http://americas.managersofwealth.com/ Fri, 08 Aug 2025 10:07:51 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64533/rbc-wealth-management-financial-advisors-recognized-by-forbes-as-ampldquotop-next-gen-wealth-advisors-best-in-stateamprdquo The ranking is based on interviews, professional credentials, advisor’s compliance records Wealth and Asset Management News Aggregation Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64540/larry-roth-rebrands-wealth-consultancy-hires-former-securities-america-ceo RLR Strategic Partners is now Ascentix Partners, with a beefed-up leadership team and new network of independent consulting firms. Wealth and Asset Management News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64541/jp-morgan-wealth-management-breaks-record-with-40-advisors-on-forbesamprsquo-top-next-gen-list Over half of the J.P. Morgan advisors on the list honored for second year in a row Wealth and Asset Management News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64542/275-million-providence-wealth-planning-chooses-osaic Family-led advisory team joins Osaic from LPL Financial, citing shared values, technology support and growth opportunities with new affiliation Wealth and Asset Management News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64543/eight-william-blair-colleagues-named-top-next-gen-wealth-advisor-best-in-state-by-forbes These advisors and their teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities. Wealth and Asset Management News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64545/2025-forbesshook-top-next-gen-wealth-advisors-best-in-state Advisors are nominated by their firm based on the strictest criteria. Wealth and Asset Management News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64517/savant-wealth-management-acquires-tech-focused-silicon-valley-ria Parkworth Wealth Management Expands Savant’s Niche Strategy, California Footprint Wealth and Asset Management News Aggregation Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64520/bny-to-speak-at-the-barclays-global-financial-services-conference The discussion may include forward-looking statements and other material information. Wealth and Asset Management News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64523/broadridge-partners-with-uptiq-to-modernize-wealth-management-with-ai-powered-wealth-lending-solutions Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking. Wealth and Asset Management News Team Tuesday, August 05, 2025 1:00 am http://americas.managersofwealth.com/article/64508/hsbc-us-head-of-wealth-and-private-banking-racquel-oden-named-to-2025-forbes-50-over-50-list-of-visionary-women Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams. Wealth and Asset Management News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64534/lisa-castro-joins-family-office-resource-group-as-president-of-family-office-services-amid-broader-leadership-expansion This next phase of leadership signals a new era for the firm People Moves News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64539/ubs-appoints-deanne-steele-and-george-towers-iii-as-market-directors-in-san-diego-region DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices. People Moves News Aggregation Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64538/patrick-thomas-exits-canaccord-wealth Created the sustainable themes portfolio range during 15-year tenure People Moves News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64521/sterlington-welcomes-leading-private-wealth-team-from-morgan-lewis Additional team members are expected to join in the coming weeks. People Moves News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64524/jack-selby-joins-keebeck-wealth-managementamp039s-advisory-board Selby to provide visionary leadership and expand access to investment opportunities People Moves News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64530/whittier-trust-welcomes-steven-ward-as-vice-president-of-real-estate-in-newport-beach With local expertise and institutional experience, Steven Ward advances Whittier Trust's real estate offerings in and around Orange County. People Moves News Team Tuesday, August 05, 2025 1:00 am http://americas.managersofwealth.com/article/64509/keith-wosneski-joins-lazard-asset-management-as-global-head-of-consultant-relations He will lead the firm's efforts to strengthen and expand relationships with investment consultants globally, reporting to Jennifer Ryan, Head of North America Distribution for LAM. People Moves News Aggregation Team Monday, August 04, 2025 1:00 am http://americas.managersofwealth.com/article/64506/nyse-names-public-policy-veteran-bryan-daniel-as-president-of-nyse-texas Daniel will report to Lynn Martin, president of the NYSE Group, the company said. People Moves News Team Friday, August 01, 2025 1:00 am http://americas.managersofwealth.com/article/64491/truist-strengthens-commercial-banking-wealth-management-teams-in-florida Truist Wealth adds 6 new advisors across the state People Moves News Aggregation Team