http://americas.managersofwealth.com/ Wed, 14 Jan 2026 14:22:07 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65824/ci-global-asset-management-to-acquire-invescoamprsquos-canadian-investment-fund-assets-and-form-long-term-strategic-partnership As a result of the transaction, CI GAM’s assets under management will increase to approximately C$170 billion. Wealth and Asset Management News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65827/william-blair-names-new-partners-for-2026 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. Wealth and Asset Management News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65809/wealth-management-announces-ampquotten-to-watch-in-2026ampquot-list Who is behind the future when it comes to the business of financial advice? Wealth and Asset Management News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65811/elevation-point-stakes-13b-ex-ubs-team-in-atlanta The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year. Wealth and Asset Management News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65812/ria-moves-focus-integrates-kovitz-rothschild-acquires-windgate-in-chicago-shakeup Two Midwest transactions underscore momentum in RIA mergers and acquisitions. Wealth and Asset Management News Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65814/creative-planning-acquires-first-international-ria-baseline-wealth-management The acquisition adds 14 employees and more than $1 billion in assets under management to Creative Planning. Wealth and Asset Management News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65815/wealth-manager-fidelis-capital-to-roll-out-private-markets-options-via-opto Last month, Opto formed a partnership with Quotient Wealth Partners and TritonPoint Wealth to offer a series of custom private markets funds for client portfolios. Wealth and Asset Management News Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65817/windgate-wealth-management-joins-chicago-based-rothschild-wealth-partners Rothschild Wealth Partners has a team of highly qualified advisors dedicated to assisting affluent families Wealth and Asset Management News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65820/savant-wealth-management-acquires-497m-tennessee-firm “We wanted a partner that could provide expanded capabilities, including estate planning, trust services, and tax planning.” Wealth and Asset Management News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65798/how-the-biggest-wealth-shift-ever-could-change-your-financial-future It will influence retirement, investments, and tax strategies for decades. Here's how to prepare, whether you're leaving an inheritance or receiving one. Wealth and Asset Management News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65823/hightower-appoints-bob-lavigne-as-chief-compliance-officer Prior to joining Hightower, Lavigne served as Vice President and Chief Compliance Officer at Edelman Financial Engines. People Moves News Aggregation Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65829/robertson-leaves-barclaysamprsquo-prime-services-in-new-york Head of prime derivatives services unit departs after seven years with the bank for Carbon Point People Moves News Aggregation Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65830/markel-appoints-preeti-gureja-as-chief-risk-officer-us-ampamp-bermuda Gureja brings more than 20 years of industry experience People Moves News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65810/alliancebernstein-appoints-onur-erzan-as-president-key-step-in-strategic-transformation AllianceBernstein names Onur Erzan as President, reinforcing leadership, innovation and global growth across asset management and private wealth. People Moves News Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65819/brighton-jones-promotes-melinda-torres-to-chief-marketing-officer Melinda joined Brighton Jones in March 2025 People Moves News Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65821/morgan-lewis-deepens-private-client-and-private-funds-tax-capabilities-with-two-partner-addition Together, these additions advance the firm’s commitment to delivering integrated tax advice that benefits private clients, family offices, and investment managers across key financial centers and asset classes worldwide. People Moves News Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65797/sei-appoints-jeff-benfield-as-chief-product-officer Centralized Product Development Accelerates Enterprise Innovation and Delivery People Moves News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65805/lockton-re-appoints-robert-bisset-ceo-north-america They take up their new posts February 1. People Moves News Aggregation Team Friday, January 09, 2026 12:00 am http://americas.managersofwealth.com/article/65782/choreo-hires-edelman-alum-as-wealth-head Erik Merkau is the third Edelman executive in the last year to decamp for Illinois-based Choreo. People Moves News Aggregation Team Friday, January 09, 2026 12:00 am http://americas.managersofwealth.com/article/65784/tokio-marine-highland-hires-oral-as-coo Previously, he was chief information officer at CNA for nine years and held senior positions at Bank of America and ABN AMRO. People Moves News Aggregation Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65813/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65807/ciro-launches-new-proficiency-model-and-first-official-exams New exam-based framework arrives for advisors as CIRO reshapes proficiency standards Legal, Regulation & Compliance News Aggregation Team Tuesday, December 30, 2025 12:00 am http://americas.managersofwealth.com/article/65720/canadians-need-to-pay-150-or-more-in-exit-fees-just-to-leave-their-bank-ampmdash-td-bank-is-the-latest-to-hike-transfer-out-fees Service fees and financial advice costs will increase over time — to reflect the higher cost of goods and service; however, transfer-out fees are not service fees. Legal, Regulation & Compliance News Aggregation Team Wednesday, December 24, 2025 12:00 am http://americas.managersofwealth.com/article/65701/ex-merrill-broker-sentenced-to-two-years-prison-ordered-to-pay-24-mln-restitution Rajesh Markan, who had logged over two decades in the industry, pleaded guilty in April to one count of securities fraud and reached a settlement in June with the Securities and Exchange Commission in a related civil case. Legal, Regulation & Compliance News Aggregation Team Wednesday, December 24, 2025 12:00 am http://americas.managersofwealth.com/article/65698/sec-charges-whatsapp-group-operators-with-14m-crypto-scam According to the complaint, fraudsters posed as experienced financial professionals and encouraged retail investors to trade on allegedly fake crypto asset platforms. Legal, Regulation & Compliance News Aggregation Team Friday, December 19, 2025 12:00 am http://americas.managersofwealth.com/article/65672/finra-new-york-firm-missed-amp039glaring-red-flagsamp039-of-churning According to a complaint filed this week, Spartan Capital Securities raised about one-third of its overall revenue from excessive trading Legal, Regulation & Compliance News Aggregation Team Wednesday, December 17, 2025 12:00 am http://americas.managersofwealth.com/article/65650/sec-finds-some-advisors-still-missing-ad-rule-disclosure-requirements In the agency’s latest risk alert related to the marketing rule amendments from several years ago, SEC staff found that some firms fail to provide mandated disclosures when testimonials and endorsements are used. Legal, Regulation & Compliance News Aggregation Team Monday, December 15, 2025 12:00 am http://americas.managersofwealth.com/article/65622/us-bank-regulator-allows-five-digital-asset-firms-to-launch-trust-banks Comptroller Jonathan V. Gould hailed the decisions as a big boost for banking. Legal, Regulation & Compliance News Team Monday, December 15, 2025 12:00 am http://americas.managersofwealth.com/article/65623/danske-bank-confirms-conclusion-of-us-department-of-justice-probation As communicated in Company announcement no. 16/2022, Danske Bank was placed on corporate probation for three years from 13 December 2022 until 13 December 2025 Legal, Regulation & Compliance News Aggregation Team Wednesday, December 03, 2025 12:00 am http://americas.managersofwealth.com/article/65533/fed-data-suggests-central-bank-has-stopped-losing-money Since November 5, the size of the Fed’s so-called deferred asset has gotten smaller, moving from $243.8 billion to $243.2 billion on November 26. Legal, Regulation & Compliance News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65802/fmo-and-smbc-americas-tap-fenergo-for-onboarding-tech Irish fintech Fenergo reveals it has expanded its portfolio of clients, partnering with a development bank for the first time. FinTech News Team Thursday, January 08, 2026 12:00 am http://americas.managersofwealth.com/article/65772/broadridge-invests-in-deepsee-further-harnessing-agentic-ai-to-transform-post-trade-operations Investment accelerates innovation in capital markets, enhancing efficiency, compliance, and client service– starting with AI-powered email orchestration FinTech News Team Wednesday, January 07, 2026 12:00 am http://americas.managersofwealth.com/article/65756/barclays-invests-in-ubyx-to-advance-digital-money-connectivity Ubyx provides a global clearing system for tokenised deposits and stablecoins FinTech News Aggregation Team Wednesday, January 07, 2026 12:00 am http://americas.managersofwealth.com/article/65759/morgan-stanley-joins-bitcoin-etf-rush-why-thatamprsquos-bullish-for-price-in-2026 Bitcoin price is hovering around $93,000, down 26% from its all-time high set in October. FinTech News Team Tuesday, January 06, 2026 12:00 am http://americas.managersofwealth.com/article/65747/broadridge-completes-acquisition-of-acolin-unlocking-seamless-cross-border-distribution-and-enhanced-data-driven-solutions-for-clients The acquisition expands Broadridge’s distribution solutions for asset managers FinTech News Aggregation Team Friday, January 02, 2026 12:00 am http://americas.managersofwealth.com/article/65729/finastra-expands-global-footprint-with-new-us-and-india-offices The company also confirmed plans to expand its existing office space in Pune, one of its largest global engineering hubs. FinTech News Aggregation Team Tuesday, December 30, 2025 12:00 am http://americas.managersofwealth.com/article/65716/mobile-wallet-trends-for-banks-to-watch-in-2026 "As digital becomes the default, both online and in-store transactions are increasingly dominated by wallets and instant payments, reshaping the payment