http://americas.managersofwealth.com/ Wed, 19 Aug 2026 17:08:23 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67619/canaccord-genuity-group-inc-through-its-wealth-management-business-in-the-uk-ampamp-crown-dependencies-announces-acquisition-of-efg-harris-allday Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands. Wealth and Asset Management News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67620/stratos-wealth-adds-400m-with-rpi-financial-life-planners It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025. Wealth and Asset Management News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67621/wealth-enhancement-snaps-up-weinand-financial Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets. Wealth and Asset Management News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67623/northleaf-closes-usd-450-million-asset-based-fund The strategy invests in areas including entertainment royalties, legal assets, healthcare receivables and factoring. Wealth and Asset Management News Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67624/invesco-advances-global-solutions-ampamp-custom-strategies-platform Uniting differentiated investment capabilities to deliver tailored client outcomes Wealth and Asset Management News Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67607/building-wealth-with-intention-a-tax-aware-how-to-guide But a thoughtful strategy and the right partner may help strengthen after-tax outcomes over time by managing assets with an eye toward tax efficiency. Wealth and Asset Management News Aggregation Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67606/smas-emerge-as-wealth-managementamp039s-next-frontier Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies. Wealth and Asset Management News Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67609/newedge-wealth-adds-houston-location-in-continued-expansion Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division Wealth and Asset Management News Aggregation Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67610/siebert-deepens-fusioniq-investment-with-10-year-wealth-tech-deal Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms. Wealth and Asset Management News Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67615/wealth-enhancement-announces-acquisition-of-weinand-financial-an-independent-ria-with-over-644-million-in-client-assets This partnership brings the firm's total client assets to more than $160.7 billion. Wealth and Asset Management News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67622/kestra-financial-hires-wealth-management-head-from-blackrock Kestra Financial President John Amore took more than a year to find his replacement—someone who could oversee investment, planning and advice while also “moving the ball forward.” People Moves News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67625/synchrony-appoints-nimrod-barak-as-chief-ai-officer In line with its AI strategy, Synchrony has also partnered with OpenAI to integrate financing, rewards, and loyalty services into ChatGPT. People Moves News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67628/kpmg-names-jason-larue-next-talent-ampamp-culture-leader He succeeds Sandy Torchia, who will be retiring from the firm on Sept. 30. People Moves News Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67608/rothschild-ampamp-co-appoints-brent-surber-to-lead-its-private-capital-markets-capabilities-in-north-america His focus will include advising clients on bespoke equity and debt financings, capital structure advisory and solutions, and private capital distribution. People Moves News Aggregation Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67612/advisor-moves-veteran-teams-with-580m-in-assets-leave-wells-fargo The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues. People Moves News Aggregation Team Monday, August 17, 2026 1:00 am http://americas.managersofwealth.com/article/67598/citigroup-names-adam-clark-wealth-planning-head-after-jp-morgan-departure Clark will report to Keith Glenfield, Citi Wealth's investment solutions head. People Moves News Aggregation Team Monday, August 17, 2026 1:00 am http://americas.managersofwealth.com/article/67599/industry-moves-bmo-private-wealth-adds-advisors-talent Plus, CIBC promotes Mark Mulroney, and appointments at Scotiabank, National Bank and more People Moves News Team Monday, August 17, 2026 1:00 am http://americas.managersofwealth.com/article/67601/glenmede-appoints-michael-novak-as-relationship-manager-wealth-advisory Brings Extensive Fiduciary and Wealth Management Experience People Moves News Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67584/city-national-bank-appoints-two-new-leaders-to-expand-private-bank-and-wealth-management-capabilities-and-accelerate-growth Darcy Roennfeldt Joins as Head of Trust & Estate Services; Shannon Patterson Saltos Joins as Head of Private Bank, Eastern Region People Moves News Aggregation Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67586/featured-mover-sean-killen-fulton-private-bank He has been with Fulton for over 25 years in a variety of leadership roles for teams serving consumers and small businesses through the bank’s financial centers. People Moves News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67627/ex-morgan-stanley-advisor-alleges-firm-amp039circled-the-wagonsamp039-after-misconduct-claims In a lawsuit, Elizabeth Hobson claims the wirehouse disclosed her confidential address, took away client relationships, and subjected her to investigations after she reported discrimination from her managers. Legal, Regulation & Compliance News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67550/crainamprsquos-new-york-business-names-sheppard-new-york-attorneys-to-2026-ampldquonotable-leaders-in-accounting-consulting-and-lawamprdquo Crain’s New York Business Legal, Regulation & Compliance News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67523/the-supreme-court-quietly-killed-sec-independence It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 04, 2026 1:00 am http://americas.managersofwealth.com/article/67485/young-hnw-clients-are-choosing-experiences-over-assets-ampmdash-can-advisors-keep-up Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that's forcing advisors to rethink how they plan Legal, Regulation & Compliance News Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67466/brad-rude-ampamp-cameron-edmiston-wells-fargo-advisors-face-10mm-complaint The pending complaint alleges damages of $10 million. Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67470/capital-one-says-it-closed-over-300-trump-organization-accounts-after-anti-money-laundering-probe Capital One first notified the Trump Organization of its intention to close more than 300 affiliated bank accounts in March 2021 Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67472/fed-and-fdic-ease-bank-insider-lending-rules-in-latest-deregulatory-push The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks. Legal, Regulation & Compliance News Aggregation Team Friday, July 31, 2026 1:00 am http://americas.managersofwealth.com/article/67456/ai-lawsuits-surge-to-dominate-securities-class-action-filings-in-2026 Artificial intelligence is no longer just reshaping investment portfolios, it is reshaping the litigation landscape around them. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67446/trumpamprsquos-court-losses-leave-taxpayers-facing-millions-in-legal-fees Federal agencies can be required to pay attorneys' fees when they lose in court under a 1980 law meant to ensure individuals, small businesses and nonprofits aren't priced out of suing the government. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67448/finra-rbcamprsquos-aml-rules-risked-missing-red-flags According to the brokerage regulator, flawed surveillance systems at RBC Capital Markets’ wealth management division failed to detect suspicious transactions that should have triggered alerts. Legal, Regulation & Compliance News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67626/amplsquoworrisomeamprsquo-ai-is-driving-a-looming-market-correction-european-central-bank-economists-warn Economists at the European Central Bank warn heady stock market valuations are likely to suffer a correction, even if they fairly reflect the ways in which AI will transform society. FinTech News Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67611/matera-and-utila-partner-to-help-banks-bring-digital-assets-to-their-customers Partnership combines Utila’s institutional digital asset infrastructure with Matera’s real-time authorization and ledger technology, enabling banks to offer stablecoin and digital asset services without replacing their core banking systems FinTech News Aggregation Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67587/franklin-templeton-keeps-ai-overweight-despite-tech-volatility In its latest Asset Allocation Views, the asset manager said July’s market swings had reset technology valuations and moderated investor sentiment after signs of excessive optimism. FinTech News Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67592/citigroupamp039s-consumer-cards-to-acquire-fintech-kard Its embedded, machine learning-powered personalization and matching capabilities simplify rewards for issuers, deliver meaningful value to customers and help brands reach high-intent consumers with measurable outcomes. FinTech News Aggregation Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67594/missionsquare-to-add-personal-wealth-management-offering The $73.6 billion retirement firm is adding wealth services in response to feedback from plan participants. FinTech News Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67534/finster-ai-secures-investment-from-ubs-to-advance-ai-innovation-in-investment-banking Investment reflects a focus on AI-native infrastructure supporting research, advisory, and capital markets workflows FinTech News Aggregation Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67531/zuckerbergamprsquos-ai-vision-collides-with-metaamprsquos-135bn-spending-reality A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case. FinTech News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67517/wells-fargo-outlines-tokenised-deposits-launch-for-corporate-payments The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. FinTech News Team Thursday, August 06, 2026 1:00 am http://americas.managersofwealth.com/article/67504/scotiabank-equips-employees-with-ai-powered-knowledge-agents-through-scotia-intelligence As Scotiabank has moved from experimentation to enterprise-wide scale, its AI strategy has remained anchored in three strategic themes: elevating client experiences, delivering speed and efficiency, and enhancing risk management. FinTech News Aggregation Team Thursday, August 06, 2026 1:00 am http://americas.managersofwealth.com/article/67506/advisors-not-algorithms-still-drive-financial-fulfillment-says-edward-jonesamprsquo-david-chubak Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors FinTech News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67629/goldman-sachs-to-buy-real-estate-investment-firm-for-410m The acquisition of LCN Capital Partners, set to close by the end of the year, marks the second nine-figure-or-higher transaction for Goldman in the past week. Alternative Investments News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67630/dimensionalamprsquos-meinke-do-ipos-make-good-investments Newly listed companies often capture investors’ attention, but evidence suggests it pays to be patient Alternative Investments News Aggregation Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67631/fund-manager-have-rarely-been-this-bullish-about-stocks-says-bank-of-america-survey Cash levels at 3.5% have rarely been this low since the turn of the millennium and the allocation to stocks is also a five-year high. Alternative Investments News Team Wednesday, August 19, 2026 1:00 am http://americas.managersofwealth.com/article/67632/mack-ampamp-co-unveils-new-brand-identity-website-and-global-headquarters New identity reflects the firm's evolution and the growth of its global advisory and investment management business Alternative Investments News Aggregation Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67613/maridea-wealth-management-acquires-park-ridge-financial-expanding-chicago-presence Founder Rick Pucci brings a full-service, personalized approach to financial planning to Maridea's Chicago office Alternative Investments News Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67614/mai-capital-management-expands-into-atlanta-market-through-acquisition-of-waypoint-wealth-counsel Acquisition brings approximately $490M in AUM as MAI broadens its presence in strategic U.S. markets Alternative Investments News Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67618/oamprsquoreilly-llc-joins-millenia-investments-affiliates-with-osaic St. Louis-area firm overseeing approximately $250 million in client assets joins Millenia Investments in full-circle succession story Alternative Investments News Team Monday, August 17, 2026 1:00 am http://americas.managersofwealth.com/article/67600/vastadvisor-closes-1-million-safe-round Funding will accelerate the product roadmap and support VastAdvisor's go-to-market plan. Alternative Investments News Aggregation Team Thursday, August 13, 2026 1:00 am http://americas.managersofwealth.com/article/67576/vanguard-launches-customizable-model-portfolios-for-advisors New model portfolios give financial advisors flexibility to personalize client allocations while keeping expense ratios at a fraction of the industry average. Alternative Investments News Aggregation Team Wednesday, August 12, 2026 1:00 am http://americas.managersofwealth.com/article/67566/us-blockchain-fintech-chaince-digital-agrees-162m-share-sale With each share valued at $0.58, the fintech has agreed to sell 30,560,000 shares to "certain investors", per a company statement. Alternative Investments News Aggregation Team Monday, July 20, 2026 1:00 am http://americas.managersofwealth.com/article/67346/bank-of-america-2026-workplace-benefits-report This year’s study finds that workers’ financial well-being hit a three-year high, even as cost-of-living pressures persist. Investment Banking News Aggregation Team Friday, July 17, 2026 1:00 am http://americas.managersofwealth.com/article/67337/north-americaamprsquos-best-investment-bank-2026-morgan-stanley Completing 229 M&A deals in the Americas, leading more equity offerings and IPOs than any rival Investment Banking News Aggregation Team Wednesday, July 15, 2026 1:00 am http://americas.managersofwealth.com/article/67311/morgan-stanley-beats-profit-estimates-on-dealmaking-boost-strong-trading Among the notable deals in the quarter, the bank acted as a financial advisor on Fertitta Entertainment's agreement to buy Caesars Entertainment in a deal valued at $17.6 billion. Investment Banking News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67290/rothschildamprsquos-investment-bankers-arenamprsquot-paid-what-you-think-they-are Average pay at Goldman Sachs International, for example, was a monstrous $963k in 2025, up from $795k on average in 2024. Investment Banking News Aggregation Team Friday, July 10, 2026 1:00 am http://americas.managersofwealth.com/article/67275/regions-expands-investment-banking-through-the-acquisition-of-the-frazer-lanier-company "By welcoming experienced bankers from Frazer Lanier to the Regions family, we are connecting Regions' clients with even greater capabilities while advancing our long-term strategy for growth." Investment Banking News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67180/jefferies-reports-earnings-before-the-big-banks That's because its quarter ends one month earlier than those other banks -- in this case, May 31. Investment Banking News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67155/goldman-sachs-statement-on-comprehensive-capital-analysis-and-review-2026-results The firm intends to increase its common dividend from $4.50 to $5.00 per share beginning July 1, 2026 Investment Banking News Aggregation Team Friday, June 19, 2026 1:00 am http://americas.managersofwealth.com/article/67115/jpmorgan-urges-investors-to-ride-equity-wave-through-late-2026 Heavy investment linked to AI and steady consumer spending should help the expansion continue even with sticky inflation, the company said. Investment Banking News Aggregation Team Wednesday, June 17, 2026 1:00 am http://americas.managersofwealth.com/article/67089/donamp039t-disparage-the-ubs-us-mampampa-bankers-who-are-hard-at-work When it does, UBS's US M&A bankers will undoubtedly be criticised once again on a popular forum for their poor showing in M&A. Investment Banking News Aggregation Team Tuesday, June 16, 2026 1:00 am http://americas.managersofwealth.com/article/67076/wells-fargo-raises-year-end-sampampp-500-target-on-stronger-earnings-outlook It added that geopolitical tensions have eased after the Iran agreement, helping reduce macro uncertainty that had weighed on markets. Investment Banking News Aggregation Team Thursday, August 13, 2026 1:00 am http://americas.managersofwealth.com/article/67577/the-amplsquo20-ruleamprsquo-behind-giorgos-tsetisamprsquo-blueprint-for-a-new-kind-of-family-office The Great Things formula and 20% giving minimum were inspired by the economics of venture capital and private equity Comment, Analysis & Research News Aggregation Team Thursday, August 13, 2026 1:00 am http://americas.managersofwealth.com/article/67582/estate-planning-is-an-ongoing-service-not-a-one-time-event Advisors celebrate National Make a Will Month by describing how ongoing estate reviews and wealth transfer talks build trust and grow client relationships Comment, Analysis & Research News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67542/philanthropy-in-the-age-of-ai Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios. Comment, Analysis & Research News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67551/us-bank-flags-potential-blowback-from-debanking-inquiries At least three other lenders have warned investors of consequences over the past year, but unlike U.S. Bank, those institutions have either been sued or called out publicly by President Trump. Comment, Analysis & Research News Aggregation Team Wednesday, August 05, 2026 1:00 am http://americas.managersofwealth.com/article/67488/privacy-amplsquoan-asymmetrical-riskamprsquo-for-the-rich-the-chauffeur-service-taking-on-the-city-of-new-york High-end ride-hailing service Wheely believes New York City rule requiring every journey to be logged could put ultra-wealthy clients in danger Comment, Analysis & Research News Aggregation Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67463/what-ultra-wealthy-families-do-differently-with-money-according-to-a-ubs-private-wealth-advisor Trusts, family meetings, and honest conversations with kids: inside the habits that keep big fortunes from disappearing Comment, Analysis & Research News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67445/when-to-take-profits-the-signals-advisors-use-to-reduce-client-exposure Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone is never the reason Comment, Analysis & Research News Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67421/canadiansamp039-confidence-in-spotting-fraud-may-be-increasing-their-risk-td-survey Almost all (89%) feel confident they can spot fraud, but more than half (52%) admit to risky behaviours Comment, Analysis & Research News Aggregation Team Monday, July 27, 2026 1:00 am http://americas.managersofwealth.com/article/67408/what-big-bank-earnings-just-revealed-about-the-health-of-the-us-consumer The fear is that the U.S. economy could be tipped into a recession, as strained consumers are forced to pull back. Comment, Analysis & Research News Aggregation Team Thursday, July 23, 2026 1:00 am http://americas.managersofwealth.com/article/67385/first-they-make-you-work-weekends-then-they-let-you-go-the-other-unfortunate-job-in-banks But another class of jobs in banks can also be miserable and they pay a lot less than being a junior investment banker: technology and data remediation. Comment, Analysis & Research 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 Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67514/why-wealth-taxes-always-fail Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution. Tax News Aggregation Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67473/nycamp039s-pied-ampagrave-terre-tax-rollout-leaves-frustrated-longtime-owners-fighting-bills Thousands of primary homeowners claim to have been wrongly flagged for a levy meant for second-home owners, sparking a scramble over exemptions. Tax News Team Friday, July 31, 2026 1:00 am http://americas.managersofwealth.com/article/67460/aampampm-tax-policy-quarterly-outlook-q2-2026 The publication also provides a comprehensive overview of key tax policy and controversy updates across regions, offering practical insights into jurisdictional trends and legislative changes. Tax News Aggregation Team Friday, July 24, 2026 1:00 am http://americas.managersofwealth.com/article/67395/fidelity-widens-sma-lineup-as-tax-optimization-reshapes-wealth-advice New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion. Tax News Team Monday, July 20, 2026 1:00 am http://americas.managersofwealth.com/article/67349/assetmark-tax-management-services-surpass-10-billion-in-tax-managed-assets Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice Tax News Team Thursday, July 16, 2026 1:00 am http://americas.managersofwealth.com/article/67326/tax-optimization-becomes-new-battleground-for-wealth-manager-differentiation Cerulli finds platform sponsors increasingly prioritizing tax management capabilities as firms seek more reliable sources of post-tax alpha Tax News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67518/thredd-powers-pliantamprsquos-us-expansion-with-visa-card-launch The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67520/klarna-live-on-jp-morgan-payments-in-us Industry data cited in the announcement suggests that more than one in four Americans are more inclined to finish a purchase when flexible payment options are shown at checkout. Retail Banking News Aggregation Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67420/profit-at-major-brazilian-banks-expected-to-rise-in-q2 But rising loan defaults are also set to give bank earnings a more cautious tone Retail Banking News Aggregation Team Friday, July 17, 2026 1:00 am http://americas.managersofwealth.com/article/67332/the-great-bank-migration-banking-loyalty-must-now-be-earned As US consumers increasingly switch banks in search of better rates, digital experiences and transparency, Alastair Wood discusses how financial institutions must continuously earn customer loyalty by delivering value and building stronger, more personali Retail Banking News Team Thursday, July 09, 2026 1:00 am http://americas.managersofwealth.com/article/67264/klarna-submits-application-for-us-banking-license Klarna has operated as a licensed bank in Europe since 2017 and serves U.S. customers through valued partner banks. Retail Banking News Aggregation Team Monday, June 22, 2026 1:00 am http://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67098/banks-bring-bnpl-rivalry The debit card has become the latest battleground between banks and fintechs over installment lending. Retail Banking News Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67101/checkalt-joins-us-bank-connected-partnership-network-to-expand-access-to-integrated-receivables-solutions Marketplace links U.S. Bank clients with third-party payment and treasury solutions that are fully integrated with the bank’s systems Retail Banking News Team Monday, June 15, 2026 1:00 am http://americas.managersofwealth.com/article/67067/fifth-third-bank-celebrates-168-years-of-innovation-and-service-as-america-approaches-250th-birthday Nation's ninth-largest bank reflects on its history of firsts as the country prepares to mark its semiquincentennial Retail Banking News Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66944/rbc-announces-expansion-of-vancouver-banking-and-innovation-hub Supported by 1,000 high-quality jobs in B.C., the hub will help advance RBC's AI ambitions Retail Banking 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 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