http://americas.managersofwealth.com/ Fri, 23 Oct 2026 05:44:50 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68137/morgan-stanley-named-2026-money-management-institutebarronamprsquos-wealth-management-advisory-platform-of-the-year Firm recognized for innovation and user experience across its advisory platform Wealth and Asset Management News Aggregation Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68139/northern-trust-q3-profit-climbs-40 The Chicago-based group AuM rose 11% to finish at $1.96tn, while assets under custody grew 9% to $15.8tn. Wealth and Asset Management News Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68144/freehold-wealth-management-joins-osaic-with-576-million-in-client-assets Family-led firm expands its multigenerational practice and national presence through Osaic’s scale, community and succession-planning resources Wealth and Asset Management News Aggregation Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68123/wealthspireamprsquos-ground-control-business-management-acquires-london-based-atlantic-swiss The UK private wealth manager will expand Wealthspire’s specialized capabilities serving professionals across the entertainment, sports and fashion industries Wealth and Asset Management News Aggregation Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68125/partners-group-cuts-management-fees-before-fund-overhaul Investors in the distributing fund will see their fees reduced by at least 25 basis points for three years and investors in the compounding fund will see their management fees reduced by up to 75 basis points until January 1, 2030. Wealth and Asset Management News Aggregation Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68127/robertson-stephens-moves-beyond-wealth-management-with-10b-deal Milwaukee acquisition adds OCIO capabilities for endowments, foundations and nonprofits. Wealth and Asset Management News Aggregation Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68128/steve-cohenamp039s-family-office-leads-80-million-bet-on-hertz-robotaxi-unit-oro-mobility The investors include Cohen Private Ventures, the family office of the Point72 founder and New York Mets owner, alongside funds or accounts tied to Certares Opportunities and Knighthead Capital Management. Wealth and Asset Management News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68134/alliant-private-client-and-ampquotall-access-hosted-by-andy-garciaampquot-examine-strategic-risk-advisory-for-extraordinary-lifestyles The educational narrative focuses on the reality that modern wealth is no longer static, and therefore, protection cannot be transactional. Wealth and Asset Management News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68135/modern-wealth-deepens-california-presence-with-330-million-4thgen-acquisition Lodi-based team brings deep relationships with business owners, farmers and multigenerational families as Modern Wealth continues Northern California expansion Wealth and Asset Management News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68136/beacon-pointe-advisors-builds-on-national-momentum-with-latest-ria-acquisitions Recent team additions expand the firm's capabilities, bringing total assets under advisement to approximately $70 billion Wealth and Asset Management News Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68141/bmo-announces-executive-appointments Tim Cox named U.S. Country Head People Moves News Aggregation Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68142/bank-of-america-names-jim-fitterling-and-bill-thomas-to-board-of-directors The two executives ​will replace former board ​members ⁠who had retired earlier this year after reaching the retirement ⁠age ​of 75, Pierre ​de Weck and Linda Hudson. People Moves News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68121/ballentine-partners-an-independent-multi-family-office-appoints-jeffrey-potter-as-board-chairman Potter brings decades of experience in financial management, investment strategy, and corporate leadership. People Moves News Aggregation Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68122/sowell-management-names-cio-and-launches-investment-office Scott Dooley Will Lead The Office Of The CIO, Bringing Together Research, Portfolio Construction And Advisor Consulting People Moves News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68124/kevin-stone-appointed-senior-vice-president-ampamp-senior-portfolio-manager-at-bank-of-america-private-bank-highlighted-by-wallstreet-research In his new role at Bank of America Private Bank, Mr. Stone combines nearly two decades of institutional asset management expertise with comprehensive private wealth