http://americas.managersofwealth.com/ Fri, 27 Feb 2026 19:36:30 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66204/cresset-welcomes-2-billion-advisory-team-to-san-francisco-office Heather Pelant previously served as a Partner and Managing Director at Baker Street Advisors. Wealth and Asset Management News Aggregation Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66206/why-wealth-asset-managers-must-rethink-what-success-looks-like-beyond-growth-at-any-cost PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive. Wealth and Asset Management News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66207/nour-private-wealth-expands-integrated-platform-following-goodwood-acquisition The next-gen demands a next-gen wealth manager. Wealth and Asset Management News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66210/creative-planning-named-best-independent-ria-for-comprehensive-wealth-management-by-the-wall-street-journalamp039s-buy-side Creative Planning's recognition in WSJ | Buy Side comes amid continued growth and strategic expansion. Wealth and Asset Management News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66212/lineweaver-wealth-advisors-surpasses-1-billion-in-assets-under-management The firm has been recognized over the years for being one of the largest independent Registered Investment Advisors in Northeast Ohio and for its commitment to fiduciary care, thoughtful planning, and a consistently high standard of client service. Wealth and Asset Management News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66185/bitwise-acquires-staking-infrastructure-pioneer-chorus-one-expanding-bitwise-onchain-solutionsamp039-multichain-capabilities BOS primarily serves institutional investors, family offices, and financial platforms that value the combination of Bitwise’s fiduciary approach, track record of reliability, and native technical expertise. Wealth and Asset Management News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66191/bbh-empowers-asset-managers-in-emerging-market-investing-with-the-addition-of-the-colombian-peso-to-infofx-restricted-markets-capabilities Brown Brothers Harriman (BBH) today announced an enhancement to its InfoFX® solution, expanding its Restricted Markets Currency offering to include the Colombian Peso. Wealth and Asset Management News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66199/pictet-asset-management-launches-pictet-ai-enhanced-us-equity-etf-pqus Both PQUS and PQNT are managed by the firm’s Quantitative Investments team, and utilize the same proprietary machine learning and AI models that power Pictet’s institutional strategies. Wealth and Asset Management News Team Wednesday, February 25, 2026 12:00 am http://americas.managersofwealth.com/article/66176/cannataro-family-capital-partners-recognized-for-excellence-in-wealth-management-by-forbes The firm is widely respected for its ability to seamlessly integrate personal, family, and business financial planning-a sophisticated approach that requires both deep technical expertise and close collaboration with clients' trusted advisors, includ Wealth and Asset Management News Team Wednesday, February 25, 2026 12:00 am http://americas.managersofwealth.com/article/66183/478-ameriprise-financial-advisor-teams-named-to-the-forbes-ampldquobest-in-state-wealth-management-teamsamprdquo-list The rankings are determined through a rigorous review of both qualitative and quantitative data submitted by thousands of the nation’s leading advisor teams. Wealth and Asset Management News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66203/pacific-asset-management-strengthens-north-american-equities-with-john-feeley-appointment Prior to this, he spent six years as a portfolio manager and five years as an analyst at the firm. People Moves News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66205/latin-american-bnpl-giant-kueski-appoints-pablo-baragiola-vp-fraud The appointment reflects Kueski’s continued focus on strengthening core platform capabilities as it scales one of the most widely used digital financial ecosystems in Mexico. People Moves News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66211/forbes-names-mesirow-wealth-advisor-jennifer-rosenblum-cfa-on-2026-top-women-wealth-advisors-best-in-state-list Jennifer's 2026 recognition marks her second year on the list. People Moves News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66214/suntera-strengthens-global-funds-proposition-with-senior-leadership-promotions Michael and Beth both joined Suntera Global through the acquisition of Socium in 2022, which they co-founded, and were both formerly Joint