Managers of Wealth - Americas http://americas.managersofwealth.com/ Fri, 26 Apr 2024 10:24:55 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024 News Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60472/morgan-stanley-names-10-women-and-an-ally-as-their-makers-class-of-2024 Nominations were solicited from employees across Morgan Stanley Wealth Management. Wealth and Asset Management SEI Reports First-Quarter 2024 Financial Results News Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60474/sei-reports-first-quarter-2024-financial-results Diluted earnings per share were $0.99 in first-quarter 2024 compared to $0.79 in first-quarter 2023. Wealth and Asset Management Quilter and Canaccord hit by stricken AIM stock which tried to sue Tesla News Aggregation Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60475/quilter-and-canaccord-hit-by-stricken-aim-stock-which-tried-to-sue-tesla Shares in Australian capacitor company Cap-XX have fallen 99% over three years due to a litany of issues. Wealth and Asset Management LV= completes its transition to BlackRock as primary asset manager News Aggregation Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60460/lv-completes-its-transition-to-blackrock-as-primary-asset-manager The transition to BlackRock is part of a wider business strategy to broaden LV’s distribution and investment capability, aligning with LV's ambition to deliver enhanced value for our members. Wealth and Asset Management HSBC Accelerates Wealth Management Strategy in U.S. with Opening of Flagship Wealth Center at Hudson Yards News Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60461/hsbc-accelerates-wealth-management-strategy-in-us-with-opening-of-flagship-wealth-center-at-hudson-yards New U.S. Head of Wealth and Personal Banking Racquel Oden Announces Launch of Latest Wealth Center Alongside U.S. and Americas CEO Michael Roberts Wealth and Asset Management UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors lists News Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60462/ubsamprsquos-drew-freides-and-michael-kanigher-named-to-forbes-best-in-state-and-top-wealth-advisors-lists Together with their team, Mainsail Wealth Partners, Drew and Michael are responsible for managing over $8 billion in invested client assets for ultra-high net worth individuals and families. Wealth and Asset Management Former CFA Society Colorado President Tom Riley Recruited to Join Alpha Capital Family Office News Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60469/former-cfa-society-colorado-president-tom-riley-recruited-to-join-alpha-capital-family-office Denver-Based Outsourced Family Office Recruits Wealth Management Advisor to Directly Oversee Management of UHNW Client Assets Amid Growing Dissatisfaction in Industry with Private Banks and Major Brokerage Firms Wealth and Asset Management Ritholtz Wealth Management Expands National Presence with Opening of New Los Angeles Office News Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60459/ritholtz-wealth-management-expands-national-presence-with-opening-of-new-los-angeles-office Firm with holistic approach to wealth management now serves clients from coast to coast with 11 offices Wealth and Asset Management Wellington inks distribution deal with SCPB News Aggregation Team Monday, April 22, 2024 1:00 am http://americas.managersofwealth.com/article/60437/wellington-inks-distribution-deal-with-scpb Standard Chartered Private Bank will distribute Wellington Management's Credit Total Return fund. Wealth and Asset Management Gary S. Williams of Williams Asset Management Honored in Forbes Best-In-State Wealth Advisors List for 2024 News Team Friday, April 19, 2024 1:00 am http://americas.managersofwealth.com/article/60426/gary-s-williams-of-williams-asset-management-honored-in-forbes-best-in-state-wealth-advisors-list-for-2024 This marks the sixth year in a row of being named to this prestigious list of financial advisors. Wealth and Asset Management Citigroup made another major JPMorgan hire without anyone noticing News Aggregation Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60476/citigroup-made-another-major-jpmorgan-hire-without-anyone-noticing JPMorgan isn't commenting on the suspicious exits People Moves Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires News Aggregation Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60480/concurrent-shifts-into-amplsquogrowth-modeamprsquo-with-four-industry-hires Matthew Unger, who joined this week from Goldman Sachs, will also support organic growth People Moves Wilmington Financial Firm Splits From Wells Fargo Wealth Brokerage Services News Aggregation Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60464/wilmington-financial-firm-splits-from-wells-fargo-wealth-brokerage-services The firm was formed in 2019 with three Wells Fargo Advisors Wealth Brokerage Service advisors People Moves Rabobank N.A. Names Tom Tolda CFO News Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60445/rabobank-na-names-tom-tolda-cfo Previously, he held group CFO roles with Wells Fargo & Company, and Citigroup in the United States and abroad. People Moves Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60451/veteran-asset-manager-joins-alpha-capital-family-offices-from-northern-trust Riley joins a team of five that includes a trio of multigenerational partners/advisors and two client service professionals. People Moves Julius Baer recruits Relationship Managers for Brazil International market News Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60447/julius-baer-recruits-relationship-managers-for-brazil-international-market Prior to joining Julius Baer, he was Senior Relationship Manager servicing Brazilian private clients at Banco Bradesco Europa S.A. in Luxembourg. People Moves $820M Former Merrill Advisor Joins LPL’s Strategic Wealth Services News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60448/820m-former-merrill-advisor-joins-lplamprsquos-strategic-wealth-services Clayton Ortloff, an advisor out of Midland, Texas, will join the independent broker/dealer’s model for advisors looking for more autonomy while buttressed by back office support. People Moves Core Spaces Launches Global Wealth Management, Appoints Tom and John Dine News Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60453/core-spaces-launches-global-wealth-management-appoints-tom-and-john-dine Industry veterans and brothers previously served as Directors at Apollo Global Management People Moves WTW names Danielle Lombardo Chair of REHL Division, CRB NA News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60457/wtw-names-danielle-lombardo-chair-of-rehl-division-crb-na In addition to driving client solutions, Lombardo will focus on driving initiatives to automate workflow and provide the technology, analytics and support needed to provide white-glove service to the fast-paced real estate business. People Moves AIG announces retirement of David McElroy News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60458/aig-announces-retirement-of-david-mcelroy The company has confirmed that McElroy and AIG have agreed to accelerate his retirement date for personal reasons and will remain available to the Company. People Moves Morgan Stanley Dives As Regulators Open Wealth Arm Probes News Aggregation Team Friday, April 12, 2024 1:00 am http://americas.managersofwealth.com/article/60363/morgan-stanley-dives-as-regulators-open-wealth-arm-probes The regulators are investigating whether Morgan Stanley has properly investigated potential clients and their sources of wealth, as well as how it monitors their financial activity. Legal, Regulation & Compliance Investments & Wealth Institute Announces Changes to its CIMA® Certification News Team Friday, April 12, 2024 1:00 am http://americas.managersofwealth.com/article/60367/investments-ampamp-wealth-institute-announces-changes-to-its-cimaampreg-certification The Certified Investment Management Analyst® (CIMA®) certification program has been updated to reflect the current knowledge, skills and capabilities needed for today’s advanced practitioner. Legal, Regulation & Compliance TD Asset Management Inc. Announces the Termination of six TD ETFs News Team Thursday, April 11, 2024 1:00 am http://americas.managersofwealth.com/article/60352/td-asset-management-inc-announces-the-termination-of-six-td-etfs Prior to the Termination Date, TDAM will, to the extent reasonably possible, sell and convert the assets of the Terminating ETFs to cash. Legal, Regulation & Compliance FinCEN and AML updates: More requirements for fund managers on the horizon? News Team Monday, April 08, 2024 1:00 am http://americas.managersofwealth.com/article/60314/fincen-and-aml-updates-more-requirements-for-fund-managers-on-the-horizon Ongoing training required for appropriate persons Legal, Regulation & Compliance Bank of America must face overdraft fee refund lawsuit News Aggregation Team Friday, April 05, 2024 1:00 am http://americas.managersofwealth.com/article/60299/bank-of-america-must-face-overdraft-fee-refund-lawsuit The second-largest U.S. bank began the program