http://americas.managersofwealth.com/ Wed, 03 Jun 2026 20:05:36 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66963/wealthspireamprsquos-ground-control-business-management-acquires-arena-wealth Acquisition marks Ground Control’s second UK transaction and expansion in serving professional golfers Wealth and Asset Management News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66971/godrej-launches-wealth-arm-eyes-rs-1tn-aum-by-2031 The group intends to take the wealth business to 35 locations across India over the next five years. Wealth and Asset Management News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66968/goldman-sachs-open-to-asset-and-wealth-management-mampampa Speaking at The Economic Club of New York on 2 June, CEO David Solomon said the company is willing to buy to maintain 'high single-digits growth'. Wealth and Asset Management News Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66969/northern-trust-asset-management-announces-adaptive-equity-funds A Next‑Generation Systematic Approach Designed to Pursue Alpha Across Market Cycles Wealth and Asset Management News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66970/altruistamp039s-platform-overhaul-arms-advisors-for-a-new-era-of-wealth The company is integrating access to alternative assets from powerhouse managers like Blackstone and KKR, alongside plans to introduce margin lending and options trading. Wealth and Asset Management News Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66940/corient-completes-acquisitions-of-stonehage-fleming-and-stanhope-capital-group-global-assets-surpass-us500-billion Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients. Wealth and Asset Management News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66941/zurich-based-efg-international-targets-south-florida-in-americas-expansion Miami serves as a key hub for EFG’s Americas strategy, supporting clients from across Latin America as well as U.S.-based entrepreneurs seeking international investment opportunities. Wealth and Asset Management News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66942/nomura-eyes-us-asset-management-deals-after-macquarie-deal That Macquarie transaction was Nomura's biggest since it took over parts of Lehman Brothers following the 2008 collapse. Wealth and Asset Management News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66950/mega-ipos-are-coming-soon-and-advisors-are-preparing-clients-for-their-arrival With all these massive offerings ready to hit the market in the coming months, there is increasing discussion in wealth management offices nationwide Wealth and Asset Management News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66951/lpl-financial-scores-1b-fa-team-from-ameriprise-financial The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they’ve built,” said Cebert. Wealth and Asset Management News Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66964/cresset-appoints-mark-ostroff-as-managing-director-wealth-advisor Ostroff will help to further build out Cresset's presence in the New York region People Moves News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66974/sofi-technology-solutions-appoints-kathleen-pierce-gilmore-as-president Pierce-Gilmore joins the bank's subsidiary as it announces that members can now buy, sell, hold and trade the SoFiUSD stablecoin on its national banking platform. People Moves News Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66965/callan-family-office-appoints-george-burnette-as-director-of-philanthropic-consulting-ampamp-wealth He will also work closely with nonprofit organizations, helping to align institutional missions with donor intent while supporting governance, planned giving, and fiscal stewardship initiatives. People Moves News Team Tuesday, June 02, 2026 1:00 am http://americas.managersofwealth.com/article/66953/ella-curren-joins-ubs-as-financial-advisor-in-new-york-city She reports to Market Executive Kellie Brady and Market Director Demie Kommatas. People Moves News Team Tuesday, June 02, 2026 1:00 am http://americas.managersofwealth.com/article/66956/lincoln-investment-appoints-kathy-leckey-as-ceo-to-lead-independent-wealth-management-firm Ed Forst transitions to Executive Chairman of the Board as Lincoln Investment reinforces its governance framework and national growth initiatives for independent financial professionals. People Moves News Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66943/ubs-announces-leadership-appointments-in-the-southeast-us-region