http://americas.managersofwealth.com/ Fri, 24 Jan 2025 10:29:07 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62903/bogart-wealth-closes-on-minority-investment-from-constellation-wealth-capital-while-remaining-independent Minority investment in Bogart Wealth will be used to further fund client services, technology and recruitment initiatives Wealth and Asset Management News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62908/ubs-wealth-management-usa-restructures-leadership-in-the-southeastern-us The southeast region, which has experienced a significant increase in wealth in recent years, includes areas such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others Wealth and Asset Management News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62910/brookfield-oaktree-wealth-solutions-expands-uci-part-ii-platform-launches-private-credit-strategy-for-wealth-investors The strategy leverages Oaktree’s extensive credit expertise developed over three decades and through multiple market cycles. Wealth and Asset Management News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62914/iq-eq-wins-three-awards-in-2025-miami-family-wealth-report-awards The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean. Wealth and Asset Management News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62916/foundation-wealth-advisors-recognized-as-a-best-in-state-wealth-management-team-by-forbes Foundation Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs Wealth and Asset Management News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62917/constellation-invests-in-virginia-ria-bogart-wealth Bogart Wealth plans to use this investment to bolster its client services, technology, hiring, and marketing efforts. Wealth and Asset Management News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62892/morgan-stanley-wealth-management-pulse-survey-reveals-investor-views-hold-steady-amid-new-year-and-administration-change Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change Wealth and Asset Management News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62893/goldman-sachs-reports-strong-wealth-management-performance-in-2024 With these milestones, Goldman Sachs continues to set benchmarks for excellence in the global wealth management industry. Wealth and Asset Management News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62898/fratarcangeli-wealth-management-secures-no-1-spot-on-forbesamp039-best-in-state-wealth-management-teams Firm is the highest-ranked team in Michigan for the third consecutive year Wealth and Asset Management News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62884/bnp-paribas-urges-investors-to-diversify With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders. Wealth and Asset Management News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62907/northern-trust-names-robert-moritz-richard-petrino-to-board-of-directors Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025. People Moves News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62909/evercore-wealth-management-names-jonathan-kropf-partner-and-head-of-san-francisco-office Previously, he held a similar role as an executive at First Republic Private Wealth Management. People Moves News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62911/us-wealthtech-envestnet-hires-new-ceo Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group People Moves News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62915/kbi-global-investors-appoints-geoff-blake-as-chief-executive-officer Blake was appointed to the KBIGI North America board in April 2008 and the Irish parent company board in 2015. People Moves News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62896/envestnet-announces-chris-todd-as-chief-executive-officer Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth People Moves News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62897/scott-poore-named-chief-investment-officer-of-kingswood-wealth-advisors Poore to continue overseeing the rebranded Kingswood Eudaimonia Asset Platform, a TAMP that provides advisors access to strategic and customized portfolios People Moves News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62899/the-bancorp-appoints-dwayne-allen-to-its-board-of-directors Allen brings more than 25 years of senior leadership experience in technology and digital transformation People Moves News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62905/alixpartners-announces-david-garfield-and-rob-hornby-as-co-chief-executive-officers-effective-february-1-2025 David and Rob succeed Simon Freakley, who has served as Chief Executive Officer since 2015. People Moves News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62885/kurt-maurillo-registered-as-nfl-players-association-player-financial-advisor “These athletes have worked their entire lives to reach the highest level of their sport,” said Maurillo. People Moves News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62890/goldman-sachs-and-jpmorgan-said-goodbye-to-top-rates-traders At least this is the message from senior people in London at both Goldman Sachs and JPMorgan. People Moves News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62886/aba-banking-journalamprsquos-annual-compilation-of-challenges-for-a-new-year Investigating what is ahead for banks across multiple topics. Legal, Regulation & Compliance News Team Monday, December 30, 2024 12:00 am http://americas.managersofwealth.com/article/62715/eqb-reports-amended-and-restated-credit-agreement The maturity date for the Restated Credit Facility is now December 30, 2027. Legal, Regulation & Compliance News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62698/finra-orders-edward-jones-osaic-and-cambridge-to-repay-82m-over-fund-fees Finra's findings center around mutual fund sales charge waivers and fee rebates, which the regulatory body said Edward Jones, Osaic and Cambridge Investment Research did not return to customers over a period of years. Legal, Regulation & Compliance News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62704/wells-fargo-says-itamprsquos-quitting-worldamprsquos-largest-climate-banking-group Financial companies have been under increasing pressure from Republican lawmakers, which have launched investigations and filed lawsuits related to the industry’s efforts to address climate change. Legal, Regulation & Compliance News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62707/treasury-delays-deadline-for-small-businesses-to-file-new-form-to-avoid-risk-of-fines-for-noncompliance Businesses and owners that didn’t comply would potentially face civil penalties of up to $591 a day Legal, Regulation & Compliance News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62684/jpmorgan-chase-bank-of-america-and-wells-fargo-sued-for-failing-to-prevent-fraud-on-zelle The three banks named as defendants in the suit co-own Zelle, along with four other big US banks: Capital One, PNC Bank, Truist and US Bank. Legal, Regulation & Compliance News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62685/federal-reserveamprsquos-flip-flops-risk-undermining-us-exceptionalism The central bank’s highly reactive policy approach of recent years amplifies financial volatility Legal, Regulation & Compliance News Team Friday, December 20, 2024 12:00 am http://americas.managersofwealth.com/article/62665/aampampo-shearman-advises-andera-partners-on-strategic-partnership-with-new-york-life-investments-and-candriam The transaction remains subject to customary consultation with the relevant employee representative bodies and regulatory approvals. Legal, Regulation & Compliance News Team Thursday, December 19, 2024 12:00 am http://americas.managersofwealth.com/article/62657/10-ways-the-us-treasury-central-clearing-rule-impacts-technology By future proofing their technology platforms, financial services firms can turn a compliance mandate into a competitive advantage. Legal, Regulation & Compliance News Team Tuesday, December 17, 2024 12:00 am http://americas.managersofwealth.com/article/62614/keycorp-and-scotiabank-receive-regulatory-approval-to-complete-strategic-minority-investment The Board of Governors of the Federal Reserve System (the "Federal Reserve") approved the approximately 10% remaining investment by Scotiabank Legal, Regulation & Compliance News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62918/altaone-partners-with-marstone-to-launch-seamless-digital-wealth-management-solution-for-members This collaboration will empower AltaOne members with personalized investment options FinTech News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62900/goldman-sachs-rolls-out-an-ai-assistant-for-its-employees-as-artificial-intelligence-sweeps-wall-street The Goldman assistant is a "very simple interface that allows you to have access to the latest and greatest models. FinTech News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62901/bank-of-america-ceo-says-financial-industry-will-jump-into-crypto-payments-if-regulators-allow-it American banks have largely avoided letting customers use crypto for retail transactions FinTech News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62887/goldman-sachs-rolls-out-an-ai-assistant-for-its-employees-as-artificial-intelligence-sweeps-wall-street The bank has released a program called GS AI assistant to about 10,000 employees so far, with the goal that all the company’s knowledge workers will have it this year, Argenti told CNBC in an exclusive interview. FinTech News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62863/broadridge-enhances-multi-asset-post-trade-processing-with-genai-powered-analytics The advanced analytics feature is instrumental to international firms navigating evolving regulatory and market dynamics. FinTech News Team Wednesday, January 15, 2025 12:00 am http://americas.managersofwealth.com/article/62839/applied-digital-agrees-to-build-a-partnership-with-macquarie-asset-management-for-funding-of-up-to-50-billion-to-drive-hpc-growth The $5.0 Billion Investment Can Support Over 2 GW of HPC Data Center Development FinTech News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62813/first-american-bank-joins-investcloud-to-digitise-wealth-management Currently operating on a technology stack with multiple systems, FAB recognised the need to provide its clients and advisors with a unified and modern platform. FinTech News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62819/goldman-sachs-invests-in-canadian-fintech-float-financial The round was led by Growth Equity at Goldman Sachs Alternatives, with participation from Omers Ventures, FJ Labs, Teralys and Garage Capital. FinTech