Managers of Wealth - Americas http://americas.managersofwealth.com/ Fri, 24 Jan 2025 10:29:07 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Bogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62903/bogart-wealth-closes-on-minority-investment-from-constellation-wealth-capital-while-remaining-independent Minority investment in Bogart Wealth will be used to further fund client services, technology and recruitment initiatives Wealth and Asset Management UBS Wealth Management USA Restructures Leadership in the Southeastern U.S. News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62908/ubs-wealth-management-usa-restructures-leadership-in-the-southeastern-us The southeast region, which has experienced a significant increase in wealth in recent years, includes areas such as Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Miami, Palm Beach, Naples, and Tampa, among others Wealth and Asset Management Brookfield Oaktree Wealth Solutions Expands UCI Part II Platform, Launches Private Credit Strategy for Wealth Investors News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62910/brookfield-oaktree-wealth-solutions-expands-uci-part-ii-platform-launches-private-credit-strategy-for-wealth-investors The strategy leverages Oaktree’s extensive credit expertise developed over three decades and through multiple market cycles. Wealth and Asset Management IQ-EQ wins three awards in 2025 Miami Family Wealth Report Awards News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62914/iq-eq-wins-three-awards-in-2025-miami-family-wealth-report-awards The annual Miami Family Wealth Report Awards recognises the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in Miami, Latin America and the Caribbean. Wealth and Asset Management Foundation Wealth Advisors Recognized as a Best-in-State Wealth Management Team by Forbes News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62916/foundation-wealth-advisors-recognized-as-a-best-in-state-wealth-management-team-by-forbes Foundation Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs Wealth and Asset Management Constellation invests in Virginia RIA Bogart Wealth News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62917/constellation-invests-in-virginia-ria-bogart-wealth Bogart Wealth plans to use this investment to bolster its client services, technology, hiring, and marketing efforts. Wealth and Asset Management Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62892/morgan-stanley-wealth-management-pulse-survey-reveals-investor-views-hold-steady-amid-new-year-and-administration-change Morgan Stanley Wealth Management Pulse Survey Reveals Investor Views Hold Steady Amid New Year and Administration Change Wealth and Asset Management Goldman Sachs Reports Strong Wealth Management Performance in 2024 News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62893/goldman-sachs-reports-strong-wealth-management-performance-in-2024 With these milestones, Goldman Sachs continues to set benchmarks for excellence in the global wealth management industry. Wealth and Asset Management Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62898/fratarcangeli-wealth-management-secures-no-1-spot-on-forbesamp039-best-in-state-wealth-management-teams Firm is the highest-ranked team in Michigan for the third consecutive year Wealth and Asset Management BNP Paribas urges investors to diversify News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62884/bnp-paribas-urges-investors-to-diversify With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders. Wealth and Asset Management Northern Trust Names Robert Moritz, Richard Petrino to Board of Directors News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62907/northern-trust-names-robert-moritz-richard-petrino-to-board-of-directors Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025. People Moves Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62909/evercore-wealth-management-names-jonathan-kropf-partner-and-head-of-san-francisco-office Previously, he held a similar role as an executive at First Republic Private Wealth Management. People Moves US wealthtech Envestnet hires new CEO News Aggregation Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62911/us-wealthtech-envestnet-hires-new-ceo Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group People Moves KBI Global Investors Appoints Geoff Blake As Chief Executive Officer News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62915/kbi-global-investors-appoints-geoff-blake-as-chief-executive-officer Blake was appointed to the KBIGI North America board in April 2008 and the Irish parent company board in 2015. People Moves Envestnet Announces Chris Todd as Chief Executive Officer News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62896/envestnet-announces-chris-todd-as-chief-executive-officer Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth People Moves Scott Poore Named Chief Investment Officer of