John Houlihan named Market Executive for the South Market People Moves News Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66947/hercle-appoints-gabriele-zuliani-chief-revenue-officer Hercle, the leading institutional cross-border payments infrastructure company, today announced the appointment of Gabriele Zuliani as Chief Revenue Officer. Zuliani joins to drive commercial strategy and revenue growth as Hercle scales its network of 200 People Moves News Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66927/newedge-wealth-adds-experienced-wealth-advisor-to-growing-atlanta-office He helps his clients manage transactions, credit, recapitalization and portfolio structure. People Moves News Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66928/guardian-names-financial-services-industry-veteran-nancy-derusso-head-of-client-solutions-advancing-the-firmamp039s-protection-first-holistic-approach-to-wealth-management Appointment reinforces Guardian's commitment to delivering a best-in-class client and advisor experience that supports long-term financial wellness People Moves News Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66931/ts-imagine-makes-sales-hires Both will report to Chris Pielock, Head of Sales, North America. People Moves News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66945/regulators-didnamprsquot-speak-to-us-fund-at-heart-of-segantii-trial It was the latest chapter in a trial that has already thrown the spotlight on how hedge funds and Wall Street banks talk ahead of deals Legal, Regulation & Compliance News Aggregation Team Thursday, May 28, 2026 1:00 am http://americas.managersofwealth.com/article/66917/mastercard-secures-new-york-bitlicense New York’s BitLicense framework establishes comprehensive requirements related to consumer protection, cybersecurity, financial integrity and operational resilience. Legal, Regulation & Compliance News Team Friday, May 22, 2026 1:00 am http://americas.managersofwealth.com/article/66890/finra-fines-pictet-overseas-and-blue-ocean-ats-for-aml-and-supervisory-violations-involving-low-priced-securities Pictet Overseas Ordered to Pay $610,000; Blue Ocean Ordered to Pay $550,000 Legal, Regulation & Compliance News Aggregation Team Thursday, May 21, 2026 1:00 am http://americas.managersofwealth.com/article/66871/suntera-global-completes-experienced-advisory-consultants-acquisition Commenting on the completion of the transaction, David Hudson (pictured), CEO of Suntera Global, said: “Continuing to expand and strengthen our footprint in the US market remains a key objective for Suntera Legal, Regulation & Compliance News Aggregation Team Wednesday, May 20, 2026 1:00 am http://americas.managersofwealth.com/article/66865/victims-claim-jpmorgan-bank-of-america-should-have-caught-signs-of-328m-crypto-scam Lawsuit claims financial institutions failed to detect red flags in Christopher Delgado's $328 million Goliath Ventures fraud scheme that ran for three years. Legal, Regulation & Compliance News Aggregation Team Wednesday, May 20, 2026 1:00 am http://americas.managersofwealth.com/article/66866/finra-to-review-of-amp039higher-riskamp039-structured-products The regulator will examine how firms supervised "worst-of" structured notes, with a focus on their compliance with best-interest standards. Legal, Regulation & Compliance News Aggregation Team Friday, May 01, 2026 1:00 am http://americas.managersofwealth.com/article/66722/uk-man-agrees-to-plead-guilty-in-amplsquosingapore-solutionamprsquo-tax-evasion-case-say-us-prosecutors Roderic Sage has been ordered to be extradited from the UK and will appear late next week in Manhattan federal court, prosecutors told a judge in a letter on Thursday (Apr 30). Legal, Regulation & Compliance News Aggregation Team Friday, April 17, 2026 1:00 am http://americas.managersofwealth.com/article/66597/sec-charges-day-trader-with-running-43-million-ponzi-like-scheme He promised up to 40% returns. The SEC says he never had a single profitable year. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 15, 2026 1:00 am http://americas.managersofwealth.com/article/66575/canadian-banking-regulator-to-review-big-banksamp039-private-credit-exposure Banks are increasing the use of NBFIs, or non-bank financial institutions, to provide credit protection on their lending portfolios using synthetic risk ​transfers and other arrangements. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 08, 2026 1:00 am http://americas.managersofwealth.com/article/66513/wall-street-watchdogs-pull-back-amid-trumpamprsquos-deregulatory-push President Trump’s push for deregulation is reshaping finance, from crypto to banking, sparking concerns over risks and regulatory gaps. Legal, Regulation & Compliance News Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66966/csi-wins-best-core-banking-system-at-the-2026-banking-tech-awards-usa Award recognizes CSI NuPoint® as modern, open core platform helping community banks innovate, compete, and grow FinTech News Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66967/ascensus-named-best-regtech-solution-at-the-2026-banking-tech-awards-usa Recognition from FinTech Futures Highlights Ascensus' Technology Leadership in Compliance and Regulatory Innovation FinTech News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66946/woodforest-national-bank-adopts-jack-henry-for-digital-and-core-banking-upgrade Woodforest migrates its core services from Finxact, six years after debuting the core banking infrastructure. FinTech News Team Thursday, May 28, 2026 1:00 am http://americas.managersofwealth.com/article/66918/precision-at-scale-how-jp-morgan-payments-is-using-ai-and-robotics-to-digitize-check-and-remittance-processing The bank then receives the mail, deposits the checks, and digitizes the accompanying documents so the company can quickly reconcile payments. FinTech News Aggregation Team Wednesday, May 27, 2026 1:00 am http://americas.managersofwealth.com/article/66911/alipay-targets-latin-america-growth-with-pvs-partnership The companies also plan to expand the service into additional Latin American markets. FinTech News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66895/us-senate-federal-credit-union-partners-with-thought-machine-to-modernise-banking-infra Under the agreement, USSFCU will implement Thought Machine’s unified stack of Vault Core and Vault Payments to replace traditional batch-based processing systems with an integrated real-time banking and payments environment. FinTech News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66896/banksouth-migrates-core-to-fis-horizon The new platform includes standardised data streams that will set BankSouth up to implement AI across its services and operations. FinTech News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66897/latin-americaamprsquos-financial-inclusion-problem-was-never-just-about-the-technology Technology can reduce friction, lower distribution costs, and expand reach. FinTech News Team Friday, May 22, 2026 1:00 am http://americas.managersofwealth.com/article/66882/ai-is-boosting-asset-managersamprsquo-investment-operations-but-humans-still-call-the-shots-according-to-a-new-mercer-report A majority of firms – 55% of respondents – have integrated AI into at least one of their investment processes, while 27% report integrating AI as a pilot or proof-of-concept. FinTech News Aggregation Team Friday, May 22, 2026 1:00 am http://americas.managersofwealth.com/article/66891/jp-morgan-to-bring-digital-bill-of-exchange-offering-to-the-us Its decision to bring the digital product to the US follows its debut in the UK last year under the Electronic Trade Documents Act FinTech News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66973/wells-fargo-advisors-breakaway-to-launch-ria-asset-manager-with-dynasty The new Dynasty platform RIA includes N10° Wealth and N10° Assets, with plans to list an ETF on the New York Stock Exchange later this year. Alternative Investments News Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66975/igm-financial-inc-completes-400-million-debenture-offering-and-is-issuing-notice-to-redeem-its-2027-debentures The debentures were offered on a best-efforts basis through a group of agents co-led by BMO Capital Markets, CIBC Capital Markets and Scotiabank. Alternative Investments News Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66949/arax-welcomes-millares-asset-management The team takes a holistic approach, creating a 360° view of clients’ financial positions to develop a deep personal understanding and tailor long-term investment plans to achieve their goals. Alternative Investments News Aggregation Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66932/trump-accounts-investment-app-launches-for-children-backed-by-bny-and-robinhood As a main partner of the program with BNY, Robinhood will be placed as millions of children’s first experience with investment. Alternative Investments News Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66935/apex-service-partners-and-alpine-investors-announce-strategic-minority-investment-from-apollo-funds-in-apex The investmenApex Service Partners has announced that it has entered into a definitive agreement with funds managed by affiliates of Apollo ("Apollo Funds"), under which Apollo Funds will acquire a minority interest in Apex. Apollo Funds will Alternative Investments News Team Wednesday, May 27, 2026 1:00 am http://americas.managersofwealth.com/article/66904/royal-london-asset-management-expands-relationship-with-ssampampc-to-service-new-australian-funds SS&C will provide its full suite of fund administration services to the funds, including fund accounting, unit pricing, transfer agency, valuation and tax/financial reporting. Alternative Investments News Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66892/1291-group-acquires-ipg-strengthening-global-wealth-protection-across-the-americas The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh Alternative Investments News Team Friday, May 22, 2026 1:00 am http://americas.managersofwealth.com/article/66885/how-to-recognize-alpha-potential-in-active-equity-portfolios In concentrated markets, it’s become increasingly difficult to outperform because portfolios that diverge too far from index weights in the US mega-caps pay a heavy performance penalty. Alternative Investments News Team Friday, May 22, 2026 1:00 am http://americas.managersofwealth.com/article/66887/probitas-canada-to-integrate-volante-canadian-team The combined team will place greater focus on Professional Lines, Construction and Auto, while building on existing strengths in Casualty, Cyber and Property. Alternative Investments News Aggregation Team Thursday, May 21, 2026 1:00 am http://americas.managersofwealth.com/article/66878/structured-income-etfs-expanding-advisorsamprsquo-income-solutions Equity-linked note ETFs provide diversified access to derivative-based income strategies Alternative Investments News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66939/citi-opens-representative-office-in-guyana The expansion of our unparalleled global network marks a milestone for Citi. Investment Banking News Aggregation Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66938/bofaamprsquos-moynihan-says-merrill-can-still-make-recruiting-math-work “The external hires have gotten so expensive that we sort of laid off that,” Moynihan told an audience at the Bernstein Strategic Decisions Conference. Investment Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66898/ampquotrisk-management-jobs-in-investment-banks-are-being-intellectually-diluted-by-aiampquot The reality inside the organisation is very different. Investment Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66901/jp-morgan-ordered-to-pay-wells-broker-425m-in-wrongful-firing-defamation-award The reason for leaving J.P. Morgan can be changed to “voluntary.” Investment Banking News Aggregation Team Wednesday, May 20, 2026 1:00 am http://americas.managersofwealth.com/article/66857/chase-launches-in-germany-with-ampquotlock-inampquot-interest-rates The Americans' long-announced expansion into Germany is now officially underway with the launch of their newest online bank . Investment Banking News Aggregation Team Tuesday, May 12, 2026 1:00 am http://americas.managersofwealth.com/article/66788/citi-to-hire-400-as-road-to-recovery-continues The goal is less about attracting new clients and more about catering to existing ones, according to Citi head of wealth Andy Sieg. Investment Banking News Aggregation Team Tuesday, May 05, 2026 1:00 am http://americas.managersofwealth.com/article/66738/the-most-mysterious-34-year-old-ex-vp-at-jpmorgan-how-to-achieve-higher-pay-at-citi Rana has not commented for this article, so we cannot say where he has gone. Investment Banking News Aggregation Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66654/who-are-jpmorganamp039s-135-new-managing-directors-and-what-do-they-do It also helps to work in a business area that your bank is pushing into. Investment Banking News Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66655/columbia-banking-system-inc-reports-first-quarter-2026-results The remaining decrease in net interest income between periods largely reflects lower average interest-earning asset balances, partially offset by an improved mix of higher-yielding loans and investment securities. Investment Banking News Aggregation Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66643/raymond-james-2q-profit-revenue-rises-on-asset-management-growth Quarterly revenue for the company's private client group segment climbed 13% to $2.81 billion, while capital markets revenue rose 17% to $464 million. Investment Banking News Aggregation Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66930/five-tips-for-going-from-solo-advisor-to-teaming What separates teams that grow from those that stall. Comment, Analysis & Research News Aggregation Team Thursday, May 21, 2026 1:00 am http://americas.managersofwealth.com/article/66877/alliancebernstein-brookfield-carlyle-team-up-on-private-markets-push-for-dc-plans The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stage. Comment, Analysis & Research News Aggregation Team Wednesday, May 20, 2026 1:00 am http://americas.managersofwealth.com/article/66855/banking-intelligence-insights-five-strategic-takeaways-for-banking-leaders Banks are also seeking to leverage AI at scale to make decisions faster, using a more complete view of the customer, their balance sheet, and the market—while supporting decisions that are transparent, traceable, and defensible. Comment, Analysis & Research News Aggregation Team Wednesday, May 20, 2026 1:00 am http://americas.managersofwealth.com/article/66859/wealthy-women-want-alternatives-but-why-havenamprsquot-their-advisors-discussed-it Brookfield finds HNW female investors are ready for alts but waiting to be led. Comment, Analysis & Research News Team Tuesday, May 19, 2026 1:00 am http://americas.managersofwealth.com/article/66851/schroders-study-reveals-how-retirees-are-responding-to-the-affordability-crisis Half of Retirees Report Their Expenses Are Higher Than Expected Nearly One-In-Five Struggling Financially Comment, Analysis & Research News Aggregation Team Monday, May 18, 2026 1:00 am http://americas.managersofwealth.com/article/66838/inflation-is-back-and-could-be-here-to-stay-warns-state-streetamprsquos-matthew-bartolini Research head shares with InvestmentNews why inflation-linked bond ETFs are in demand. Comment, Analysis & Research News Aggregation Team Friday, May 15, 2026 1:00 am http://americas.managersofwealth.com/article/66828/this-is-the-most-underrated-retirement-savings-move-says-rbc-wealth-managementamprsquos-head-of-retirement-solutions Tracy Hanson answers our questions about how to best plan for retirement — and what her own personal retirement strategy is Comment, Analysis & Research News Aggregation Team Friday, May 15, 2026 1:00 am http://americas.managersofwealth.com/article/66830/happy-graduation-advisors-offer-tips-for-clients-staring-at-both-retirement-and-student-loans Too bad a significant number won’t also be saying farewell to their student loans. Comment, Analysis & Research News Team Friday, May 08, 2026 1:00 am http://americas.managersofwealth.com/article/66759/ai-platforms-are-giving-ultra-wealthy-families-flawed-financial-answers-study-finds AI wealth advice under fire as audit finds major errors in estate and insurance guidance Comment, Analysis & Research News Aggregation Team Wednesday, May 06, 2026 1:00 am http://americas.managersofwealth.com/article/66742/elon-musk-may-have-his-eye-on-a-300-million-miami-beach-megamansion The under-construction compound on North Bay Road was recently on the market for for $169 million. Comment, Analysis & Research News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66957/bernie-sanders-slams-system-letting-us-firms-use-malta-as-amp039tax-havenamp039-for-profit Senator says companies are shifting profits offshore Tax News Aggregation Team Thursday, May 28, 2026 1:00 am http://americas.managersofwealth.com/article/66914/when-federal-tax-breaks-stop-at-the-state-line The expansion of qualified small business stock is a prime example. Tax News Team Wednesday, May 13, 2026 1:00 am http://americas.managersofwealth.com/article/66797/investor-appetite-for-parametric-tax-optimized-ladder-strategy-reiterates-broader-focus-on-tax-management The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns. Tax News Aggregation Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66580/tax-day-is-a-reminder-of-americaamprsquos-unequal-tax-system-but-we-can-fix-it There is no justification for a regressive system in which the super-rich contribute less than the rest of us Tax News Aggregation Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66582/taxstatus-expands-on-integration-with-adviceai TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies Tax News Team Friday, March 27, 2026 12:00 am http://americas.managersofwealth.com/article/66445/pkf-oamprsquoconnor-davies-announces-collaboration-with-asseta-ai-to-support-family-office-modernization Organization to serve as preferred accounting and implementation partner for AI-driven financial platform Tax News Aggregation Team Thursday, March 26, 2026 12:00 am http://americas.managersofwealth.com/article/66435/californians-want-to-tax-billionaires-theyamp039re-threatening-to-leave Proponents are collecting signatures to get the tax on the November ballot. Tax News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66416/breaking-down-barriers-to-international-tax-enforcement U.S. financial intelligence units need better access to tax data. Tax News Aggregation Team Monday, March 16, 2026 12:00 am http://americas.managersofwealth.com/article/66339/working-americansamp039-tax-cut-act-revenue-and-distributional-effects Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower. Tax News Aggregation Team Monday, March 02, 2026 12:00 am http://americas.managersofwealth.com/article/66221/canadaamprsquos-job-growth-stalls-big-six-banks-exceed-earning-expectations-and-trump-tariffs-business-and-investing-stories-for-the-week-of-march-1 They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks. Tax News Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66944/rbc-announces-expansion-of-vancouver-banking-and-innovation-hub Supported by 1,000 high-quality jobs in B.C., the hub will help advance RBC's AI ambitions Retail Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66899/wells-fargo-must-pay-100m-to-help-homebuyers-after-discrimination-lawsuit-ampmdash-51-cities-are-eligible Wells Fargo has agreed to launch a $100 million borrower assistance program after settling a bombshell lawsuit that accused the company’s board of failing to properly oversee lending practices. Retail Banking News Aggregation Team Thursday, May 14, 2026 1:00 am http://americas.managersofwealth.com/article/66820/bunq-files-for-banking-licence-in-mexico The application would help the neobank expand its presence in the country and provide banking services to residents in Mexico. Retail Banking News Aggregation Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66586/us-bancorp-profit-jumps-on-interest-income-fee-revenue-boost Fee revenue was also a bright spot. It surged 6.9% in the quarter as the bank benefited from robust ​capital markets activity. Retail Banking News Team Thursday, April 09, 2026 1:00 am http://americas.managersofwealth.com/article/66527/valor-econampocircmico-and-el-economista-highlight-latam-as-a-jp-morgan-payments-innovation-hub Global Co-Heads Max Neukirchen and Umar Farooq discuss Brazil’s and Mexico’s growing role in cross-border and real-time payments with key regional media Retail Banking News Team Thursday, April 02, 2026 1:00 am http://americas.managersofwealth.com/article/66489/bmo-named-one-of-the-2026-worldamp039s-most-ethical-companiesampreg-for-the-ninth-consecutive-year MO is the only bank in Canada, and one of only three worldwide, to be honoured. Retail Banking News Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66381/ppro-integrates-cash-app-pay-for-us-merchants-targeting-younger-consumers Cash App Pay allows customers to pay directly from their Cash App balance, a linked bank account, or a debit card, without requiring a physical card. Retail Banking News Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66369/banks-strengthen-mobile-account-opening-and-debit-card-controls-while-delegated-access-emerges-for-retail-customers-to-safeguard-vulnerable-populations U.S. Bank Continues as Overall Leader in Keynova Group's Mobile Banker Scorecard; Bank of America and U.S. Bank Tie for Top Mobile App Retail Banking News Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66365/jp-morgan-payments-rolls-out-virtual-b2b-card-in-europe European corporates can now access J.P. Morgan Payments’ expertise through its virtual card offerings to optimize their working capital by automating payment creation and reconciliation. Retail Banking News Team Tuesday, March 10, 2026 12:00 am http://americas.managersofwealth.com/article/66291/lemfi-secures-bank-of-canada-registration The milestone is a key moment in LemFi’s ongoing quest to reinforce trust through compliance, but also serves the company’s mission to build the full stack of financial services that move with people across borders. Retail Banking News Team Tuesday, May 19, 2026 1:00 am http://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS 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