News Aggregation Team Thursday, January 09, 2025 12:00 am http://americas.managersofwealth.com/article/62797/the-opportunities-and-challenges-of-harnessing-ai-and-ml-for-financial-risk-management One significant issue is algorithmic bias, which can result in unfair decision-making FinTech News Aggregation Team Tuesday, January 07, 2025 12:00 am http://americas.managersofwealth.com/article/62777/startup-launches-to-help-us-community-banks-fight-technological-lag The startup is backed by ex-Deputy PM of Kazakhstan Yerbol Orynbayev, offering strategic support and guidance as the firm’s President FinTech News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62906/goldman-sachs-alternatives-launches-open-ended-global-infrastructure-strategy This launch continues the firm’s efforts to expand access to its $500bn Alternatives platform Alternative Investments News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62912/churchill-achieves-record-investment-activity-in-2024 $52 billion private capital platform shares 2024 highlights and recognizes the latest promotion class Alternative Investments News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62913/john-hancock-investment-management-expands-alternatives-offering-launching-asset-backed-securities-fund-with-manulife-cqs-investment-management The fund's investment objective is to seek to generate a return comprised of both current income and capital appreciation. Alternative Investments News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62894/bux-partners-with-state-street-on-bringing-spdr-etfs-to-eu-investors Through this collaboration, BUX will provide its clients across Europe access to SSGA SPDR ETFs as well as educational content on investments. Alternative Investments News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62874/generali-investments-to-acquire-majority-stake-in-mgg-investment-group MGG will continue to be led by CEO & CIO Kevin Griffin with no changes to MGG’s investment strategy or processes. Alternative Investments News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62877/goldmanamp039s-petershill-unit-sells-majority-stake-in-general-catalyst-for-789m The sale represents a substantial premium over Petershill's net asset value, according to the firm. Alternative Investments News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62878/bank-of-america-bac-awards-1-billion-in-stock-to-retain-employees The bank recently announced its 2024 fourth-quarter and full-year results Alternative Investments News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62879/aam-insurance-investment-management-and-affinius-capital-partner-to-offer-commercial-real-estate-lending-strategies-to-insurance-clients This new partnership will provide AAM's insurance company clients with Commercial Real Estate Strategies. Alternative Investments News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62864/colbeck-capital-raises-700-million-for-latest-vintage-strategic-lending-fund Colbeck Strategic Lending III Significantly Surpasses Target Demonstrating Strong Demand for Colbeck’s Sponsor-Like Approach to Financing Unsponsored Middle-Market Companies Alternative Investments News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62871/spirit-wealth-doubles-sales-in-2024-amid-rising-demand-for-whiskey-cask-investment Unlike traditional markets, whiskey cask investments provide a tangible asset that appreciates in value as it matures. Alternative Investments News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62902/jpmorgan-exec-trump-puts-banks-into-amplsquogo-modeamprsquo Although Europe might find it difficult to scale back certain regulations, the U.K. could shift heavily toward the U.S. system, one senior banking executive told the FT. Investment Banking News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62904/itamp039s-bonus-day-at-jpmorgan-not-everyone-is-up-15 Another senior technologist says the bonus pool in his area was flat but widely spread: "We didn't have much attrition last year." Investment Banking News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62888/bank-of-americaamp039s-1b-employee-bonus-plan-a-retention-move-as-wall-street-heats-up Just last week, Goldman Sachs granted $80 million in stock awards to CEO David Solomon and President John Waldron to lock in their leadership through 2029. Investment Banking News Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62852/dynasty-investment-bank-closes-a-strong-year-serving-as-exclusive-advisor-to-jenkins-wealth-on-its-sale-to-mariner Advised on 15 Transactions in the Robust 2024 RIA M&A Market Investment Banking News Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62826/william-blair-names-new-partners-for-2025 This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities. Investment Banking News Aggregation Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62831/illustriously-paying-new-york-boutique-adds-bofa-industrials-md The global pool grew by 7%, making both scenarios rather bitter. Investment Banking News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62810/morning-coffee-jpmorganamp039s-bankers-to-get-the-biggest-bonus-increase The bank is due to announce its fourth quarter results next Wednesday, but in the first nine months of 2024 Investment Banking News Aggregation Team Monday, January 06, 2025 12:00 am http://americas.managersofwealth.com/article/62760/another-major-us-bank-withdraws-from-net-zero-alliance In November 2024, eleven Republican-led states, including Texas, filed lawsuits against large US asset management firms Investment Banking News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62750/bank-of-new-york-mellon-lowered-to-peer-perform-rating-by-wolfe-research A number of other analysts have also recently commented on the stock. Investment Banking News Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62752/bank-of-america-hit-with-occ-order-over-bsa The bank cautioned in an October filing that it was in talks with regulators over issues with its Bank Secrecy Act compliance programs. Investment Banking News Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62883/a-new-chapter-begins-today Donald Trump will become the second person to hold office in two non-consecutive terms (Stephen G. Cleveland was the other one, in 1837). Comment, Analysis & Research News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62876/jpmamamprsquos-stealey-navigating-market-expectations-in-a-new-political-era Wage pressures, once a significant concern, are subsiding, and the labour market has rebounded, alleviating the need for further Federal Reserve rate cuts. Comment, Analysis & Research News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62882/td-playing-catch-up-on-accountability-gives-little-comfort-to-stakeholders However, the question of why his past CEO performance bonuses were not repaid lingers Comment, Analysis & Research News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62868/family-office-founders-and-next-generation-in-the-americas-have-different-priorities The biggest area of difference identified by 68% of those questioned is investing in digital assets while 52% point to differences over ESG and impact investing. Comment, Analysis & Research News Aggregation Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62858/us-banks-in-2024-set-to-result-in-a-promising-2025 Bank in the US are looking forward to the next twelve months. Comment, Analysis & Research News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62821/top-25-global-banks-post-27-increase-in-market-cap-in-2024-reveals-globaldata JPMorgan Chase continues to lead the way; Goldman Sachs and Agricultural Bank of China market caps both rise by over 40% while TD Bank loses over 20% Comment, Analysis & Research News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62808/89-of-executives-plan-to-expand-cyber-insurance-for-technological-vulnerabilities-chubb The findings come from a Harris Poll survey of 500 business leaders involved in risk decision-making, commissioned by Chubb. Comment, Analysis & Research News Team Monday, January 06, 2025 12:00 am http://americas.managersofwealth.com/article/62757/mauritius-the-new-frontier-for-family-offices When establishing a family office today, families have an unprecedented global landscape of potential jurisdictions to choose from Comment, Analysis & Research News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62747/from-theory-to-practice-10-common-questions-in-wealth-planning Francisco Tochetti, expert wealth planning advisor and tax lawyer, answers the ten most common questions Comment, Analysis & Research News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62749/reach-financial-success-in-2025-with-american-bank-and-trust Here to talk to us today about the different services they provide Comment, Analysis & Research News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62811/trump-has-promised-to-lower-taxes-will-it-actually-make-you-more-money Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026. Tax News Team Thursday, December 19, 2024 12:00 am http://americas.managersofwealth.com/article/62654/grant-thorntonamprsquos-partho-ghatak-named-a-amplsquotop-global-chief-information-security-officeramprsquo-by-cyber-defense-magazine Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts. Tax News Team Wednesday, December 11, 2024 12:00 am http://americas.managersofwealth.com/article/62577/zedra-joins-forces-with-leading-us-fund-solutions-provider-gryphon Both companies will work closely together to ensure a smooth transition for all clients and employees. Tax News Aggregation Team Tuesday, December 03, 2024 12:00 am http://americas.managersofwealth.com/article/62495/rediscovered-us-tax-treaty-finds-new-home-in-national-archives The treaty was a pivotal document, underpinning Bermuda's success as a premier insurance and reinsurance hub. Tax News Aggregation Team Wednesday, November 20, 2024 12:00 am http://americas.managersofwealth.com/article/62397/allworth-boosts-tax-services-with-acquisition-of-bay-area-cpa-firm “CCA has an exceptional tax team that will help us meet that demand and better serve our clients.” Tax News Aggregation Team Thursday, November 07, 2024 12:00 am http://americas.managersofwealth.com/article/62280/65b-callan-family-office-launches-tax-overlay-program The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program. Tax News Aggregation Team Wednesday, October 09, 2024 1:00 am http://americas.managersofwealth.com/article/62000/irs-whistleblowersamp039-74-million-payout-shows-two-years-of-reform The IRS program for years has endured criticism about low payouts and rising process