http://americas.managersofwealth.com/ Wed, 08 Jul 2026 22:57:25 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67248/successful-first-closing-for-van-lanschot-kempenamprsquos-north-america-focused-private-equity-fund Clients commit $120 million to Kempen North American Private Equity Fund II Wealth and Asset Management News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67249/goldmanamprsquos-ria-custody-making-gains-on-name-recognition-uhnw-focus Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand name helps some advisors with the move to independence, according to industry players. Wealth and Asset Management News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67252/wealthfront-reports-platform-assets-reach-991-billion-in-june Despite the growth in investment advisory revenue, Wealthfront faced challenges due to a decline in cash management revenue and increased operating expenses. Wealth and Asset Management News Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67259/sdr-ventures-advises-elk-river-wealth-management-on-partnership-with-alphacore-wealth-advisory AlphaCore gives our clients and our team access to resources and capabilities we couldn't offer on our own Wealth and Asset Management News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67238/aspen-standard-wealth-welcomes-cws-financial-advisors-to-its-growing-ria-platform Aspen’s affiliated RIAs now total $15 billion in assets under management Wealth and Asset Management News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67239/hightower-signature-wealth-continues-expansion-with-addition-of-5b-from-three-advisory-practices The model is designed to allow advisors to spend more time focused on clients while benefiting from the scale and resources of a larger organization. Wealth and Asset Management News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67231/morgan-stanley-stock-and-2-wealth-managers-tied-to-private-asset-growth Morgan Stanley’s wealth engine sits at the intersection of private markets, crypto access and fee risk Wealth and Asset Management News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67233/wealth-is-going-amplsquowokeamprsquo-says-ubs-rich-people-are-now-amplsquoyounger-more-femaleampmdashand-more-openly-queeramprsquo-thanks-to-the-great-wealth-transfer As these individuals begin passing on their fortunes, sums will go immediately to their Gen X, millennial, and Gen Z successors, and some cash will go to spouses. Wealth and Asset Management News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67235/edward-jones-ampquotgenerations-hubampquot-for-high-networth-clients-is-open Edward Jones opened its fourth hub with tailored teams for wealthy clients, this time in Dallas. Wealth and Asset Management News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67236/canada-ranks-13th-on-average-wealth-but-beats-switzerland-on-the-median-report A record millionaire count masks how unevenly the world's wealth still sits Wealth and Asset Management News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67253/rbc-names-co-ceos-to-lead-its-european-arm The co-CEOs will steer capital markets and wealth management as RBC chases market share People Moves News Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67254/munich-re-appoints-michael-correa-president-and-ceo-of-canada-life Based in Toronto, Correa will report to Mari-Lizette Malherbe People Moves News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67255/carson-wealth-adds-kentucky-team-managing-201m-in-assets FFR Wealth Team's move to full integration follows years as an independent partner office. People Moves News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67256/wells-fargo-adds-17b-connecticut-team-from-rbc The Sheresky Samsen Group includes brothers Steven and Jeffrey Shereseky, as well as Jeffrey Samsen and Steven’s son Kenneth. People Moves News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67257/underwriting-leadership-appointments-at-ms-re She joins MS Re from Swiss Re, where she most recently held the position of managing director, head of FinPro and Casualty, North America, Corporate Solutions. People Moves News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67243/steward-partners-appoints-joseph-glick-as-chief-operating-officer-positioning-the-firm-for-its-next-phase-of-growth Industry veteran brings deep RIA operational expertise and a track record of scaling firms through technology, automation, and margin expansion; deepening the leadership team as Steward surpasses $53B in client assets People Moves News Aggregation Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67247/pnc-bank-names-new-regional-president-for-west-florida-market The bank has also named Chris Kalin as head of the expanded North and Central Florida market, combining the two regions and adding in the Orlando metropolitan area. People Moves News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67230/katten-launches-miami-office-with-capital-markets-partner-josh-kaufman Kaufman joins as managing partner of the Miami office, a partner in Katten’s Capital Markets practice, and lead partner of the firm’s Public Company Advisory Practice. People Moves News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67232/evan-kotsovinos-joins-goldman-sachs-as-head-of-asset-ampamp-wealth-management-engineering