http://americas.managersofwealth.com/ Sat, 13 Jun 2026 13:48:06 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67048/citi-launches-market-first-tokenized-depositary-receipts-to-connect-private-companies-and-investors New Digital Model Offers Issuers Flexible Capital While Providing Investors with Direct, Transparent Access to Company Equity Wealth and Asset Management News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67049/your-hnw-clients-probably-protect-their-businesses-more-robustly-than-their-estates A survey of 100+ family office professionals reveals that governance, not money, is the real problem. Wealth and Asset Management News Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67055/arqaamp039s-ai-innovation-and-ceo-leadership-recognized-in-2026-wealthies-awards With its AI-native approach, ARQA helps wealth management firms operate with greater speed and scale by shifting from manual processes to AI-powered execution. Wealth and Asset Management News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67057/is-the-great-wealth-wealth-transfer-a-mirage Advisors, their firms and heirs are likely to be disappointed. Wealth and Asset Management News Aggregation Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67037/matter-family-office-establishes-office-in-raleigh-durham-chapel-hill-market Local Experienced Wealth Advisors Chris Wrench and Melissa Linn Will Anchor the Office Wealth and Asset Management News Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67038/rockefeller-capital-management-collaborates-with-anthropic-to-build-ai-enabled-wealth-management-platform The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems. Wealth and Asset Management News Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67046/greminders-brings-conversational-intelligence-to-wealth-management-with-automated-meeting-scorecards As wealth management firms face increasing pressure to maintain consistent advice quality while scaling operations, leaders are turning to automated conversation intelligence to capture data trapped inside daily client meetings. Wealth and Asset Management News Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67028/apollo-leads-35-billion-capital-solution-for-broadcom-ai-xpv-platform-in-partnership-with-blackstone-and-leading-global-banks Initial Investment to Accelerate Anthropic’s Compute Capacity as Part of Broader Global AI Infrastructure Platform Wealth and Asset Management News Aggregation Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67029/ubs-takes-brazil-wealth-management-model-across-latin-america Swiss bank plans to expand multifamily office platform to Mexico, Panama, Chile as wealthy families seek global solutions Wealth and Asset Management News Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67018/ascentix-partners-launches-strategic-framework-series-with-inaugural-publication-on-succession-planning-for-independent-wealth-management-industry Leading Strategy Consultancy Focused on Driving Wealth Management Enterprise Growth Partners with Haven Tower Group and Wealth Solutions Report to Develop Comprehensive Thought Leadership Analysis on Legacy Versus Exit Planning Wealth and Asset Management News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67050/vistra-appoints-raimundo-diaz-to-lead-americas-growth-push The appointment follows Vistra’s acquisition of Biz Latin Hub in December 2025, which expanded its presence across 18 Latin American markets and increased its operating footprint in the region. People Moves News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67051/nomura-bolsters-us-technology-investment-banking-with-new-hires Todd Feldman joins in New York and Cyrus Deboo in San Francisco, both as Managing Directors. People Moves News Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67040/northern-trust-appoints-rebekah-rice-as-tampa-bay-market-leader Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance. People Moves News Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67027/sei-names-sneha-shah-chief-ai-strategist-expands-enterprise-ai-and-data-leadership New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization People Moves News Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67030/six-ubs-advisors-in-phoenix-named-to-barronamp039s-top-1500-financial-advisors-list The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie. People Moves News Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67032/ieq-capital-welcomes-lauren-hoffman-as-managing-director Prior to J.P. Morgan, she was a Financial Advisor at Merrill Lynch Wealth Management. People Moves News Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67017/catherine-bessant-joins-truist-board-of-directors Bessant will serve on the board's risk committee. People Moves News Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67019/cresset-appoints-mark-tremblay-as-head-of-family-office-services Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices. People Moves News Aggregation Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67023/most-rockstar-macro-portfolio-manager-in-new-york-joined-exoduspoint Ahmed arrives at ExodusPoint after Mirco Bulega, another macro portfolio manager based in London left. People Moves News Aggregation Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67026/steward-partners-lands-biggest-breakaway-team-to-date-from-ubs An 11-person UBS team managing $2.4 billion has moved to Steward Partners’ Legacy Channel, adding offices in Florida and New York. People Moves 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, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67035/bank-of-canada-likely-to-hold-on-weaker-than-expected-growth-economists-say The central bank makes its next rate announcement on Wednesday Legal, Regulation & Compliance News Aggregation Team Monday, June 08, 2026 1:00 am http://americas.managersofwealth.com/article/67014/franklinamprsquos-western-asset-management-settles-sec-case-for-100m The SEC said the group had “failed to take reasonable steps to detect and prevent this conduct by its former co-CIO”. Legal, Regulation & Compliance 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 Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67047/janus-henderson-and-general-catalystamprsquos-percepta-build-ai-native-investment-and-client-tools-powered-by-anthropicamp039s-claude Global asset manager works with Percepta, a General Catalyst Transformation Company, to develop AI-native research and client-engagement tools and to roll out Claude across the firm FinTech News Aggregation Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67041/us-start-up-capsa-ai-scores-18m-in-series-a-funding The fintech has raised a total of $20 million since its founding in 2023. FinTech News Aggregation Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67042/thunes-opens-new-york-office-as-it-expands-us-payments-business The payments company says its US growth is backed by 50 money transmission licenses and recent Series D funding. FinTech News Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67025/redblack-named-a-2026-finalist-in-wealthmanagementcom-industry-awards-for-rebalancing-technology RedBlack was recognized for its continued innovation and enhancements to its rebalancing and trading platform FinTech News Aggregation Team Monday, June 08, 2026 1:00 am http://americas.managersofwealth.com/article/67012/revolut-targets-us-banking-expansion-with-stablecoin-offering Fintech plans to combine insured deposits and digital assets ahead of US bank launch FinTech 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 Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67052/lancashire-expands-us-platform-with-three-new-lines Lancashire Insurance US has launched financial lines and inland marine and environmental liability offerings, doubling the operation's underwriting capabilities from three product areas to six. Alternative Investments News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67053/employee-ownership-doesnamp039t-guarantee-motivation RIA executives say economic incentives align interests and show commitment, but firms must still prioritize culture and client care to drive true engagement. Alternative Investments News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67056/edelman-ceo-sees-space-for-alts-in-401k-plans-with-personalized-guidance Edelman Financial Engines CEO Ralph Haberli detailed how the firm seeks to connect workplace savers with personalized financial advice when the circumstances merit, including for alternative investments. Alternative Investments News Aggregation Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67039/reindustrialization-of-europe-and-the-us-ampndash-2026 How organizations are rebalancing resilience, investment, and industrial competitiveness Alternative Investments News Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67044/scotia-global-asset-management-makes-sub-adviser-changes There will be no changes to the investment objectives of the funds as a result. Alternative Investments News Aggregation Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67045/rudy-adolfamprsquos-second-act Adolf on his partnership with Andreessen Horowitz on E3Tech, aiming to consolidate plumbing and electrical firms using AI and M&A strategies he perfected in wealth management. Alternative Investments News Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67031/future-of-finance-2026-time-to-shift-gears Return on equity has risen sustainably above cost of capital across most markets, and price-to-book ratios have improved accordingly. Alternative Investments News Aggregation Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67033/wellington-management-acquires-hartford-funds-from-the-hartford The transaction will transform a strategic partnership spanning more than 40 years into a single firm with greater scale, broader commercial reach, and enhanced long-term growth potential Alternative Investments News Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67034/carlyle-completes-acquisition-of-majority-stake-in-mai-capital-management Investment expands upon relationship formed in 2021, providing MAI with the resources and strategic backing to accelerate growth Alternative Investments News Team Monday, June 08, 2026 1:00 am http://americas.managersofwealth.com/article/67013/rfg-advisory-expands-advisor-access-to-alternatives-and-structured-investments-through-icapital-partnership Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience Alternative Investments News Aggregation Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67036/bank-of-americaamp039s-nicest-guy-says-firms-have-been-surprised-into-hiring-by-all-the-deal-activity Relationships cannot be automated, though. And so senior bankers are still needed. 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, 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 Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67022/trust-related-health-checks-for-americans-with-uk-connections The position under the trust's governing law is a key piece of the puzzle, so it will be important for the UK and US advisers to work together to reach a pragmatic solution. Comment, Analysis & Research News Aggregation Team Friday, June 05, 2026 1:00 am http://americas.managersofwealth.com/article/67003/how-family-offices-can-bring-institutional-discipline-to-private-markets At the same time, delayed distributions and persistent volatility are placing new pressure on cash flow assumptions, forcing firms to rethink how they structure and manage illiquid portfolios. Comment, Analysis & Research 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 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 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 Friday, June 05, 2026 1:00 am http://americas.managersofwealth.com/article/66999/bank-of-america-to-launch-cross-border-real-time-payments-solution The service is expected to go live next quarter and will be accessible via Swift or the bank's digital treasury platform, CashPro. 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 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, 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