five months earlier to address the pandemic's impact on its 66 million individual and small business customers. Legal, Regulation & Compliance Morgan Stanley: Former Rep Broke Non-Solicitation Vows After Joining Wells Fargo News Aggregation Team Wednesday, April 03, 2024 1:00 am http://americas.managersofwealth.com/article/60277/morgan-stanley-former-rep-broke-non-solicitation-vows-after-joining-wells-fargo The wirehouse filed a suit against Gregory Chevrier, claiming he was draining revenue going to the widow of a Morgan Stanley advisor by luring clients away. Legal, Regulation & Compliance Why JPMorgan Chase believes “second chances” are good for business News Aggregation Team Tuesday, April 02, 2024 1:00 am http://americas.managersofwealth.com/article/60246/why-jpmorgan-chase-believes-ampldquosecond-chancesamprdquo-are-good-for-business ver the last three years, 10% of the firm’s new hires in the U.S. have been individuals Legal, Regulation & Compliance America should look to the Caribbean for crypto regulation News Aggregation Team Tuesday, March 26, 2024 12:00 am http://americas.managersofwealth.com/article/60203/america-should-look-to-the-caribbean-for-crypto-regulation Operating in America’s regulation-by-enforcement environment is akin to building a house without a blueprint Legal, Regulation & Compliance CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes News Team Tuesday, March 26, 2024 12:00 am http://americas.managersofwealth.com/article/60207/ci-global-asset-management-announces-securityholder-approval-of-fund-mergers-and-other-product-changes CI GAM to significantly reduce fees on five asset allocation funds Legal, Regulation & Compliance United States and Barbados partner to improve court system efficiency News Aggregation Team Monday, March 25, 2024 12:00 am http://americas.managersofwealth.com/article/60191/united-states-and-barbados-partner-to-improve-court-system-efficiency Chief Justice Cheltenham expressed gratitude at the project launch. Legal, Regulation & Compliance Goldman Sachs sells Marcus Invest accounts to Betterment News Aggregation Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60478/goldman-sachs-sells-marcus-invest-accounts-to-betterment Betterment will acquire Marcus Invest customers FinTech Middle-Market Companies Expect to Transition to Exclusively Digital Payments Within the Next Five Years, Citizens Survey Finds News Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60467/middle-market-companies-expect-to-transition-to-exclusively-digital-payments-within-the-next-five-years-citizens-survey-finds Treasury executives see distinct advantages to digitization FinTech Goldman Sachs and JPMorgan are making senior changes to their AI teams News Aggregation Team Thursday, April 18, 2024 1:00 am http://americas.managersofwealth.com/article/60418/goldman-sachs-and-jpmorgan-are-making-senior-changes-to-their-ai-teams His promotion to global head came in 2021 when the bank began building an AI team in Argentina, where he had spent his entire career to that point. FinTech MathCo Named Microsoft Solutions Partner for Data and AI News Team Thursday, April 18, 2024 1:00 am http://americas.managersofwealth.com/article/60423/mathco-named-microsoft-solutions-partner-for-data-and-ai Commits to enhanced training and innovation with Microsoft Technologies FinTech FIS Named as One of the Most Trustworthy Companies in America for Second Consecutive Year News Team Thursday, April 18, 2024 1:00 am http://americas.managersofwealth.com/article/60424/fis-named-as-one-of-the-most-trustworthy-companies-in-america-for-second-consecutive-year The recognition is a testament to FIS’ reputation for helping clients run, grow, protect, and connect their business with both unparalleled confidence FinTech SBI SECURITIES Selects Broadridge's Post-trade Solution for its Equities Brokerage Services in the UK News Team Tuesday, April 16, 2024 1:00 am http://americas.managersofwealth.com/article/60391/sbi-securities-selects-broadridgeamp039s-post-trade-solution-for-its-equities-brokerage-services-in-the-uk Broadridge has proven to be the partner of choice for us as we grow our business globally. FinTech Mastercard and VoPay partner to revolutionise money movement in Canada News Aggregation Team Tuesday, April 16, 2024 1:00 am http://americas.managersofwealth.com/article/60392/mastercard-and-vopay-partner-to-revolutionise-money-movement-in-canada Mastercard and VoPay partner to revolutionise money movement in Canada FinTech Helping wealth managers wade through the data News