Managers of Wealth - Americas http://americas.managersofwealth.com/ Sat, 27 Nov 2021 06:00:21 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Merger of Cerity Partners and Bingham, Osborn & Scarborough News Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52018/merger-of-cerity-partners-and-bingham-osborn-ampamp-scarborough Creates $40 Billion Wealth Management Firm Wealth and Asset Management UBS will find plentiful opportunities in US digital wealth management push News Aggregation Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52002/ubs-will-find-plentiful-opportunities-in-us-digital-wealth-management-push Digital wealth management targeted at the mass affluent market is projected to be the fastest-growing segment at an annual rate of 16.8% over the same period. Wealth and Asset Management Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52010/wealthspire-advisors-to-acquire-california-based-wealth-management-firm-private-ocean Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices Wealth and Asset Management The Colony Group Announces Fifth Strategic Transaction of 2021 News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52012/the-colony-group-announces-fifth-strategic-transaction-of-2021 Derby and Company to Join Colony in Further Expansion Across New England Wealth and Asset Management How Nicola Wealth exploded on to the Ontario scene News Aggregation Team Monday, November 22, 2021 12:00 am http://americas.managersofwealth.com/article/51999/how-nicola-wealth-exploded-on-to-the-ontario-scene Firm has experienced huge growth in the pandemic and is poised to launch more in 2022 Wealth and Asset Management UBS Adjusts Advisor Compensation Plan to Reward Teams, Encourage Loyalty News Aggregation Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51973/ubs-adjusts-advisor-compensation-plan-to-reward-teams-encourage-loyalty UBS’s updated compensation grid incorporates just two factors: advisors’ trailing-12-month revenue production and their length of service at UBS. Wealth and Asset Management Benjamin F. Edwards Partners with RBS Wealth Management News Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51974/benjamin-f-edwards-partners-with-rbs-wealth-management The full-service wealth management firm has a distinguished legacy spanning over 135 years and five generations. Wealth and Asset Management Two UBS advisors in Greater Florida named to the Working Mother/SHOOK Research Top Wealth Advisor Moms list News Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51977/two-ubs-advisors-in-greater-florida-named-to-the-working-mothershook-research-top-wealth-advisor-moms-list The women advisors named to the list all have a child aged 21 or younger still living at home. Wealth and Asset Management Fiduciary Trust appoints MD News Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51978/fiduciary-trust-appoints-md Firm Continues Nationwide Growth with Plans to Build a Southeastern Hub to Complement the Strength of Teams in Florida and Washington, DC Wealth and Asset Management Warren Averett Asset Management inks Strategic Partnership News Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51983/warren-averett-asset-management-inks-strategic-partnership The management team of WAAM will remain meaningful shareholders as part of this transaction and the parent company, Warren Averett CPAs & Advisors, will retain a minority stake. Wealth and Asset Management Tax expert Karey Barton joins KPMG as managing director News Aggregation Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52042/tax-expert-karey-barton-joins-kpmg-as-managing-director He rejoined the Texas Comptroller’s office in 2015, spending the next seven years as associate deputy comptroller for tax – overseeing tax administration, taxpayer assistance, and compliance and enforcement. People Moves C8 Technologies makes senior hires in the US and UK News Aggregation Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52046/c8-technologies-makes-senior-hires-in-the-us-and-uk Mackin joins to support C8’s client team, across sales and marketing, based in London. People Moves New captives head for Tennessee regulator News Aggregation Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52031/new-captives-head-for-tennessee-regulator “With Jonathan firmly in the director’s role, I am confident that Tennessee will continue to build on our reputation as a first-choice domicile for captive insurance companies both domestically and internationally.” People Moves Picton Mahoney AM expands Team News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52038/picton-mahoney-am-expands-team A respected financial services industry professional of nearly 15 years, Mr. Vatvani’s experience is multifaceted and global in scope. People Moves New Jersey Advisor Returns to RBC Following Restraining Order News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52016/new-jersey-advisor-returns-to-rbc-following-restraining-order Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services. People