strategy. People Moves News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68130/raleigh-based-wealth-management-team-joins-captrust Previously a part of RHA Wealth, Clark and Robert serve over 190 clients and manage more than $300 million in client assets. People Moves News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68131/former-goldman-sachs-partner-richard-campbell-breeden-joins-seda Richard Campbell-Breeden is a senior investment banker, corporate finance adviser, and public company chairman with 37 years of experience in mergers and acquisitions People Moves News Aggregation Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68133/us-wealthtech-masttro-names-andrew-peddar-as-new-coo Peddar brings over a quarter century of experience to the New York-headquartered firm, most recently serving as CRO and head of partnerships at Next Matter. People Moves News Aggregation Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68113/hsbc-seeks-new-ceo-for-asset-management-business He reports to Barry O’Byrne, the CEO of HSBC’s International Wealth Management and Premier Banking division, appointed two years ago. People Moves News Aggregation Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68119/circleblack-taps-robertson-stephens-coo-vikram-chugh-as-new-ceo Vikram Chugh, who built the wealth management platform at fellow Long Arc portfolio company Robertson Stephens, replaces Lincoln Ross, who stays on as a strategic advisor. People Moves News Team Monday, October 19, 2026 1:00 am http://americas.managersofwealth.com/article/68106/ex-mml-associate-pleads-guilty-to-38m-fraud Trevor Uhls faces up to 20 years in prison for the scheme that targeted at least 60 investors, while an attorney representing investors claims MML Investors Services missed “red flags.” Legal, Regulation & Compliance News Aggregation Team Wednesday, October 14, 2026 1:00 am http://americas.managersofwealth.com/article/68077/bank-of-america-hit-with-12-billion-penalty-over-money-laundering-failures The OCC penalty will be credited against FinCEN's assessment rather than added to it. Legal, Regulation & Compliance News Aggregation Team Wednesday, October 14, 2026 1:00 am http://americas.managersofwealth.com/article/68078/wealth-enhancement-sues-ex-advisor-who-left-for-rfg Wealth Enhancement filed the suit against Christopher Porpiglia in Minnesota state court last week. Legal, Regulation & Compliance News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68047/american-express-hit-with-350m-aml-penalty Some of this activity was linked to accounts connected with bank insiders, although the regulator did not name those individuals or describe their positions. Legal, Regulation & Compliance News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68029/cayman-reinsurers-challenge-proposed-us-capital-requirement It also calls for a separate change to recoverability requirements for reinsurers with lower financial strength ratings. Legal, Regulation & Compliance News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68031/us-fed-to-revamp-bank-supervision-framework-into-five-regions The new regions will be aligned with state boundaries rather than Federal Reserve district boundaries. Legal, Regulation & Compliance News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67994/sec-publishes-new-crypto-custody-rules The proposal was launched by SEC chairman Paul Atkins who noted that the crypto asset market has evolved since the creation of bitcoin in 2008 Legal, Regulation & Compliance News Aggregation Team Monday, September 28, 2026 1:00 am http://americas.managersofwealth.com/article/67939/us-banks-invited-to-join-apple-pay-class-lawsuit Apple has changed its policies since the lawsuit was filed. Legal, Regulation & Compliance News Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67884/qia-and-jp-morgan-asset-management-announce-20-billion-strategic-partnership The strategic partnership will include two initial areas of collaboration Legal, Regulation & Compliance News Aggregation Team Thursday, September 17, 2026 1:00 am http://americas.managersofwealth.com/article/67861/brazil-central-bank-delivers-fifth-straight-rate-cut-leaves-next-move-open The decision came on the same day that the U.S. Federal Reserve raised its benchmark interest ​rate to the 3.75%-4.00% range and flagged further increases in coming months. Legal, Regulation & Compliance News Aggregation Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68140/finny-ai-partners-with-visionary-square-on-prospecting Visionary Square will cover FINNY subscription costs for its network of 250-plus advisors, giving them access to AI-powered tools meant to