief-executive-officer Fintech pioneer brings transformative leadership and growth expertise to leading banking software and technology provider People Moves News Aggregation Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63841/citadel-securities-ex-us-systematic-equities-trading-head-reappeared-at-jump-trading Before Citadel Securities, Siwicki spent six years at Chicago-based prop trading firm Spot Trading. People Moves News Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63843/hanson-bridgett-llp-plants-flag-in-fresno-with-addition-of-labor-ampamp-employment-partner-ryan-eddings Eddings comes to Hanson Bridgett from the labor and employment firm Littler Mendelson P.C. People Moves News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63820/ubs-team-managing-500-million-defects-for-rbc-in-new-york The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS. People Moves News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63823/temenos-strengthens-product-leadership-with-key-appointments Rohit Chauhan will lead the development of Temenos’ overall technology strategy, innovation, research and development People Moves News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63826/bbva-global-wealth-advisors-appoints-the-new-ceo In his new role, he will lead BBVA Gwa’s efforts to provide investment advisory services to Latin American clients. People Moves News Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63827/insigneo-appoints-chief-compliance-officer Paul brings more than two decades of experience across U.S. and international banking and wealth management institutions. People Moves News Aggregation Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63838/bank-of-america-ordered-to-pay-540-million-in-long-running-lawsuit-from-the-fdic Back in 2017, the FDIC accused Bank of America of refusing to pay over $500 million in assessments Legal, Regulation & Compliance News Aggregation Team Thursday, May 01, 2025 1:00 am http://americas.managersofwealth.com/article/63693/us-bank-deregulation-a-near-term-neutral-but-poses-longer-term-risks Conversely, streamlining regulatory agencies or updated Basel III Endgame capital framework will require inter-agency cooperation, stakeholder buy-in and in some cases, legislation. Legal, Regulation & Compliance News Team Tuesday, April 29, 2025 1:00 am http://americas.managersofwealth.com/article/63671/decision-notice-ciro-sanctions-gary-edmond-perron-and-cumberland-private-wealth-management-inc As part of the settlement, Gary Perron admitted to having failed to disclose and seek pre-approval for activities related to the transfer of shares Legal, Regulation & Compliance News Team Tuesday, April 29, 2025 1:00 am http://americas.managersofwealth.com/article/63674/fed-independence-concerns-ease Fed independence concerns ease Legal, Regulation & Compliance News Team Monday, April 28, 2025 1:00 am http://americas.managersofwealth.com/article/63660/wells-fargo-confirms-termination-of-2018-cfpb-compliance-consent-order Wells Fargo is a different and stronger company today Legal, Regulation & Compliance News Aggregation Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63612/ukamprsquos-fca-to-open-first-ever-offices-in-us-and-australia Major international investors ‘want easier access to us’ Legal, Regulation & Compliance News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63610/lpl-expands-legal-battle-against-ameriprise-in-new-lawsuit LPL claims Ameriprise “has sunk to a new low” by sending out allegedly “misleading” notifications about a data breach. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 09, 2025 1:00 am http://americas.managersofwealth.com/article/63547/sec-to-review-aum-threshold-for-state-advisors Uyeda said the number of advisors had grown by about 45% to 15,411 since Dodd-Frank’s compliance date in 2012. Legal, Regulation & Compliance News Aggregation Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63497/santander-secures-canadian-banking-license Santander, which has 168 million customers globally, has a major presence in the Americas, and is also a more prominent lender in the U.S. than other European competitors. Legal, Regulation & Compliance News Aggregation Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63499/appeals-court-overturns-93m-decision-against-commonwealth The decision in the case initially filed by the SEC in 2019 comes the same week that LPL Financial announced it would acquire Commonwealth Financial Network in a $2.7 billion cash