Moves Opal Wealth Advisors Announces Matthew Krouse Has Joined the Firm as a Financial Advisor News Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52017/opal-wealth-advisors-announces-matthew-krouse-has-joined-the-firm-as-a-financial-advisor Having spent most of his career in institutional wirehouses, Krouse was eager to join Opal People Moves Citi appoints Global Markets’ Puneet Singhvi as head of the new ICG Crypto Team News Aggregation Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52001/citi-appoints-global-marketsamprsquo-puneet-singhvi-as-head-of-the-new-icg-crypto-team Citigroup appointed a new head of digital assets in its institutional client group (ICG) on Monday, a reflection of how Wall Street banks are increasingly dipping their toes into the exploding crypto market. People Moves Wells Fargo Appoints Co-Heads of Markets division of the Corporate & Investment Bank News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52008/wells-fargo-appoints-co-heads-of-markets-division-of-the-corporate-ampamp-investment-bank Riley and Thomas will co-lead the Bank’s markets-driven activities and report to Jon Weiss, CEO of Corporate & Investment Bank People Moves CIBC Innovation Banking Expands New York Office with Strategic New Hires and Promotions News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52014/cibc-innovation-banking-expands-new-york-office-with-strategic-new-hires-and-promotions CIBC’s New York team also welcomed Jean Rafaelian as an Associate, supporting the rapidly growing Fund Banking group. She joins the group having pursued an MBA in Finance from NYU. People Moves Truxton Wealth Management expands team News Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51981/truxton-wealth-management-expands-team Additionally, Mr. Carden holds the Chartered Financial Analyst® designation and is an active member of the CFA Society of Nashville. People Moves Risk Partners VP Gary Osborne named SCCIA Person of the Year News Aggregation Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52032/risk-partners-vp-gary-osborne-named-sccia-person-of-the-year “In the face of tremendous uncertainty during the height of the pandemic, Gary’s poise and guidance helped the association and its members seamlessly navigate unprecedented challenges,” Legal, Regulation & Compliance McKinsey investment fund pays $18 million to SEC for compliance failures News Aggregation Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52030/mckinsey-investment-fund-pays-18-million-to-sec-for-compliance-failures The fund invests on behalf of current and former McKinsey employees and is managed by a staff and a 12-person board of former McKinsey partners and independent directors. Legal, Regulation & Compliance JPMorgan wins appeal against insurers over Bear Stearns settlement News Aggregation Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52027/jpmorgan-wins-appeal-against-insurers-over-bear-stearns-settlement Banks, mutual fund firms and individuals paid billions of dollars to settle regulatory probes of the practices Legal, Regulation & Compliance EBRD steps up green financing in Turkey via Garanti BBVA Leasing News Team Monday, November 22, 2021 12:00 am http://americas.managersofwealth.com/article/51991/ebrd-steps-up-green-financing-in-turkey-via-garanti-bbva-leasing In Turkey, the EBRD is a major institutional investor and to date has invested more than €14 billion in various sectors of the economy through 351 projects Legal, Regulation & Compliance IRS Criminal Investigation releases annual report highlighting 2,500+ investigations, law enforcement partnerships News Team Monday, November 22, 2021 12:00 am http://americas.managersofwealth.com/article/51993/irs-criminal-investigation-releases-annual-report-highlighting-2500-investigations-law-enforcement-partnerships Enforcement actions focused on tax and COVID-related fraud, money laundering, cybercrimes Legal, Regulation & Compliance Money laundering: US applies to seize US$1 million from Cayman company News Team Sunday, November 21, 2021 12:00 am http://americas.managersofwealth.com/article/51989/money-laundering-us-applies-to-seize-us1-million-from-cayman-company The Turks and Caicos police determined that since 2006, $100 million had been transferred by Company-2 and Maydaisy to the foreign exchange dealer, Company-1. Legal, Regulation & Compliance Launching our new resources on financial crime risks in the art market News Team Wednesday, November 17, 2021 12:00 am http://americas.managersofwealth.com/article/51931/launching-our-new-resources-on-financial-crime-risks-in-the-art-market Regulators in Europe have already taken notice Legal, Regulation & Compliance Top US Treasury official urges UAE bankers over vital 'open communication' on illicit activities News Aggregation Team Wednesday, November 17, 2021 12:00 am