find clients and fuel growth. FinTech News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68126/broadridge-ranks-3-in-idc-fintech-rankings-top-100-for-the-fourth-straight-year-helping-financial-institutions-turn-innovation-into-impact Twelve consecutive years on the list reflect Broadridge’s enduring role in powering financial services modernization FinTech News Aggregation Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68132/financial-services-faces-highest-ai-exposure-of-any-sector-bcg-finds Independent research supports that gap. FinTech News Aggregation Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68114/terrapay-and-remitbee-partner-on-cross-border-payouts-from-canada The collaboration covers outbound corridors to the US, Asia, the Middle East, and Africa, and applies to personal remittances and business payments. FinTech News Aggregation Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68115/visa-pilots-ai-agent-payments-between-buyer-and-supplier-platforms Payment portals typically rely on human authentication requirements that limit how approved payments can be automated. FinTech News Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68118/kapital-agrees-to-acquire-ai-startup-woz-for-30m-to-enhance-capabilities-of-ai-native-banking-platform Acquisition brings Woz's AI team and technology to Kapital, combining advanced AI development with Kapital's proprietary financial data and banking infrastructure FinTech News Aggregation Team Monday, October 19, 2026 1:00 am http://americas.managersofwealth.com/article/68104/ai-could-bring-shorter-workweeks-higher-incomes-says-jpmorgan-ceo-jamie-dimon The proliferation of open-source models and systems developed in China and other countries makes it difficult for governments to contain the technology. FinTech News Aggregation Team Thursday, October 15, 2026 1:00 am http://americas.managersofwealth.com/article/68085/ai-credit-jitters-drive-us-tech-default-insurance-to-record-highs Five-year credit default swap spreads at cloud computing giant Oracle were quoted at 288 basis points on Thursday by S&P Global Market Intelligence. FinTech News Aggregation Team Thursday, October 15, 2026 1:00 am http://americas.managersofwealth.com/article/68089/citiamprsquos-new-patents-for-an-ai-wealth-ampldquoavataramprdquo-might-make-its-advisors-nervous Citi unveiled this concept under the name Citi Sky earlier this year. FinTech News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68049/can-bank-of-america-turn-the-next-technology-cycle-into-better-payments-outcomes The bank is continuing to invest in its CashPro treasury platform and real-time payment infrastructure, while its approach to AI remains deliberately progressive. FinTech News Aggregation Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68143/insurers-amplsquounlocking-trillionsamprsquo-for-ai-infrastructure That was the word from Financial Times United States private equity and deals editor Antoine Gara in a webinar about the changing insurance industry. Alternative Investments News Aggregation Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68145/healthspan-wealth-launches-platform-for-advisors Founders Thomas West and Suzanne Schmitt built the AI-driven tool to help advisors coordinate health and longevity planning across families, care teams and other professionals. Alternative Investments News Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68117/investment-lessons-from-new-york The event centred on private markets, artificial intelligence, infrastructure and global capital flows, all of which have direct relevance for investors in Cayman and across the Caribbean. Alternative Investments News Aggregation Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68120/wealth-advisors-stress-planning-purpose-as-retirement-approaches Wade said retirees must prepare both financially and emotionally for the transition away from a regular paycheck. Alternative Investments News Team Friday, October 16, 2026 1:00 am http://americas.managersofwealth.com/article/68099/citizens-financial-group-inc-reports-third-quarter-2026-net-income-of-636-million-up-29-yoy-and-eps-of-141-up-34-yoy-and-8-qoq We continued to deliver attractive revenue and earnings growth in the third quarter Alternative Investments News Aggregation Team Tuesday, October 13, 2026 1:00 am http://americas.managersofwealth.com/article/68062/premier-to-promote-financial-services-in-new-york-and-toronto The premier will also participate in a reinsurance briefing and meet with senior executives from reinsurance and investment businesses. Alternative Investments News Team Tuesday, October 13, 2026 1:00 am