times. Tax News Aggregation Team Wednesday, October 02, 2024 1:00 am http://americas.managersofwealth.com/article/61932/the-legal-framework-for-the-united-states-and-united-kingdom-cross-border-tax-compliance Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location. Tax News Team Wednesday, September 25, 2024 1:00 am http://americas.managersofwealth.com/article/61875/cardinal-point-wealth-management-warns-of-major-estate-tax-exemption-changes-in-2025 The TCJA temporarily doubled the federal estate tax exemption Tax News Aggregation Team Tuesday, September 24, 2024 1:00 am http://americas.managersofwealth.com/article/61860/redw-advisors-ampamp-cpas-acquires-hatcher-financial The acquisition increases REDW's Phoenix office team to 114 members and nearly 350 across its broader network. Tax News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62875/paypal-ventures-invests-in-latam-insurtech-olampeacute-life Olé Life is redefining how families access and experience financial protection with products that are easy to acquire and offer long-term stability. Retail Banking News Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62818/nbkc-bank-joins-nr-atleas-allpoint-network Kansas City, Missouri-based nbkc was looking for an efficient way to allow customers to conduct transactions Retail Banking News Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62753/dime-receives-ampldquooutstandingamprdquo-rating-on-community-reinvestment-act-exam-from-federal-reserve-bank-of-new-york The CRA encourages banks to help meet the credit needs of the communities in which they operate, including Low-to-Moderate Income neighborhoods. Retail Banking News Aggregation Team Tuesday, December 31, 2024 12:00 am http://americas.managersofwealth.com/article/62725/bank-opening-hours-on-new-yearamprsquos-eve-and-new-year-day-bank-of-america-wells-fargo-citiamphellip Find out when Bank of America, Wells Fargo and Citi will be opening over the festive period, including December 31 andf January 1. Retail Banking News Aggregation Team Tuesday, December 24, 2024 12:00 am http://americas.managersofwealth.com/article/62693/central-bank-of-brazil-approves-payretailers-acquisition-of-transfeera It says this would strengthen the company’s regulatory and risk management structure in Brazil, and expand its opportunities in open banking. Retail Banking News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62681/customer-big-bank-trust-grows-except-with-self-service-jd-power Additionally, those banks rank in the top three in the study’s most heavily weighted factor of trust, scoring 700, 691 and 687, respectively (on a 1,000-point scale). Retail Banking News Team Wednesday, December 18, 2024 12:00 am http://americas.managersofwealth.com/article/62636/b2b-digital-payments-plaer-keo-world-expands-to-brazil Through a partnership agreement with BTG Pactual Bank S.A., the largest investment bank in Latin America, KEO World will expand its operations in the Brazilian market. Retail Banking News Team Tuesday, December 17, 2024 12:00 am http://americas.managersofwealth.com/article/62622/global-finance-names-the-worldamprsquos-best-trade-finance-providers-2025 Criteria for choosing the winners included: transaction volume, scope of global coverage, customer service, competitive pricing and innovative technologies. Retail Banking News Aggregation Team Friday, December 06, 2024 12:00 am http://americas.managersofwealth.com/article/62525/the-bankeramprsquos-bank-of-the-year-awards-2024 With challenging economic conditions and rising geopolitical risk, strong and safe banking markets are all the more important Retail Banking News Aggregation Team Tuesday, November 26, 2024 12:00 am http://americas.managersofwealth.com/article/62444/mastercard-and-jp-morgan-to-streamline-b2b-payments-with-blockchain This collaboration aims to streamline cross-border business transactions by offering a faster and more transparent settlement process, reducing friction and enhancing the efficiency of commercial transactions. Retail Banking 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 News Team Monday, August 12, 2024 1:00 am http://americas.managersofwealth.com/article/61467/standard-chartered-launches-esg-linked-cash-account Latest addition to the Bank’s suite of Transaction Banking Cash solutions rewards clients for meeting material ESG-related targets Planet SOS News Aggregation Team Thursday, August 01, 2024 1:00 am http://americas.managersofwealth.com/article/61372/rbcamprsquos-35m-green-initiative-targets-70-emissions-cut-by-2035 The project, scheduled to start in spring 2025, is expected to reduce the bank’s onsite carbon emissions by 10,000 tonnes, contributing to a 70% reduction in total branch emissions. Planet SOS News Aggregation Team Monday, July 22, 2024 1:00 am http://americas.managersofwealth.com/article/61258/the-great-climate-change-wealth-transfer-is-here The great climate change Politics and profit are making it harder to kick our fossil fuel addictiontransfer is here Planet SOS News Team Wednesday, June 26, 2024 1:00 am http://americas.managersofwealth.com/article/61022/corporatesamprsquo-supply-chain-scope-3-emissions-are-26-times-higher-than-their-operational-emissions These figures highlight that the challenge of effectively measuring Scope 3 emissions is widespread and spans industries Planet SOS