Aggregation Team Tuesday, April 16, 2024 1:00 am http://americas.managersofwealth.com/article/60393/helping-wealth-managers-wade-through-the-data In the dynamic business of financial services, where every decision can make or break fortunes, the convergence of cutting-edge technologies is reshaping the landscape of wealth management. FinTech Pfäffikon boutique launches AI strategy for US small-cap equity News Aggregation Team Tuesday, April 16, 2024 1:00 am http://americas.managersofwealth.com/article/60394/pfampaumlffikon-boutique-launches-ai-strategy-for-us-small-cap-equity The strategy uses machine learning to steer it away from loss-making stocks. FinTech BNY Mellon teams up with Accenture News Team Monday, April 15, 2024 1:00 am http://americas.managersofwealth.com/article/60376/bny-mellon-teams-up-with-accenture The two companies plan to further collaborate on bringing the newly developed services to market in the future to transform the financial services industry. FinTech Future Proof Announces Biggest Event Concept Yet – Future Proof Citywide, Taking Over Miami Beach in March 2025 News Team Friday, April 26, 2024 1:00 am http://americas.managersofwealth.com/article/60481/future-proof-announces-biggest-event-concept-yet-ampndash-future-proof-citywide-taking-over-miami-beach-in-march-2025 The groundbreaking outdoor event will serve as a catalyst for building and convening the modern investment management ecosystem Alternative Investments Citi’s Fraser Wary of Insurance Giants’ Role in Private Credit News Aggregation Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60473/citiamprsquos-fraser-wary-of-insurance-giantsamprsquo-role-in-private-credit She noted many players in the space are using insurance vehicles and the long-term capital they provide to invest in private debt. Alternative Investments Veteran fund manager who predicted stocks' drop updates outlook News Aggregation Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60479/veteran-fund-manager-who-predicted-stocksamp039-drop-updates-outlook Investor mania over the growth of artificial intelligence also has boosted stocks this year Alternative Investments Cathie Wood’s ARK funds are leaking billions of dollars News Aggregation Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60466/cathie-woodamprsquos-ark-funds-are-leaking-billions-of-dollars Cathie Wood’s ARK funds are leaking billions of dollars Alternative Investments Chubb Reports First Quarter Per Share Net Income News Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60470/chubb-reports-first-quarter-per-share-net-income Book value was unfavorably impacted by after-tax net realized and unrealized losses of $622 million in the company's investment portfolio, principally due to the mark-to-market impact in the fixed-income portfolio. Alternative Investments Gen II Expands Presence in the Southeastern United States with New Florida Office News Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60471/gen-ii-expands-presence-in-the-southeastern-united-states-with-new-florida-office Global fund administrator grows footprint with latest office opening Alternative Investments Workaholic ex-Apollo boss is doing some heavy hiring for his new platform News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60449/workaholic-ex-apollo-boss-is-doing-some-heavy-hiring-for-his-new-platform At least six more junior investment professionals have also joined 26North in the past few months, including from banks like Morgan Stanley. Alternative Investments Global energy transition will require $4 trillion annually by next decade, BlackRock says News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60455/global-energy-transition-will-require-4-trillion-annually-by-next-decade-blackrock-says Funds will require policy support and partnerships between governments and the private sector. Alternative Investments JTC To Acquire First Republic Trust Company Of Delaware News Team Monday, April 22, 2024 1:00 am http://americas.managersofwealth.com/article/60440/jtc-to-acquire-first-republic-trust-company-of-delaware Post-completion of the acquisition, FRTC-DE will become part of JTC’s Private Client Services division. Alternative Investments Investors have ways to add durable yield to their portfolios News Team Friday, April 19, 2024 1:00 am http://americas.managersofwealth.com/article/60430/investors-have-ways-to-add-durable-yield-to-their-portfolios Active and diversified exposure to fixed income. Alternative Investments Raymond James Q2 profit rises on strong capital markets performance