Kingswood Wealth Advisors News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62897/scott-poore-named-chief-investment-officer-of-kingswood-wealth-advisors Poore to continue overseeing the rebranded Kingswood Eudaimonia Asset Platform, a TAMP that provides advisors access to strategic and customized portfolios People Moves The Bancorp Appoints Dwayne Allen to Its Board of Directors News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62899/the-bancorp-appoints-dwayne-allen-to-its-board-of-directors Allen brings more than 25 years of senior leadership experience in technology and digital transformation People Moves AlixPartners announces David Garfield and Rob Hornby as Co-Chief Executive Officers effective February 1, 2025 News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62905/alixpartners-announces-david-garfield-and-rob-hornby-as-co-chief-executive-officers-effective-february-1-2025 David and Rob succeed Simon Freakley, who has served as Chief Executive Officer since 2015. People Moves Kurt Maurillo registered as NFL Players Association Player Financial Advisor News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62885/kurt-maurillo-registered-as-nfl-players-association-player-financial-advisor “These athletes have worked their entire lives to reach the highest level of their sport,” said Maurillo. People Moves Goldman Sachs and JPMorgan said goodbye to top rates traders News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62890/goldman-sachs-and-jpmorgan-said-goodbye-to-top-rates-traders At least this is the message from senior people in London at both Goldman Sachs and JPMorgan. People Moves ABA Banking Journal’s annual compilation of challenges for a new year News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62886/aba-banking-journalamprsquos-annual-compilation-of-challenges-for-a-new-year Investigating what is ahead for banks across multiple topics. Legal, Regulation & Compliance EQB reports amended and restated credit agreement News Team Monday, December 30, 2024 12:00 am http://americas.managersofwealth.com/article/62715/eqb-reports-amended-and-restated-credit-agreement The maturity date for the Restated Credit Facility is now December 30, 2027. Legal, Regulation & Compliance Finra orders Edward Jones, Osaic and Cambridge to repay $8.2m over fund fees News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62698/finra-orders-edward-jones-osaic-and-cambridge-to-repay-82m-over-fund-fees Finra's findings center around mutual fund sales charge waivers and fee rebates, which the regulatory body said Edward Jones, Osaic and Cambridge Investment Research did not return to customers over a period of years. Legal, Regulation & Compliance Wells Fargo says it’s quitting world’s largest climate-banking group News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62704/wells-fargo-says-itamprsquos-quitting-worldamprsquos-largest-climate-banking-group Financial companies have been under increasing pressure from Republican lawmakers, which have launched investigations and filed lawsuits related to the industry’s efforts to address climate change. Legal, Regulation & Compliance Treasury delays deadline for small businesses to file new form to avoid risk of fines for noncompliance News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62707/treasury-delays-deadline-for-small-businesses-to-file-new-form-to-avoid-risk-of-fines-for-noncompliance Businesses and owners that didn’t comply would potentially face civil penalties of up to $591 a day Legal, Regulation & Compliance JPMorgan Chase, Bank of America and Wells Fargo sued for failing to prevent fraud on Zelle News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62684/jpmorgan-chase-bank-of-america-and-wells-fargo-sued-for-failing-to-prevent-fraud-on-zelle The three banks named as defendants in the suit co-own Zelle, along with four other big US banks: Capital One, PNC Bank, Truist and US Bank. Legal, Regulation & Compliance Federal Reserve’s flip-flops risk undermining US exceptionalism News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62685/federal-reserveamprsquos-flip-flops-risk-undermining-us-exceptionalism The central bank’s highly reactive policy approach of recent years amplifies financial volatility Legal, Regulation & Compliance A&O Shearman advises Andera Partners on strategic partnership with New York Life Investments and Candriam News Team Friday, December 20, 2024 12:00 am http://americas.managersofwealth.com/article/62665/aampampo-shearman-advises-andera-partners-on-strategic-partnership-with-new-york-life-investments-and-candriam The transaction remains subject to customary consultation with the relevant employee representative bodies and regulatory approvals. Legal, Regulation & Compliance 10 ways the U.S. Treasury central clearing rule impacts technology News Team Thursday, December 19, 2024 12:00 am http://americas.managersofwealth.com/article/62657/10-ways-the-us-treasury-central-clearing-rule-impacts-technology