Managing Directors of Suntera Fund Services in the US. People Moves News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66190/kevin-murphy-named-retirement-vp-at-broadridge After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform. People Moves News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66192/wells-fargo-wealth-division-appoints-jeff-brown-as-independent-solutions-platform-growth-director The appointment underscores WIM’s continued focus on expanding its independent capabilities and building momentum across its multi‑channel wealth model. People Moves News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66195/first-hawaiian-announces-retirement-of-vice-chairman-leadership-transition-in-wealth-management “His leadership across multiple areas of the bank reflects the breadth of his experience and his commitment to developing people and serving our communities.” People Moves News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66200/wells-fargo-appoints-dennis-devine-as-new-business-banking-lead Devine joins from Alliant Credit Union, where he served as president and CEO for four years. People Moves News Team Wednesday, February 25, 2026 12:00 am http://americas.managersofwealth.com/article/66175/fairway-wealth-management-marks-next-growth-chapter-with-refreshed-brand-website-and-partner-promotions "These promotions reflect the leadership our clients already experience from Dina and Brian and further strengthen the depth and continuity of our team,” said Fairway President Mark Weiskind. People Moves News Team Wednesday, February 25, 2026 12:00 am http://americas.managersofwealth.com/article/66180/baker-street-advisors-appoints-christopher-wilkens-as-chief-executive-officer-and-peter-hand-as-partner In his new role, he will focus on building upon Baker Street’s 20-plus-year tradition of excellence in delivering objective, thoughtful advice to more than 500 financially sophisticated families and endowments. People Moves News Aggregation Team Monday, February 23, 2026 12:00 am http://americas.managersofwealth.com/article/66161/jpmorgan-fined-ampeuro1218-million-by-ecb-for-gross-neglience-in-risk-reporting As a result of the miscalculations, the bank reported higher capital ratios than it should have done, leaving the central bank in the dark as to its accurate risk exposure. Legal, Regulation & Compliance News Aggregation Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66117/federal-reserve-set-to-loosen-us-bank-rules-in-attempt-to-boost-mortgage-lending Central bank plans to ease capital requirements in an effort to shift home lending back to banks, top official says Legal, Regulation & Compliance News Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66122/dallas-attorney-brent-walker-earns-selection-to-2026-lawdragon-500-leading-plaintiff-consumer-lawyers-listing The catastrophic injury firm that bears his name specializes in cases involving severe and life-altering injuries. Legal, Regulation & Compliance News Team Friday, February 13, 2026 12:00 am http://americas.managersofwealth.com/article/66089/sec-enforcement-chief-defends-division-as-atkins-faces-scrutiny-over-crypto-dismissals Atkins named Judge Ryan as the agency’s enforcement director in September. Legal, Regulation & Compliance News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66060/premier-leads-cayman-delegation-to-fatf-plenary-in-mexico In addition to attending the main Plenary sessions, members of the Cayman delegation will participate in a series of targeted meetings Legal, Regulation & Compliance News Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66038/what-does-fed-policy-mean-for-investors The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors. Legal, Regulation & Compliance News Aggregation Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65985/nubank-advances-us-launch-with-occ-approval Nubank is now in the "bank organisation phase" after first filing for a US national bank charter last September, and plans to open a regional bank within the next 18 months. Legal, Regulation & Compliance News Aggregation Team Monday, January 26, 2026 12:00 am http://americas.managersofwealth.com/article/65915/labour-groups-push-mps-to-force-cra-disclosure-on-offshore-tax-evasion Greater transparency is critical to protecting the integrity of the tax system Legal, Regulation & Compliance News Aggregation Team Monday, January 26, 2026 12:00 am http://americas.managersofwealth.com/article/65918/trumpamp039s-jpmorgan-lawsuit-underscores-his-growing-clash-with-wall-street The move underscores how large financial institutions, expected to be major winners of Trump's sweeping