http://americas.managersofwealth.com/article/51946/top-us-treasury-official-urges-uae-bankers-over-vital-amp039open-communicationamp039-on-illicit-activities "Participants shared their views about the banking sector's role in the global economic recovery, risks facing the financial sector in the region, and cybersecurity. Legal, Regulation & Compliance Commitments fulfilled: The USA terminates the deferred prosecution agreement with the bank News Team Tuesday, November 16, 2021 12:00 am http://americas.managersofwealth.com/article/51907/commitments-fulfilled-the-usa-terminates-the-deferred-prosecution-agreement-with-the-bank The responsible US court in New York has approved this application. Legal, Regulation & Compliance USA terminates ZKB’s deferred prosecution agreement News Aggregation Team Tuesday, November 16, 2021 12:00 am http://americas.managersofwealth.com/article/51915/usa-terminates-zkbamprsquos-deferred-prosecution-agreement The agreement started in 2018, following a seven-year tax dispute. Legal, Regulation & Compliance JP Morgan considering investment in Greek startup News Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52050/jp-morgan-considering-investment-in-greek-startup The move by the US banking giant would mark its latest investment in the fintech sector, as it looks to invest in nimble startups to bolster its position in the market. FinTech One in four hedge fund managers to increase crypto exposure, says EY survey News Aggregation Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52047/one-in-four-hedge-fund-managers-to-increase-crypto-exposure-says-ey-survey Despite an increase in activity in 2021 though, crypto allocations remain low though with many managers cautious to enter the space. FinTech Citigroup to split Institutional Clients Group's ops, tech units News Aggregation Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52028/citigroup-to-split-institutional-clients-groupamp039s-ops-tech-units Stuart Riley, who currently heads the operations and technology units at ICG, will now only manage the technology team. FinTech Canada Needs a Digital Dollar in the New Crypto World News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52036/canada-needs-a-digital-dollar-in-the-new-crypto-world Zelmer and Kronick explain that Canadian-dollar-linked stablecoins could become attractive to Canadians by making them convertible into cash issued by the Bank of Canada FinTech Brazil’s Largest Crypto Exchange Owner Plans Latin American Acquisitions: Report News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52019/brazilamprsquos-largest-crypto-exchange-owner-plans-latin-american-acquisitions-report 2TM, the holding company for Mercado Bitcoin, Brazil’s largest crypto exchange by market valuation, is looking to become a leading provider of blockchain infrastructure services in Latin America. FinTech US banking regulators plan to publish crypto guidance throug News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52024/us-banking-regulators-plan-to-publish-crypto-guidance-throug The agency's work focused on bolstering internal understanding and defining the regulatory parameters for each agency in the context of crypto activities. FinTech Bank of America Sees Stablecoin Regulation as Catalyst to Mass Adoption News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52025/bank-of-america-sees-stablecoin-regulation-as-catalyst-to-mass-adoption Stablecoins are viewed as a systemically important asset with a market value of around $141 billion. FinTech El Salvador to build 'Bitcoin City' News Aggregation Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52007/el-salvador-to-build-amp039bitcoin-cityamp039 The bond will be funded through VAT, the only tax that will be levied in the new city. FinTech One Of The World's Largest Investment Management Firms Signs Major Contract With Darktrace News Team Monday, November 22, 2021 12:00 am http://americas.managersofwealth.com/article/51994/one-of-the-worldamp039s-largest-investment-management-firms-signs-major-contract-with-darktrace This latest customer win follows hot on the heels of a multi-million-dollar upsell with another major US investment management company. FinTech State Street Collateral+ Delivers New Analytics and Optimization Capabilities in Partnership with Cassini Systems News Team Monday, November 22, 2021 12:00 am http://americas.managersofwealth.com/article/51995/state-street-collateral-delivers-new-analytics-and-optimization-capabilities-in-partnership-with-cassini-systems “We are evolving with our clients and developing end-to-end tools and liquidity products in order to allow our partners to focus on their core strengths.” FinTech CIBC Mellon Wins Global Client Service for Custody Award and Americas Fund Administrator of the Year Award News Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52045/cibc-mellon-wins-global-client-service-for-custody-award-and-americas-fund-administrator-of-the-year-award CIBC Mellon's highly engaged team wins two global awards at inaugural Asset Servicing Times Industry Celebration Alternative Investments Barclays Stick to Their Hold Rating for Canopy Growth News Aggregation Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52029/barclays-stick-to-their-hold-rating-for-canopy-growth The new fund will focus on strategic investments, most notably in the logistics sectors, including energy, health and food Alternative Investments Investor Confidence Drops 3.6 Points in November to 110.5 News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52033/investor-confidence-drops-36-points-in-november-to-1105 The Investor Confidence Index was developed at State Street Associates, State Street Global Markets’ research and advisory services business, in partnership with FDO Partners. Alternative Investments Guggenheim Fourth Quarter 2021 High-Yield and Bank Loan Outlook News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52039/guggenheim-fourth-quarter-2021-high-yield-and-bank-loan-outlook We encourage investors to be mindful of technical and fundamental links between high-yield credit and challenges in the China property market Alternative Investments As U.S. inflation hits 31-year high, banks assess risks and opportunities News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52020/as-us-inflation-hits-31-year-high-banks-assess-risks-and-opportunities Goldman Sachs Chief Operating Officer John Waldron last month identified inflation as the No. 1 risk that could derail the global economy and stock markets. Alternative Investments Blackstone Announces $5.6 Billion Final Close of Second GP Stakes Fund News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52003/blackstone-announces-56-billion-final-close-of-second-gp-stakes-fund This is a strong recognition of Blackstone’s unique value proposition in the GP Stakes market and the rigorous approach our team brings to identifying and investing behind great firms. Alternative Investments 2021 Q3 Hedge Fund Report – Quarterly Review News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52004/2021-q3-hedge-fund-report-ampndash-quarterly-review Over the quarter, 59.02% of funds delivered a positive annual return versus 82.03% in Q2 and 73.4% in Q1. Alternative Investments Bell AM announces distribution partnership with US manager News Aggregation Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52006/bell-am-announces-distribution-partnership-with-us-manager Spouting Rock was a specialist in providing alternative, traditional and thematic investment solutions that helped enhance portfolios and protect wealth. Alternative Investments Nicola Wealth Real Estate acquires two prime multi-tenant industrial properties to expand Denver portfolio News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52011/nicola-wealth-real-estate-acquires-two-prime-multi-tenant-industrial-properties-to-expand-denver-portfolio The Chatfield Distribution Centre and the South Santa Fe Portfolio will add 158,545 sf of small & mid bay industrial product on 10.56 acres of land to a growing commercial portfolio Alternative Investments A Global First: BMO Supports Bruce Power with World's First Nuclear Green Financing Framework News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52013/a-global-first-bmo-supports-bruce-power-with-worldamp039s-first-nuclear-green-financing-framework "Clean nuclear power is crucial to fighting climate change, and today's announcement marks another industry-leading step in the company's environmental, social and governance strategy," Alternative Investments Cowen buys M&A advisory firm Portico to beef up investment banking News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52021/cowen-buys-mampampa-advisory-firm-portico-to-beef-up-investment-banking Shares of Cowen were down 0.3% at $38.20 in early trading. Investment Banking Lazard Forms Alliance With Independence Point Advisors News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52022/lazard-forms-alliance-with-independence-point-advisors IPA provides investment banking services to clients with a modern approach, complementing Lazard’s M&A Investment Banking Statement from Wells Fargo CEO Charlie Scharf News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52009/statement-from-wells-fargo-ceo-charlie-scharf Congratulations to Chairman Powell and Dr. Brainard on their nominations as Chair and Vice Chair of the Federal Reserve Investment Banking Houlihan Lokey Launches the Private Performing Credit Index, the First Index to Track Performing Private Credit Loans News Team Thursday, November 04, 2021 12:00 am http://americas.managersofwealth.com/article/51776/houlihan-lokey-launches-the-private-performing-credit-index-the-first-index-to-track-performing-private-credit-loans The Index comprises an aggregate view drawn from Houlihan Lokey’s extensive dataset of private credit loan valuations. Investment Banking HSBC Bank Canada Third