deal. Legal, Regulation & Compliance News Aggregation Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63832/how-generative-ai-is-revolutionizing-the-wealth-management-industry A recent survey indicates that a significant majority of wealth management firms are planning to increase their investments in AI-driven solutions in the coming years. FinTech News Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63818/broadridge-announces-new-patent-on-large-language-model-orchestration-of-machine-learning-agents These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary. FinTech News Aggregation Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63822/using-ai-to-help-fix-wealth-management Traditionally, wealth management has followed a generalized approach, using broad investor profiles rather than individualized insights. FinTech News Team Friday, May 16, 2025 1:00 am http://americas.managersofwealth.com/article/63824/assette-launches-ai-powered-rfp-ampamp-ddq-automation-for-asset-managers Assette’s solution is different. FinTech News Aggregation Team Thursday, May 15, 2025 1:00 am http://americas.managersofwealth.com/article/63807/digital-resilience-how-wealth-management-firms-are-partnering-for-performance-amid-volatility In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace. FinTech News Team Wednesday, May 14, 2025 1:00 am http://americas.managersofwealth.com/article/63791/when-it-comes-to-tech-adoption-in-wealth-management-many-hands-make-light-work But these advancements have increased pressure on wealth management firms and advisors to keep pace and ratcheted up the risks of getting left behind in a competitive marketplace. FinTech News Aggregation Team Wednesday, May 14, 2025 1:00 am http://americas.managersofwealth.com/article/63796/us-fintech-chime-files-for-nasdaq-ipo Chime filed a registration statement on Form S-1 with the US Securities and Exchange Commission on Tuesday. FinTech News Aggregation Team Tuesday, May 13, 2025 1:00 am http://americas.managersofwealth.com/article/63782/willis-launches-fintech-plus-a-global-insurance-solution FinTech Plus is reportedly flexible, adaptive to the needs of companies at different stages and business models. FinTech News Team Friday, May 09, 2025 1:00 am http://americas.managersofwealth.com/article/63763/emalpha-selects-state-streetamprsquos-link-platform-for-integration-of-multilingual-ai-co-pilot LINK provides a “smart desktop” where clients can create and operate easy-to-deploy, customizable trading and workflow solutions. FinTech News Team Friday, May 09, 2025 1:00 am http://americas.managersofwealth.com/article/63766/iralogix-celebrates-10-years-of-retaining-assets-and-driving-revenues-for-wealth-management-partners From Start-up to Standout, Firm Continues to Shape the Future FinTech News Team Thursday, May 15, 2025 1:00 am http://americas.managersofwealth.com/article/63808/state-street-global-advisors-forms-strategic-relationship-with-smallcase Announcement follows SSGA’s investment in smallcase Alternative Investments News Aggregation Team Thursday, May 15, 2025 1:00 am http://americas.managersofwealth.com/article/63811/goldman-sachsamp039-new-head-of-macro-trading-also-came-from-a-hedge-fund It's not clear why Dangoor deserted his career as a senior portfolio manager at SPX. Alternative Investments News Team Thursday, May 15, 2025 1:00 am http://americas.managersofwealth.com/article/63812/ci-global-asset-management-announces-may-2025-distributions-for-the-ci-etfs The CI Distribution Reinvestment Plan (DRIP) will automatically reinvest cash distributions into the CI ETF making the distribution. Alternative Investments News Team Wednesday, May 14, 2025 1:00 am http://americas.managersofwealth.com/article/63797/ci-global-asset-management-announces-may-2025-distributions-for-the-ci-etfs The ex-dividend date for all ETFs is May 26, 2025. Alternative Investments News Team Wednesday, May 14, 2025 1:00 am http://americas.managersofwealth.com/article/63798/apollo-hybrid-funds-to-acquire-powergrid-services-from-the-sterling-group Investment Will Support Leading Provider of Electric Utility Maintenance and Construction Services in its Mission to Address Growing US Power Demand and Needed Grid Improvements Alternative Investments News Aggregation Team Wednesday, May 14, 2025 1:00 am http://americas.managersofwealth.com/article/63800/vaneck-launches-tokenized-money-market-fund-with-securitize The British Virgin Island fund targets institutional and qualified investors with minimum subscriptions starting at $100,000 for investments on Avalanche, BNB Chain, and Solana, and $1,000,000 on Ethereum. Alternative Investments News Aggregation Team Tuesday, May 13, 2025 1:00 am http://americas.managersofwealth.com/article/63781/citi-sells-private-market-funds-unit-to-fintech-giant-icapital As part of the sale, 20 Citi employees are set to join New York-based iCapital, which has some 1,800 employees. Alternative Investments News Team Tuesday, May 13, 2025 1:00 am http://americas.managersofwealth.com/article/63785/munich-re-amplsquooptimisticamprsquo-for-mid-year-renewals-us-property-cat-still-attractive-cfo-jurecka Munich Re held an earnings call with analysts during which the upcoming mid-year renewals were discussed by the company’s CFO. Alternative Investments News Aggregation Team Tuesday, May 13, 2025 1:00 am http://americas.managersofwealth.com/article/63787/lpl-financial-drops-data-breach-defamation-suit-against-ameriprise LPL agreed to dismiss a lawsuit alleging that Ameriprise had sent misleading information to customers about a potential data breach. Alternative Investments News Aggregation Team Tuesday, May 13, 2025 1:00 am http://americas.managersofwealth.com/article/63788/mid-year-renewals-to-mirror-january-ampamp-april-trends-as-property-pricing-softens-hannover-reamprsquos-althoff In the U.S., wildfires will likely be factored into the equation Alternative Investments News Aggregation Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63840/jpmorgan-upgrades-emerging-market-equities-as-sino-us-trade-war-eases J.P.Morgan remains positive on India, Brazil, the Philippines, Chile, the UAE, Greece, and Poland within emerging markets, and sees a promising opportunity in China, particularly in technology stocks. Investment Banking News Team Thursday, May 15, 2025 1:00 am http://americas.managersofwealth.com/article/63810/abn-amro-meespierson-foresees-economic-slowdown-reduces-equity-position The tariffs remain high even now that the first trade agreements have been signed, ABN AMRO MeesPierson notes. Investment Banking News Aggregation Team Tuesday, May 13, 2025 1:00 am http://americas.managersofwealth.com/article/63786/jpmorgan-lifts-china-growth-forecasts-after-amp039surprisingly-positiveamp039-us-deal "We no longer expect the (Chinese) government to introduce additional fiscal stimulus later this year," they also added. Investment Banking News Team Thursday, May 01, 2025 1:00 am http://americas.managersofwealth.com/article/63696/2025-specialty-asset-management-outlook-released-by-bank-of-america Amid elevated long-term interest rates and persistent inflation, investors turn to real assets to help mitigate market risk Investment Banking News Aggregation Team Tuesday, April 29, 2025 1:00 am http://americas.managersofwealth.com/article/63668/boutique-bank-pjt-is-stacking-up-on-partners-as-it-cuts-heads-and-pay The bank now has 129 partners, an 8% increase on the number at the end of 2024. Investment Banking News Aggregation Team Friday, April 25, 2025 1:00 am http://americas.managersofwealth.com/article/63646/state-street-reports-39-surge-in-q1-2025-profit The company has reported $3.28bn in revenue in Q1 2025, a 5% increase from $3.13bn in Q1 2024. Investment Banking News Aggregation Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63622/top-10-biggest-us-banks-by-assets-data-drop Cincinnati-headquartered U.S. Bank ranks fifth with $662.9 billion in consolidated assets. Investment Banking News Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63596/goldman-sachs-reports-2025-first-quarter-earnings-per-common-share-of-1412-and-annualized-return-on-common-equity-of-169 Diluted earnings per common share (EPS) was $14.12 and annualized return on average common shareholders’ equity (ROE) was 16.9% for the first quarter of 2025. Investment Banking News Aggregation Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63598/bank-of-america-boosts-profit-on-trading-gains-interest-income Equities trading jumped 17% to a record $2.2 billion, while fixed income, currencies and commodities trading revenue jumped 5% to $3.5 billion, propelling its markets revenue to the highest in more than a decade. Investment Banking News Aggregation Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63599/wells-fargo-expands-technology-banking-team-amid-tech-sector-growth The growth of the Technology Banking team, which is part of Wells Fargo Commercial Banking’s Specialized Industries group, is being driven by the U.S. tech sector’s growth