By future proofing their technology platforms, financial services firms can turn a compliance mandate into a competitive advantage. Legal, Regulation & Compliance Keycorp and Scotiabank Receive Regulatory Approval to Complete Strategic Minority Investment News Team Tuesday, December 17, 2024 12:00 am http://americas.managersofwealth.com/article/62614/keycorp-and-scotiabank-receive-regulatory-approval-to-complete-strategic-minority-investment The Board of Governors of the Federal Reserve System (the "Federal Reserve") approved the approximately 10% remaining investment by Scotiabank Legal, Regulation & Compliance AltaOne Partners with Marstone to Launch Seamless Digital Wealth Management Solution for Members News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62918/altaone-partners-with-marstone-to-launch-seamless-digital-wealth-management-solution-for-members This collaboration will empower AltaOne members with personalized investment options FinTech Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62900/goldman-sachs-rolls-out-an-ai-assistant-for-its-employees-as-artificial-intelligence-sweeps-wall-street The Goldman assistant is a "very simple interface that allows you to have access to the latest and greatest models. FinTech Bank of America CEO says financial industry will jump into crypto payments if regulators allow it News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62901/bank-of-america-ceo-says-financial-industry-will-jump-into-crypto-payments-if-regulators-allow-it American banks have largely avoided letting customers use crypto for retail transactions FinTech Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62887/goldman-sachs-rolls-out-an-ai-assistant-for-its-employees-as-artificial-intelligence-sweeps-wall-street The bank has released a program called GS AI assistant to about 10,000 employees so far, with the goal that all the company’s knowledge workers will have it this year, Argenti told CNBC in an exclusive interview. FinTech Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62863/broadridge-enhances-multi-asset-post-trade-processing-with-genai-powered-analytics The advanced analytics feature is instrumental to international firms navigating evolving regulatory and market dynamics. FinTech Applied Digital Agrees to Build a Partnership with Macquarie Asset Management for Funding of up to $5.0 Billion to Drive HPC Growth News Team Wednesday, January 15, 2025 12:00 am http://americas.managersofwealth.com/article/62839/applied-digital-agrees-to-build-a-partnership-with-macquarie-asset-management-for-funding-of-up-to-50-billion-to-drive-hpc-growth The $5.0 Billion Investment Can Support Over 2 GW of HPC Data Center Development FinTech First American Bank joins InvestCloud to digitise Wealth Management News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62813/first-american-bank-joins-investcloud-to-digitise-wealth-management Currently operating on a technology stack with multiple systems, FAB recognised the need to provide its clients and advisors with a unified and modern platform. FinTech Goldman Sachs invests in Canadian fintech Float Financial News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62819/goldman-sachs-invests-in-canadian-fintech-float-financial The round was led by Growth Equity at Goldman Sachs Alternatives, with participation from Omers Ventures, FJ Labs, Teralys and Garage Capital. FinTech The Opportunities And Challenges Of Harnessing AI And ML For Financial Risk Management News Aggregation Team Thursday, January 09, 2025 12:00 am http://americas.managersofwealth.com/article/62797/the-opportunities-and-challenges-of-harnessing-ai-and-ml-for-financial-risk-management One significant issue is algorithmic bias, which can result in unfair decision-making FinTech Startup launches to help US community banks fight technological lag News Aggregation Team Tuesday, January 07, 2025 12:00 am http://americas.managersofwealth.com/article/62777/startup-launches-to-help-us-community-banks-fight-technological-lag The startup is backed by ex-Deputy PM of Kazakhstan Yerbol Orynbayev, offering strategic support and guidance as the firm’s President FinTech Goldman Sachs Alternatives Launches Open-Ended Global Infrastructure Strategy News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62906/goldman-sachs-alternatives-launches-open-ended-global-infrastructure-strategy This launch continues the firm’s efforts to expand access to its $500bn Alternatives platform Alternative Investments Churchill Achieves Record Investment Activity in 2024 News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62912/churchill-achieves-record-investment-activity-in-2024 $52 billion private capital platform shares 2024 highlights and recognizes the latest promotion class Alternative Investments John Hancock Investment Management Expands Alternatives Offering Launching Asset Backed Securities Fund with Manulife | CQS Investment Management News Team Thursday, January 23, 2025 12:00 am http://americas.managersofwealth.com/article/62913/john-hancock-investment-management-expands-alternatives-offering-launching-asset-backed-securities-fund-with-manulife-cqs-investment-management The fund's investment objective is to seek to generate a return comprised of both current income and capital appreciation. Alternative Investments BUX partners with State Street on bringing SPDR ETFs to EU investors News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62894/bux-partners-with-state-street-on-bringing-spdr-etfs-to-eu-investors Through this collaboration, BUX will provide its clients across Europe access to SSGA SPDR ETFs as well as educational content on investments. Alternative Investments Generali Investments to acquire majority stake in MGG Investment Group News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62874/generali-investments-to-acquire-majority-stake-in-mgg-investment-group MGG will continue to be led by CEO & CIO Kevin Griffin with no changes to MGG’s investment strategy or processes. Alternative Investments Goldman's Petershill unit sells majority stake in General Catalyst for $789m News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62877/goldmanamp039s-petershill-unit-sells-majority-stake-in-general-catalyst-for-789m The sale represents a substantial premium over Petershill's net asset value, according to the firm. Alternative Investments Bank of America (BAC) Awards $1 Billion in Stock to Retain Employees News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62878/bank-of-america-bac-awards-1-billion-in-stock-to-retain-employees The bank recently announced its 2024 fourth-quarter and full-year results Alternative Investments AAM Insurance Investment Management and Affinius Capital Partner to Offer Commercial Real Estate Lending Strategies to Insurance Clients News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62879/aam-insurance-investment-management-and-affinius-capital-partner-to-offer-commercial-real-estate-lending-strategies-to-insurance-clients This new partnership will provide AAM's insurance company clients with Commercial Real Estate Strategies. Alternative Investments Colbeck Capital Raises $700 Million for Latest Vintage Strategic Lending Fund News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62864/colbeck-capital-raises-700-million-for-latest-vintage-strategic-lending-fund Colbeck Strategic Lending III Significantly Surpasses Target Demonstrating Strong Demand for Colbeck’s Sponsor-Like Approach to Financing Unsponsored Middle-Market Companies Alternative Investments Spirit Wealth Doubles Sales in 2024 Amid Rising Demand for Whiskey Cask Investment News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62871/spirit-wealth-doubles-sales-in-2024-amid-rising-demand-for-whiskey-cask-investment Unlike traditional markets, whiskey cask investments provide a tangible asset that appreciates in value as it matures. Alternative Investments JPMorgan Exec: Trump Puts Banks Into ‘Go Mode’ News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62902/jpmorgan-exec-trump-puts-banks-into-amplsquogo-modeamprsquo Although Europe might find it difficult to scale back certain regulations, the U.K. could shift heavily toward the U.S. system, one senior banking executive told the FT. Investment Banking It's bonus day at JPMorgan. Not everyone is up 15% News Aggregation Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62904/itamp039s-bonus-day-at-jpmorgan-not-everyone-is-up-15 Another senior technologist says the bonus pool in his area was flat but widely spread: "We didn't have much attrition last year." Investment Banking Bank of America's $1B Employee Bonus Plan: A Retention Move as Wall Street Heats Up News Aggregation Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62888/bank-of-americaamp039s-1b-employee-bonus-plan-a-retention-move-as-wall-street-heats-up Just last week, Goldman Sachs granted $80 million in stock awards to CEO David Solomon and President John Waldron to lock in their leadership through 2029. Investment Banking Dynasty Investment Bank Closes a Strong Year Serving as Exclusive Advisor to Jenkins Wealth on its Sale to Mariner News Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62852/dynasty-investment-bank-closes-a-strong-year-serving-as-exclusive-advisor-to-jenkins-wealth-on-its-sale-to-mariner Advised on 15 Transactions in the Robust 2024 RIA M&A Market Investment Banking William Blair Names New Partners for 2025 News Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62826/william-blair-names-new-partners-for-2025 This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities. Investment Banking Illustriously paying New York boutique adds BofA Industrials MD News Aggregation Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62831/illustriously-paying-new-york-boutique-adds-bofa-industrials-md The