News Aggregation Team Thursday, April 25, 2024 1:00 am http://americas.managersofwealth.com/article/60477/raymond-james-q2-profit-rises-on-strong-capital-markets-performance Raymond James' asset management revenue rose 17% in the reported quarter to $252 million Investment Banking Bank of New York Mellon Corp's Dividend Analysis News Aggregation Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60463/bank-of-new-york-mellon-corpamp039s-dividend-analysis Bank of New York Mellon Corp has maintained a consistent dividend payment record since 1985 Investment Banking TD and ApplyBoard Collaborate to Support International Students Pursuing Studies in Canada News Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60468/td-and-applyboard-collaborate-to-support-international-students-pursuing-studies-in-canada We are excited to share the news of this relationship with ApplyBoard Investment Banking Big banks led by Citi continue to trim staff to cut costs News Aggregation Team Thursday, April 18, 2024 1:00 am http://americas.managersofwealth.com/article/60417/big-banks-led-by-citi-continue-to-trim-staff-to-cut-costs Banks are under pressure to control costs due to the uncertain economic outlook. Investment Banking Wall Street bosses cheer investment banking gains but stay cautious News Aggregation Team Thursday, April 18, 2024 1:00 am http://americas.managersofwealth.com/article/60421/wall-street-bosses-cheer-investment-banking-gains-but-stay-cautious Investment banking divisions showed robust growth in the first quarter for the largest U.S. banks, which reported surging revenues and fees. Investment Banking Bank of America profits drop as key lending revenue weakens News Aggregation Team Wednesday, April 17, 2024 1:00 am http://americas.managersofwealth.com/article/60404/bank-of-america-profits-drop-as-key-lending-revenue-weakens It is a critical contributor to profits for all banks. Investment Banking Morgan Stanley results contain some sorry truths for its bankers News Aggregation Team Tuesday, April 16, 2024 1:00 am http://americas.managersofwealth.com/article/60398/morgan-stanley-results-contain-some-sorry-truths-for-its-bankers The most notable revelation from Morgan Stanley's first quarter results, though, is that - like Goldman - it is doing more with less. Investment Banking Bank of America (BAC) Braces for Earnings - Strategies for Investors News Aggregation Team Tuesday, April 16, 2024 1:00 am http://americas.managersofwealth.com/article/60399/bank-of-america-bac-braces-for-earnings-strategies-for-investors The Charlotte, North Carolina-based bank’s net interest income is expected to hit the upper range of the forecast of between $13.90 billion and $14 billion. Investment Banking Citi's 7,000 laid off staff were paid an average of $214k each News Aggregation Team Monday, April 15, 2024 1:00 am http://americas.managersofwealth.com/article/60380/citiamp039s-7000-laid-off-staff-were-paid-an-average-of-214k-each Cutting juniors is perhaps inevitable Investment Banking Goldman Sachs' results: Fewer people, higher profits, higher pay News Aggregation Team Monday, April 15, 2024 1:00 am http://americas.managersofwealth.com/article/60381/goldman-sachsamp039-results-fewer-people-higher-profits-higher-pay Suddenly David Solomon looks vindicated. Investment Banking Mission Wealth Named Among USA TODAY's Top Financial Advisory Firms in 2024 News Team Friday, April 26, 2024 1:00 am http://americas.managersofwealth.com/article/60482/mission-wealth-named-among-usa-todayamp039s-top-financial-advisory-firms-in-2024 This prestigious ranking is a testament to Mission Wealth's steadfast commitment Comment, Analysis & Research Swing to market pessimism looks overdone News Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60444/swing-to-market-pessimism-looks-overdone Early results remain consistent with our expectations for healthy US earnings growth of 7–9% for the quarter. Comment, Analysis & Research Meta’s Mark Zuckerberg avoided a cage match with Elon Musk but got a jab in anyway by passing him on the billionaires list News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60456/metaamprsquos-mark-zuckerberg-avoided-a-cage-match-with-elon-musk-but-got-a-jab-in-anyway-by-passing-him-on-the-billionaires-list The Meta CEO has gotten tens of billions of dollars richer since the start of the year Comment, Analysis & Research Morgan Stanley Wealth Management Pulse Survey Reveals Bullish Sentiment Despite Drop in Optimism News Team Friday, April 19, 2024 1:00 am http://americas.managersofwealth.com/article/60425/morgan-stanley-wealth-management-pulse-survey-reveals-bullish-sentiment-despite-drop-in-optimism Inflation and election concerns have increased. Comment, Analysis & Research Keeping the customer experience at the center of your operating model News Team Friday, April 19, 2024 1:00 am http://americas.managersofwealth.com/article/60431/keeping-the-customer-experience-at-the-center-of-your-operating-model Deloitte research has shown that customers who enjoy positive experiences are likely to remain customers for five years longer and cost up to 33% less to serve. Comment, Analysis & Research Three big reasons why US banks will start hiring again. 