Friday, August 01, 2025 1:00 am http://americas.managersofwealth.com/article/64494/now-jpmorganamp039s-head-of-private-markets-resigned-seemingly-for-citi Raghavan has run Citi's investment bank since last year, but he previously spent 25 years at JPMorgan. People Moves News Aggregation Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64516/economists-assess-the-consequences-differently Measures follow Banco Master case and include higher surcharges, stricter allocation rules Legal, Regulation & Compliance News Aggregation Team Monday, August 04, 2025 1:00 am http://americas.managersofwealth.com/article/64502/brazil-tightens-credit-fund-rules-to-limit-bank-risk-taking The transaction has sparked scrutiny as it involves two similarly sized banks Legal, Regulation & Compliance News Aggregation Team Wednesday, July 30, 2025 1:00 am http://americas.managersofwealth.com/article/64478/us-consumer-finance-watchdog-to-revise-open-banking-regulations CFPB’s decision follows a federal judge's pause on a lawsuit aiming to strike down these regulations. Legal, Regulation & Compliance News Aggregation Team Friday, July 25, 2025 1:00 am http://americas.managersofwealth.com/article/64442/texas-offers-guidance-on-advisors-using-fintech-tools-to-access-held-away-accounts The guidance strikes a more platform-friendly tone than prior alerts out of Ohio and Missouri, but stressed that advisors must use the tools to meet “legal and regulatory obligations.” Legal, Regulation & Compliance News Aggregation Team Monday, July 21, 2025 1:00 am http://americas.managersofwealth.com/article/64388/5-million-dollars-gone-embezzlement-case-at-the-cfa-institute He allegedly used the funds to finance a lavish and lavish lifestyle. Legal, Regulation & Compliance News Team Friday, July 18, 2025 1:00 am http://americas.managersofwealth.com/article/64378/td-asset-management-inc-announces-the-termination-of-the-td-global-carbon-credit-index-etf Prior to the Termination Date, TDAM will, to the extent reasonably possible, sell and convert the assets of the Terminating ETF to cash. Legal, Regulation & Compliance News Team Thursday, July 17, 2025 1:00 am http://americas.managersofwealth.com/article/64358/linklaters-advises-ontario-teachersamprsquo-pension-plan-board-on-its-acquisition-of-donte-group The investment Linklaters facilitated reflects Ontario Teachers’ conviction in DONTE GROUP Legal, Regulation & Compliance News Team Wednesday, July 16, 2025 1:00 am http://americas.managersofwealth.com/article/64347/trump-and-the-us-labour-market The administration has even suggested that ‘naturalized’ US citizens – those with citizenship but not through birth – may be at risk of deportation. Legal, Regulation & Compliance News Aggregation Team Monday, July 14, 2025 1:00 am http://americas.managersofwealth.com/article/64315/trumpamprsquos-one-big-beautiful-bill-act-ends-sec-fund-used-for-in-house-tech-needs The agency established the Reserve Fund in the wake of the Great Financial Crisis. Legal, Regulation & Compliance News Aggregation Team Monday, July 14, 2025 1:00 am http://americas.managersofwealth.com/article/64316/bank-of-america-advisor-banned-after-stealing-258-million-from-nfl-player According to the police, Williams received $435,000 from Graham’s checking account between October 2019 and September 2021. Legal, Regulation & Compliance News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64536/investcloud-delivers-the-first-of-a-new-generation-of-ai-enabled-solutions-to-drive-advisor-productivity-and-enhanced-client-engagement InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows FinTech News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64537/objectway-accelerates-its-growth-path-through-an-investment-from-cinven-in-partnership-with-its-founder-luigi-marciano-and-the-existing-management-team The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base. FinTech News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64547/marex-becomes-first-clearing-firm-to-use-jpmorganamp039s-kinexys-for-digital-payments Marex is the first clearing firm to use Kinexys Digital Payments’ blockchain deposit accounts to facilitate more streamlined processes with clients. FinTech News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64518/wells-fargo-announces-expansion-of-strategic-relationship-with-google-cloud Google Agentspace will enable bank to deploy agentic AI at scale FinTech News Aggregation Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64522/ssampampc-technologies-integrates-wealth-offerings-into-single-platform The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements. FinTech News Team Tuesday, August 05, 2025 1:00 am http://americas.managersofwealth.com/article/64512/zephyr-named-finalist-in-three-wealth-management-industry-awards-categories Award-winning asset and wealth management software honored for innovation and thought leadership FinTech News Aggregation Team Monday, August 04, 2025 1:00 am http://americas.managersofwealth.com/article/64505/google-agrees-to-curb-power-use-for-ai-data-centers-to-ease-strain-on-us-grid-when-demand-surges