http://americas.managersofwealth.com/ Mon, 09 Nov 2026 15:37:24 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68272/bbva-named-best-private-bank-in-colombia-mexico-and-peru-by-professional-wealth-management-and-the-banker In this year's edition, BBVA has received the awards for Best Private Bank in Colombia, Mexico and Peru. Wealth and Asset Management News Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68277/osaic-connected-2026-brings-nearly-4000-attendees-together-in-atlanta-to-explore-the-future-of-financial-advice Flagship national conference welcomes nearly 4,000 in-person attendees, features industry-leading speakers, 180 educational sessions, new opportunities for advisor engagement Wealth and Asset Management News Aggregation Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68279/merchant-takes-stake-in-elevation-point-as-emigrant-exits Merchant acquired a minority stake in Elevation Point, replacing Emigrant Partners as capital partner for the RIA accelerator. Wealth and Asset Management News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68263/goldman-sachs-announces-partner-class-of-2026 These decisions are extremely difficult, and we acknowledge the hard work of those who were not selected this year. Wealth and Asset Management News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68264/cibc-private-banking-named-best-private-bank-in-canada-for-innovation-and-for-customer-service "This recognition belongs to the entire team that delivers the best of our bank to clients every day." Wealth and Asset Management News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68265/northern-trust-named-best-private-bank-in-the-united-states-for-15th-time Firm also wins for family offices and ultra-high-net-worth clients Wealth and Asset Management News Aggregation Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68267/fifth-third-private-bank-named-best-private-bank-for-customer-service-in-the-us-at-2026-global-private-banking-awards The recognition is Fifth Third Private Bank’s sixth industry award of 2026 and its third this year specifically honoring client service or experience. Wealth and Asset Management News Aggregation Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68250/scale-is-no-longer-enough-to-compete-in-the-world-of-rias The industry has been growing strongly at a 12% compound annual growth rate in recent years, but that has diminished the competitive advantage of growth itself. Wealth and Asset Management News Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68251/cardinal-point-wealth-management-highlights-estate-planning-considerations-for-canadians-with-us-assets Canadians who own U.S. real estate, shares of U.S. corporations, or certain other U.S.-situated assets may face U.S. estate tax obligations at death, even if they have never lived in the United States. Wealth and Asset Management News Aggregation Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68252/new-yorkamprsquos-cornerstone-wealth-management-joins-prospera-platform The firm brings $600m in assets under management (AUM) to the independent broker-dealer’s platform. Wealth and Asset Management News Aggregation Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68278/truist-loses-300m-wealth-team-to-raymond-james-affiliated-firm Pinnacle Financial Partners, launched in 2000, which manages over $129 billion in assets, offers investment advisory services through Raymond James Financial Services Advisors. People Moves News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68260/prospera-financial-services-expands-new-york-presence-with-cornerstone-wealth-management Rochester Team Brings Eight Advisors to the Platform Serving Clients Across the United States People Moves News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68261/newedge-wealth-welcomes-former-florida-atlantic-securities-ceo-w-trevor-beaney-as-partner Experienced Wealth Advisor Brings Institutional and Ultra High Net Worth Experience to NewEdge's Growing South Florida Platform People Moves News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68269/oxford-financial-group-expands-new-york-presence-with-managing-director-appointment Former Goldman Sachs Private Wealth Advisor Eric D. Lipkind joins Oxford to serve ultra-high-net-worth families in the New York market People Moves News Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68256/cetera-welcomes-primacy-financial-led-by-advisor-ryan-p-oamp039connor-with-approximately-450-million-in-aua Multi-specialized team joins Cetera in search of growth, independence and a wider array of resources People Moves News Aggregation Team Wednesday, November 04, 2026 12:00 am http://americas.managersofwealth.com/article/68239/jpmorgan-adds-merrill-alums-to-boost-california-southeast-business Tiffany Yu will join Elevate Wealth Partners as a managing partner and wealth advisor, while the bank announced last week that Linda Patel will oversee its Southeast region, including Florida and Georgia. People Moves News Aggregation Team Wednesday, November 04, 2026 12:00 am http://americas.managersofwealth.com/article/68240/former-edelman-ceo-larry-raffone-joins-sonamp039s-ria-as-executive-chairman Edelman Financial Services' former CEO becomes founding partner and executive chairman at the new tech-forward RIA led by his son. People Moves News Team Wednesday, November 04, 2026 12:00 am http://americas.managersofwealth.com/article/68242/withers-welcomes-todd-angkatavanich-back-to-its-us-private-client-ampamp-tax-team He brings extensive experience advising high-net-worth individuals, families and family offices on sophisticated tax, trusts and estates, wealth transfer and business succession matters. People Moves News Aggregation Team Wednesday, November 04, 2026 12:00 am http://americas.managersofwealth.com/article/68246/scor-appoints-new-head-of-alternative-solutions-for-north-america He was managing director at Allianz Risk Transfer - Capital Solutions from November 2018 until July 2022. People Moves News Aggregation Team Wednesday, November 04, 2026 12:00 am http://americas.managersofwealth.com/article/68244/macquarie-asset-management-appoints-marcella-sivilotti-global-wealth-chief-operating-officer The appointment of Marcella Sivilotti as Chief Operating Officer (COO) consolidates the leadership team of Macquarie Asset Management's Global Wealth division following a series of key additions to the business. People Moves News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68262/withers-earns-30-rankings-in-the-2027-edition-of-best-law-firms-including-16-tier-1-rankings The 2027 rankings span many of the areas in which Withers helps clients achieve their ambitions, navigate complexity and protect what matters most. Legal, Regulation & Compliance News Team Tuesday, November 03, 2026 12:00 am http://americas.managersofwealth.com/article/68231/hm-queen-mampaacutexima-of-the-netherlands-and-european-central-bank-president-christine-lagarde-to-speak-at-emerge-europe EMERGE Europe marks the Financial Health Network's first European convening and will bring more than 200 senior leaders from financial services, fintech, policy, and research Legal, Regulation & Compliance News Aggregation Team Tuesday, November 03, 2026 12:00 am http://americas.managersofwealth.com/article/68238/bok-financial-sues-ex-advisors-over-cerity-move BOK Financial accused two former staffers in Arizona federal court of breaking employment agreements and soliciting clients with about $1.2 billion in assets to Cerity Partners Legal, Regulation & Compliance News Aggregation Team Monday, November 02, 2026 12:00 am http://americas.managersofwealth.com/article/68226/sec-accuses-companies-of-submitting-false-filings-amid-130m-crypto-scam Regulators say BG Wealth Sharing filed a fake Form ADV to convince investors of its legitimacy. Legal, Regulation & Compliance News Aggregation Team Friday, October 30, 2026 12:00 am http://americas.managersofwealth.com/article/68212/lpl-affiliated-firm-sues-former-advisor-cetera-for-soliciting-clients-stealing-data Wochnick Financial Services accused former employee Andrew Koetter of breaching noncompete terms and taking client data before joining Cetera, with 19 accounts reportedly lost so far. Legal, Regulation & Compliance News Aggregation Team Friday, October 30, 2026 12:00 am http://americas.managersofwealth.com/article/68213/fincen-rule-ampquotessentially-deadampquot-for-us-firms-compliance-experts-warn With 99.9% of companies now exempt from ownership reporting, advisors face widening gaps in client due diligence data. Legal, Regulation & Compliance News Aggregation Team Monday, October 26, 2026 12:00 am http://americas.managersofwealth.com/article/68167/bank-of-canada-expected-to-raise-benchmark-rate-for-first-time-in-three-years-as-oil-shock-persists A rate hike, if it happens, will land at a delicate moment for the Canadian economy. Legal, Regulation & Compliance News Aggregation Team Friday, October 23, 2026 1:00 am http://americas.managersofwealth.com/article/68159/state-regulators-fear-sec-crypto-proposals-put-amp039thumb-on-the-scaleamp039 In a comment letter, state regulators urged the SEC to withdraw its new crypto-related proposed rule. Legal, Regulation & Compliance 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 Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68271/gcc-investors-favor-ai-assisted-wealth-advice-over-full-automation-avaloq-report-finds The company works with more than 170 institutions across 35 markets, supporting their banking operations, portfolio management and digital services. FinTech News Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68273/tokenised-finance-europe-america-and-irelandamp039s-opportunity Europe is advancing infrastructure for tokenised finance, while the US is developing digital money and new tokenised market structures. How can Ireland’s international banking sector benefit from both? FinTech News Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68275/sei-wins-2026-lseg-lipper-fund-award-canada-for-canadian-equity-fund-performance SEI uses a manager-of-managers approach to provide diversified, multi-manager strategies for Canadian investors. FinTech News Aggregation Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68276/client-360-is-table-stakes-wealth-platforms-must-now-deliver-client-intelligence Capco's Matt Berkowitz tells Wealth Professional Canada that aggregating client data is no longer enough. FinTech News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68266/ai-selloff-reflects-positioning-not-fundamentals Investors are questioning whether the AI investment cycle is nearing a peak and what that could mean for future spending. FinTech News Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68253/broadridge-brings-proxy-voting-to-dinariamprsquos-dshares-tokenized-us-equities Dinari integrates Broadridge’s proxy voting services into its dShares solution, ensuring investors have access to trusted, institutional-grade governance. FinTech News Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68255/caixabank-strengthens-its-partnership-with-palo-alto-networks-to-tackle-advanced-ai-threats The agreement, which will run until 2030, includes new lines of work aimed at providing protection against an increasingly complex risk environment. FinTech News Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68259/grant-thornton-advisors-joins-the-microsoft-intelligent-security-association MISA membership reflects Grant Thornton Advisors’ expanding collaboration with Microsoft to help organizations strengthen cyber resilience and govern AI responsibly FinTech News Team Monday, November 02, 2026 12:00 am http://americas.managersofwealth.com/article/68222/broadridge-to-bring-onchain-governance-and-digital-transfer-agency-to-new-york-stock-exchange-tokenized-securities-platform “Broadridge is building the governance layer for tokenized equities, ensuring investors have access to trusted, institutional-grade governance. FinTech News Aggregation Team Monday, November 02, 2026 12:00 am http://americas.managersofwealth.com/article/68223/navro-gains-texas-licence-to-support-cross-border-payments The Texas licence enables Navro to legally process payments and facilitate remittances for consumers and businesses across the state. FinTech News Aggregation Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68280/ex-goldman-sachs-analyst-now-having-a-hard-time-at-a-hedge-fund-jpmorgan-mampampa-banker-encouragement In the first half, Lone Pine said its short book was the main contributor to returns. Alternative Investments News Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68270/the-blue-wave-trade-5-rotations-reshaping-the-investment-playbook Importantly, Democrats have won Congress, not the White House. President Trump retains veto power and considerable authority over trade and foreign policy. Alternative Investments News Aggregation Team Wednesday, November 04, 2026 12:00 am http://americas.managersofwealth.com/article/68247/raymond-james-sees-15-post-midterm-rally-warns-of-tax-risks Adam and the Raymond James investment team place greater weight on economic growth, corporate earnings and Federal Reserve policy than on political outcomes. Alternative Investments News Aggregation Team Tuesday, November 03, 2026 12:00 am http://americas.managersofwealth.com/article/68237/asset-manager-profit-margins-under-pressure-as-infrastructure-costs-climb New PwC research finds firms spending more to maintain old systems than build new ones, with the gap set to widen through 2030. Alternative Investments News Team Monday, November 02, 2026 12:00 am http://americas.managersofwealth.com/article/68225/blackstone-and-leading-canadian-institutional-investors-announce-31b-investment-in-mitsubishi-corporationamprsquos-interest-in-lng-canada Investor group includes CPP Investments, OMERS, IMCO and PSP Investments Alternative Investments News Aggregation Team Monday, November 02, 2026 12:00 am http://americas.managersofwealth.com/article/68227/wealth-firms-urge-patience-on-anthropic-ipo Advisors see muted client interest in Anthropic's IPO and recommend a patient, long-term approach to buying shares. Alternative Investments News Team Friday, October 30, 2026 12:00 am http://americas.managersofwealth.com/article/68214/state-street-investment-management-launches-spymx-mutual-fund-share-class-of-spym-its-low-cost-sampampp-500ampreg-etf New share class is purpose-built for retirement plans to provide SPYM’s scale and liquidity within a ’40 Act mutual fund structure Alternative Investments News Aggregation Team Friday, October 30, 2026 12:00 am http://americas.managersofwealth.com/article/68216/envestnet-eyes-ria-benefits-of-vestmark-deal Terms of the acquisition have not been disclosed, although the deal is expected to close in the fourth quarter. Alternative Investments News Team Thursday, October 29, 2026 12:00 am http://americas.managersofwealth.com/article/68206/captrust-strengthens-pacific-northwest-presence-with-pacific-sage-partners The eight-person team has built its business around a holistic approach to wealth management. Alternative Investments News Aggregation Team Thursday, October 29, 2026 12:00 am http://americas.managersofwealth.com/article/68207/captrust-acquires-11b-pacific-northwest-ria Captrust is expanding its Pacific Northwest footprint, acquiring Edmonds, Wash.-based Pacific Sage Partners and its $1.1 billion in client assets and eight advisors. 