global pool grew by 7%, making both scenarios rather bitter. Investment Banking Morning Coffee: JPMorgan's bankers to get the biggest bonus increase News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62810/morning-coffee-jpmorganamp039s-bankers-to-get-the-biggest-bonus-increase The bank is due to announce its fourth quarter results next Wednesday, but in the first nine months of 2024 Investment Banking Another major US bank withdraws from net-zero alliance News Aggregation Team Monday, January 06, 2025 12:00 am http://americas.managersofwealth.com/article/62760/another-major-us-bank-withdraws-from-net-zero-alliance In November 2024, eleven Republican-led states, including Texas, filed lawsuits against large US asset management firms Investment Banking Bank of New York Mellon Lowered to Peer Perform Rating by Wolfe Research News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62750/bank-of-new-york-mellon-lowered-to-peer-perform-rating-by-wolfe-research A number of other analysts have also recently commented on the stock. Investment Banking Bank of America hit with OCC order over BSA News Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62752/bank-of-america-hit-with-occ-order-over-bsa The bank cautioned in an October filing that it was in talks with regulators over issues with its Bank Secrecy Act compliance programs. Investment Banking A new chapter begins today News Team Tuesday, January 21, 2025 12:00 am http://americas.managersofwealth.com/article/62883/a-new-chapter-begins-today Donald Trump will become the second person to hold office in two non-consecutive terms (Stephen G. Cleveland was the other one, in 1837). Comment, Analysis & Research JPMAM’s Stealey: Navigating market expectations in a new political era News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62876/jpmamamprsquos-stealey-navigating-market-expectations-in-a-new-political-era Wage pressures, once a significant concern, are subsiding, and the labour market has rebounded, alleviating the need for further Federal Reserve rate cuts. Comment, Analysis & Research TD playing catch-up on accountability gives little comfort to stakeholders News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62882/td-playing-catch-up-on-accountability-gives-little-comfort-to-stakeholders However, the question of why his past CEO performance bonuses were not repaid lingers Comment, Analysis & Research Family office founders and next generation in the Americas have different priorities News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62868/family-office-founders-and-next-generation-in-the-americas-have-different-priorities The biggest area of difference identified by 68% of those questioned is investing in digital assets while 52% point to differences over ESG and impact investing. Comment, Analysis & Research US banks in 2024: set to result in a promising 2025? News Aggregation Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62858/us-banks-in-2024-set-to-result-in-a-promising-2025 Bank in the US are looking forward to the next twelve months. Comment, Analysis & Research Top 25 global banks post 27% increase in market cap in 2024, reveals GlobalData News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62821/top-25-global-banks-post-27-increase-in-market-cap-in-2024-reveals-globaldata JPMorgan Chase continues to lead the way; Goldman Sachs and Agricultural Bank of China market caps both rise by over 40% while TD Bank loses over 20% Comment, Analysis & Research 89% of executives plan to expand cyber insurance for technological vulnerabilities: Chubb News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62808/89-of-executives-plan-to-expand-cyber-insurance-for-technological-vulnerabilities-chubb The findings come from a Harris Poll survey of 500 business leaders involved in risk decision-making, commissioned by Chubb. Comment, Analysis & Research Mauritius: The new frontier for family offices? News Team Monday, January 06, 2025 12:00 am http://americas.managersofwealth.com/article/62757/mauritius-the-new-frontier-for-family-offices When establishing a family office today, families have an unprecedented global landscape of potential jurisdictions to choose from Comment, Analysis & Research From Theory to Practice: 10 Common Questions in Wealth Planning News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62747/from-theory-to-practice-10-common-questions-in-wealth-planning Francisco Tochetti, expert wealth planning advisor and tax lawyer, answers the ten most common questions Comment, Analysis & Research Reach financial success in 2025 with American Bank and Trust News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62749/reach-financial-success-in-2025-with-american-bank-and-trust Here to talk to us today about the different services they provide Comment, Analysis & Research Trump Has Promised to Lower Taxes: Will It Actually Make You More Money? News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62811/trump-has-promised-to-lower-taxes-will-it-actually-make-you-more-money Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026. Tax Grant Thornton’s Partho Ghatak named a ‘Top Global Chief Information Security Officer’ by Cyber Defense Magazine News Team Thursday, December 19, 2024 12:00 am http://americas.managersofwealth.com/article/62654/grant-thorntonamprsquos-partho-ghatak-named-a-amplsquotop-global-chief-information-security-officeramprsquo-by-cyber-defense-magazine Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts. Tax ZEDRA joins forces with leading US Fund Solutions provider, Gryphon News Team Wednesday, December 11, 2024 12:00 am http://americas.managersofwealth.com/article/62577/zedra-joins-forces-with-leading-us-fund-solutions-provider-gryphon Both companies will work closely together to ensure a smooth transition for all clients and employees. Tax Rediscovered US tax treaty finds new home in national archives News Aggregation Team Tuesday, December 03, 2024 12:00 am http://americas.managersofwealth.com/article/62495/rediscovered-us-tax-treaty-finds-new-home-in-national-archives The treaty was a pivotal document, underpinning Bermuda's success as a premier insurance and reinsurance hub. Tax Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm News Aggregation Team Wednesday, November 20, 2024 12:00 am http://americas.managersofwealth.com/article/62397/allworth-boosts-tax-services-with-acquisition-of-bay-area-cpa-firm “CCA has an exceptional tax team that will help us meet that demand and better serve our clients.” Tax $6.5B Callan Family Office Launches Tax Overlay Program News Aggregation Team Thursday, November 07, 2024 12:00 am http://americas.managersofwealth.com/article/62280/65b-callan-family-office-launches-tax-overlay-program The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program. Tax IRS Whistleblowers' $74 Million Payout Shows Two Years of Reform News Aggregation Team Wednesday, October 09, 2024 1:00 am http://americas.managersofwealth.com/article/62000/irs-whistleblowersamp039-74-million-payout-shows-two-years-of-reform The IRS program for years has endured criticism about low payouts and rising process times. Tax The legal framework for the United States and United Kingdom cross-border tax compliance News Aggregation Team Wednesday, October 02, 2024 1:00 am http://americas.managersofwealth.com/article/61932/the-legal-framework-for-the-united-states-and-united-kingdom-cross-border-tax-compliance Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location. Tax Cardinal Point Wealth Management Warns of Major Estate Tax Exemption Changes in 2025 News Team Wednesday, September 25, 2024 1:00 am http://americas.managersofwealth.com/article/61875/cardinal-point-wealth-management-warns-of-major-estate-tax-exemption-changes-in-2025 The TCJA temporarily doubled the federal estate tax exemption Tax REDW Advisors & CPAs acquires Hatcher Financial News Aggregation Team Tuesday, September 24, 2024 1:00 am http://americas.managersofwealth.com/article/61860/redw-advisors-ampamp-cpas-acquires-hatcher-financial The acquisition increases REDW's Phoenix office team to 114 members and nearly 350 across its broader network. Tax PayPal Ventures invests in LatAm insurtech Olé Life News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62875/paypal-ventures-invests-in-latam-insurtech-olampeacute-life Olé Life is redefining how families access and experience financial protection with products that are easy to acquire and offer long-term stability. Retail Banking Nbkc bank joins NR Atleas Allpoint Network News Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62818/nbkc-bank-joins-nr-atleas-allpoint-network Kansas City, Missouri-based nbkc was looking for an efficient way to allow customers to conduct transactions Retail Banking Dime Receives “Outstanding” Rating on Community Reinvestment Act Exam from Federal Reserve Bank of New York News Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62753/dime-receives-ampldquooutstandingamprdquo-rating-on-community-reinvestment-act-exam-from-federal-reserve-bank-of-new-york The CRA encourages banks to help meet the credit needs of the communities in which they operate, including Low-to-Moderate Income neighborhoods. Retail Banking Bank opening hours on New Year’s Eve and New Year Day: Bank of America, Wells Fargo, Citi… News Aggregation Team Tuesday, December 31, 2024 12:00 am http://americas.managersofwealth.com/article/62725/bank-opening-hours-on-new-yearamprsquos-eve-and-new-year-day-bank-of-america-wells-fargo-citiamphellip Find out when Bank of America, Wells Fargo and Citi will be opening over the festive period, including December 31 andf January 1. Retail Banking Central Bank of Brazil Approves PayRetailers Acquisition of Transfeera News Aggregation Team Tuesday, December 24, 2024 12:00 am http://americas.managersofwealth.com/article/62693/central-bank-of-brazil-approves-payretailers-acquisition-of-transfeera It says this would strengthen the company’s regulatory and risk management structure in Brazil, and expand its opportunities in open banking. Retail Banking Customer Big Bank Trust Grows, Except With Self-Service: J.D. Power News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62681/customer-big-bank-trust-grows-except-with-self-service-jd-power Additionally, those banks rank in the top three in the study’s most heavily weighted factor of trust, scoring 700, 691 and 687, respectively (on a 1,000-point scale). Retail Banking B2B digital payments plaer KEO World expands to Brazil News Team Wednesday, December 18, 2024 12:00 am http://americas.managersofwealth.com/article/62636/b2b-digital-payments-plaer-keo-world-expands-to-brazil Through a partnership agreement with BTG Pactual Bank S.A., the largest investment bank in Latin America, KEO World will expand its operations in the Brazilian market. Retail Banking Global Finance Names The World’s Best Trade Finance Providers 2025 News Team Tuesday, December 17, 2024 12:00 am http://americas.managersofwealth.com/article/62622/global-finance-names-the-worldamprsquos-best-trade-finance-providers-2025 Criteria for choosing the winners included: transaction volume, scope of global coverage, customer service, competitive pricing and innovative technologies. Retail Banking The Banker’s Bank of the Year Awards 2024 News Aggregation Team Friday, December 06, 2024 12:00 am http://americas.managersofwealth.com/article/62525/the-bankeramprsquos-bank-of-the-year-awards-2024 With challenging economic conditions and rising geopolitical risk, strong and safe banking markets are all the more important Retail Banking Mastercard and J.P. Morgan to Streamline B2B Payments with Blockchain News Aggregation Team Tuesday, November 26, 2024 12:00 am http://americas.managersofwealth.com/article/62444/mastercard-and-jp-morgan-to-streamline-b2b-payments-with-blockchain This collaboration aims to streamline cross-border business transactions by offering a faster and more transparent settlement process, reducing friction and enhancing the efficiency of commercial transactions. Retail Banking Trump’s climate policy and its impact on investments News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62895/trumpamprsquos-climate-policy-and-its-impact-on-investments In practice, this means that the US no longer has to submit a climate action plan to the United Nations every five years. Planet SOS Can clarity from regulators, ratings help investors grasp ESG? News Aggregation Team Friday, November 29, 2024 12:00 am http://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS BBVA CIB reinforces its commitment to Brazil as a key driver in its expansion and leadership in sustainability News Team Tuesday, October 22, 2024 1:00 am http://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS The Power of Collaborative Vision: Five Years and Nearly $10 Trillion Dollars Later on a Net-Zero Journey News Team Friday, September 27, 2024 1:00 am http://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS Carbon Capture Gets Boost from Major Bank of America Investment News Aggregation Team Thursday, September 05, 2024 1:00 am http://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS TD Bank Provides Update on U.S. AML Matters News Team Thursday, August 22, 2024 1:00 am http://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS Standard Chartered launches ESG-linked Cash Account News Team Monday, August 12, 2024 1:00 am http://americas.managersofwealth.com/article/61467/standard-chartered-launches-esg-linked-cash-account Latest addition to the Bank’s suite of Transaction Banking Cash solutions rewards clients for meeting material ESG-related targets Planet SOS RBC’s $35m green initiative targets 70% emissions cut by 2035 News Aggregation Team Thursday, August 01, 2024 1:00 am http://americas.managersofwealth.com/article/61372/rbcamprsquos-35m-green-initiative-targets-70-emissions-cut-by-2035 The project, scheduled to start in spring 2025, is expected to reduce the bank’s onsite carbon emissions by 10,000 tonnes, contributing to a 70% reduction in total branch emissions. Planet SOS The great climate change wealth transfer is here News Aggregation Team Monday, July 22, 2024 1:00 am http://americas.managersofwealth.com/article/61258/the-great-climate-change-wealth-transfer-is-here The great climate change Politics and profit are making it harder to kick our fossil fuel addictiontransfer is here Planet SOS Corporates’ Supply Chain Scope 3 Emissions Are 26 Times Higher Than Their Operational Emissions News Team Wednesday, June 26, 2024 1:00 am http://americas.managersofwealth.com/article/61022/corporatesamprsquo-supply-chain-scope-3-emissions-are-26-times-higher-than-their-operational-emissions These figures highlight that the challenge of effectively measuring Scope 3 emissions is widespread and spans industries Planet SOS