Investment Banking News Aggregation Team Tuesday, May 13, 2025 1:00 am http://americas.managersofwealth.com/article/63784/what-to-look-for-and-what-to-avoid-in-umas Despite increased popularity, the promise of UMAs has only been partially realized. Comment, Analysis & Research News Team Monday, May 12, 2025 1:00 am http://americas.managersofwealth.com/article/63774/the-future-of-banking-is-intelligent-but-riskier-than-ever-study-reveals Banks must enable adaptable risk management into every layer of their digital and operational transformations Comment, Analysis & Research News Aggregation Team Monday, May 12, 2025 1:00 am http://americas.managersofwealth.com/article/63777/trump-plans-to-accept-luxury-747-amplsquogiftamprsquo-from-qatar-to-use-as-air-force-one The ‘flying palace’ would possibly be the most expensive gift ever received by the US government Comment, Analysis & Research News Aggregation Team Thursday, April 24, 2025 1:00 am http://americas.managersofwealth.com/article/63635/nickel-digital-study-with-institutional-investors-and-wealth-managers-predicts-strong-growth-in-tokenisation The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years. Comment, Analysis & Research News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63619/us-household-total-financial-wealth-exceeds-90-trillion Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele Comment, Analysis & Research News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63623/the-rise-of-the-outsourced-cco-why-investment-advisers-are-making-the-switch The modernization of the global workforce has transformed how the industry approaches compliance leadership. Comment, Analysis & Research News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63601/citi-wealth-says-amp039strategy-is-workingamp039-as-net-new-assets-surge The division reported a 489% surge in its new investment assets in the fourth quarter. Comment, Analysis & Research News Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63595/market-psychology-a-roadmap-for-rebuilding-confidence The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks. Comment, Analysis & Research News Team Wednesday, April 09, 2025 1:00 am http://americas.managersofwealth.com/article/63540/letter-from-america-us-market-update The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address. Comment, Analysis & Research News Aggregation Team Wednesday, April 09, 2025 1:00 am http://americas.managersofwealth.com/article/63542/will-mortgage-rates-ever-be-3-again When will mortgage rates finally drop back down near the 3% mark? Comment, Analysis & Research News Team Tuesday, April 29, 2025 1:00 am http://americas.managersofwealth.com/article/63669/integrated-partners-adopts-risr-to-enhance-comprehensive-planning-for-business-owners RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners Tax News Team Monday, April 07, 2025 1:00 am http://americas.managersofwealth.com/article/63521/tech-investment-on-the-rise-as-economic-optimism-fades After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%. Tax News Aggregation Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63446/wall-street-straps-in-for-trumpamprsquos-tariff-reveal-sees-no-end-to-fog-of-uncertainty The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022. Tax News Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63422/republican-tax-policy-plans-could-grow The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes Tax News Aggregation Team Tuesday, March 18, 2025 12:00 am http://americas.managersofwealth.com/article/63352/taxpayers-come-clean When worried clients heard that, they came forward in droves. Tax News Team Saturday, March 15, 2025 12:00 am http://americas.managersofwealth.com/article/63331/successful-audit-once-again-proves-jtcamprsquos-solutions-are-secure Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020), Tax News Aggregation Team Wednesday, March 12, 2025 12:00 am http://americas.managersofwealth.com/article/63308/us-tariffs-a-structural-shift-reshaping-global-trade-and-asset-allocation The economic impact of tariffs is inherently stagflationary. Tax News Aggregation Team Tuesday, March 11, 2025 12:00 am http://americas.managersofwealth.com/article/63289/rsm-to-use-arch-for-private-markets-investment-management The middle market consultancy and accounting firm will integrate Arch into its family office data management platform. Tax News Team Friday, March 07, 2025 12:00 am