Kotsovinos joins Goldman from Google, where he led the company’s privacy, safety and security organization. People Moves News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67234/industry-moves-damon-murchison-steps-into-expanded-role-at-igm-financial Plus, CIBC Private Wealth adds advisor team and new faces at Ventum, BMO GAM People Moves News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67221/insurers-allege-bank-of-america-cleared-1m-in-flagged-transfers Two insurers already paid the claim - now they want the bank to cover every cent Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67222/brazilian-banks-may-tighten-client-checks-after-us-move Designation of PCC and Comando Vermelho as terrorist groups could lead financial institutions to take a stricter stance on risk Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67225/edelman-financial-engines-to-appeal-decision-in-mariner-lawsuit The wealth management firm is taking its case to a federal appeals court after a judge ruled that Edelman hadn't established its trade-secrets case against Mariner. Legal, Regulation & Compliance News Aggregation Team Wednesday, July 01, 2026 1:00 am http://americas.managersofwealth.com/article/67204/advisors-still-have-questions-on-trump-accounts-ahead-of-july-4-launch Regulators have made some progress. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67175/scb-freeze-denies-16-banks-capital-relief Lower DFAST depletion would have cut buffers for many, but First Citizens avoids higher SCB Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67178/jpmorgan-sues-advisor-who-jumped-to-morgan-stanley Brian Krauthamer was a private client advisor at a JPMorgan bank branch in Florida. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67181/big-six-bank-fined-425-million-for-inaccurate-credit-card-statements The bank refunded $22.4 million and donated $299,000 to customers it could not locate Legal, Regulation & Compliance News Team Tuesday, June 23, 2026 1:00 am http://americas.managersofwealth.com/article/67128/aampampo-shearman-advises-on-bank-of-montrealamprsquos-usd275-billion-medium-term-notes-offering Bank of Montreal is the eighth-largest bank in North America by assets Legal, Regulation & Compliance News Aggregation Team Wednesday, June 17, 2026 1:00 am http://americas.managersofwealth.com/article/67085/us-student-debt-repayment-system-is-being-overhauled-ampndash-hereamprsquos-what-to-know Borrowers face stricter payment timelines after Biden-era Save repayment plan was ended by Donald Trump Legal, Regulation & Compliance News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67054/us-bank-regulators-are-making-ai-a-core-focus-of-every-routine-bank-examination The OCC and Federal Reserve are asking banks detailed questions about AI governance, vendor risk, and kill switches during standard exams Legal, Regulation & Compliance News Aggregation Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67250/pncamp039s-new-mobile-app-delivers-an-intuitive-personalized-experience-to-help-clients-seamlessly-manage-their-day-to-day-financial-lives A Personalized, Customizable Experience Powered by Secure, Scalable Technology FinTech News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67240/broadridgeamprsquos-distributed-ledger-repo-processes-75-trillion-in-june June 2026 ADV reaches $357 billion; DLR market data now available to Bloomberg Terminal subscribers FinTech News Aggregation Team Thursday, July 02, 2026 1:00 am http://americas.managersofwealth.com/article/67212/over-140-banking-and-tech-giants-team-up-to-launch-open-usd-stablecoin Backed by over 140 companies including Visa, Stripe, and Google, the Open Standard consortium aims to challenge centralised token issuance through zero-fee minting and shared reserve revenues. FinTech News Aggregation Team Wednesday, July 01, 2026 1:00 am http://americas.managersofwealth.com/article/67203/us-digital-asset-firm-falconx-lands-eu-mica-approval The California-based prime broker will use the approval to passport its digital asset trading, financing, and custody services to financial institutions among all 27 EU member states. FinTech News Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67173/bny-expands-relationship-with-circle-and-adds-to-institutional-grade-stablecoin-enablement-services BNY to Provide Comprehensive Stablecoin Services Combining Custody with Mint and Burn Capabilities FinTech News Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67161/banktech-ventures-deploys-more-than-15m-in-early-stage-fintechs-spanning-ai-and-stablecoin-solutions Strategic investment fund enters its fifth year, growing beyond $150M managed and with more than 125 participating banks FinTech News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67167/luma-financial-technologies-and-td-securities-to-bring-enhanced-structured-products-management-to-canadian-investment-professionals New relationship brings lifecycle management, analytics and performance reporting capabilities to investment professionals across Canada’s premier wealth management firms FinTech News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67170/asset-map-launches-growth-partners-program