Google's agreements with Indiana Michigan Power and Tennessee Power Authority would involve scaling back power use at the technology giant's data centers when called upon by the electric utilities to free up space on the grid. FinTech News Aggregation Team Monday, August 04, 2025 1:00 am http://americas.managersofwealth.com/article/64507/peter-thiel-backed-bullish-seeks-up-to-42-billion-valuation-in-us-ipo Companies leveraging crypto and related technologies have rallied on friendly policymaking from the Donald Trump administration FinTech News Team Friday, August 01, 2025 1:00 am http://americas.managersofwealth.com/article/64493/gqg-partners-selects-seiamprsquos-advisorsamprsquo-inner-circle-fund-to-launch-first-etf Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers FinTech News Team Thursday, July 31, 2025 1:00 am http://americas.managersofwealth.com/article/64485/jpmorganchase-and-coinbase-launch-strategic-partnership-to-make-buying-crypto-easier-than-ever New direct bank-to-wallet link, Chase Ultimate Rewards transfer, and the ability to use Chase credit cards, will give users more ways than ever to get into crypto FinTech News Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64544/td-bank-group-provides-insurance-catastrophe-information The Bank's internal threshold may change from time to tim Alternative Investments News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64525/ashton-thomas-private-wealth-welcomes-kobo-wealth-conservancy-establishing-hawaii-presence This deal continues Ashton Thomas’ rapid expansion across the United States, establishing the firm’s presence in Hawaii for the first time. Alternative Investments News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64526/apollo-reports-second-quarter-2025-results Apollo issued a full detailed presentation of its second quarter ended June 30, 2025 results Alternative Investments News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64527/dakota-wealthamp039s-dak-etf-elevating-portfolio-management The core investment philosophy of the Dakota Active Equity Team revolves around the artful combination of qualitative insight and quantitative analysis in investment management. Alternative Investments News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64528/franklin-resources-inc-announces-preliminary-month-end-assets-under-management This month’s AUM reflected the positive impact of markets and flat preliminary long-term net inflows, inclusive of $3 billion of long-term net outflows at Western Asset Management. Alternative Investments News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64532/amex-forms-partnership-with-restaurant-pos-firm-toast In addition, both companies will explore opportunities to leverage Toast capabilities to offer differentiated benefits that enhance the guest and American Express® Card Member experience. Alternative Investments News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64529/aspen-standard-wealth-acquires-mg-financial-a-11-billion-aum-ria-based-in-boston MG Financial is the fourth RIA that Aspen has acquired since launching in 2024. Alternative Investments News Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64531/olivepoint-capital-acquires-amazon-leased-industrial-property-in-raleigh-nc-on-behalf-of-a-family-office The acquisition highlights OlivePoint’s continued ability to deliver tailored real estate investment solutions Alternative Investments News Team Tuesday, August 05, 2025 1:00 am http://americas.managersofwealth.com/article/64513/lazard-announces-results-of-cash-tender-offer-of-lazard-group-llc The terms and conditions of the Tender Offer were described by Lazard Group in an Offer to Purchase Alternative Investments News Aggregation Team Monday, August 04, 2025 1:00 am http://americas.managersofwealth.com/article/64500/blackstone-spends-huge-amounts-protecting-its-staff Senior executives like Schwarzman benefit from the services of "close protection agents" assigned to keep them safe. Alternative Investments News Aggregation Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64548/traders-at-goldman-sachs-jpmorgan-ampamp-morgan-stanley-are-working-harder-for-their-bonuses The filings reflect the volatility of the trading environment under Trump's on and off again tariffs. Investment Banking News Aggregation Team Tuesday, July 29, 2025 1:00 am http://americas.managersofwealth.com/article/64463/btg-pactual-acquires-hsbc-uruguay-in-175-million-latin-american-banking-shift For BTG Pactual, this acquisition unlocks immediate access to 7% of Uruguay’s banking sector—including affluent clients and retail customers—while expanding its footprint beyond Brazil. Investment Banking News Team Monday, July 28, 2025 1:00 am http://americas.managersofwealth.com/article/64451/ubs-bullish-on-bank-of-america-bac-despite-net-interest-income-miss Due to a 24% outperformance in the equity capital markets, investment banking fees also beat Street predictions by a slight margin. Investment Banking News