http://americas.managersofwealth.com/article/68066/apella-wealth-expands-northeast-presence-with-blue-spark-capital-advisors Adds Approximately $261 Million in AUM Alternative Investments News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68056/advisor-moves-to-set-34t-in-motion-this-year The findings are drawn from The Cerulli Report—U.S. Broker/Dealer Marketplace 2026: Navigating the Impact of Broker/Dealer Consolidation. Alternative Investments News Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68037/kkr-to-acquire-gen-ii-fund-services-for-more-than-5-billion-from-hg-and-general-atlantic The strategic partnership with KKR is intended to support Gen II’s next phase of growth as private market managers increasingly seek scaled, technology-enabled solutions to navigate more complex fund structures, investor needs and regulatory require Alternative Investments News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67992/bank-of-america-stock-heads-into-q3-results-after-q2-growth Bank of America stock enters October 14, 2026, Q3 results after Q2 revenue rose 15 percent to USD 31.6 billion. JPMorgan cut its target to USD 62 on October 2. Alternative Investments News Team Tuesday, October 20, 2026 1:00 am http://americas.managersofwealth.com/article/68111/william-blair-expands-investment-banking-platform-with-acquisition-of-armentum-partners Move deepens firm’s focus on the venture capital ecosystem and adds differentiated capital solutions for high-growth companies Investment Banking News Aggregation Team Monday, October 19, 2026 1:00 am http://americas.managersofwealth.com/article/68109/jpmorgan-announces-5-billion-in-investments-in-companies-critical-to-us-national-security JPMorgan ​said its own investments have supported companies in sectors including ​advanced manufacturing, energy, supply chains and defense-related technologies. Investment Banking News Aggregation Team Monday, October 19, 2026 1:00 am http://americas.managersofwealth.com/article/68110/citi-and-bank-of-america-restricted-ai-agentsamprsquo-access-to-customer-accounts In particular, Citi and JPMorgan are restricting AI agents’ access to accounts. Investment Banking News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68053/nexroc-announces-intention-to-acquire-us-and-australian-insurance-companies Under the transaction framework, both target insurers will become part of NEXROC’s insurance platform, NEXLIFE Group. Investment Banking News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68033/these-are-the-20-largest-banks-in-the-us Chase Bank is the consumer banking division of JPMorgan Chase. Investment Banking News Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68019/jp-morgan-asset-management-adds-new-capabilities-to-retirement-link New features broaden in-plan retirement income access and strengthen support for plan sponsors and participants Investment Banking News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67993/jpmorgan-chase-has-one-of-bankingamprsquos-best-moats-hereamprsquos-what-the-stock-is-worth It has consumer banking, credit cards, payments, commercial banking, investment banking, trading, and wealth management. Investment Banking News Aggregation Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67877/the-most-experienced-people-appear-to-be-at-citi-the-least-experienced-appear-to-be-at-goldman FINRA’s data tells us that the least experienced New York-based bankers are by some margin at Goldman Sachs. Investment Banking News Aggregation Team Monday, September 14, 2026 1:00 am http://americas.managersofwealth.com/article/67829/morgan-stanleyamp039s-investment-banking-revenue-soars-58-amid-ai-tool-development Morgan Stanley's management highlighted that AI will be one of the two defining themes of 2026 Investment Banking News Aggregation Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67821/ampquoti-ran-a-team-full-of-talented-banking-mds-i-had-to-fire-them-as-they-wouldnamp039t-leaveampquot A strong manager encourages people to move on, or creates new roles for them to move into. Investment Banking News Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68138/blackrock-research-finds-generational-divide-among-family-offices-amid-124-trillion-wealth-transfer Governance now ranks ahead of investment returns as a top challenge, while family offices grapple with succession, globalization and the growing role of AI. Comment, Analysis & Research News Aggregation Team Thursday, October 22, 2026 1:00 am http://americas.managersofwealth.com/article/68146/cerulli-5b-fee-only-independent-rias-face-amp039shrinking-footprintamp039 Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers. Comment, Analysis & Research News Team Wednesday, October 21, 2026 1:00 am http://americas.managersofwealth.com/article/68129/blackrock-research-finds-generational-divide-among-family-offices-amid-124-trillion-wealth-transfer BlackRock survey of more than 200 single-family offices, conducted with Preqin, finds more than half adjusting portfolios as market risks shift. Comment, Analysis & Research News Team Thursday, October 15, 2026 1:00 am http://americas.managersofwealth.com/article/68079/advisor-discretion-creates-new-opportunities-for-asset-managers Asset managers can strengthen distribution relationships by providing portfolio guidance, implementation support, and advisor education Comment, Analysis & Research News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68054/us-household-income-hit-a-record-in-2025ampmdashbut-not-every-group-got-a-raise More people held full-time, year-round jobs, Mike King, chief of the bureau's Income Statistics Branch, said in a press conference. Comment, Analysis & Research News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68044/pre-sale-financial-planning-is-where-advisors-prove-their-value Advisors who engage business owners years before a liquidity event can shift tax and estate outcomes by millions of dollars Comment, Analysis & Research News Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68022/the-art-basel-and-ubs-survey-of-global-collecting-2026-reveals-gen-z-as-the-highest-spending-generation This year's survey explores how high-net-worth collectors begin building their collections, highlighting the influence of family, rise in younger generations' purchasing activity, evolving attitudes toward privacy, and the growing use of digital Comment, Analysis & Research News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68023/the-new-k-shaped-economy-splits-the-rich-from-the-ultra-rich-the-top-01-averages-more-than-200-millionampmdashand-is-pulling-away-from-the-rest-of-the-1 The top 0.1%'s wealth has more than doubled since the end of 2019, from $13.4 trillion to nearly $28 trillion in the second quarter of 2026. Comment, Analysis & Research News Team Tuesday, October 06, 2026 1:00 am http://americas.managersofwealth.com/article/68001/advisors-struggle-to-convert-retirement-plan-relationships-into-wealth-management-clients-cerulli-and-morningstar-find While this has been of greater interest for wealth managers that are seeking new avenues of organic growth, advisor adoption still lags in scalability and efficiency. Comment, Analysis & Research News Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67990/politics-polls-and-portfolios-making-sense-of-us-election-season As US voters prepare for the midterm elections, Chief Investment Officer Fahad Kamal explores a familiar challenge for investors: distinguishing between short-term political weather and the longer-term economic climate. Comment, Analysis & Research News Aggregation Team Wednesday, October 14, 2026 1:00 am http://americas.managersofwealth.com/article/68075/california-may-tax-its-billionaires That Proposition 40 enjoyed such strong support was telling. Even here, in one of the most affluent parts of the country, anger over economic inequality was at a boil. Tax News Team Thursday, September 24, 2026 1:00 am http://americas.managersofwealth.com/article/67910/sei-enhances-integrated-tax-management-capabilities-for-greater-portfolio-flexibility-and-after-tax-outcomes Expanded Mutual Fund Integration, Tax Transition, and Gains Budget Capabilities Help Advisors Align Portfolios with Investor Objectives Tax News Aggregation Team Wednesday, September 23, 2026 1:00 am http://americas.managersofwealth.com/article/67904/beta-wealth-establishes-new-tax-and-accounting-practice The practice will collaborate directly with wealth managers and other appointed professional advisers. Tax News Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67871/a-5-wealth-tax-preparing-clients-for-californiaamp039s-billionaire-tax California's proposed Billionaire Tax Act presents estate planners with significant challenges, including retroactive application, anti-abuse provisions and unresolved questions about its treatment of trusts. Tax News Aggregation Team Thursday, September 17, 2026 1:00 am http://americas.managersofwealth.com/article/67865/california-wealth-tax-holds-narrow-lead A billionaire tax is on the bubble — as are two rival measures on the same ballot. Tax News Aggregation Team Monday, September 07, 2026 1:00 am http://americas.managersofwealth.com/article/67774/trump-makes-false-claim-about-bank-of-canada-while-defending-canada-tariffs Trump claimed Canada allows its banks to operate in the United