http://americas.managersofwealth.com/ Tue, 16 Sep 2025 01:59:05 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64854/merrill-wealth-management-introduces-new-unit-for-high-and-ultra-high-net-worth-clients The new group will be led by Kurt Niemeyer Wealth and Asset Management News Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64856/coastline-wealth-managementamp039s-garrett-taylor-named-a-top-new-york-best-in-state-wealth-advisor Garrett started Coastline Wealth Management in 2012. Wealth and Asset Management News Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64840/91-of-wealth-managers-have-ai-ambitionsampndashand-concerns-eton-solutionsamprsquo-ai-platform-addresses-both Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards Wealth and Asset Management News Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64841/280-billion-in-average-daily-processed-trade-volumes-on-broadridge-distributed-ledger-repo-platform DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets Wealth and Asset Management News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64843/citiamp039s-big-guns-line-up-behind-senior-executive-accused-of-sarcasm-enraged-broker-faces-disciplinary-action Since then, Citi has been healing the wound. Wealth and Asset Management News Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64827/mayer-brown-represents-blackrock-in-landmark-agreement-to-manage-80-billion-of-citi-wealth-client-assets The agreement includes BlackRock managing approximately $80 billion in assets for thousands of Citi Wealth clients. Wealth and Asset Management News Aggregation Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64828/citi-ceo-amplsquocomfortableamprsquo-with-outcome-of-probe-into-wealth-head That investigation is now complete, though Citigroup has previously declined to comment on the outcome of the probe. Wealth and Asset Management News Aggregation Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64834/merrill-creates-new-division-to-increase-credit-offerings-to-the-wealthy The group will begin with around 20 bankers, but may expand over time. Wealth and Asset Management News Aggregation Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64837/family-offices-accelerate-their-professionalization-and-diversification-amid-geopolitical-and-regulatory-uncertainty Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes Wealth and Asset Management News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64816/altruist-partners-with-ritholtz-wealth-management-to-expand-access-to-financial-advice The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale. Wealth and Asset Management News Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64864/truist-names-veteran-leaders-to-commercial-and-corporate-banking-roles Jenna and Travis are assuming these roles at an important moment People Moves News Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64842/brandon-williams-named-head-of-private-banking-and-wealth-management-for-city-national-bank Williams will report directly to Howard Hammond, president and chief executive officer. People Moves News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64850/insigneo-recruits-a-new-managing-director Insigneo welcomes former Jefferies advisor, joining a roster of recent hires at the firm. People Moves News Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64830/bernstein-private-wealth-management-hires-top-industry-talent-to-accelerate-growth-in-priority-regions Kadet and Bolding will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein. People Moves News Aggregation Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64838/citi-hires-ibm-veteran-to-lead-ai-push-amid-rival-banksamp039-efforts-to-scale-technology The appointment comes at a time when Citigroup is ramping up its AI adoption to automate tasks People Moves News Aggregation Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64832/howard-cheng-joins-carrick-lane-as-partner-and-head-of-risk Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings. People Moves News Aggregation Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64835/insigneo-adds-leandro-infantino-in-new-york-as-managing-director The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network People Moves News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64815/fieldpoint-private-trust-appoints-brian-donovan-as-president-family-office He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices. People Moves News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64819/citadel-credit-union-taps-veteran-technologist-eric-skinner-as-new-cio He began his career as a programmer at a Georgia-based credit union before joining a credit union service organization, where he led the migration of nearly 2,000 institutions to a new shared payments platform. People Moves News Aggregation Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64821/chris-prudhomme-jp-morgan-private-bank He joins from New York Life. People Moves News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64852/capital-one-sues-fdic-for-overcharge-related-to-two-bank-failures Capital One, based in McLean, Virginia, said the dispute is at an impasse, and a judge should declare that it does not owe the $149.2 million plus daily penalties for nonpayment. Legal, Regulation & Compliance News Aggregation Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64836/bahamas-based-fund-adviser-firms-agree-to-multimillion-dollar-sec-settlement-over-fund-misrepresentations Vukota Capital Management, VCM for short, is a New York limited liability company and unregistered investment adviser. Legal, Regulation & Compliance News Aggregation Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64825/abaamprsquos-carney-shares-proposals-for-financial-regulation-reform Carney called for reforms to the FDIC’s resolution process Legal, Regulation & Compliance News Aggregation Team Monday, September 08, 2025 1:00 am http://americas.managersofwealth.com/article/64797/stanchart-expects-fed-to-cut-rates-by-50-bps-next-week-after-weak-jobs-data "August labor market data has paved the way for a 'catch-up' 50 basis point rate cut at the September FOMC meeting, similar to what occurred at this time last year." Legal, Regulation & Compliance News Aggregation Team Thursday, August 28, 2025 1:00 am http://americas.managersofwealth.com/article/64714/the-treasury-department-wants-us-banks-to-monitor-for-suspected-chinese-money-laundering-networks The Treasury contends that many of these people unknowingly work with cartels to bypass Chinese currency controls that restrict the renminbi exchange rate Legal, Regulation & Compliance News Team Thursday, August 28, 2025 1:00 am http://americas.managersofwealth.com/article/64715/brookline-bancorp-inc-merger-information-released-by-nasdaq Both companies have also secured shareholder approval for the merger. Legal, Regulation & Compliance News Aggregation Team Thursday, August 28, 2025 1:00 am http://americas.managersofwealth.com/article/64716/berkshire-ampamp-brookline-receive-regulatory-approvals-for-merger-of-equals-to-form-beacon-financial The regulatory approval process included approvals from the board of governors of the Federal Reserve System Legal, Regulation & Compliance News Aggregation Team Tuesday, August 26, 2025 1:00 am http://americas.managersofwealth.com/article/64689/visa-halts-open-banking-operations-in-us-amid-regulatory-challenges The company has ceased its open-banking initiatives aimed at providing third parties access to customer account data. Legal, Regulation & Compliance News Aggregation Team Friday, August 22, 2025 1:00 am http://americas.managersofwealth.com/article/64679/brazilamprsquos-supreme-court-meets-banks-after-ruling-shakes-markets Financial institutions, through industry associations, have intensified lobbying in Brasília to ease tensions as relations between Brazil and the United States remain strained. Legal, Regulation & Compliance News Aggregation Team Thursday, August 21, 2025 1:00 am http://americas.managersofwealth.com/article/64665/citiamprsquos-andy-sieg-investigated-by-outside-law-firm “Andy is a highly respected leader with more than 25 years operating at the most senior levels of the wealth management industry," the company said, in a statement. Legal, Regulation & Compliance News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64855/nubank-to-continue-leveraging-ai-to-enhance-digital-financial-services-in-latin-america During a recent discussion, Young outlined how AI is not just a tool but a cornerstone for operational efficiency, customer-centric growth, and democratizing access to personalized finance. FinTech News Team Thursday, September 11, 2025 1:00 am http://americas.managersofwealth.com/article/64829/280-billion-in-average-daily-processed-trade-volumes-on-broadridge-distributed-ledger-repo-platform DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets FinTech News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64818/bybit-launches-private-wealth-management-broker-program-to-empower-partners-and-drive-growth The initiative aims to expand Bybit's high-net-worth user base, increase assets under management (AUM) and deliver long-term revenue growth. FinTech News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64820/pinwheel-bankjoy-are-transforming-account-activation-with-switch-kit Financial institutions on the Bankjoy platform can easily offer accountholders a cutting edge onboarding experience that helps them instantly port direct deposits and recurring bills to their newly opened account, cutting ties with legacy banks and consol FinTech News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64822/onezero-launches-innovative-fx-swap-pricing-technology-for-regional-banks The new offering complements oneZero's established suite of FX pricing and trading capabilities. FinTech News Team Tuesday, September 09, 2025 1:00 am http://americas.managersofwealth.com/article/64804/broadridge-ranked-3-in-the-2025-idc-fintech-rankings-top-100-wins-capital-markets-transformation-award Broadridge remains in the top three ranking for third consecutive year FinTech News Team Tuesday, September 09, 2025 1:00 am http://americas.managersofwealth.com/article/64811/advisor360ampdeg-wins-2025-wealthmanagementcom-industry-award-for-next-generation-digital-onboarding This award recognizes Advisor360°’s newest Digital Onboarding capabilities FinTech News Team Monday, September 08, 2025 1:00 am http://americas.managersofwealth.com/article/64788/fiserv-continues-european-growth-by-closing-acquisition-of-aib-merchant-services The acquisition supports Fiserv’s growth in the broader European market, including expanding growth opportunities for Clover, the world’s smartest point-of-sale system, across the region. FinTech News Team Monday, September 08, 2025 1:00 am http://americas.managersofwealth.com/article/64792/fidelity-investments-launches-wealthscapesm-intelligence-and-introduces-new-fully-digital-onboarding-enhancements The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals. FinTech News Team Friday, September 05, 2025 1:00 am http://americas.managersofwealth.com/article/64778/77-of-bank-advisors-plan-to-incorporate-ai-into-their-practice While fewer than half of bank advisors currently use AI capabilities, advisor adoption is expected to substantially increase by 2027 FinTech News Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64859/capital-group-expands-on-its-long-tradition-of-philanthropy-with-launch-of-the-community-wealth-council New, multi-year fellowship program includes financial advisor mentoring and funding for nonprofits to champion financial education Alternative Investments News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64857/us-financial-giants-boost-investments-and-jobs-in-edinburgh The investment from BlackRock is part of a £7bn commitment the firm is making to the UK over the next five years. Alternative Investments News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64860/warren-buffett-shares-his-top-strategy-to-safeguard-your-wealth-against-inflation Wage growth for scarce, highly skilled, high‑quality expertise typically outruns inflation. Alternative Investments News Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64862/state-streetamprsquos-fund-connect-etf-executes-first-application-programming-interface-api-order-in-australian-domiciled-etf Milestone underscores continued global expansion of Fund Connect ETF’s API capabilities Alternative Investments News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64844/sec-close-to-making-decision-about-dual-share-class-funds Every major fund firm, including BlackRock Inc. and State Street Corp., is waiting for the SEC’s greenlight. Alternative Investments News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64847/etfs-consolidate-as-the-core-of-investment-portfolios Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors. Alternative Investments News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64851/etfs-consolidate-as-the-core-of-investment-portfolios Manuel Felipe Garcia Ospina from Skandia, talks to Citywire Americas about the influence of ETFs in modern portfolios and why are gaining traction among investors. Alternative Investments News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64823/ci-global-asset-management-to-acquire-forge-first-an-alternative-asset-manager-with-1-billion-in-aum The company is led by co-founders and industry veterans Andrew McCreath, Chief Executive Officer, and Fatima Hirani, Chief Operating Officer and Chief Financial Officer. Keenan Murray serves as Chief Investment Officer. Alternative Investments News Aggregation Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64824/wall-streetamp039s-record-rise-spurs-growth-of-covered-call-strategies In the covered call trade, investors sell calls on the stocks they own to earn extra premium income. Alternative Investments News Team Wednesday, September 10, 2025 1:00 am http://americas.managersofwealth.com/article/64826/morgan-stanley-investment-management-raises-jpy131-billion-for-north-haven-real-estate-japan-strategy-fund-i The majority of the JSF investor base is comprised of Japanese pension funds and financial institutions, paired with foreign sovereign wealth funds. Alternative Investments News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64861/bank-of-america-to-create-up-to-1000-new-jobs-in-belfast The news of Bank of America's investment marks the company's first-ever operation in Northern Ireland Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64846/bank-of-america-upgrades-oracle-orclamprsquos-stock-to-buy-from-neutral The analyst also highlighted that although the profitability of AI workloads is a key debate, it remains clear that Oracle Corporation continues to capture share in the large and rapidly growing market for AI infrastructure. Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64853/bank-of-america-to-redeem-ampeuro2-billion-floating-rate-notes-ahead-of-maturity The redemption will take place on September 22, 2025, with noteholders receiving the Optional Redemption Amount of €1,000 per €1,000 calculation amount Investment Banking News Aggregation Team Monday, September 08, 2025 1:00 am http://americas.managersofwealth.com/article/64795/jpmorgan-strategist-warns-fed-rate-cuts-wonamprsquot-revive-us-economy Lower rates reduce income for savers and create uncertainty by hinting at more cuts ahead, prompting businesses and households to delay decisions instead of borrowing and spending. Investment Banking News Aggregation Team Tuesday, September 02, 2025 1:00 am http://americas.managersofwealth.com/article/64746/investment-banksamp039-graduate-acceptance-rates-will-soon-hit-01 New figures provided by banks to Financial News confirm the unfortunate trend. Investment Banking News Aggregation Team Friday, August 22, 2025 1:00 am http://americas.managersofwealth.com/article/64684/the-us-investment-bank-i-work-for-has-become-completely-dysfunctional I have also changed banks and learnt most are the same. Investment Banking News Aggregation Team Thursday, August 21, 2025 1:00 am http://americas.managersofwealth.com/article/64671/goldman-sachs-says-weamprsquore-on-the-verge-of-a-stablecoin-gold-rush-worth-trillions U.S. Treasury Secretary Scott Bessent believes stablecoins will buoy the market for U.S. Treasuries, and the government will sell more short-term debt to meet that demand Investment Banking News Aggregation Team Tuesday, August 19, 2025 1:00 am http://americas.managersofwealth.com/article/64639/why-bank-of-new-york-mellon-is-a-top-socially-responsible-dividend-stock Environmental criteria include considerations like the environmental impact of the company's products and services, Investment Banking News Aggregation Team Monday, August 18, 2025 1:00 am http://americas.managersofwealth.com/article/64630/citigroup-continues-strategic-investment-banking-talent-raid-on-jpmorgan Since Vis Raghavan took over the reins last year, several have jumped ship. Investment Banking News Team Thursday, August 14, 2025 1:00 am http://americas.managersofwealth.com/article/64602/akin-advises-mubadala-capital-in-connection-with-its-acquisition-of-ci-financial The C$12.1 billion transaction marks a milestone in the expansion of the Mubadala Capital platform’s expansion into private wealth management, positioning the firm at the forefront of the rapidly evolving sector. Investment Banking News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64858/posthaste-are-you-ready-for-the-great-wealth-transfer-many-canadians-arenamprsquot Overall, 24 per cent don’t have any documentation regarding their end-of-life wishes. Comment, Analysis & Research News Aggregation Team Friday, September 12, 2025 1:00 am http://americas.managersofwealth.com/article/64839/looking-to-score-family-offices-play-sports-investing-game Along with sports, Goldman also featured artificial intelligence, secondaries and digital assets as prominent investment themes garnering the attention of family offices. Comment, Analysis & Research News Aggregation Team Tuesday, September 09, 2025 1:00 am http://americas.managersofwealth.com/article/64814/new-era-for-multi-family-offices-heralded-by-corient-expansion A series of mergers in the family office space signals a changing landscape for wealth management as the battle between scale and expert advice increases in intensity Comment, Analysis & Research News Aggregation Team Monday, September 01, 2025 1:00 am http://americas.managersofwealth.com/article/64735/donald-trump-is-taking-over-the-us-federal-reserve-and-financial-markets-have-missed-the-point It was statement that did not get the attention it deserved. Comment, Analysis & Research News Aggregation Team Friday, August 29, 2025 1:00 am http://americas.managersofwealth.com/article/64722/bank-bosses-strike-cautious-tone-on-earnings-calls-as-trade-uncertainty-lingers CIBC, whose profits for the quarter topped $2 billion and beat market expectations, is well positioned to weather the volatility, Dodig added. Comment, Analysis & Research News Aggregation Team Wednesday, August 27, 2025 1:00 am http://americas.managersofwealth.com/article/64697/lpl-financial-on-target-to-retain-90-of-commonwealth-financial-advisors-wolfe-research-analyst-says However, Raymond James has had success recruiting Commonwealth advisors. Comment, Analysis & Research News Team Tuesday, August 26, 2025 1:00 am http://americas.managersofwealth.com/article/64690/standalone-fed-easing-will-weigh-on-the-us-dollar This will be the first time in years that the Fed is out of step with other major central banks’ monetary policies. Comment, Analysis & Research News Aggregation Team Tuesday, August 26, 2025 1:00 am http://americas.managersofwealth.com/article/64696/growing-us-wealth-gap-to-trickle-down-moodyamprsquos Redistribution from poor to rich will impact corporate revenues, credit risks Comment, Analysis & Research News Aggregation Team Friday, August 22, 2025 1:00 am http://americas.managersofwealth.com/article/64675/rolise-rachel-and-christopher-martin-collaborate-andlaunch-the-family-office-summit She possesses an in-depth understanding of the media landscape Comment, Analysis & Research News Aggregation Team Friday, August 22, 2025 1:00 am http://americas.managersofwealth.com/article/64680/jefferiesamp039-bonus-changes-risk-undermining-its-appeal-to-bankers-pwcamp039s-disappearing-graduate-jobs-warning Jefferies has already begun moving to deferred stock bonuses Comment, Analysis & Research News Aggregation Team Friday, August 29, 2025 1:00 am http://americas.managersofwealth.com/article/64727/trump-tariffs-live-updates-brazil-moves-to-retaliate-against-trump-tariffs-de-minimis-exemption-ends The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars. Tax News Team Tuesday, July 29, 2025 1:00 am http://americas.managersofwealth.com/article/64467/us-eu-trade-deal-3-things-to-know The deal lands just ahead of the U.S.-imposed August 1 tariff pause deadline Tax News Aggregation Team Friday, July 04, 2025 1:00 am http://americas.managersofwealth.com/article/64245/trump-amplsquobig-beautifulamprsquo-bill-gives-top-1-biggest-tax-cuts-in-these-states Some households stand to get a much bigger tax benefit. Tax News Aggregation Team Friday, June 27, 2025 1:00 am http://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax News Team Friday, June 20, 2025 1:00 am http://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax News Aggregation Team Tuesday, June 03, 2025 1:00 am http://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax News Team Wednesday, May 28, 2025 1:00 am http://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Team Tuesday, May 27, 2025 1:00 am http://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax News Team Tuesday, May 27, 2025 1:00 am http://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax News Aggregation Team Friday, May 23, 2025 1:00 am http://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax News Aggregation Team Monday, September 15, 2025 1:00 am http://americas.managersofwealth.com/article/64863/zacks-industry-outlook-highlights-bank-of-new-york-mellon-truist-financial-and-northern-trust This, along with modest economic growth, will lead to a slight rise in loan demand. Retail Banking News Team Wednesday, August 20, 2025 1:00 am http://americas.managersofwealth.com/article/64650/small-business-checkpoint-a-case-of-the-hiring-hiccups Overall small business hiring fell for the third consecutive month in July as cost pressures and business uncertainty increased. Retail Banking News Team Tuesday, August 19, 2025 1:00 am http://americas.managersofwealth.com/article/64641/aqua-finance-and-wells-fargo-inventory-finance-announce-retail-financing-program Streamlines options for dealers by integrating retail financial services, provided by Aqua, and floor planning financing provided by Inventory Finance Retail Banking News Aggregation Team Monday, August 18, 2025 1:00 am http://americas.managersofwealth.com/article/64623/rbc-and-bmo-explore-2bn-sale-of-moneris-payments-business-reuters Banks have shed their payments operations in recent years; last month another Canadian lender, TD, agreed to offload part of its merchant processing business to Fiserv. Retail Banking News Aggregation Team Wednesday, August 13, 2025 1:00 am http://americas.managersofwealth.com/article/64586/scotiabank-integrates-with-nova-credit Scotiabank was the first Canadian bank to partner with Nova Credit in 2023 and is now the first to embed this capability directly into its digital credit card application process. Retail Banking News Aggregation Team Tuesday, August 12, 2025 1:00 am http://americas.managersofwealth.com/article/64581/first-financial-expands-us-footprint-with-142m-bankfinancial-acquisition The deal follows First Financial's recent agreement in June to acquire Northeast Ohio-based Westfield Bank for $325 million. Retail Banking News Team Monday, August 11, 2025 1:00 am http://americas.managersofwealth.com/article/64566/western-union-to-acquire-intermex This acquisition strengthens Western Union’s retail offering in the U.S. Retail Banking News Aggregation Team Thursday, July 31, 2025 1:00 am http://americas.managersofwealth.com/article/64484/us-bank-marks-25-years-in-europe-with-spotlight-on-irish-origins-innovation-and-community-leadership This marked the first step in what would become a decades long commitment to Ireland as a hub for talent, technology and transformation. Retail Banking News Aggregation Team Thursday, July 31, 2025 1:00 am http://americas.managersofwealth.com/article/64490/mastercard-and-bmo-expand-remittance-services The service is powered by Mastercard Move’s global money movement capabilities. Retail Banking News Team Wednesday, July 23, 2025 1:00 am http://americas.managersofwealth.com/article/64415/tbc-bank-named-as-georgiaamprsquos-best-digital-bank Euromoney also recognised TBC Bank for substantial enhancements in its financial markets research division through strategic integration of AI tools, awarding it the title of Georgia’s Best Bank for Research. Retail Banking 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 News Team Tuesday, October 22, 2024 1:00 am http://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS