http://americas.managersofwealth.com/ Fri, 17 Oct 2025 14:06:27 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65132/tiaa-wealth-management-selects-bny-pershingamprsquos-wove-to-advance-the-client-and-advisor-experience Industry-leading platform integration to deliver seamless wealth management solutions for retirement savers Wealth and Asset Management News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65134/perigon-wealth-management-president-jeremy-paul-among-barronamp039s-top-independent-advisors Paul has been recognized by Barron's as a 2025 Top 1,200 Advisor (No. 30), 2024 Forbes Top Advisor (No. 17) and 2025 InvestmentNews Top Financial Advisors (No. 15). Wealth and Asset Management News Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65118/fieldpoint-private-announces-new-office-in-greenwich-connecticut Convenient ground-level office near Greenwich Avenue at 130 Mason Street to open October 15 Wealth and Asset Management News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65103/goldman-sachs-announces-acquisition-of-industry-ventures The transaction consideration will consist of $665 million in cash Wealth and Asset Management News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65104/brookfield-to-acquire-remaining-interest-in-oaktree Upon completion of the proposed transaction, Brookfield will own 100% of Oaktree, one of the world’s premier credit managers, further strengthening Brookfield’s market-leading and broad-based credit platform. Wealth and Asset Management News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65105/rockefeller-capital-management-welcomes-new-distinguished-families-and-investors-to-support-next-phase-of-growth Transaction values Rockefeller Capital Management at over $6.6 billion and involves significant support from existing investors Wealth and Asset Management News Aggregation Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65107/charles-schwab-plans-to-keep-or-self-refer-all-sub-2-million-accounts-in-amp039seismicamp039-shift-for-many-rias-and-amp039gloves-offamp039-for-schwabamp039s-wealth-management-evolution By raising the minimum 300%, it's cutting total referrals by half and may be a 'killer' for many RIAs that seek to onboard Schwab's mass affluent. Wealth and Asset Management News Aggregation Team Monday, October 13, 2025 1:00 am http://americas.managersofwealth.com/article/65093/ampldquoprivate-banking-for-high-net-worth-individuals-compliance-strategy-and-the-2025-global-wealth-frameworkamprdquo For affluent clients, the question is no longer where to bank, but how to structure, govern, and sustain wealth across multiple jurisdictions under an increasingly interconnected legal system. Wealth and Asset Management News Aggregation Team Monday, October 13, 2025 1:00 am http://americas.managersofwealth.com/article/65095/western-alliance-bank-launches-new-division-for-hnw-individuals The new division aims to extend services beyond the bank's existing clientele by collaborating with advisors in other sectors. Wealth and Asset Management News Team Friday, October 10, 2025 1:00 am http://americas.managersofwealth.com/article/65082/bernstein-private-wealth-management-unveils-new-pooled-employer-plan Expands Retirement Benefit Options for Small to Mid-sized Businesses and Private Equity Firms Wealth and Asset Management News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65128/rwa-wealth-partners-expands-family-office-division-with-two-senior-wealth-advisors Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients People Moves News Aggregation Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65129/jp-morgan-private-bank-adds-justo-schiopetto-as-banker-in-miami J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices People Moves News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65133/investment-industry-leader-joins-rothschild-wealth-partners-to-advance-strategic-expansion-and-strengthen-market-presence The appointment of Mr. Kelly comes as Rothschild Wealth Partners continues to build on its nearly 120-year legacy People Moves News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65135/flputnam-expands-in-new-hampshire-with-new-office-and-two-senior-hires Thomas Burleigh and Michael Hanlon expand the firm's local financial planning and investment management expertise and capabilities People Moves News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65136/eastern-bank-welcomes-diana-kenneally-to-cambridge-trust-private-banking Ms. Kenneally most recently served as Senior Private Banker for the New England region at BNY Mellon Wealth Management People Moves News Aggregation Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65117/jp-morgan-private-bank-hires-antonio-lampoacutepez-doddoli-in-houston J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices People Moves News Aggregation Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65119/mercer-advisors-appoints-kate-shackleton-as-head-of-new-partner-success Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth People Moves News Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65122/advyzon-expands-its-all-in-one-platform-with-financial-planning-adding-kevin-hughes-to-head-efforts-and-tony-leal-as-a-strategic-advisor Comprehensive wealthtech platform plans to launch new capability in 2026 People Moves News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65106/wellington-management-appoints-michael-trihy-as-head-of-portfolio-management In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients. People Moves News Aggregation Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65112/atria-co-founder-lands-at-annuities-wholesaler-wealthvest Kevin Beard has joined WealthVest as Chief Strategy Officer, where he will lead a new initiative, WealthVest Investment Services. People Moves News Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65127/muskamp039s-legal-fight-over-56-billion-payday-from-tesla-enters-final-stage The defendants, current and former Tesla directors, denied wrongdoing and said McCormick misinterpreted the facts and the law. Legal, Regulation & Compliance News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65115/fraud-is-changing-are-banks-ready Banks faResiliency is key to combating changing threatsce a changing threat to their mission of safeguarding customer assets and well-being: cutting-edge fraud. Legal, Regulation & Compliance News Team Monday, October 13, 2025 1:00 am http://americas.managersofwealth.com/article/65096/what-do-fed-rate-cuts-mean-for-investors We expect another 75bps of rate cuts between now and the first quarter of 2026, and with policy rates set to fall, we advise investors to put cash to work. Legal, Regulation & Compliance News Aggregation Team Monday, October 06, 2025 1:00 am http://americas.managersofwealth.com/article/65037/monzo-to-consider-reapplying-for-us-banking-licence-ft UK-based neobank Monzo is reportedly set to resume its effort to break into the US banking sector. Legal, Regulation & Compliance News Aggregation Team Monday, October 06, 2025 1:00 am http://americas.managersofwealth.com/article/65043/teenage-fraud-steals-more-than-650k-from-dozens-of-investors Authorities have not named the broker or the firm whose identity he misused. Legal, Regulation & Compliance News Aggregation Team Friday, October 03, 2025 1:00 am http://americas.managersofwealth.com/article/65028/compliance-experts-warn-shutdown-could-trip-up-new-ria-registrations Approval filings for new registrants are unlikely to be reviewed when the federal government is not funded, and the backlog will get worse the longer the shutdown lasts. Legal, Regulation & Compliance News Aggregation Team Thursday, October 02, 2025 1:00 am http://americas.managersofwealth.com/article/65018/florida-former-advisor-pleads-guilty-to-scamming-firms-clients-and-feds According to the DOJ accusations (and Eakes’ plea agreement), Eakes claimed to be a legitimate advisor with millions of dollars in managed assets. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 30, 2025 1:00 am http://americas.managersofwealth.com/article/64989/charles-schwab-describes-claims-in-merrillamprsquos-raiding-suit-as-amplsquorank-speculationamprsquo Schwab says Merrill's suit lacks credible evidence and contains untrue allegations. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 30, 2025 1:00 am http://americas.managersofwealth.com/article/64993/government-shutdown-alarm-sounds-the-crisis-us-stock-investors-dread-most-is-looming Kevin Gordon, Senior Investment Strategist at Charles Schwab, stated: 'The timing of this 'shutdown' is very poor because we were supposed to receive the employment report on Friday. Legal, Regulation & Compliance News Aggregation Team Thursday, September 25, 2025 1:00 am http://americas.managersofwealth.com/article/64954/klarna-revels-in-one-million-us-debit-card-sign-ups The successful US launch has given the firm confidence to begin issuing cards in other markets. Legal, Regulation & Compliance News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65131/broadridgeamprsquos-distributed-ledger-repo-platform-processes-339-billion-in-average-daily-trade-volumes-in-september September 2025 ADV up 650% Year Over Year, Highlighting Rapid Growth in Tokenized Real Asset Settlement FinTech News Aggregation Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65124/finastraamprsquos-americas-lending-day-highlights-digital-innovation-market-growth-and-customer-centric-strategies The event also highlighted the crucial role of AI and automation in streamlining operations, risk assessment, and client engagement. FinTech News Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65125/non-bank-players-set-to-claim-one-fifth-of-corporate-and-investment-banking-revenues-by-2030-reshaping-the-future-of-capital-markets BCG’s analysis shows that AI could free up to 25% to 40% corporate and investment banker capacity by 2030 FinTech News Aggregation Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65108/jp-morgan-payments-named-payment-technology-provider-of-the-year-by-tearsheet Tearsheet recognized J.P. Morgan Payments for its scale, innovation, and measurable client impact through technology-driven payments infrastructure. FinTech News Aggregation Team Monday, October 13, 2025 1:00 am http://americas.managersofwealth.com/article/65102/19-billion-crypto-blood-bath Investors lose billions as US-China tariff war deepens FinTech News Team Wednesday, October 08, 2025 1:00 am http://americas.managersofwealth.com/article/65062/main-capital-partners-successfully-closes-ampeuro300-million-single-asset-continuation-fund-to-establish-a-leading-pan-european-govtech-player The first step of the internationalization is the anticipated combination with Documaster FinTech News Aggregation Team Monday, October 06, 2025 1:00 am http://americas.managersofwealth.com/article/65040/sampampp-500-nasdaq-rise-as-investors-focus-on-amd-openai-deal AI-linked firms advanced: Palantir Technologies (PLTR.O), opens new tab jumped 5%, while Oracle (ORCL.N), opens new tab gained 2.3%. FinTech News Team Monday, October 06, 2025 1:00 am http://americas.managersofwealth.com/article/65041/agentic-ai-in-wealth-management What advisors can do now FinTech News Team Friday, October 03, 2025 1:00 am http://americas.managersofwealth.com/article/65027/envestnet-unveils-most-used-ai-insights-opportunity-driven-alerts-lead-as-interest-in-tax-strategies-grows Adaptive WealthTech Leader's Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations FinTech News Aggregation Team Wednesday, October 01, 2025 1:00 am http://americas.managersofwealth.com/article/65000/nubank-applies-for-us-national-bank-charter For the US push, the bank has recruited former acting Comptroller Brian brooks, and ex-treasury department executive Kelley Morrell to help grease the wheels of its application. FinTech News Team Friday, October 17, 2025 1:00 am http://americas.managersofwealth.com/article/65139/savant-wealth-management-ranks-12th-on-barronamprsquos-2025-top-100-ria-firms With its annual Top 100 RIA Firms list, Barron’s seeks to recognize advisory firms that exemplify excellence Alternative Investments News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65138/arch-and-archway-group-partner-to-enhance-alternative-investment-management Integration of leading family office technology platforms will streamline reporting and private investment management workflows for ultra-high-net-worth (UHNW) investors Alternative Investments News Aggregation Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65120/blackrock-hits-1346tn-in-assets-under-management-in-q3-2025 The asset manager saw its net income rise to $1.9bn, up from $1.7bn in the corresponding quarter of the prior year. Alternative Investments News Aggregation Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65121/andrew-palmer-to-receive-cioamprsquos-2025-lifetime-achievement-award Palmer was educated at the University of Maryland Alternative Investments News Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65123/erie-strategic-ventures-invests-in-atomic-and-feathery-to-advance-innovation-in-insurance-and-financial-technology Erie Insurance's corporate venture capital arm expands its portfolio with two startups focused on embedded brokerage and AI-powered data solutions Alternative Investments News Team Wednesday, October 15, 2025 1:00 am http://americas.managersofwealth.com/article/65126/steward-partners-celebrates-advisors-recognized-in-investmentnewsamp039-rising-stars-list The InvestmentNews Rising Stars list, launched in 2024, celebrates the next generation of talent shaping the future of financial advice. Alternative Investments News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65109/us-china-trade-stakes-escalate Since a meeting in Geneva in May 2025, the US and China had consistently put off imposing mutually-threatened import duties and restrictions. Alternative Investments News Aggregation Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65110/goldman-sachs-and-houlihan-lokey-lead-in-mampampa-advisory-for-q1-q3-2025 With regard to deal volume, Houlihan Lokey topped by offering advisory services on 240 deals. Alternative Investments News Aggregation Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65111/wells-fargo-team-forms-california-based-ria A father-son team launched Ticino Wealth in Mission Viejo, California, with $388 million in client assets. Alternative Investments News Team Monday, October 13, 2025 1:00 am http://americas.managersofwealth.com/article/65094/ares-management-raises-53-billion-for-infrastructure-secondaries-strategy Final Fund Close Exceeds $2 Billion Target Alternative Investments News Aggregation Team Tuesday, October 07, 2025 1:00 am http://americas.managersofwealth.com/article/65046/citigroup-taps-barclays-nordea-executives-to-head-nordic-investment-banking The bankers each have nearly two decades of investment banking experience. Investment Banking News Aggregation Team Tuesday, October 07, 2025 1:00 am http://americas.managersofwealth.com/article/65053/wells-fargo-sees-assets-and-execution-as-rerating-drivers-for-disney On the company’s cruise business, Wells Fargo forecast capacity to grow 2.3 times by fiscal 2032, adding that the unit “should be ~9% of Disney’s operating income” by the end of the decade. Investment Banking News Aggregation Team Wednesday, October 01, 2025 1:00 am http://americas.managersofwealth.com/article/65005/goldman-sachsamp039-most-junior-staff-hate-emails-and-phone-calls A recurring question in this survey since the tail end of the pandemic has asked these interns what their favourite form of communication is for work. Investment Banking News Aggregation Team Monday, September 29, 2025 1:00 am http://americas.managersofwealth.com/article/64977/citiamp039s-vis-raghavan-says-heamp039s-ampquotcheapampquot-when-he-hires-implies-citi-mds-are-lazy-24-year-old-ex-bankeramp039s-nightmare-sleep-schedule Both agree that Raghavan is highly ambitious, that there are signs he's succeeding, and that Citi's incumbent bankers might find him a challenge Investment Banking News Aggregation Team Wednesday, September 24, 2025 1:00 am http://americas.managersofwealth.com/article/64941/cetera-partners-with-small-business-investment-bank-cornerstone The broker/dealer’s partnership with Cornerstone Business Services is intended to bolster its advisors' small business planning and sales acumen. Investment Banking News Aggregation Team Monday, September 22, 2025 1:00 am http://americas.managersofwealth.com/article/64920/jpmorgan-leads-global-payments-market-says-morgan-stanley-after-executive-meeting The affirmation comes after Morgan Stanley met with Umar Farooq Investment Banking News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64861/bank-of-america-to-create-up-to-1000-new-jobs-in-belfast The news of Bank of America's investment marks the company's first-ever operation in Northern Ireland Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64846/bank-of-america-upgrades-oracle-orclamprsquos-stock-to-buy-from-neutral The analyst also highlighted that although the profitability of AI workloads is a key debate, it remains clear that Oracle Corporation continues to capture share in the large and rapidly growing market for AI infrastructure. Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64853/bank-of-america-to-redeem-ampeuro2-billion-floating-rate-notes-ahead-of-maturity The redemption will take place on September 22, 2025, with noteholders receiving the Optional Redemption Amount of €1,000 per €1,000 calculation amount Investment Banking News Aggregation Team Monday, September 08, 2025 1:00 am http://americas.managersofwealth.com/article/64795/jpmorgan-strategist-warns-fed-rate-cuts-wonamprsquot-revive-us-economy Lower rates reduce income for savers and create uncertainty by hinting at more cuts ahead, prompting businesses and households to delay decisions instead of borrowing and spending. Investment Banking News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65130/institutional-support-for-shareholder-proposals-hits-new-low-broadridge-proxypulseamptrade-report-finds Institutional Shareholder Support for ESG at Its Lowest Level in Nine Years Comment, Analysis & Research News Team Thursday, October 16, 2025 1:00 am http://americas.managersofwealth.com/article/65137/former-paypal-and-former-intuit-ceo-bill-harris-to-showcase-evergreen-wealth-and-tax-strategies-for-options-rsus-and-qsbs Serial fintech pioneer Harris will share how founders, funders and senior executives who generate large equity value can take advantage of multiple advanced tax strategies Comment, Analysis & Research News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65114/more-than-half-of-gen-z-canadians-feel-pressured-to-amp039fakeamp039-financial-stability-td-survey Gen Z is anxious about their finances, and feeling conflicted and under pressure to keep up appearances despite struggling with rising costs and low income Comment, Analysis & Research News Aggregation Team Thursday, October 09, 2025 1:00 am http://americas.managersofwealth.com/article/65079/us-shutdown-could-spark-regional-bank-crisis-says-fintech-ceo The warning comes as the standoff between Republicans and Democrats continues in the US, leading to the prospect of further layoffs across banking regulators and watchdogs. Comment, Analysis & Research News Aggregation Team Thursday, October 09, 2025 1:00 am http://americas.managersofwealth.com/article/65080/investment-tax-management-is-more-important-than-return-cerulli-says Parametric is a registered investment advisor that provides customizable investment strategies Comment, Analysis & Research News Team Thursday, October 09, 2025 1:00 am http://americas.managersofwealth.com/article/65081/state-street-issues-2025-digital-assets-outlook-institutions-double-down-on-tokenization Majority of institutional investors expect their digital asset exposure to double within three years, with over half anticipating 10–24% of investments to be tokenized by 2030. Comment, Analysis & Research News Aggregation Team Tuesday, October 07, 2025 1:00 am http://americas.managersofwealth.com/article/65049/new-report-reveals-how-the-ultra-wealthy-will-travel-in-2026 Findings show that high-net-worth individuals (HNWIs) are no longer satisfied with luxury for its own sake. Instead, they are pursuing exotic encounters, slowing down, and finding meaning. Comment, Analysis & Research News Aggregation Team Friday, October 03, 2025 1:00 am http://americas.managersofwealth.com/article/65029/us-financial-services-firms-cut-46k-people-this-year-and-plan-to-hire75 Challenger, Gray and Christmas did not respond to a request to comment on how it arrived at these figures. Comment, Analysis & Research News Team Monday, September 29, 2025 1:00 am http://americas.managersofwealth.com/article/64975/what-do-fed-rate-cuts-mean-for-investors A cooling US labor market gives room for the Fed to cut rates further, despite lingering inflation concerns. Comment, Analysis & Research News Team Friday, September 26, 2025 1:00 am http://americas.managersofwealth.com/article/64963/year-end-priorities-and-a-preview-of-2026 In this report, we highlight year-end action items and provide a preview of new retirement planning provisions that go into effect in the coming years. Comment, Analysis & Research News Team Tuesday, October 14, 2025 1:00 am http://americas.managersofwealth.com/article/65116/cardinal-point-wealth-management-addresses-the-tax-maze-facing-canada-us-digital-nomads The COVID-19 pandemic accelerated the adoption of remote work Tax News Aggregation Team Thursday, October 02, 2025 1:00 am http://americas.managersofwealth.com/article/65016/irs-is-about-to-relax-tax-rules-for-crypto-giants-in-the-us This new guidance responds to significant pushback from companies like MicroStrategy and Coinbase. Tax News Aggregation Team Thursday, September 25, 2025 1:00 am http://americas.managersofwealth.com/article/64956/facet-brings-tax-prep-services-to-subscription-members Facet has white-labeled technology from april, an embedded year-round tax platform, to bring tax prep and tax filing capabilities to its flat-fee membership plans. Tax News Aggregation Team Tuesday, September 23, 2025 1:00 am http://americas.managersofwealth.com/article/64933/oecd-warns-tariffs-will-hit-us-economic-growth-hard So far, the OECD said, many companies have absorbed much of the shock by taking hits to their profit margins and using up existing inventories. Tax News Aggregation Team Friday, August 29, 2025 1:00 am http://americas.managersofwealth.com/article/64727/trump-tariffs-live-updates-brazil-moves-to-retaliate-against-trump-tariffs-de-minimis-exemption-ends The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars. Tax 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 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 Aggregation Team Wednesday, October 01, 2025 1:00 am http://americas.managersofwealth.com/article/65006/brazilamprsquos-lending-growth-slows-amid-high-rates Credit expansion cools as interest rates impact Latin America's largest economy Retail Banking News Team Wednesday, September 17, 2025 1:00 am http://americas.managersofwealth.com/article/64889/bbva-expands-instant-payments-to-inbound-cross-border-transfers-from-outside-the-eurozone BBVA has launched a new service that enables financial institutions outside Europe to send payments to Spain in just seconds, at any time of day and on any day of the year. Retail Banking News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64863/zacks-industry-outlook-highlights-bank-of-new-york-mellon-truist-financial-and-northern-trust This, along with modest economic growth, will lead to a slight rise in loan demand. Retail Banking News Team Wednesday, August 20, 2025 1:00 am http://americas.managersofwealth.com/article/64650/small-business-checkpoint-a-case-of-the-hiring-hiccups Overall small business hiring fell for the third consecutive month in July as cost pressures and business uncertainty increased. Retail Banking News Team Tuesday, August 19, 2025 1:00 am http://americas.managersofwealth.com/article/64641/aqua-finance-and-wells-fargo-inventory-finance-announce-retail-financing-program Streamlines options for dealers by integrating retail financial services, provided by Aqua, and floor planning financing provided by Inventory Finance Retail Banking News Aggregation Team Monday, August 18, 2025 1:00 am http://americas.managersofwealth.com/article/64623/rbc-and-bmo-explore-2bn-sale-of-moneris-payments-business-reuters Banks have shed their payments operations in recent years; last month another Canadian lender, TD, agreed to offload part of its merchant processing business to Fiserv. Retail Banking News Aggregation Team Wednesday, August 13, 2025 1:00 am http://americas.managersofwealth.com/article/64586/scotiabank-integrates-with-nova-credit Scotiabank was the first Canadian bank to partner with Nova Credit in 2023 and is now the first to embed this capability directly into its digital credit card application process. Retail Banking News Aggregation Team Tuesday, August 12, 2025 1:00 am http://americas.managersofwealth.com/article/64581/first-financial-expands-us-footprint-with-142m-bankfinancial-acquisition The deal follows First Financial's recent agreement in June to acquire Northeast Ohio-based Westfield Bank for $325 million. Retail Banking News Team Monday, August 11, 2025 1:00 am http://americas.managersofwealth.com/article/64566/western-union-to-acquire-intermex This acquisition strengthens Western Union’s retail offering in the U.S. Retail Banking 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 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