States while blocking American banks from Canada Tax News Aggregation Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67616/billionaire-mark-cuban-blasts-amplsquoinsaneamprsquo-ro-khanna-wealth-tax-proposal For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares. Tax News Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67585/tether-completes-the-largest-inaugural-financial-audit-in-history KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue Tax News Aggregation Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67593/kpmg-counted-every-gold-bar-tether-lands-its-first-full-audit-after-years-of-doubt For a firm that spent years batting away doubts over whether its USDt token is truly backed one-to-one, it is a symbolic win. Tax News Aggregation Team Wednesday, August 12, 2026 1:00 am http://americas.managersofwealth.com/article/67565/google-co-founder-sergey-brin-spending-more-than-100-million-fighting-california-wealth-tax Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires. Tax News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68052/wells-fargo-advisors-recruits-410-million-firm-strong-wealth-management The multi-generational team includes brothers Andrew Strong and Jonathan Strong, along with Christian Strong, Andrew’s son. Retail Banking News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68042/global-finance-names-the-safest-banks-in-western-europe-2026 The top 10 safest banks in Western Europe this year are, once again, the top ten safest banks in the world, and the 2026 list is identifcal to 2025. Retail Banking News Team Friday, October 02, 2026 1:00 am http://americas.managersofwealth.com/article/67986/bmo-taps-mastercard-for-embedded-commercial-virtual-card-payments Through this expansion, BMO becomes the first Mastercard issuer in Canada to offer an integrated embedded finance and payment experience by virtual card within participating platform integrations. Retail Banking News Team Thursday, October 01, 2026 1:00 am http://americas.managersofwealth.com/article/67974/fnb-receives-multiple-awards-for-workplace-culture-and-financial-performance Bank Earns Honors from Forbes, Newsweek and the Pittsburgh Post-Gazette Retail Banking News Team Tuesday, September 29, 2026 1:00 am http://americas.managersofwealth.com/article/67953/bank-of-america-launches-payments-insights-for-cashpro-clients New Capability Within the AI-Powered CashPro Data Intelligence Suite Helps Treasury Teams Turn Data into Actionable Insights Retail Banking News Aggregation Team Friday, September 25, 2026 1:00 am http://americas.managersofwealth.com/article/67931/744-million-wells-fargo-team-joins-ampamppartners-in-missouri The group is led by Patrick C. Rowland and Jacob A. Sullivan and includes advisors Jesse E. Dale and Lauren Kane, as well as four support staff. Retail Banking News Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67818/two-cibc-leaders-recognized-among-wxnamp039s-top-100-most-powerful-women As a long-standing WXN Partner, CIBC remains committed to fostering an inclusive environment where women can thrive and lead at every level. Retail Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67784/billions-in-iranian-funds-continue-to-flow-through-us-banks Correspondent banking network allows Iran continued dollar-systems access Retail Banking News Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67785/first-citizens-bank-completes-branch-acquisition-expanding-presence-across-the-midwest-great-plains-and-west New First Citizens Bank clients will continue working with the local bankers and teams they know Retail Banking News Aggregation Team Friday, August 28, 2026 1:00 am http://americas.managersofwealth.com/article/67713/royal-bank-of-canada-unifies-global-transaction-banking-business New co-leadership unifies RBC’s transaction banking capabilities across the bank to serve clients seamlessly across borders Retail Banking News Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68041/how-countries-in-the-caribbean-are-planning-to-finance-their-climate-action Caribbean countries are not waiting for a windfall - here are 6 innovative steps they are taking to finance their ambitious climate goals Planet SOS News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS News Team Tuesday, May 19, 2026 1:00 am http://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS News Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am http://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am http://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am http://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am http://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS