http://americas.managersofwealth.com/ Wed, 12 Aug 2026 06:58:34 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67541/seia-continues-to-evolve-to-meet-the-increasingly-complex-needs-of-high-net-worth-clients-through-expanded-tax-and-family-office-capabilities The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience. Wealth and Asset Management News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67543/lpl-financial-opens-focus-2026-bringing-together-thousands-of-advisors-to-explore-the-future-of-wealth-management Firm showcases investments in AI, cybersecurity and wealth management solutions designed to help financial professionals thrive in a rapidly evolving industry Wealth and Asset Management News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67546/feathery-launches-ai-proposal-generation-tool-for-wealth-management-firms New AI assistant Robin drafts personalized client proposals by integrating data from Salesforce, eMoney, Morningstar and more. Wealth and Asset Management News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67547/how-scotia-wealth-management-has-rolled-out-its-ai-platform The bank-owned dealer has been adding AI tools with speed, despite the scale of the undertaking Wealth and Asset Management News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67549/alti-global-takes-20m-loss-on-external-manager On speculation the firm could be in talks for a sale, AlTi’s interim CEO said a special committee was still reviewing strategic options. Wealth and Asset Management News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67555/centurion-wealth-management-named-to-inc-5000-list-of-americaamp039s-fastest-growing-private-companies-for-fourth-consecutive-year Centurion marks its fourth consecutive year on the Inc. 5000. Wealth and Asset Management News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67556/wealthfluent-launches-wealth-planning-and-ai-optimization-upgrade The New Tools Allow Users to Understand What Their Potential Future Net Worth Is Made Of Wealth and Asset Management News Aggregation Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67524/rockefeller-global-family-office-expands-into-columbus-ohio-with-jones-wealth-partners-addition They join from Merrill Lynch and will report to Brett Thelander, Northern Regional President of Rockefeller Global Family Office. Wealth and Asset Management News Aggregation Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67525/international-equity-group-announces-expansion-of-its-global-advisory-and-wealth-management-services The expansion includes enhanced portfolio reporting tools, wider multi-asset investment coverage, and increased access to market analysis and economic commentary designed to help clients evaluate developments that may affect their long-term investment str Wealth and Asset Management News Aggregation Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67526/investcorp-spent-years-looking-for-a-wealth-manager-it-picked-berger The investment gives Investcorp a majority stake in Berger, while the firm's management team and financial advisors will remain significant owners. Wealth and Asset Management News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67544/former-stanford-athlete-osiris-st-brown-joins-rbc-wealth-management-as-financial-advisor St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves. People Moves News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67545/northern-trust-wealth-management-appoints-candice-nakagawa-as-family-office-solutions-managing-director-for-the-west-region Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity. People Moves News Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67529/northern-trust-wealth-management-appoints-candice-nakagawa-as-family-office-solutions-managing-director-for-the-west-region Previously, she was Private Wealth Management Market Leader at U.S. Bank and held multiple leadership roles at MUFG Union Bank. People Moves News Aggregation Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67532/ex-cwb-wealth-chief-trades-the-top-job-for-verecanamp039s-cfo-role Verecan bulks up its leadership as it chases acquisitions and cross-border growth People Moves News Aggregation Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67535/beacon-pointe-co-founder-shannon-eusey-joins-advisory-board-of-ai-wealthtech-firm Industry veteran and chair of $62M RIA will help shape the tech business’ growth strategy. People Moves News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67513/oxford-financial-group-expands-grand-rapids-team-with-jason-gust-appointment In his new role, Gust will advise some of the firm’s most complex client relationships, focusing on tax and estate planning, wealth preservation, asset protection and capital deployment strategies. People Moves News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67516/manulife-wealth-names-lior-valitsky-coo-amid-leadership-shake-up-and-record-q2-results Manulife Wealth names Lior Valitsky COO and restructures its leadership team as Manulife WAM posts record gross flows and 9% earnings growth in Q2 2026 People Moves News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67519/bank-of-america-investment-banking-co-head-mike-joo-to-leave Faiz Ahmad will remain in charge of the investment bank. s People Moves News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67522/raymond-james-recruits-11b-team-from-baird The Cranberry Township, Pa.-based group is the second billion-dollar-plus team to join the firm's employee channel in two weeks, following a $5.4 billion recruit from Comerica. People Moves News Team Thursday, August 06, 2026 1:00 am http://americas.managersofwealth.com/article/67502/kevin-brubaker-to-lead-pnc-private-bank-in-north-florida Brubaker will remain based in Jacksonville, a market that has become increasingly important to PNC's growth strategy as population expansion, corporate relocations and wealth migration continue to drive demand for sophisticated wealth management serv People Moves 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 Friday, July 24, 2026 1:00 am http://americas.managersofwealth.com/article/67394/court-denies-merrillamprsquos-attempt-to-restart-openarcdynasty-lawsuit The federal judge denied a temporary restraining order, but according to court documents, the case paused last fall Legal, Regulation & Compliance 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 Thursday, August 06, 2026 1:00 am http://americas.managersofwealth.com/article/67507/the-diamond-podcast-for-financial-advisors-ryan-belanger-on-why-ai-matters-now-to-rias Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use. FinTech News Aggregation Team Wednesday, August 05, 2026 1:00 am http://americas.managersofwealth.com/article/67496/ray-dalio-thinks-the-ai-boom-is-starting-to-look-familiar History suggests those two ideas can coexist. A technology can change the world while many of the investments tied to it ultimately disappoint. FinTech News Aggregation Team Tuesday, August 04, 2026 1:00 am http://americas.managersofwealth.com/article/67486/bank-of-america-to-acquire-cybersecurity-consultancy-mdsec The bank will gain a team of approximately 65 cybersecurity-focused employees through the transaction, which is expected to close in Q4 2026. FinTech News Aggregation Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67468/encore-ai-bags-30m-to-deploy-agentic-ai-across-customer-interactions The fintech uses AI agents to replicate the behaviours and techniques of top-performing employees, deploying them across all customer interaction channels. FinTech News Aggregation Team Thursday, July 30, 2026 1:00 am http://americas.managersofwealth.com/article/67449/mercer-launches-second-generation-of-aspen-unified-operating-platform The RIA's new platform features knowledge graph architecture, a canonical data model and data ontology. FinTech News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67552/us-bank-erebor-nears-15bn-funding-round-at-8bn-valuation-ampndash-report The new valuation would represent a sharp increase from earlier this year Alternative Investments News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67553/wall-streetamp039s-biggest-bank-just-raised-its-expectations-for-the-stock-market The strategists also increased their guidance for earnings per share to $365 in 2026, representing a 35% boost compared to last year, and $420 for 2027, which would be a 15% rise versus this year's estimate. Alternative Investments News Aggregation Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67554/rbc-reopens-us10-billion-zero-tech-bond-fund-with-deals-surging The RBC fund doesn’t own any debt of hyperscalers or software, hardware and IT services companies Alternative Investments News Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67536/bank-of-america-expands-partnership-with-big-brothers-big-sisters-of-essex-hudson-ampamp-union-counties-to-grow-mentoring-and-workforce-development-programming Nationally Recognized as Big Brothers Big Sisters of America’s “Agency of the Year,” B B B S E H UBBBSEHU Will Connect Thousands of New Jersey Youth Annually to Career Pathways, Higher Education, and Economic Opportunities with B of AsBo Alternative Investments News Team Monday, August 10, 2026 1:00 am http://americas.managersofwealth.com/article/67537/seia-continues-to-evolve-to-meet-the-increasingly-complex-needs-of-high-net-worth-clients-through-expanded-tax-and-family-office-capabilities The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience. Alternative Investments News Team Thursday, August 06, 2026 1:00 am http://americas.managersofwealth.com/article/67509/northern-trust-pension-universe-data-canadian-pension-plan-returns-rise-in-q2 The Canadian bond market also finished the quarter in positive territory. Alternative Investments News Aggregation Team Thursday, August 06, 2026 1:00 am http://americas.managersofwealth.com/article/67510/advisor-moves-lpl-loses-a-team-to-raymond-james-picks-up-morgan-stanley-breakaways Two advisory teams managing nearly $1 billion in assets have moved platforms, expanding the cohort of independents. Alternative Investments News Aggregation Team Wednesday, August 05, 2026 1:00 am http://americas.managersofwealth.com/article/67495/us-bank-enhances-onboarding-for-alts Enhancing investor onboarding is just the beginning,” Flanagan added. Alternative Investments News Aggregation Team Wednesday, August 05, 2026 1:00 am http://americas.managersofwealth.com/article/67498/erste-asset-management-introduces-first-etfs Eligible companies must meet liquidity and price history requirements and, for the developed markets index, specified country and currency eligibility criteria. Alternative Investments News Team Wednesday, August 05, 2026 1:00 am http://americas.managersofwealth.com/article/67500/budget-pressures-have-1-in-3-canadians-considering-cutting-back-on-insurance-despite-many-not-knowing-what-theyamp039re-putting-at-risk TD Insurance survey finds 84% say they don't fully understand their coverage, highlighting a major insurance confidence gap 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 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 Team Wednesday, July 22, 2026 1:00 am http://americas.managersofwealth.com/article/67370/bank-stocks-have-further-to-run Large US banks had a very strong second quarter. Comment, Analysis & Research News Team Thursday, July 16, 2026 1:00 am http://americas.managersofwealth.com/article/67316/to-retire-comfortably-plan-participants-say-they-need-12-million 33% Have More Credit Card Debt Than Retirement Savings Comment, Analysis & Research 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 Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67193/irs-tightens-fbar-penalties-for-2026-clear-start-tax-warns-holders-of-foreign-accounts-to-review-filing-obligations The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings. Tax News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67169/where-investment-returns-meet-tax-returns-part-ii-overcoming-impediments For wealth firms willing to offer more integrated tax services have several options to solve for lack of expertise, seasonal strains, and other challenges around tax prep work. Tax News Team Thursday, June 11, 2026 1:00 am http://americas.managersofwealth.com/article/67043/baker-tilly-announces-agreement-to-acquire-anchin-new-york-city-to-become-firm-headquarters Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center. Tax News Aggregation Team Wednesday, June 03, 2026 1:00 am http://americas.managersofwealth.com/article/66957/bernie-sanders-slams-system-letting-us-firms-use-malta-as-amp039tax-havenamp039-for-profit Senator says companies are shifting profits offshore 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