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 Aggregation Team Wednesday, November 04, 2026 12:00 am http://americas.managersofwealth.com/article/68248/canadians-redefine-wealth-as-financial-freedom-not-a-dollar-figure New national survey finds flexibility and security now outrank asset accumulation as markers of financial success for Canadians Comment, Analysis & Research News Aggregation Team Friday, October 30, 2026 12:00 am http://americas.managersofwealth.com/article/68215/slower-wage-growth-curbs-us-labor-costs-in-third-quarter The increase in the ECI was in line ‌with economists' expectations. Comment, Analysis & Research News Team Thursday, October 29, 2026 12:00 am http://americas.managersofwealth.com/article/68196/from-new-york-to-australia-a-global-perspective-on-investment Mark Woodruff, Australia and New Zealand Sub-Cluster & Banking Head and CCO & Banking Head for Australia Comment, Analysis & Research News Aggregation Team Wednesday, October 28, 2026 12:00 am http://americas.managersofwealth.com/article/68193/gen-z-started-saving-for-retirement-early-hereamprsquos-why-so-many-are-already-raiding-their-accounts Gen Z began saving for retirement at 21, earlier than other generations, and is more confident in how they will be able to save. Comment, Analysis & Research News Team Tuesday, October 27, 2026 12:00 am http://americas.managersofwealth.com/article/68174/bearish-sentiment-ticks-up-as-investors-grow-more-cautious-morgan-stanley-wealth-management-pulse-survey-finds Amid persistent inflation concerns, midterm election uncertainty and rate-hike expectations, investors feel their portfolios are well-positioned Comment, Analysis & Research News Team Tuesday, October 27, 2026 12:00 am http://americas.managersofwealth.com/article/68180/institutional-investors-and-wealth-advisors-remain-bullish-on-private-markets-with-a-sharpened-focus-on-liquidity-new-report-from-bbh-investor-services The survey captures the views of 500 institutional investors and wealth advisors in the United States, the United Kingdom, Germany, Switzerland, and Japan. Comment, Analysis & Research News Aggregation Team Tuesday, October 27, 2026 12:00 am http://americas.managersofwealth.com/article/68185/dealers-failing-advisors-on-high-net-worth-support-ig-wealth-study-finds Most Canadian advisors want to grow their affluent client base - but a majority say their dealer firms aren't equipped to help them get there Comment, Analysis & Research News Aggregation Team Monday, October 26, 2026 12:00 am http://americas.managersofwealth.com/article/68168/only-46-of-employees-trust-their-leaders-a-bcg-partner-says-the-fix-is-simpler-than-ceos-think Every single day, each person chooses how much of their energy, creativity, and discretionary effort to bring to work. Comment, Analysis & Research News Team Friday, October 23, 2026 1:00 am http://americas.managersofwealth.com/article/68147/why-your-wealth-plan-should-include-your-health How long you stay healthy and how you fund the life you want are connected. A joined-up approach to health and wealth can help make your third quarter your most rewarding chapter yet. Comment, Analysis & Research News Aggregation Team Friday, October 23, 2026 1:00 am http://americas.managersofwealth.com/article/68153/ai-poses-moderate-disruption-risk-to-wealth-managers-and-retail-banks-fitch-says Retail banks and private wealth firms scored 40 in Fitch's AI stress test, signaling possible one-notch downgrade risk under an adverse scenario. Comment, Analysis & Research News Aggregation Team Monday, November 09, 2026 12:00 am http://americas.managersofwealth.com/article/68274/california-faces-one-two-punch-as-voters-reject-wealth-tax-and-billionaires-eye-exits Voters rejected a proposed one-time tax on billionaire wealth, but the fight over California’s tax climate and the risk of losing wealthy residents is far from over Tax News Aggregation Team Friday, November 06, 2026 12:00 am http://americas.managersofwealth.com/article/68268/mercer-advisors-snaps-up-ai-native-tax-firm-fifteenth-in-tech-forward-deal Mercer adds specialized equity compensation tech and Big Four tax talent as UHNW demand for integrated tax planning intensifies. Tax News Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68254/grant-thornton-advisors-completes-acquisition-of-cbiz The combination strengthens Grant Thornton Advisors’ ability to deliver tailored insights and solutions through expanded industry knowledge and expertise. Tax 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 Aggregation Team Thursday, November 05, 2026 12:00 am http://americas.managersofwealth.com/article/68257/capra-bank-and-zact-expand-partnership-to-drive-commercial-banking-growth Capra and Zact are also exploring additional commercial banking capabilities to introduce as customer needs evolve. Retail Banking News Team Thursday, October 29, 2026 12:00 am http://americas.managersofwealth.com/article/68205/first-citizens-bank-opens-new-banking-office-and-branch-in-downtown-santa-monica The new space supports and reflects the multi-faceted First Citizens enterprise serving retail and commercial audiences. Retail Banking News Aggregation Team Friday, October 23, 2026 1:00 am http://americas.managersofwealth.com/article/68154/american-express-partners-with-airbnb The arrangement took effect on the day of the announcement and covers Airbnb listings worldwide. Retail Banking 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 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