mix and challenging legacy infrastructure," Capgemini wrote. FinTech News Aggregation Team Tuesday, December 30, 2025 12:00 am http://americas.managersofwealth.com/article/65718/us-banks-accelerate-bitcoin-and-blockchain-adoption-shift Recently, a huge shift toward crypto digital assets indicates users’ expectations and coming future of digital currencies. FinTech News Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65711/disrupting-fintech-jayesh-kumar-replaces-broken-banking-stacks-with-ai-agentic-orchestration They discuss how unifying operations not only reduces fraud and compliance risks but ultimately gives time back to employees. FinTech News Aggregation Team Wednesday, December 24, 2025 12:00 am http://americas.managersofwealth.com/article/65694/ai-is-reshaping-bankingampmdashbut-not-causing-a-jobs-wipeout For example, despite Wall Street’s headline-grabbing layoffs this year, overall headcount across banking and finance has remained relatively stable. FinTech News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65826/deutsche-bank-expands-support-for-paypal-to-strengthen-global-payment-capabilities This collaboration builds on the considerable volume that Deutsche Bank already processes annually for PayPal, providing scalability and resilience. Alternative Investments News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65832/fidelis-capital-selects-opto-investments-to-elevate-its-private-markets-program-for-uhnw-families Multi-family office leverages Opto platform to expand private markets access, deliver more personalized investments for ultra-high-net-worth client base Alternative Investments News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65833/retail-channel-marketshare-gains-ground-nearing-parity-with-institutional Retail and institutional channel assets reach all-time high Alternative Investments News Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65816/pearson-and-deloitte-announce-new-alliance Pearson and Deloitte alliance to equip enterprises and government organisations with AI-powered learning and address the global skills gap Alternative Investments News Team Tuesday, January 13, 2026 12:00 am http://americas.managersofwealth.com/article/65818/cio-maintains-a-positive-outlook-on-us-equities Upcoming bank earnings are likely to remind investors of robust fundamentals. Alternative Investments News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65799/american-exodus-fuelling-prime-london-property-growth This represented a continuation of trends established in previous years as there was also a sharp rise in 2024 when the number of US expatriates jumped by 47.8 per cent compared to 2023. Alternative Investments News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65803/the-mather-group-announces-partnership-with-hogan-knotts Founded in 1979, The Hogan-Knotts Financial Group delivers financial planning, investment management, and advisory services. Alternative Investments News Aggregation Team Friday, January 09, 2026 12:00 am http://americas.managersofwealth.com/article/65789/state-street-supports-columbia-threadneedle-ucits-etf-launch The first active exchange-traded funds issued by Columbia Threadneedle Investments in Europe Alternative Investments News Team Wednesday, January 07, 2026 12:00 am http://americas.managersofwealth.com/article/65755/morgan-stanley-capital-partners-completes-the-sale-of-alliance-technical-group These initiatives broadened Alliance’s capabilities, enhanced its technical depth, and positioned the company as a differentiated partner to customers navigating increasingly complex environmental standards. Alternative Investments News Aggregation Team Wednesday, January 07, 2026 12:00 am http://americas.managersofwealth.com/article/65761/blackrock-why-etfs-have-new-heights-to-reach Despite market volatility, exchange-traded funds continue to soar. Alternative Investments News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65804/us-bank-earnings-season-kicks-off-with-jpmorgan-citi-and-goldman Major US banks report fourth quarter results this week, with trading revenues expected to offset pressure on lending margins. Investment Banking News Aggregation Team Friday, January 09, 2026 12:00 am http://americas.managersofwealth.com/article/65785/goldman-sachs-md-the-latest-to-join-jane-street-in-banking-legal-and-compliance-hiring-spree Though the firm has a reputation for hiring young talent, it has uncharacteristically opted for experience in this case, bringing in a number of senior professionals from investment banks. Investment Banking News Aggregation Team Monday, January 05, 2026 12:00 am http://americas.managersofwealth.com/article/65735/citi-board-approves-plan-to-sell-ao-citibank-to-renaissance-capital The deal to sell AO Citibank, which conducts Citi’s remaining operations in Russia, is expected to close in the first half of 2026. Investment Banking News Aggregation Team Monday, January 05, 2026 12:00 am http://americas.managersofwealth.com/article/65737/bank-of-america-ceo-says-he-hired-2000-recent-gen-z-grads-from-200000-applications-and-many-are-scared-about-the-future We want to drive more growth. Investment Banking News Aggregation Team Tuesday, December 30, 2025 12:00 am http://americas.managersofwealth.com/article/65717/citi-to-take-us11-bil-loss-on-russian-business-unit-sale Citigroup had been scaling back its business in the country even before Russian President Vladimir Putin invaded Ukraine in 2022. Investment Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65705/jpmorgan-chase-considers-foray-into-institutional-crypto-trading This makes the introduction of an institutional trading desk for crypto an expensive risk. Investment Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65707/jim-cramer-calls-goldman-sachs-a-ampldquofavoriteamprdquo-of-his These companies earn a lot more money when the White House isn’t blocking mergers or heavily scrutinizing new IPOs.” Investment Banking News Aggregation Team Wednesday, December 24, 2025 12:00 am http://americas.managersofwealth.com/article/65700/citigroup-or-bank-of-america-which-big-bank-is-the-better-2026-bet They provide diversified financial services, including commercial banking, investment banking, wealth management and retail banking, and are prominent, systemically important institutions with a global footprint. Investment Banking News Aggregation Team Tuesday, December 23, 2025 12:00 am http://americas.managersofwealth.com/article/65691/bank-of-america-to-increase-bonuses-for-investment-bankers The company is also planning to expand the investment banking division’s overall bonus pool after the increase in deal activity this year. Investment Banking News Aggregation Team Thursday, December 18, 2025 12:00 am http://americas.managersofwealth.com/article/65662/goldman-sachs-opens-rift-in-a-top-investment-banking-team-what-happened-to-the-best-people-at-a-failed-hedge-fund While resources and financials are reasonably fixed targets, the boundaries of tech banking keep changing – once upon a time it was more commonly known as “TMT”, for technology, media and telecoms. Investment Banking News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65822/why-global-elites-are-choosing-ultra-private-usd-5-million-plus-homes-in-miami Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65825/top-residence-and-citizenship-programs-for-migrating-millionaires This is no longer a peripheral phenomenon at the margins of global mobility — it has become a defining mechanism through which capital, talent, and opportunity are being reallocated among jurisdictions. Comment, Analysis & Research News Aggregation Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65828/blackrock-to-trim-around-1-of-global-headcount-ampndash-report The announcement comes as part of the firm’s customary review intended to enhance operational efficiency. Comment, Analysis & Research News Aggregation Team Monday, January 12, 2026 12:00 am http://americas.managersofwealth.com/article/65806/the-180-trillion-paradox-soaring-us-household-wealth-sinking-financial-confidence Yet survey data show that roughly two-thirds of Americans report living paycheck to paycheck Comment, Analysis & Research News Aggregation Team Thursday, January 08, 2026 12:00 am http://americas.managersofwealth.com/article/65771/nicolampograve-di-giacomo-head-of-family-office-at-banor-on-trends-in-the-asset-management-industry This deep-dive conversation provided invaluable insights for ultra-high-net-worth families, investors, and finance professionals. Comment, Analysis & Research News Aggregation Team Monday, January 05, 2026 12:00 am http://americas.managersofwealth.com/article/65733/raymond-james-business-owners-prioritize-unlocking-concentrated-wealth-to-pursue-new-ventures Resulting data from Raymond James’ survey of over 500 owners of privately-held businesses Comment, Analysis & Research News Aggregation Team Monday, January 05, 2026 12:00 am http://americas.managersofwealth.com/article/65734/us-economy-braces-for-slow-uneven-growth-in-2026 Economists see inflation, labour constraints, rising competition weighing on world's largest economy Comment, Analysis & Research News Aggregation Team Tuesday, December 30, 2025 12:00 am http://americas.managersofwealth.com/article/65719/big-banks-enjoy-stealth-bailouts The Federal Reserve Bank of New York (NYFed), acting like a financial Santa Claus to recklessly naughty bankers, delivered $17 billion in cash to an unknown bank or banks at 8 AM the morning after Christmas. Comment, Analysis & Research News Aggregation Team Wednesday, December 24, 2025 12:00 am http://americas.managersofwealth.com/article/65699/us-economy-grows-at-fastest-pace-in-two-years But while that has led to sharp swings in some areas, such as imports and exports, the underlying economy has maintained solid momentum, outperforming many forecasts. Comment, Analysis & Research News Team Tuesday, December 23, 2025 12:00 am http://americas.managersofwealth.com/article/65687/report-explores-the-adjacent-markets-that-are-fuelling-investment-opportunities-in-womenamprsquos-professional-sports Beyond the game, a rapidly evolving business sector fuels growth and returns in the women’s sports ecosystem. Comment, Analysis & Research News Aggregation Team Thursday, December 18, 2025 12:00 am http://americas.managersofwealth.com/article/65657/tax-reform-expected-to-push-brazilian-wealthy-to-invest-more-abroad Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines Tax News Aggregation Team Thursday, December 11, 2025 12:00 am http://americas.managersofwealth.com/article/65599/tariff-revenue-dipped-slightly-in-november-after-trump-pulled-back-on-grocery-store-duties The downward tick in tariff revenue breaks a streak that began earlier this year Tax News Aggregation Team Thursday, December 11, 2025 12:00 am http://americas.managersofwealth.com/article/65601/indianapolis-tax-focused-firm-launches-ria-with-dynasty Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors. Tax News Aggregation Team Wednesday, December 10, 2025 12:00 am http://americas.managersofwealth.com/article/65587/proposed-wealth-tax-targets-billionaires-to-fill-california-health-care-gap With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am http://americas.managersofwealth.com/article/65489/cetera-financial-specialists-adds-callero-capital-management Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am http://americas.managersofwealth.com/article/65492/grant-thornton-advisors-adds-puerto-rico-brazil-and-poland-firms As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses. Tax News Team Thursday, November 20, 2025 12:00 am http://americas.managersofwealth.com/article/65424/broadridge-and-xceptor-partner-to-transform-global-tax-reclaims-and-asset-servicing-operations New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing Tax News Team Wednesday, November 19, 2025 12:00 am http://americas.managersofwealth.com/article/65417/the-tariff-genie-will-not-go-back-in-the-bottle The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA). Tax News Team Monday, November 17, 2025 12:00 am http://americas.managersofwealth.com/article/65394/switzerland-seals-deal-slashing-us-tariffs The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy. Tax News Aggregation Team Thursday, October 02, 2025 1:00 am http://americas.managersofwealth.com/article/65016/irs-is-about-to-relax-tax-rules-for-crypto-giants-in-the-us This new guidance responds to significant pushback from companies like MicroStrategy and Coinbase. Tax News Team Wednesday, January 14, 2026 12:00 am http://americas.managersofwealth.com/article/65831/us-bancorp-to-acquire-btig Bolt-on acquisition to expand markets-based product set and revenues and enhance support for institutional clients Retail Banking News Aggregation Team Thursday, January 08, 2026 12:00 am http://americas.managersofwealth.com/article/65778/chase-to-take-over-apple-credit-card-from-goldman-sachs Under the terms of the agreement, the purchase of the portfolio is estimated to bring over $20 billion of card balances to the Chase platform. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65708/deep-dive-bank-of-americaamprsquos-consumer-banking-machine This operation spans everything from basic checking accounts and credit cards to digital platforms and wealth management tie-ins. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am http://americas.managersofwealth.com/article/65709/us-remains-top-debtor-of-taiwan-banks-for-41st-straight-quarter Data released over the weekend showed Taiwanese banks' exposure to the U.S. rose US$4.03 billion, or 2.07 percent, from the end of June to US$198.896 billion at the end of September. Retail Banking News Aggregation Team Monday, December 22, 2025 12:00 am http://americas.managersofwealth.com/article/65683/these-are-the-3-best-banks-in-the-united-states-according-to-their-customers Capital One tops the list for the sixth consecutive year. Retail Banking News Aggregation Team Monday, December 08, 2025 12:00 am http://americas.managersofwealth.com/article/65562/prometeo-launches-name-match-to-expand-us-bank-account-ownership-verification The rollout reflects growing demand for stronger pre-payment controls in a payment environment where fraud attempts and misdirected transfers continue to rise. Retail Banking News Team Wednesday, December 03, 2025 12:00 am http://americas.managersofwealth.com/article/65527/powering-the-future-of-embedded-finance-bmo-launches-north-american-payment The result? Real-time statuses, greater automation and a seamless experience – all without the need to switch between systems. Retail Banking News Aggregation Team Tuesday, November 25, 2025 12:00 am http://americas.managersofwealth.com/article/65472/scotiabank-approved-to-swap-part-of-latin-american-operations-for-stake-in-colombiaamprsquos-davivienda The Canadian bank announced the agreement in January to swap the operations for a 20 per cent stake in the Colombian financial institution. Retail Banking News Team Wednesday, November 19, 2025 12:00 am http://americas.managersofwealth.com/article/65419/fampeacutelix-collaborates-with-mastercard-to-accelerate-usampndashtoampndashlatin-america-remittances Félix will leverage Mastercard Move to deliver faster, more transparent, and secure payment experiences for individuals and families. Retail Banking News Aggregation Team Friday, November 07, 2025 12:00 am http://americas.managersofwealth.com/article/65326/canadaamprsquos-2025-budget-plan-includes-new-stablecoin-rules-real-time-rail-launch The budget outlined a clear focus on developing Canada’s core banking systems, expanding digital remittance options, and fostering competition in financial services. Retail Banking 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 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 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