deregulatory agenda Legal, Regulation & Compliance News Aggregation Team Tuesday, January 20, 2026 12:00 am http://americas.managersofwealth.com/article/65879/brazilamp039s-haddad-proposes-expanding-central-bank-oversight-to-investment-funds Brazil's federal police have pointed to the use of investment funds with cascading structures in their investigation Legal, Regulation & Compliance News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66209/billionaire-wealth-manager-peter-mallouk-has-3400-clients-worth-at-least-25-million-hereamp039s-how-heamp039s-telling-them-to-navigate-ai-chaos Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent. FinTech News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66184/genai-delivering-now-tokenization-is-next-financial-services-enters-period-of-accelerating-transformation-landmark-broadridge-study-finds AI adoption has accelerated dramatically over the past year. FinTech News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66193/how-global-capital-is-rethinking-the-us-market-in-an-era-of-technology-and-regulation Foreign investment in the United States has always followed opportunity, but the path to opportunity is changing FinTech News Team Wednesday, February 25, 2026 12:00 am http://americas.managersofwealth.com/article/66179/advisorengineampreg-client-portal-blends-intuitive-technology-and-leading-design-to-drive-investment-advisor-client-engagement Also delivers modern mobile app experience advisors need to meet rising client expectations and strengthen competitive position FinTech News Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66166/bcg-and-openai-expand-partnership-with-openai-frontier-alliance Our multi-year partnership with Boston Consulting Group will help bring AI coworkers to enterprises," said Brad Lightcap FinTech News Team Monday, February 23, 2026 12:00 am http://americas.managersofwealth.com/article/66154/why-hybrid-banking-is-the-winning-model-for-mexico It is deeply integrated into North American supply chains, increasingly central to global manufacturing and home to one of the youngest and most digitally connected populations among major economies. FinTech News Team Thursday, February 19, 2026 12:00 am http://americas.managersofwealth.com/article/66131/aidriven-filings-optin-momentum-and-more-than-4b-in-recoveries-reshape-global-securities-class-actions-broadridge-report-finds The report finds that 2025 marked a turning point, with surging AI-related litigation FinTech News Team Thursday, February 19, 2026 12:00 am http://americas.managersofwealth.com/article/66133/k1x-named-a-finalist-in-the-thirteenth-family-wealth-report-awards-2026 K1x, a leading tax automation software provider for the North American family office and family wealth industry, has been selected as a finalist in the following category at the Thirteenth Family Wealth Report Awards 2026: Innovative Use of AI The annual FinTech News Team Thursday, February 19, 2026 12:00 am http://americas.managersofwealth.com/article/66138/alliancebernstein-selects-simcorp-one-technology-platform-for-investment-teams We look forward to transforming our firm's existing infrastructure to empower our investment teams FinTech News Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66112/bbva-named-best-trade-finance-bank-in-latin-america-by-global-finance This award further consolidates BBVA’s position as a benchmark in international trade solutions and strengthens its value proposition at the regional level. FinTech News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66213/guardian-announces-strategic-partnership-with-avantos Next-generation technology will help Guardian advisors deepen client relationships and support clients’ financial well-being Alternative Investments News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66194/neuberger-launches-short-duration-income-fund The fund will be managed by a team of senior portfolio managers including Ashok Bhatia, David Brown, Michael Foster and Matthew McGinnis. Alternative Investments News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66196/seven-bridges-wealth-advisors-launches-as-full-service-independent-firm New structure allows Seven Bridges to provide enhanced client experience through access to additional wealth management capabilities, advanced technology and flexible solutions Alternative Investments News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66201/marlen-lampoacutepez-ampldquobusiness-consolidation-is-reflected-in-the-rise-of-independent-models-and-riasamprdquo “More advisors are migrating toward models that allow them to operate with greater autonomy and control over their