Aggregation Team Monday, July 28, 2025 1:00 am http://americas.managersofwealth.com/article/64454/goldman-sachs-on-the-prowl-for-takeovers-eyeing-up-bny-mellon-state-street-and-other-institutions BNY, formerly known as Bank of New York Mellon, is reportedly another target for Goldman. Investment Banking News Aggregation Team Friday, July 25, 2025 1:00 am http://americas.managersofwealth.com/article/64443/goldman-to-forgo-second-round-of-job-cuts-as-outlook-improves-ft-reports The bank's second-quarter profit exceeded Wall Street expectations, as turbulent markets raised revenue in its equities division to a record, and a pickup in dealmaking boosted investment banking. Investment Banking News Aggregation Team Tuesday, July 22, 2025 1:00 am http://americas.managersofwealth.com/article/64399/citi-joins-goldman-in-asking-junior-bankers-to-reveal-if-they-accepted-other-jobs First-year analysts will be required to complete an “attestation” intended to “foster a fair and transparent environment,” Investment Banking News Aggregation Team Monday, July 21, 2025 1:00 am http://americas.managersofwealth.com/article/64389/jefferies-mizuho-and-morgan-stanley-top-mampampa-value-in-south-ampamp-central-america-in-h1-2025 Jefferies, Mizuho Financial Group, and Morgan Stanley each advised on a deal worth $9bn. Investment Banking News Aggregation Team Friday, July 18, 2025 1:00 am http://americas.managersofwealth.com/article/64375/santander-is-building-out-a-us-energy-team-with-credit-suisse-credentials Rollins joined Nomura from Credit Suisse in 2022, where he was a director in its midstream & low carbon fuels team. Investment Banking News Aggregation Team Wednesday, July 16, 2025 1:00 am http://americas.managersofwealth.com/article/64341/jpmorgan-citi-wells-fargo-exceed-investment-banking-forecasts-barclays-fined-amppound42mn-for-financial-crime-risk-failures The results came as all three banks beat earnings forecasts. Investment Banking News Aggregation Team Tuesday, July 15, 2025 1:00 am http://americas.managersofwealth.com/article/64335/wells-fargo-profit-beats-estimates-cut-to-interest-income-forecast-weighs-on-shares Wells Fargo said lower interest income in its markets business led to the NII forecast cut. Investment Banking News Aggregation Team Thursday, August 07, 2025 1:00 am http://americas.managersofwealth.com/article/64546/ensemble-practice-independent-advisors-are-in-a-state-of-amplsquoprosperous-stagnationamprsquo Advisory firms were very profitable but slow-growing in 2024. But as the old proverb goes, “the seeds of destruction are sown in good times." Comment, Analysis & Research News Aggregation Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64515/negative-interest-rates-would-be-a-blunt-sword Economists assess the consequences differently. Comment, Analysis & Research News Aggregation Team Wednesday, August 06, 2025 1:00 am http://americas.managersofwealth.com/article/64519/tesla-awards-elon-musk-29-billion-in-stock-amid-compensation-battle-what-to-know One of the world’s richest people, Musk owns about 13% of Tesla shares Comment, Analysis & Research News Aggregation Team Friday, August 01, 2025 1:00 am http://americas.managersofwealth.com/article/64492/why-personalization-will-be-the-biggest-differentiator-in-wealth-management Pablo Méndez has been part of this financial institution for over a decade. T Comment, Analysis & Research News Team Thursday, July 31, 2025 1:00 am http://americas.managersofwealth.com/article/64481/confronted-with-higher-living-costs-72-of-young-adults-take-action-to-improve-their-financial-health-finds-bofa-better-money-habits-study According to the study, about half (51%) of Gen Z surveyed say the high cost of living is a barrier to financial success. Comment, Analysis & Research News Team Tuesday, July 29, 2025 1:00 am http://americas.managersofwealth.com/article/64460/middle-income-americans-accelerated-car-buying-plans-in-q2-santander-us-survey-finds This rising demand for autos comes at a time when most middle-income Americans (75%) still feel they are on the right financial track Comment, Analysis & Research News Aggregation Team Friday, July 25, 2025 1:00 am http://americas.managersofwealth.com/article/64439/gen-z-workers-canamp039t-cover-a-monthamprsquos-expenses-but-could-leverage-their-big-advantage-over-older-counterparts This puts an entire generation at increased risk of debt and vulnerability if they’re laid off. Comment, Analysis & Research News Team Thursday, July 24, 2025 1:00 am http://americas.managersofwealth.com/article/64422/what-does-regulatory-reform-mean-for-banks There is growing recognition that the current regulatory framework may have become overly complex and burdensome—potentially hindering banks’ ability to finance the economy. Comment, Analysis & Research News Team Tuesday, July 22, 2025 1:00 am http://americas.managersofwealth.com/article/64397/the-global-ultra-wealthy-population-projected-to-surge-by-more-than-33-over-the-next-five-years-expected-to-boost-demand-for-luxury-real-estate New York remains the world's top hub for ultra wealthy homeowners; Miami tops second-home rankings globally Comment, Analysis & Research News Team Tuesday, July 22, 2025 1:00 am http://americas.managersofwealth.com/article/64401/the-end-of-us-exceptionalism-ampndash-an-interview-with-samy-chaar While a recession may be avoided, political risks and investment paralysis loom. Comment, Analysis & Research News Team Tuesday, July 29, 2025 1:00 am http://americas.managersofwealth.com/article/64467/us-eu-trade-deal-3-things-to-know The deal lands just ahead of the U.S.