11 small reasons why they won't News Aggregation Team Thursday, April 18, 2024 1:00 am http://americas.managersofwealth.com/article/60419/three-big-reasons-why-us-banks-will-start-hiring-again-11-small-reasons-why-they-wonamp039t At Bank of America, for example, investment banking fees were up 35% in the first three months. Comment, Analysis & Research BMO chief says US economy improving, calls California 'a strategically important market' News Aggregation Team Wednesday, April 17, 2024 1:00 am http://americas.managersofwealth.com/article/60411/bmo-chief-says-us-economy-improving-calls-california-amp039a-strategically-important-marketamp039 He said that trade and investment between Canada and the U.S. is key to economic competitiveness noting that it is one of the largest bilateral trade relationships in the world. Comment, Analysis & Research Unpicking inflation trends in a changing rate cycle News Team Wednesday, April 17, 2024 1:00 am http://americas.managersofwealth.com/article/60413/unpicking-inflation-trends-in-a-changing-rate-cycle The US consumer price index is defying a broader price normalisation globally. Comment, Analysis & Research Profiles of Purpose–Cherie Blair’s vision to empower women with technology News Team Monday, April 15, 2024 1:00 am http://americas.managersofwealth.com/article/60378/profiles-of-purposeampndashcherie-blairamprsquos-vision-to-empower-women-with-technology Challenges faced by women entrepreneurs are further amplified in LMICs, where limited access to education and financial services, and gaps in legal protections create additional hurdles. Comment, Analysis & Research Insights From KKR’s Global Wealth Investment Council News Team Tuesday, April 02, 2024 1:00 am http://americas.managersofwealth.com/article/60254/insights-from-kkramprsquos-global-wealth-investment-council At KKR, this is just one example of the commitment that we have to the global wealth channel. Comment, Analysis & Research The Federal Government Offers To Wipe Out Your Tax Debt Through New IRS Fresh Start Program News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60452/the-federal-government-offers-to-wipe-out-your-tax-debt-through-new-irs-fresh-start-program The IRS now has more flexibility when analyzing a taxpayer’s ability to pay back taxes. Tax Citi's new global head of STIRT trading is calling for a wealth tax News Aggregation Team Tuesday, March 19, 2024 12:00 am http://americas.managersofwealth.com/article/60140/citiamp039s-new-global-head-of-stirt-trading-is-calling-for-a-wealth-tax Citi didn't respond to a request to comment on Singal's new role or on his calls for higher taxation. Tax RSM Recognized for Family Office Technology by Accounting Today News Team Thursday, February 29, 2024 12:00 am http://americas.managersofwealth.com/article/59983/rsm-recognized-for-family-office-technology-by-accounting-today The platform FamilySight is among only 21 products featured in Accounting Today’s 2024 Top New Products list where it earned an honorable mention. Tax FASB improves income tax disclosures News Team Friday, February 23, 2024 12:00 am http://americas.managersofwealth.com/article/59938/fasb-improves-income-tax-disclosures The existing disclosure requirements in ASC 740 distinguish between public and nonpublic entities in several different respects, utilizing a definition of “public entity” described in ASC 740-10-20 that is specific only to this Topic. Tax Early preparation may help taxpayers glide through tax season News Team Friday, January 26, 2024 12:00 am http://americas.managersofwealth.com/article/59668/early-preparation-may-help-taxpayers-glide-through-tax-season A lot can happen in a year’s time that may impact income tax filing. Tax International families in California – beware of the tax implications of community property News Team Thursday, January 25, 2024 12:00 am