Quarter 2021 Results News Team Tuesday, October 26, 2021 1:00 am http://americas.managersofwealth.com/article/51648/hsbc-bank-canada-third-quarter-2021-results Profits up 49% as activity increased across all business lines Investment Banking Goldman chief David Solomon insists bank can close valuation gap with rivals News Aggregation Team Wednesday, October 20, 2021 1:00 am http://americas.managersofwealth.com/article/51581/goldman-chief-david-solomon-insists-bank-can-close-valuation-gap-with-rivals Boss tells Financial Times stock price will ‘take care of itself’ if lender performs Investment Banking M&T Bank Corporation Announces Third Quarter Results News Team Wednesday, October 20, 2021 1:00 am http://americas.managersofwealth.com/article/51585/mampampt-bank-corporation-announces-third-quarter-results There were no merger-related expenses in the third quarter of 2020. Investment Banking BNY Mellon | Third Quarter 2021 News Team Tuesday, October 19, 2021 1:00 am http://americas.managersofwealth.com/article/51572/bny-mellon-third-quarter-2021 This quarter we announced several groundbreaking new solutions that will meaningfully improve the client experience and represent exciting growth opportunities for us. Investment Banking U.S. Wells Fargo announces net income of 5.1 bln USD in Q3 News Aggregation Team Friday, October 15, 2021 1:00 am http://americas.managersofwealth.com/article/51526/us-wells-fargo-announces-net-income-of-51-bln-usd-in-q3 The company's diluted earnings per common share increases to 1.17 U.S. dollars from 0.70 dollar of the third quarter last year. Investment Banking JPMorgan exceeds profit expectations on $1.5 billion boost from better-than-expected loan losses News Aggregation Team Friday, October 15, 2021 1:00 am http://americas.managersofwealth.com/article/51529/jpmorgan-exceeds-profit-expectations-on-15-billion-boost-from-better-than-expected-loan-losses The bank “delivered strong results as the economy continues to show good growth Investment Banking New Covid variant roils global markets with oil sinking 5% News Aggregation Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52044/new-covid-variant-roils-global-markets-with-oil-sinking-5 Many of these mutations are linked to increased antibody resistance Comment, Analysis & Research Data show how the COVID-19 pandemic has hit all aspects of people’s well-being News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52034/data-show-how-the-covid-19-pandemic-has-hit-all-aspects-of-peopleamprsquos-well-being The report says experiences of the pandemic have varied widely depending on age, gender and ethnicity, as well as on the type of job people do and on their level of pay and skills. Comment, Analysis & Research Can the difference of one year move you years ahead? News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52035/can-the-difference-of-one-year-move-you-years-ahead Most of us are familiar with the phrase “the future is now,” but what does the expression really mean? Comment, Analysis & Research 'It's planning for the future': How Uruguay is stepping up its offshore game News Aggregation Team Wednesday, November 24, 2021 12:00 am http://americas.managersofwealth.com/article/52026/amp039itamp039s-planning-for-the-futureamp039-how-uruguay-is-stepping-up-its-offshore-game An initiative currently being spearheaded by the Uruguayan government is to give investors with offshore accounts better opportunities to invest in the country’s local market. Comment, Analysis & Research UBS Investor Sentiment Survey: Sustainable Investing More Important than Ever to Investors News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52015/ubs-investor-sentiment-survey-sustainable-investing-more-important-than-ever-to-investors Investors continue to remain optimistic about the economy and markets, and many plan to increase exposure to risk assets Comment, Analysis & Research The US Gives Thanks while Europe Worries News Team Monday, November 22, 2021 12:00 am http://americas.managersofwealth.com/article/51990/the-us-gives-thanks-while-europe-worries The current robust inflation news is not lost on the bond market. Comment, Analysis & Research Family offices are feeling confident for 2022 despite challenges News Aggregation Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51987/family-offices-are-feeling-confident-for-2022-despite-challenges North American family offices has seen wealth increases in the last year according to new stats from RBC and Campden Wealth Comment, Analysis & Research Tulips! by Tim Price News Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51980/tulips-by-tim-price The popularity and rising value of this colourful perennial plant evidently knows no bounds and this is surely a golden age that is never likely to end. Comment, Analysis & Research Three lessons from 12 months of turbulence in emerging markets News Team Thursday, November 18, 2021 12:00 am http://americas.managersofwealth.com/article/51956/three-lessons-from-12-months-of-turbulence-in-emerging-markets Equity investing always has the potential to spring surprises, particularly in emerging markets. Comment, Analysis & Research Wall Street workers set for highest bonuses since 2009 News Aggregation Team Thursday, November 18, 2021 12:00 am http://americas.managersofwealth.com/article/51958/wall-street-workers-set-for-highest-bonuses-since-2009 This year’s bonus season on Wall Street should be one for the record books,” said Alan Johnson, managing director of Johnson Associates. Comment, Analysis & Research RSM Canada buys two tax credit consulting firms News Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52041/rsm-canada-buys-two-tax-credit-consulting-firms The acquisition expands RSM Canada’s growing credits and incentives practice Tax Tax Reform: What's In and What's Out (For Now) News Team Tuesday, November 23, 2021 12:00 am http://americas.managersofwealth.com/article/52005/tax-reform-whatamp039s-in-and-whatamp039s-out-for-now The summary below describes provisions in the House-passed bill that are most likely to affect individual taxpayers and also discusses portions of the original proposal that were cut from the legislation that passed the House. Tax The Nonqualified Financial Property Limitation News Team Sunday, November 14, 2021 12:00 am http://americas.managersofwealth.com/article/51880/the-nonqualified-financial-property-limitation Investments in qualified opportunity funds (QOFs) offer a number of distinct tax benefits Tax The Build Back Better Act: Tax Reform Implications for Private Equity M&A News Aggregation Team Tuesday, November 02, 2021 12:00 am http://americas.managersofwealth.com/article/51734/the-build-back-better-act-tax-reform-implications-for-private-equity-mampampa Following is a brief summary of certain BBBA concepts which, if enacted in its current form, would potentially increase the overall tax burden on certain parties involved in private equity mergers and acquisitions (M&A) transactions and may have year- Tax Qualified Opportunity Funds / OTS Series News Team Friday, October 29, 2021 1:00 am http://americas.managersofwealth.com/article/51700/qualified-opportunity-funds-ots-series Investments in qualified opportunity funds (QOFs) offer a number of distinct tax benefits Tax U.S. has become haven for tax dodgers News Aggregation Team Thursday, October 28, 2021 1:00 am http://americas.managersofwealth.com/article/51683/us-has-become-haven-for-tax-dodgers Dynasty trusts have been established that allow wealth to be transferred from generation to generation, while avoiding federal estate taxes. Tax Overseas tax evasion, money laundering and increased housing prices in Canada News Aggregation Team Thursday, October 28, 2021 1:00 am http://americas.managersofwealth.com/article/51684/overseas-tax-evasion-money-laundering-and-increased-housing-prices-in-canada In recent weeks, more than 130 countries have agreed that corporations will pay more taxes in the countries where they earn their money. Tax El Salvador: Updated edition of guide on treatment of tax havens published for 2022 fiscal year News Team Friday, October 15, 2021 1:00 am http://americas.managersofwealth.com/article/51531/el-salvador-updated-edition-of-guide-on-treatment-of-tax-havens-published-for-2022-fiscal-year The new guide includes a total of 95 countries, states, or territories on the low taxation and zero taxation lists, a net increase of four jurisdictions with respect to the previous fiscal year. Tax A growing worry for charities: Tax havens for the rich News Aggregation Team Sunday, October 10, 2021 1:00 am http://americas.managersofwealth.com/article/51455/a-growing-worry-for-charities-tax-havens-for-the-rich When the wealth of an American individual or couple exceeds a threshold - $11.7 million or $23.4 million, respectively - each dollar value above that level, once bequeathed, is subject to a federal estate tax of up to 40% for each generation. Tax Stripe to open Toronto office News Team Friday, October 01, 2021 1:00 am http://americas.managersofwealth.com/article/51348/stripe-to-open-toronto-office “I want to thank Stripe for choosing to locate its first Canadian office in Toronto and joining our city’s thriving tech community,” Tax BNP hires advisers to explore $15 billion Bank of the West sale News Aggregation Team Monday, November 15, 2021 12:00 am http://americas.managersofwealth.com/article/51895/bnp-hires-advisers-to-explore-15-billion-bank-of-the-west-sale Discussions are still at an early stage and no deal is certain, they said. Retail Banking Oakworth Capital Bank - 'Best Banks to Work For' News Team Thursday, November 11, 2021 12:00 am http://americas.managersofwealth.com/article/51857/oakworth-capital-bank-amp039best-banks-to-work-foramp039 "Something special is happening here at Oakworth. We are building a world-class organization and our associates are the key driver of our performance and growth-driven culture," Retail Banking BofA launches Account Validation service News Aggregation Team Friday, October 29, 2021 1:00 am http://americas.managersofwealth.com/article/51696/bofa-launches-account-validation-service With fraud on the rise, companies can no longer make assumptions about whether the person or entity on the other end of a payment is who they say they are. Retail Banking FV Bank prep crypto-linked Visa card programmes News Team Friday, October 29, 2021 1:00 am http://americas.managersofwealth.com/article/51693/fv-bank-prep-crypto-linked-visa-card-programmes The new card issuing capability represents an evolution of FV Bank’s vertically-integrated product suite Retail Banking American Express Reports Third-Quarter Revenue of $10.9 Billion and Earnings Per Share Of $2.27 News Team Friday, October 22, 2021 1:00 am http://americas.managersofwealth.com/article/51619/american-express-reports-third-quarter-revenue-of-109-billion-and-earnings-per-share-of-227 Total revenues net of interest expense were $1.3 billion, up 28 percent from $1.0 billion a year ago. The rise reflected an increase in network volumes compared to the prior year. Retail Banking Ally Financial reports third quarter 2021 financial results News Team Thursday, October 21, 2021 1:00 am http://americas.managersofwealth.com/article/51605/ally-financial-reports-third-quarter-2021-financial-results Enters into a definitive agreement to acquire Fair Square Financial Retail Banking Wells Fargo Reports Third Quarter 2021 Financial Results News Team Thursday, October 14, 2021 1:00 am http://americas.managersofwealth.com/article/51524/wells-fargo-reports-third-quarter-2021-financial-results The financial results are available online. Retail Banking Regions Bank’s Kate Danella and Amala Duggirala Recognized by American Banker Magazine News Team Thursday, October 07, 2021 1:00 am http://americas.managersofwealth.com/article/51434/regions-bankamprsquos-kate-danella-and-amala-duggirala-recognized-by-american-banker-magazine Over the past 18 months in particular, they have worked collaboratively to address the most pressing customer needs created by the COVID-19 pandemic Retail Banking LA-Based Banks Outpace National Banks in Profits News Aggregation Team Monday, October 04, 2021 1:00 am http://americas.managersofwealth.com/article/51364/la-based-banks-outpace-national-banks-in-profits First Credit Bank in West Hollywood is the most profitable bank in Los Angeles County. Retail Banking BofA Global Research Launches Coverage of Digital Assets News Team Monday, October 04, 2021 1:00 am http://americas.managersofwealth.com/article/51371/bofa-global-research-launches-coverage-of-digital-assets Digital assets represent a $2 trillion+ market value with 200 million+ users, and have the potential to transform every industry by improving efficiency and reducing friction across transactions. Retail Banking BMO pre-purchases direct air capture carbon removal News Aggregation Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52043/bmo-pre-purchases-direct-air-capture-carbon-removal BMO is the first bank to pre-purchase CO2 removal using the technology as it looks to hit its commitments as a member of the Net-Zero Banking Alliance. Planet SOS FTI Consulting makes net-zero emissions commitment News Aggregation Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52048/fti-consulting-makes-net-zero-emissions-commitment FTI Consulting has pledged to achieve net-zero greenhouse gas emissions by 2030. Planet SOS Can capital markets stave off climate change? News Aggregation Team Friday, November 26, 2021 12:00 am http://americas.managersofwealth.com/article/52049/can-capital-markets-stave-off-climate-change BlackRock and Brookfield executives say they're already making a difference Planet SOS Top asset owners’ US$23 trillion the real key to unlocking net zero News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52037/top-asset-ownersamprsquo-us23-trillion-the-real-key-to-unlocking-net-zero According to the research, the development of systems-leadership** practices – those that acknowledge the size and interconnectedness of the climate challenge – will support much-needed innovation and collective action. Planet SOS 2021 Annual ESG Manager Survey: The red flag is raised on climate risk News Team Thursday, November 25, 2021 12:00 am http://americas.managersofwealth.com/article/52040/2021-annual-esg-manager-survey-the-red-flag-is-raised-on-climate-risk Our 2021 survey results identify that screening is one of the most widely used tools utilised to implement a responsible investment policy in the asset management community. Planet SOS Climate Change & The Wealthy - RESEARCH News Team Monday, November 22, 2021 12:00 am http://americas.managersofwealth.com/article/52000/climate-change-ampamp-the-wealthy-research COP26, Environmental Responsibility and SDGs - Affluent Views on Climate Change - Focus on Industries and Companies Planet SOS TD Bank Group ranked among most sustainable companies according to the Dow Jones Sustainability World Index News Team Friday, November 19, 2021 12:00 am http://americas.managersofwealth.com/article/51982/td-bank-group-ranked-among-most-sustainable-companies-according-to-the-dow-jones-sustainability-world-index TD is the top ranked North American-based bank in the World Index Planet SOS “A fragile win”: looking back at COP26 News Team Thursday, November 18, 2021 12:00 am http://americas.managersofwealth.com/article/51966/ampldquoa-fragile-winamprdquo-looking-back-at-cop26 Both will be important in driving investment, sending powerful signals to investors as to where best to invest. Planet SOS Broadridge introduces ESG dashboard News Team Monday, November 15, 2021 12:00 am http://americas.managersofwealth.com/article/51888/broadridge-introduces-esg-dashboard Companies offered a comprehensive view of sustainability and ESG ratings and rankings along with benchmarking performance against peers and their industry Planet SOS U.N. climate conference spotlights role of capital News Aggregation Team Monday, November 15, 2021 12:00 am http://americas.managersofwealth.com/article/51891/un-climate-conference-spotlights-role-of-capital New global disclosure standards, risk index unveiled at COP26 Planet SOS Nearly One Third of Small Businesses Have Voluntarily Reinstated Restrictions News Team Tuesday, September 21, 2021 1:00 am http://americas.managersofwealth.com/article/51214/nearly-one-third-of-small-businesses-have-voluntarily-reinstated-restrictions In the May Small Business Recovery Report, 85% of small business respondents reported their company was fully open, unaffected by local or federal restrictions as the pandemic slowed and the economy reopened. Covid-19 Deloitte makes vaccination mandatory for US workforce News Aggregation Team Monday, August 30, 2021 1:00 am http://americas.managersofwealth.com/article/50885/deloitte-makes-vaccination-mandatory-for-us-workforce Now, professional services firm Deloitte has become the latest major entity to enter the fray. Covid-19 Delta variant pushes BlackRock to delay US office return as UK on track with hybrid working News Aggregation Team Friday, August 06, 2021 1:00 am http://americas.managersofwealth.com/article/50623/delta-variant-pushes-blackrock-to-delay-us-office-return-as-uk-on-track-with-hybrid-working Delta variant causes month-long delay to comeback plans Covid-19 Vanguard: Investment giant to pay vaccinated workers $1,000 News Aggregation Team Friday, August 06, 2021 1:00 am http://americas.managersofwealth.com/article/50617/vanguard-investment-giant-to-pay-vaccinated-workers-1000 Vanguard, one of the world's top investment firms, is to pay its US workers $1,000 if they get vaccinated. Covid-19 Wall Street giant to bar unvaccinated staff News Aggregation Team Wednesday, June 23, 2021 1:00 am http://americas.managersofwealth.com/article/50063/wall-street-giant-to-bar-unvaccinated-staff The policy comes into effect next month, in a move aimed to allow the lifting of other Covid-related rules. Covid-19 Wall Street Is Back (at the Office) News Aggregation Team Sunday, June 20, 2021 1:00 am http://americas.managersofwealth.com/article/50022/wall-street-is-back-at-the-office Thousands of financial employees in New York City have returned to their desks. Covid-19 Pandemic accelerates Bank of Canada's CBDC work News Aggregation Team Thursday, February 11, 2021 12:00 am http://americas.managersofwealth.com/article/48551/pandemic-accelerates-bank-of-canadaamp039s-cbdc-work The Bank of Canada has accelerated work on a central bank digital currency (CBDC) in response to Covid-19 and its impact on cash usage, says a senior official who nevertheless cautions that a digital loonie is still not a "forgone conclusion". Covid-19 Workplace Stress During COVID-19: 5 Ways to Support Your Employees’ Mental Well-being News Team Tuesday, January 26, 2021 12:00 am http://americas.managersofwealth.com/article/48374/workplace-stress-during-covid-19-5-ways-to-support-your-employeesamprsquo-mental-well-being Taking care of your mental well-being is essential to staying healthy, staying resilient and moving your business forward. Covid-19 Pandemic triggers surge in business start-ups across major economies News Aggregation Team Wednesday, December 30, 2020 12:00 am http://americas.managersofwealth.com/article/48065/pandemic-triggers-surge-in-business-start-ups-across-major-economies US, UK, France, Germany and Japan register sharp rises in new company registrations Covid-19 Ten Ways Covid-19 Has Changed the World Economy Forever News Aggregation Team Wednesday, December 30, 2020 12:00 am http://americas.managersofwealth.com/article/48068/ten-ways-covid-19-has-changed-the-world-economy-forever Big government staged a comeback as the social contract between society and the state got rewritten on the fly. Covid-19