In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and Gridline partners with Hamilton Lane on benchmarking. FinTech News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67154/arca-raises-64-million-to-revolutionize-and-humanize-wealth-management-at-scale Breakthrough wealth management company emerges from stealth with a model built around the advisor-client relationship, supported by purpose-built AI infrastructure FinTech News Aggregation Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67159/goldman-sachs-leads-110-million-round-in-financial-ai-firm-taktile One of the world’s largest insurers is running multiple use cases on Taktile, with projected cost efficiencies of over $90M in claims processing alone. FinTech News Team Wednesday, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67258/northern-trust-appointed-to-support-invescoamprsquos-new-index-tracking-mutual-fund-range Supporting Invesco’s Distribution of Synthetic Replication Capabilities to European Mutual Fund Investors Alternative Investments News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67241/113-ameriprise-financial-advisors-named-to-the-advisorhub-ampldquoadvisors-to-watchamprdquo-lists Backed by a longstanding, trusted brand, these capabilities help advisors grow faster, work more efficiently and deliver an exceptional client experience.” Alternative Investments News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67242/bartholomew-ampamp-company-launches-hybrid-ria-marking-the-next-step-in-its-long-term-growth-strategy The new RIA structure strengthens the firm’s operating platform and enhances its ability to serve clients while preserving the disciplined approach and personalized service that has defined Bartholomew & Company for more than three decades. Alternative Investments News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67244/aspyre-wealth-partners-celebrates-team-growth-and-new-office-in-overland-park Kansas City financial planning and wealth management firm grows professional team serving executives, emerging leaders, and high-earning families. Alternative Investments News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67245/retirement-ampamp-wealth-at-alliant-expands-with-acquisition-of-retirement-solution-group Strategic acquisition expands retirement plan consulting expertise and enhances client solutions nationwide Alternative Investments News Team Tuesday, July 07, 2026 1:00 am http://americas.managersofwealth.com/article/67246/td-asset-management-inc-and-icapital-network-canada-ltd-collaborate-to-bring-a-global-real-estate-strategy-to-eligible-canadian-accredited-investors The launch builds on the firms' existing relationship supporting Canadian private wealth channels and marks the second strategy introduced in Canada through iCapital's platform. Alternative Investments News Aggregation Team Monday, July 06, 2026 1:00 am http://americas.managersofwealth.com/article/67229/banco-de-bogota-highlights-regional-banking-role-as-investors-watch-latin-american-financials Analysts observing the region often emphasize the importance of credit discipline and risk management in economies Alternative Investments News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67223/250-years-after-its-independence-the-united-states-is-the-leading-global-financial-asset The magnitude of this financial dominance is difficult to match. Alternative Investments News Aggregation Team Friday, July 03, 2026 1:00 am http://americas.managersofwealth.com/article/67227/afp-capital-leads-chileamprsquos-new-pension-era Against this backdrop, AFP Capital has deployed a management approach focused on combining technical excellence, investment discipline and close engagement with members and pensioners Alternative Investments News Team Thursday, July 02, 2026 1:00 am http://americas.managersofwealth.com/article/67214/state-street-investment-managementamprsquos-spym-selected-as-exclusive-default-etf-for-trump-accounts The lowest-cost S&P 500 ETF to drive long‑term investing for America’s next generation Alternative Investments News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67180/jefferies-reports-earnings-before-the-big-banks That's because its quarter ends one month earlier than those other banks -- in this case, May 31. Investment Banking News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67155/goldman-sachs-statement-on-comprehensive-capital-analysis-and-review-2026-results The firm intends to increase its common dividend from $4.50 to $5.00 per share beginning July 1, 2026 Investment Banking News Aggregation Team Friday, June 19, 2026 1:00 am http://americas.managersofwealth.com/article/67115/jpmorgan-urges-investors-to-ride-equity-wave-through-late-2026 Heavy investment linked to AI and steady consumer spending should help the expansion continue even with sticky inflation, the company said. Investment Banking News Aggregation Team Wednesday, June 17, 2026 1:00 am http://americas.managersofwealth.com/article/67089/donamp039t-disparage-the-ubs-us-mampampa-bankers-who-are-hard-at-work When it does, UBS's US M&A bankers will undoubtedly be criticised once again on a popular forum for their poor showing in M&A. Investment Banking News Aggregation Team Tuesday, June 16, 2026 1:00 am http://americas.managersofwealth.com/article/67076/wells-fargo-raises-year-end-sampampp-500-target-on-stronger-earnings-outlook It added that geopolitical tensions have eased after the Iran agreement, helping reduce macro uncertainty that had weighed on markets. Investment Banking News Aggregation Team Monday, June 15, 2026 1:00 am http://americas.managersofwealth.com/article/67066/the-top-bank-of-america-hiring-exec-offers-job-tips-for-charlotte-area-grads Their work includes consumer, investment and corporate banking. Investment Banking 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, July 08, 2026 1:00 am http://americas.managersofwealth.com/article/67251/high-wealth-isnamprsquot-a-shield-from-inflation-so-whatamprsquos-driving-up-costs-for-hnw-lifestyles New report shines a light on wealthy population and reveals where their living costs are highest. Comment, Analysis & Research News Aggregation Team Wednesday, July 01, 2026 1:00 am http://americas.managersofwealth.com/article/67201/central-banks-think-the-us-has-become-riskier-they-plan-to-sell-dollars-and-buy-gold The findings represent the latest indication of a global shift away from the dollar, often referred to as “de-dollarization Comment, Analysis & Research News Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67176/family-offices-turning-to-ampldquopurpose-of-wealthamprdquo-to-prepare-the-next-generation-new-alti-tiedemann-global-and-campden-wealth-research-finds Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family offices, largely driven by a desire to guide the next g Comment, Analysis & Research News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67163/what-are-your-wealthiest-clients-spending-their-money-on-these-days New report shines a light on the global luxury spending trends Comment, Analysis & Research News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67148/next-phase-of-stock-gains-could-come-from-a-broader-range-of-opportunities In fact, while CIO remains confident in the AI growth story, they also expect that the next phase of stock gains will come from a broader range of opportunities. Comment, Analysis & Research News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67150/architecting-the-future The Forces Redefining the Family Office Comment, Analysis & Research News Team Tuesday, June 23, 2026 1:00 am http://americas.managersofwealth.com/article/67133/the-retail-shift-reshaping-private-markets-84-of-firms-move-in-but-scale-brings-new-strain-state-street-survey-shows Nearly eight in ten respondents cite liquidity management as a key challenge Comment, Analysis & Research News Aggregation Team Friday, June 19, 2026 1:00 am http://americas.managersofwealth.com/article/67112/ai-is-changing-the-family-office-but-how This balance will ultimately define the role and success of family offices. Comment, Analysis & Research News Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67094/2026-bank-of-america-private-bank-study-of-wealthy-americans Longevity and accelerating family business transfers are reshaping how affluent families build, manage and pass on wealth. Comment, Analysis & Research News Aggregation Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67100/inside-the-6-trillion-pivot-where-family-offices-expect-the-next-decade-of-wealth-creation Instead, the world’s richest families increasingly see five major hubs shaping long‑term growth and capital flows—the United States, China, India, the Gulf, and Southeast Asia. Comment, Analysis & Research News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67193/irs-tightens-fbar-penalties-for-2026-clear-start-tax-warns-holders-of-foreign-accounts-to-review-filing-obligations The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings. Tax News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67169/where-investment-returns-meet-tax-returns-part-ii-overcoming-impediments For wealth firms willing to offer more integrated tax services have several options to solve for lack of expertise, seasonal strains, and other challenges around tax prep work. Tax News Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67043/baker-tilly-announces-agreement-to-acquire-anchin-new-york-city-to-become-firm-headquarters Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center. Tax 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 Monday, June 22, 2026 1:00 am http://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67098/banks-bring-bnpl-rivalry The debit card has become the latest battleground between banks and fintechs over installment lending. Retail Banking News Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67101/checkalt-joins-us-bank-connected-partnership-network-to-expand-access-to-integrated-receivables-solutions Marketplace links U.S. Bank clients with third-party payment and treasury solutions that are fully integrated with the bank’s systems Retail Banking News Team Monday, June 15, 2026 1:00 am http://americas.managersofwealth.com/article/67067/fifth-third-bank-celebrates-168-years-of-innovation-and-service-as-america-approaches-250th-birthday Nation's ninth-largest bank reflects on its history of firsts as the country prepares to mark its semiquincentennial Retail Banking 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 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