http://americas.managersofwealth.com/article/59657/international-families-in-california-ampndash-beware-of-the-tax-implications-of-community-property The equal ownership rule means that any assets your partner owns (for instance, a property owned in their name and not yours) are considered to be 50% owned by you Tax Andersen Adds New San Diego Office, Expands Southern California Footprint News Team Wednesday, January 17, 2024 12:00 am http://americas.managersofwealth.com/article/59576/andersen-adds-new-san-diego-office-expands-southern-california-footprint The move comes after the professionals from Reibman, a leading San Diego-based tax compliance and planning firm, joined Andersen. Tax How Much Do I Have to Make to File Taxes? News Aggregation Team Monday, November 27, 2023 12:00 am http://americas.managersofwealth.com/article/59161/how-much-do-i-have-to-make-to-file-taxes It’s crucial when filing to understand what status you fall under. Tax The IRS just announced the new tax brackets. Here's how to see yours. News Aggregation Team Friday, November 10, 2023 12:00 am http://americas.managersofwealth.com/article/59015/the-irs-just-announced-the-new-tax-brackets-hereamp039s-how-to-see-yours The IRS adjusts tax brackets annually — as well as many other provisions, such as retirement fund contribution limits — to counter the impact of inflation. Tax Temporary Tax Plan Could Boost Your Standard Deduction By Up to $4,000 News Aggregation Team Thursday, November 09, 2023 12:00 am http://americas.managersofwealth.com/article/59001/temporary-tax-plan-could-boost-your-standard-deduction-by-up-to-4000 "The vast, vast majority of my constituents use the standard deduction on their taxes every year," said Rep. Carol Miller Tax NYCB faces tough choices on CRE loans, balance sheet diversification News Aggregation Team Wednesday, April 24, 2024 1:00 am http://americas.managersofwealth.com/article/60465/nycb-faces-tough-choices-on-cre-loans-balance-sheet-diversification NYCB's future depends on the new management offloading some CRE loans and diversifying its balance sheet Retail Banking PPRO expands local payments offering to the US News Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60450/ppro-expands-local-payments-offering-to-the-us This follows PPRO’s previous successful geographic expansion into the APAC region and LatAm. Retail Banking Walmart-backed fintech One introduces buy now, pay later as it prepares bigger push into lending News Aggregation Team Tuesday, April 23, 2024 1:00 am http://americas.managersofwealth.com/article/60454/walmart-backed-fintech-one-introduces-buy-now-pay-later-as-it-prepares-bigger-push-into-lending One’s expanding role at Walmart raises the possibility that the company could force Affirm, Capital One and other third parties out of some of the most coveted partnerships in American retail. Retail Banking Dimon meets with development bank leaders seeking private money News Aggregation Team Monday, April 22, 2024 1:00 am http://americas.managersofwealth.com/article/60441/dimon-meets-with-development-bank-leaders-seeking-private-money The World Bank and other development lenders are striving to retain relevance Retail Banking Santander brings Openbank digital brand to US News Aggregation Team Wednesday, April 10, 2024 1:00 am http://americas.managersofwealth.com/article/60340/santander-brings-openbank-digital-brand-to-us The bank has also laid off around 330 staff as part of its evolution in the states Retail Banking Thredd enters US debit and credit card issuing market News Team Tuesday, March 19, 2024 12:00 am http://americas.managersofwealth.com/article/60144/thredd-enters-us-debit-and-credit-card-issuing-market This strategic move underscores Thredd’s commitment to support its clients’ expansion plans in key global markets. Retail Banking Regions Bank employs new technology, personal approach at new Hixson branch News Aggregation Team Thursday, March 14, 2024 12:00 am http://americas.managersofwealth.com/article/60091/regions-bank-employs-new-technology-personal-approach-at-new-hixson-branch Instead of traditional bank tellers handing some transactions and loan officers processing other banking needs, branch employees handle a range of duties at each of the new pods within the branch. Retail Banking Wells Fargo slowly starts to shed the problems of its past News Aggregation Team Monday, March 04, 2024 12:00 am http://americas.managersofwealth.com/article/60000/wells-fargo-slowly-starts-to-shed-the-problems-of-its-past It received a big boost last month when regulators with the Office of the Comptroller of the Currency lifted a consent order tied to a 2016 fake accounts scandal. Retail Banking Experian consumer credit reports to include Apple Pay Later information News Aggregation Team Friday, March 01, 2024 12:00 am http://americas.managersofwealth.com/article/59992/experian-consumer-credit-reports-to-include-apple-pay-later-information They argue this will lead to lenders being able to make more informed decisions on whether to extend credit offers. Retail Banking U.S. Bank Adds New Division to Serve Private Capital Asset Managers News Team Friday, February 23, 2024 12:00 am http://americas.managersofwealth.com/article/59933/us-bank-adds-new-division-to-serve-private-capital-asset-managers Stephen Jeselson to lead new team, which will serve more than 200 existing private capital clients Retail Banking TD outlines continued progress on sustainability goals in 2023 Sustainability Reporting Suite News Team Friday, March 15, 2024 12:00 am http://americas.managersofwealth.com/article/60117/td-outlines-continued-progress-on-sustainability-goals-in-2023-sustainability-reporting-suite The updates shared in our Sustainability Reporting Suite highlight the ways we're taking action to help drive sustainable value creation for our customers and our communities. Planet SOS Bank climate group to report capital markets related emissions News Aggregation Team Thursday, March 14, 2024 12:00 am http://americas.managersofwealth.com/article/60097/bank-climate-group-to-report-capital-markets-related-emissions Some U.S. politicians have been the most vocal in their criticism, citing anti-trust concerns. Planet SOS Asset managers’ green U-turn exposes energy transition cakeism News Aggregation Team Monday, February 26, 2024 12:00 am http://americas.managersofwealth.com/article/59946/asset-managersamprsquo-green-u-turn-exposes-energy-transition-cakeism The narrative of a perfect correlation between doing good and doing well has now broken down. Planet SOS JPMorgan and State Street quit climate group as BlackRock scales back News Aggregation Team Friday, February 16, 2024 12:00 am http://americas.managersofwealth.com/article/59868/jpmorgan-and-state-street-quit-climate-group-as-blackrock-scales-back Reduced participation means none of top five money managers fully back Climate Action 100+ Planet SOS BNP Paribas demonstrates its continued commitment to its longstanding relationship with Grameen America News Team Tuesday, February 06, 2024 12:00 am http://americas.managersofwealth.com/article/59767/bnp-paribas-demonstrates-its-continued-commitment-to-its-longstanding-relationship-with-grameen-america The recent closing of a new microfinance loan in 2023 demonstrates BNP Paribas’s continued commitment to its longstanding relationship with Grameen America Planet SOS ESG Hits Historic Low Point After US Investor Exodus From Funds News Team Friday, January 26, 2024 12:00 am http://americas.managersofwealth.com/article/59675/esg-hits-historic-low-point-after-us-investor-exodus-from-funds US fund clients withdrew a net $5.1 billion in the final three months of 2023, according to a fresh analysis by Morningstar Inc. Planet SOS What the COP28 climate deal means for investors News Team Thursday, December 14, 2023 12:00 am http://americas.managersofwealth.com/article/59323/what-the-cop28-climate-deal-means-for-investors The eventual impact of the deal will largely depend on its implementation and funding by individual nations and private industry. Planet SOS Can I invest sustainably across my portfolio? News Team Tuesday, November 28, 2023 12:00 am http://americas.managersofwealth.com/article/59176/can-i-invest-sustainably-across-my-portfolio The sustainability transition is not just driven by policy, as investors and corporations alike are integrating SI into their portfolios and businesses. Planet SOS Brazil raises $2 billion in ESG sovereign bonds debut News Aggregation Team Tuesday, November 14, 2023 12:00 am http://americas.managersofwealth.com/article/59042/brazil-raises-2-billion-in-esg-sovereign-bonds-debut The final allocation saw substantial participation from non-resident investors Planet SOS Goldman Sachs Asset Management raises $4 bln for infrastructure deals News Aggregation Team Monday, October 23, 2023 1:00 am http://americas.managersofwealth.com/article/58837/goldman-sachs-asset-management-raises-4-bln-for-infrastructure-deals The company had raised about $1 billion of equity commitments for its inaugural infrastructure secondaries fund, Vintage Infrastructure Partners, last month. Planet SOS