practices” Alternative Investments News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66202/state-street-investment-management-expands-industryamprsquos-first-actively-managed-corporate-target-maturity-etfs-suite Launch of State Street® MyIncome High Yield Corporate Bond ETFs Enhances Bond Laddering Toolkit for Investors Alternative Investments News Team Wednesday, February 25, 2026 12:00 am http://americas.managersofwealth.com/article/66177/citi-announces-its-blueprint-for-housing-opportunity-initiative-ampmdash-a-60-billion-commitment-to-enhance-us-housing-affordability-and-help-create-and-preserve-250000-units-over-five-years Citi Foundation will also Deploy $50 Million in Philanthropic Grants to Non-Profits Addressing Housing Challenges in their Communities Alternative Investments News Team Wednesday, February 25, 2026 12:00 am http://americas.managersofwealth.com/article/66178/12-billion-bard-financial-services-transitions-to-osaicamprsquos-empowered-independence-channel Connecticut-Based Team Chooses W-2 Model to Strengthen Succession Planning and Client Engagement Alternative Investments News Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66172/12b-ria-chooses-beacon-pointe-advisors-for-its-next-phase-of-growth Beacon Pointe strengthens its New England presence with a strategic addition, supporting approximately $62 billion in total assets. Alternative Investments News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66169/canadian-banks-expected-to-post-strong-quarterly-results-analysts-say-shares-near-peak Those results, along with normalizing credit and strong earnings from wealth management and capital markets, helped banking stocks surge an average of 38.6% last year Alternative Investments News Aggregation Team Monday, February 23, 2026 12:00 am http://americas.managersofwealth.com/article/66157/advisors-taking-close-note-of-10-year-treasury-yield-in-wake-of-latest-inflation-data The U.S. central bank has maintained a 2% inflation target. January's PCE inflation data will be released on March 13. Alternative Investments News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66167/bank-of-america-bac-strengthens-private-credit-platform-with-25b-deployment Bank of America has also put new leadership in place to support the effort. Investment Banking News Team Thursday, February 19, 2026 12:00 am http://americas.managersofwealth.com/article/66130/global-finance-names-the-worldamprsquos-best-investment-banks-2026 This year, for the first time, Global Finance has chosen Sector Award Winners by Region where outstanding organizations deserved recognition Investment Banking News Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66125/morgan-stanley-investment-management-closes-revolving-and-rated-private-securitization-backed-by-consumer-loans Approximately $220 million total loan purchase capacity estimated Investment Banking News Aggregation Team Monday, February 16, 2026 12:00 am http://americas.managersofwealth.com/article/66096/banking-bonuses-are-up-by-10-unless-you-are-the-ceo The smallest went to Jamie Dimon at JPMorgan, who received a 10% pay rise more aligned to his rank and file. Investment Banking News Aggregation Team Monday, February 16, 2026 12:00 am http://americas.managersofwealth.com/article/66099/goldman-sachs-delivers-contrarian-take-on-the-economy CEO David Solomon sees forces building that many investors overlook. Investment Banking News Aggregation Team Monday, February 16, 2026 12:00 am http://americas.managersofwealth.com/article/66100/wall-street-banks-are-paying-their-ceos-like-itamprsquos-2006-again The payouts reflect a banner year for the industry, with the nation’s top financial firms posting their biggest annual earnings since 2021 Investment Banking News Aggregation Team Friday, February 13, 2026 12:00 am http://americas.managersofwealth.com/article/66090/morning-coffee-when-david-solomon-really-likes-you-at-goldman-sachs-dangerous-teams-in-hedge-funds Anyone who works with David knows his respect for women, and his long record of creating an inclusive and supportive environment for women. Investment Banking News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66061/morgan-stanley-reinstates-michael-grimes-as-investment-banking-chair He had spent more than three decades at Morgan Stanley before his government stint and was one of Wall Street’s most prominent bankers in the technology sector. Investment Banking News Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66051/jp-morgan-takes-top-spot-in-crisil-coalition-greenwich-digital-transformation-benchmark For the fifth consecutive year, Coalition Greenwich recognized J.P. Morgan Payments as No. 1 across several categories in its most recent Digital Transformation Benchmarking Study. Investment Banking News Aggregation Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66033/boutique-bank-perella-weinberg-slashed-average-pay-by-350k Average pay, assuming 700 employees, went from $1.1m to $765k, a decrease of some $350k - per person. Investment Banking News Team Friday, February 27, 2026 12:00 am http://americas.managersofwealth.com/article/66208/majority-of-family-offices-shunning-crypto-and-gold-jp-morgan Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan. Comment, Analysis & Research News Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66198/why-business-ownersamprsquo-biggest-planning-gap-comes-after-the-sale 25th February 2026 – As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning is creating one of the most significant advice opportunities in the market. Comment, Analysis & Research News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66174/morning-coffee-jpmorgan-revealed-the-reality-of-the-banking-jobs-market-now-the-primary-rule-for-analyst-sleeping-hours JPMorgan didn't break out the number of jobs it has in each of these areas. Comment, Analysis & Research News Aggregation Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66120/richter-marks-100-years-as-canadaamp039s-only-business-family-office elebrating 100 years is not only about highlighting our longevity, it is about recognizing our capacity to transform Comment, Analysis & Research News Team Wednesday, February 11, 2026 12:00 am http://americas.managersofwealth.com/article/66055/t-rowe-price-survey-finds-charitable-giving-planning-can-strengthen-advisor-and-client-relationships Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty Comment, Analysis & Research News Aggregation Team Tuesday, February 10, 2026 12:00 am http://americas.managersofwealth.com/article/66052/15-most-recent-bank-failures The Federal Deposit Insurance Corp. took over the $261.1 million-asset bank, and agreed to sell substantially all of its deposits and some of its assets to First Independence Bank. Comment, Analysis & Research News Aggregation Team Monday, February 09, 2026 12:00 am http://americas.managersofwealth.com/article/66043/canadaamprsquos-banks-enter-the-conversation-as-us-regionals-look-for-deals A handful of large regional US banks are likely kicking tires Comment, Analysis & Research News Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65979/what-does-fed-policy-mean-for-investors The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors. Comment, Analysis & Research News Aggregation Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65988/final-weeks-until-bank-of-america-closes-all-3600-branches-across-the-us-for-24-hours-in-total-blackout BANK of America is set to shutter all of its branches in a 24 hour total blackout. Comment, Analysis & Research News Team Thursday, January 22, 2026 12:00 am http://americas.managersofwealth.com/article/65898/emerging-asset-managers-partnering-for-growth-and-success-on-the-first-mile At PwC, we understand the unique challenges emerging asset managers face as they enter the asset management industry. Comment, Analysis & Research News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66168/april-launches-integrated-tax-platform-for-wealth-managers It purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process. Tax News Aggregation Team Monday, February 23, 2026 12:00 am http://americas.managersofwealth.com/article/66163/tax-refunds-jump-14-over-last-year A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds Tax News Aggregation Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66080/progressive-california-lawmakersamprsquo-new-tax-proposal-targets-international-corporations The effort, which would rewrite tax law for multinational corporations crafted during Gov. Ronald Reagan’s tenure, could raise \$3 billion to $4 billion annually at a time when the Legislature faces a budget deficit and federal cuts threaten social Tax News Aggregation Team Friday, February 06, 2026 12:00 am http://americas.managersofwealth.com/article/66034/how-trumpamprsquos-child-tax-credit-changes-could-impact-your-refund-this-season Nearly 37 million returns claimed the child tax credit or credit for other dependents during tax year 2022, based on the latest IRS estimates. Tax News Aggregation Team Thursday, January 15, 2026 12:00 am http://americas.managersofwealth.com/article/65843/mosaic-builds-out-global-transactional-tax-risk-team The group distinguishes itself in complex tax issues and operates on a one-team global platform Tax News Aggregation Team Thursday, January 15, 2026 12:00 am http://americas.managersofwealth.com/article/65844/will-californiaamprsquos-amplsquobillionaire-taxamprsquo-trigger-an-uhnw-exodus-wealth-managers-weigh-in With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon? Tax News Aggregation Team Thursday, December 18, 2025 12:00 am http://americas.managersofwealth.com/article/65657/tax-reform-expected-to-push-brazilian-wealthy-to-invest-more-abroad Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines Tax News Aggregation Team Thursday, December 11, 2025 12:00 am http://americas.managersofwealth.com/article/65599/tariff-revenue-dipped-slightly-in-november-after-trump-pulled-back-on-grocery-store-duties The downward tick in tariff revenue breaks a streak that began earlier this year Tax News Aggregation Team Thursday, December 11, 2025 12:00 am http://americas.managersofwealth.com/article/65601/indianapolis-tax-focused-firm-launches-ria-with-dynasty Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors. Tax News Aggregation Team Wednesday, December 10, 2025 12:00 am http://americas.managersofwealth.com/article/65587/proposed-wealth-tax-targets-billionaires-to-fill-california-health-care-gap With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk. Tax News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66197/national-bank-of-canadaamp039s-profit-gets-a-lift-from-canadian-western-deal Peer Bank of Nova Scotia beat profit estimates on Tuesday, supported by strong growth across segments. Retail Banking News Aggregation Team Wednesday, February 18, 2026 12:00 am http://americas.managersofwealth.com/article/66124/us-commercial-banks-see-credit-spread-compression-into-2026 Industry deposits have fully recovered from the recent liquidity crisis and reached record levels. Retail Banking News Aggregation Team Wednesday, February 04, 2026 12:00 am http://americas.managersofwealth.com/article/66005/santander-bolsters-us-presence-with-122bn-webster-bank-deal Once completed in H2 2026, the acquisition will position Santander among the top ten US banks, with assets totalling $327 billion. Retail Banking News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65831/us-bancorp-to-acquire-btig Bolt-on acquisition to expand markets-based product set and revenues and enhance support for institutional clients Retail Banking News Aggregation Team Thursday, January 08, 2026 12:00 am http://americas.managersofwealth.com/article/65778/chase-to-take-over-apple-credit-card-from-goldman-sachs Under the terms of the agreement, the purchase of the portfolio is estimated to bring over $20 billion of card balances to the Chase platform. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65708/deep-dive-bank-of-americaamprsquos-consumer-banking-machine This operation spans everything from basic checking accounts and credit cards to digital platforms and wealth management tie-ins. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65709/us-remains-top-debtor-of-taiwan-banks-for-41st-straight-quarter Data released over the weekend showed Taiwanese banks' exposure to the U.S. rose US$4.03 billion, or 2.07 percent, from the end of June to US$198.896 billion at the end of September. Retail Banking News Aggregation Team Monday, December 22, 2025 12:00 am http://americas.managersofwealth.com/article/65683/these-are-the-3-best-banks-in-the-united-states-according-to-their-customers Capital One tops the list for the sixth consecutive year. Retail Banking News Aggregation Team Monday, December 08, 2025 12:00 am http://americas.managersofwealth.com/article/65562/prometeo-launches-name-match-to-expand-us-bank-account-ownership-verification The rollout reflects growing demand for stronger pre-payment controls in a payment environment where fraud attempts and misdirected transfers continue to rise. Retail Banking News Team Wednesday, December 03, 2025 12:00 am http://americas.managersofwealth.com/article/65527/powering-the-future-of-embedded-finance-bmo-launches-north-american-payment The result? Real-time statuses, greater automation and a seamless experience – all without the need to switch between systems. Retail Banking News Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am http://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am http://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am http://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am http://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62895/trumpamprsquos-climate-policy-and-its-impact-on-investments In practice, this means that the US no longer has to submit a climate action plan to the United Nations every five years. Planet SOS