-imposed August 1 tariff pause deadline Tax News Aggregation Team Friday, July 04, 2025 1:00 am http://americas.managersofwealth.com/article/64245/trump-amplsquobig-beautifulamprsquo-bill-gives-top-1-biggest-tax-cuts-in-these-states Some households stand to get a much bigger tax benefit. Tax News Aggregation Team Monday, June 30, 2025 1:00 am http://americas.managersofwealth.com/article/64193/us-amplsquorevenge-taxamprsquo-bites-the-dust At issue was the OECD Pillar 2, the global minimum tax agreement that the US, although a party to, had refused to implement. Tax News Aggregation Team Friday, June 27, 2025 1:00 am http://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax News Team Friday, June 20, 2025 1:00 am http://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax News Aggregation Team Tuesday, June 03, 2025 1:00 am http://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax News Team Wednesday, May 28, 2025 1:00 am http://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Team Tuesday, May 27, 2025 1:00 am http://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax News Team Tuesday, May 27, 2025 1:00 am http://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax News Aggregation Team Friday, May 23, 2025 1:00 am http://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax News Aggregation Team Thursday, July 31, 2025 1:00 am http://americas.managersofwealth.com/article/64484/us-bank-marks-25-years-in-europe-with-spotlight-on-irish-origins-innovation-and-community-leadership This marked the first step in what would become a decades long commitment to Ireland as a hub for talent, technology and transformation. Retail Banking News Aggregation Team Thursday, July 31, 2025 1:00 am http://americas.managersofwealth.com/article/64490/mastercard-and-bmo-expand-remittance-services The service is powered by Mastercard Move’s global money movement capabilities. Retail Banking News Team Wednesday, July 23, 2025 1:00 am http://americas.managersofwealth.com/article/64415/tbc-bank-named-as-georgiaamprsquos-best-digital-bank Euromoney also recognised TBC Bank for substantial enhancements in its financial markets research division through strategic integration of AI tools, awarding it the title of Georgia’s Best Bank for Research. Retail Banking News Aggregation Team Monday, July 21, 2025 1:00 am http://americas.managersofwealth.com/article/64390/rate-cuts-are-the-boost-that-retail-investors-are-seeking-right-now Interest in international markets continues to build. Retail Banking News Team Friday, July 18, 2025 1:00 am http://americas.managersofwealth.com/article/64376/us-bancorp-reports-second-quarter-2025-results Net revenue of $7,004 million, an increase of 2.0% year-over-year, including an increase of 4.6% in fee revenue Retail Banking News Team Friday, June 27, 2025 1:00 am http://americas.managersofwealth.com/article/64186/caixabank-issues-usd-3-billion-in-its-first-triple-tranche-transaction-in-the-us-market The bank has issued three senior non-preferred bonds of USD 1 billion each, with maturities of 11, 6, and 4 years, respectively, all with a call option allowing for early redemption one year prior to maturity. Retail Banking News Team Tuesday, June 24, 2025 1:00 am http://americas.managersofwealth.com/article/64142/td-bank-announces-redemption-of-non-cumulative-5-year-rate-reset-class-a-first-preferred-shares-series-7-nvcc The redemption has been approved by the Office of the Superintendent of Financial Institutions. Retail Banking News Aggregation Team Tuesday, June 10, 2025 1:00 am http://americas.managersofwealth.com/article/64021/payments-fintech-navro-acquires-first-us-licence The technology is designed to address the various cross-border payments challenges currently faced by businesses in the US, such as the high transaction costs and lengthy timescales associated with Swift. Retail Banking News Aggregation Team Monday, June 09, 2025 1:00 am http://americas.managersofwealth.com/article/64012/citi-keeps-hiring-bank-of-americaamp039s-treasury-managing-directors Citi just recruited Alan Donald, BofA's head of treasury business initiatives and execution, into a similar role. Retail Banking News Aggregation Team Thursday, June 05, 2025 1:00 am http://americas.managersofwealth.com/article/63985/citi-needs-new-dcm-bankers-after-goldman-sachsamprsquo-curious-hire Citi may now need to do the same thing. Retail Banking 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 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