http://americas.managersofwealth.com/article/63261/forest-systems-and-summitas-announce-strategic-partnership-to-enhance-wealth-management-security-and-efficiency This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools Tax News Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63115/uk-inheritance-tax-changes-how-the-us-uk-treaty-could-protect-some-americans For dual nationals, if none of the above lead to a clear answer, the US and UK tax authorities will agree between them how to tax the individual. Tax News Aggregation Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63842/americansamprsquo-credit-card-debt-falls-but-past-due-student-loans-drag-on-credit-scores The latest snapshot of how economy-powering consumers are managing their debt loads was released Tuesday by the Federal Reserve Bank of New York Retail Banking News Team Wednesday, April 30, 2025 1:00 am http://americas.managersofwealth.com/article/63682/wells-fargo-ampamp-company-announces-common-stock-dividend-and-new-40-billion-common-stock-repurchase-program The program will be executed consistent with the company’s internal capital adequacy framework that considers current market conditions, regulatory capital requirements, and other risk factors. Retail Banking News Team Monday, April 28, 2025 1:00 am http://americas.managersofwealth.com/article/63654/truist-first-bank-to-begin-revolutionizing-bill-pay-with-alias-based-request-for-payment-via-the-rtpampreg-network The solution will ultimately enable businesses to offer faster, simpler, more secure, and cost-effective bill payments. Retail Banking News Aggregation Team Monday, April 28, 2025 1:00 am http://americas.managersofwealth.com/article/63657/flagstar-plans-to-hire-80-to-90-more-commercial-bankers-this-year The bank reported another quarterly loss, although executives are targeting profitability in the fourth quarter. Retail Banking News Aggregation Team Thursday, March 20, 2025 12:00 am http://americas.managersofwealth.com/article/63384/wall-street-pay-guru-forecasts-a-disappointing-year-for-bonuses Banks risk sinking into a "cultural malaise" born of the return to work, threats from AI and the waning of righteousness of ESG and DEI issues. Retail Banking News Team Friday, March 07, 2025 12:00 am http://americas.managersofwealth.com/article/63263/signature-bank-achieves-record-profitability-in-2024-expands-wealth-management-and-strengthens-industry-leadership Our team has a great deal to be proud of as we reflect on our financial success in 2024 Retail Banking News Aggregation Team Thursday, March 06, 2025 12:00 am http://americas.managersofwealth.com/article/63249/scotiabank-pullback-signals-global-banking-shift-away-from-latin-america Scotiabank’s exit also fulfills a promise CEO Scott Thomson made in 2023 to refocus on more profitable North American markets. Retail Banking News Team Tuesday, March 04, 2025 12:00 am http://americas.managersofwealth.com/article/63231/fintech-cadence-and-visa-join-forces-to-support-payment-innovation-in-canada As part of the overall collaboration, Visa is one of the Champion Sponsors of the 2025 Fintech Drinks Series Retail Banking News Team Wednesday, February 26, 2025 12:00 am http://americas.managersofwealth.com/article/63187/consumers-continue-to-navigate-persistent-inflation-by-changing-life-plans-say-they-want-to-learn-new-money-behaviors-according-to-second-annual-wells-fargo-money-study For adults in the first half of their financial lives, these numbers are even higher, with 82% of Gen Z adults and 79% of Millennials cutting back. Retail Banking News Aggregation Team Tuesday, February 25, 2025 12:00 am http://americas.managersofwealth.com/article/63175/the-international-banker-2025-north-ampamp-south-american-awards-winners Banks are also now reporting more positive demand trends for CRE loans, further underscoring the brighter prospects for a sector badly damaged by rising interest rates in recent years. Retail Banking News Team 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 News Aggregation Team Friday, November 29, 2024 12:00 am http://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS News Team Tuesday, October 22, 2024 1:00 am http://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS News Team Friday, September 27, 2024 1:00 am http://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS News Aggregation Team Thursday, September 05, 2024 1:00 am http://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS News Team Thursday, August 22, 2024 1:00 am http://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS