http://americas.managersofwealth.com/ Tue, 13 Oct 2026 02:27:20 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68055/savant-adds-213m-cedarstone-advisors-in-fifth-california-office “Their specialization of serving retirees aligns well with Savant’s desire to find firms with focused practices,” said Brent Brodeski, founder and CEO of Savant. Wealth and Asset Management News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68035/private-banker-international-global-wealth-awards-2026-names-winners RBC Wealth Management takes the global title as this year’s awards put greater focus on evidence-led growth, digital execution and client outcomes Wealth and Asset Management News Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68036/partners-group-launches-new-global-multi-sector-private-credit-income-strategy The Strategy will be accessible to both institutional and private wealth investors globally through an open-ended evergreen vehicle. Wealth and Asset Management News Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68039/rbc-bets-on-growth-in-europe-as-businesses-diversify-trade The lender has grown its capital-markets team in the region by 16 per cent in the past five years. Wealth and Asset Management News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68043/northrock-partners-buys-350m-triumph-wealth-management Triumph Wealth Management has joined NorthRock’s Personal Office model, which provides investment strategies, insurance, legal, business services, and philanthropic planning. Wealth and Asset Management News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68045/carson-group-enters-new-jersey-with-410m-foran-financial-group-deal The firm is led by managing partners and wealth advisors Daniel Foran Wealth and Asset Management News Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68026/factset-announces-expanded-partnership-with-scotia-wealth-management The expansion will further integrate FactSet's capabilities into Scotia Wealth Management's advisor and investment platforms Wealth and Asset Management News Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68027/network-wealth-selects-onevestamp039s-wealth-management-platform Network Wealth will power its Next-Gen Advice Practice with OneVest's modern, unified client and advisor experience built for the next generation of wealth. Wealth and Asset Management News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68030/purefacts-and-ascentix-target-fee-leakage-in-wealth-management-firms Wealth enterprises are leaving revenue on the table - a Canadian software firm enters new partnership with strategic consultancy Wealth and Asset Management News Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68012/hightoweramprsquos-the-bahnsen-group-expands-national-footprint-with-addition-of-hightower-naples Hightower Naples is the first existing Hightower advisory practice to join TBG under Hightower’s flagship franchise model, establishing TBG’s second Florida location. Wealth and Asset Management News Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68048/rosen-group-private-wealth-management-ltd-welcomes-jeff-johnathan-and-tom-kawaski-to-its-growing-team Their appointments further strengthen the firm's commitment to delivering comprehensive wealth management and financial planning solutions to professionals, business owners, and families. People Moves News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68051/jpmorgan-brought-in-a-new-md-in-new-york-from-deutsche-bank-in-london Matthew Friend will join JPMorgan in New York later this month as a MD in the firm’s technology leveraged finance team. People Moves News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68040/ocorian-appoints-ryan-mcgrath-as-global-head-of-innovation Ryan will be working across Ocorian to identify high-value opportunities driven by client demand, rapidly iterating new solutions, and translating successful concepts into scalable capabilities. People Moves News Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68046/sightline-wealth-management-announces-new-leadership-appointments CIRO-Approved Executives Join Firm to Drive Growth and Strategic Direction People Moves News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68024/jorge-bastarrachea-joins-raymond-james-to-strengthen-its-international-financial-advisory-business-in-miami The executive leaves Citi after several years to join the Brickell office, in a market that has become one of the main hubs for managing Latin American wealth. People Moves News Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68028/cresset-appoints-joe-zidle-as-chief-market-strategist Zidle brings more than three decades of experience across macroeconomics, asset allocation, and public and private markets to Cresset's multi-family office platform serving ultra-high-net-worth families, business owners, and entrepreneurs. People Moves News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68032/advisor-moves-indie-platforms-add-teams-with-15b-in-assets From a Morgan Stanley exit to a $1B branch transition, this week’s advisor moves show independents pulling talent at every level. People Moves News Aggregation Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68011/cantor-fitzgerald-asset-management-names-eric-johnston-head-of-equities-at-oamprsquoconnor-and-chief-market-strategist As Chief Market Strategist, he will lead CFAM's market outlook and macro investment views for investors and clients, drawing on the intellectual capital across Cantor Fitzgerald to deliver relevant, actionable market insights. People Moves News Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68015/mesirow-deepens-wealth-management-platform-hires-industry-veteran-paul-arnold Arnold will help deepen the firm's research offerings by translating sophisticated investment research into practical strategies. People Moves News Aggregation Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68018/goldman-sachs-appoints-banking-tech-co-head It is a promotion for Dunlevie who was previously global chief operating officer of the same banking group People Moves News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68047/american-express-hit-with-350m-aml-penalty Some of this activity was linked to accounts connected with bank insiders, although the regulator did not name those individuals or describe their positions. Legal, Regulation & Compliance News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68029/cayman-reinsurers-challenge-proposed-us-capital-requirement It also calls for a separate change to recoverability requirements for reinsurers with lower financial strength ratings. Legal, Regulation & Compliance News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68031/us-fed-to-revamp-bank-supervision-framework-into-five-regions The new regions will be aligned with state boundaries rather than Federal Reserve district boundaries. Legal, Regulation & Compliance News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67994/sec-publishes-new-crypto-custody-rules The proposal was launched by SEC chairman Paul Atkins who noted that the crypto asset market has evolved since the creation of bitcoin in 2008 Legal, Regulation & Compliance News Aggregation Team Monday, September 28, 2026 1:00 am http://americas.managersofwealth.com/article/67939/us-banks-invited-to-join-apple-pay-class-lawsuit Apple has changed its policies since the lawsuit was filed. Legal, Regulation & Compliance News Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67884/qia-and-jp-morgan-asset-management-announce-20-billion-strategic-partnership The strategic partnership will include two initial areas of collaboration Legal, Regulation & Compliance News Aggregation Team Thursday, September 17, 2026 1:00 am http://americas.managersofwealth.com/article/67861/brazil-central-bank-delivers-fifth-straight-rate-cut-leaves-next-move-open The decision came on the same day that the U.S. Federal Reserve raised its benchmark interest ​rate to the 3.75%-4.00% range and flagged further increases in coming months. Legal, Regulation & Compliance News Aggregation Team Wednesday, September 16, 2026 1:00 am http://americas.managersofwealth.com/article/67851/senate-blocks-landmark-crypto-regulation-bill Democrats citing continued concerns over ethics provisions meant to address President Donald Trump’s crypto business interests. Legal, Regulation & Compliance News Aggregation Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67820/pension-reforms-key-to-deeper-capital-markets The bottom line is that pension depth and market depth often move together, and most of Europe has plenty of work to do. Legal, Regulation & Compliance News Aggregation Team Monday, September 07, 2026 1:00 am http://americas.managersofwealth.com/article/67771/washington-state-considers-ria-insurance-mandate An organization of investors' attorneys supports the regulation, arguing it could address the continued issue of unpaid arbitration awards. Legal, Regulation & Compliance News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68049/can-bank-of-america-turn-the-next-technology-cycle-into-better-payments-outcomes The bank is continuing to invest in its CashPro treasury platform and real-time payment infrastructure, while its approach to AI remains deliberately progressive. FinTech News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68050/wealthtech-vendors-scramble-as-orion-introduces-data-access-fees The monthly Connected Ecosystem Support Fee has sparked debate over transparency, pricing models and who ultimately bears the cost in an AI-driven advisory landscape. FinTech News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68038/ai-and-the-future-of-wealth-management Agentic AI promises more than improved efficiencies — it has the potential to transform the client experience FinTech News Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68025/broadridgeamprsquos-distributed-ledger-repo-processes-75-trillion-in-september September 2026 ADV reaches $359 billion as Broadridge builds on DLR’s institutional scale with newly launched DLX FinTech News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68034/wells-fargo-explores-crypto-liquidity-partnership-with-kraken-parent-payward The potential arrangement would see the Wyoming-based company supply liquidity for digital asset transactions, effectively giving the bank access to crypto markets and order execution without having to build those systems from scratch. FinTech News Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68016/sei-integrates-with-ice-etf-hub-to-strengthen-etf-order-management-capabilities Integration Advances ETF Infrastructure and Supports Long-Term Growth Strategy FinTech News Aggregation Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68021/can-morgan-stanleyamp039s-integrated-model-drive-long-term-earnings-growth IM adds another layer by creating and managing private-market strategies FinTech News Team Tuesday, October 06, 2026 1:00 am http://americas.managersofwealth.com/article/68003/bmo-earns-top-recognition-for-responsible-ai-leadership-in-global-banking Ranking recognizes how BMO is scaling AI to create measurable business value through strong governance and overs FinTech News Team Tuesday, October 06, 2026 1:00 am http://americas.managersofwealth.com/article/68004/bank-of-north-dakota-announces-stablecoin-pilot-program-with-local-partners Roughrider Coin is North Dakota’s branded stablecoin. FinTech News Team Thursday, October 01, 2026 1:00 am http://americas.managersofwealth.com/article/67964/sei-opens-singapore-office-to-support-growing-asset-management-sector-in-asia Launch Advances SEI’s International Growth Strategy and Brings Leading Asset Servicing Capabilities to the Region FinTech News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68056/advisor-moves-to-set-34t-in-motion-this-year The findings are drawn from The Cerulli Report—U.S. Broker/Dealer Marketplace 2026: Navigating the Impact of Broker/Dealer Consolidation. Alternative Investments News Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68037/kkr-to-acquire-gen-ii-fund-services-for-more-than-5-billion-from-hg-and-general-atlantic The strategic partnership with KKR is intended to support Gen II’s next phase of growth as private market managers increasingly seek scaled, technology-enabled solutions to navigate more complex fund structures, investor needs and regulatory require Alternative Investments News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67992/bank-of-america-stock-heads-into-q3-results-after-q2-growth Bank of America stock enters October 14, 2026, Q3 results after Q2 revenue rose 15 percent to USD 31.6 billion. JPMorgan cut its target to USD 62 on October 2. Alternative Investments News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67995/wall-streetamp039s-merger-frenzy-takes-a-third-quarter-breather-chart-of-the-day In the US, where the downshift was even worse, third quarter M&A activity fell by nearly half to $535 billion. Alternative Investments News Aggregation Team Friday, October 02, 2026 1:00 am http://americas.managersofwealth.com/article/67979/concurrent-makes-first-ria-platform-acquisition-with-54b-spire-investment-partners Concurrent’s RIA platform will gain 30 advisor teams through its deal to acquire Virginia-based Spire Investment Partners. Alternative Investments News Aggregation Team Friday, October 02, 2026 1:00 am http://americas.managersofwealth.com/article/67981/savant-enters-thousand-oaks-as-procyon-lands-in-new-jersey The deals arrive as the broader RIA M&A market shows early signs of cooling after a record first half. Alternative Investments News Aggregation Team Friday, October 02, 2026 1:00 am http://americas.managersofwealth.com/article/67982/volo-women-taking-ownership-of-investing-retirement-planning Women are capable, resilient and increasingly successful. Alternative Investments News Team Friday, October 02, 2026 1:00 am http://americas.managersofwealth.com/article/67983/state-street-recognized-by-euromoney-awards For more than 45 years, Euromoney's FX Awards have recognized leading providers of foreign exchange services worldwide Alternative Investments News Team Thursday, October 01, 2026 1:00 am http://americas.managersofwealth.com/article/67971/rockefeller-global-investment-management-celebrates-two-year-anniversary-of-opportunistic-municipal-bond-etfs-with-continued-benchmark-outperformance The ETFs are managed by veteran portfolio managers Scott Cottier, CFA, Mark DeMitry, CFA, and Michael Camarella, CFA who joined Rockefeller in 2024, after their tenure managing the Invesco Rochester municipal bond strategies. Alternative Investments News Team Tuesday, September 29, 2026 1:00 am http://americas.managersofwealth.com/article/67947/the-great-wealth-transfer-could-become-a-great-wealth-mirage New Dunham research highlights how inflation and outdated retirement planning could consume assets prior to reaching heirs Alternative Investments News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68053/nexroc-announces-intention-to-acquire-us-and-australian-insurance-companies Under the transaction framework, both target insurers will become part of NEXROC’s insurance platform, NEXLIFE Group. Investment Banking News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68033/these-are-the-20-largest-banks-in-the-us Chase Bank is the consumer banking division of JPMorgan Chase. Investment Banking News Team Wednesday, October 07, 2026 1:00 am http://americas.managersofwealth.com/article/68019/jp-morgan-asset-management-adds-new-capabilities-to-retirement-link New features broaden in-plan retirement income access and strengthen support for plan sponsors and participants Investment Banking News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67993/jpmorgan-chase-has-one-of-bankingamprsquos-best-moats-hereamprsquos-what-the-stock-is-worth It has consumer banking, credit cards, payments, commercial banking, investment banking, trading, and wealth management. Investment Banking News Aggregation Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67877/the-most-experienced-people-appear-to-be-at-citi-the-least-experienced-appear-to-be-at-goldman FINRA’s data tells us that the least experienced New York-based bankers are by some margin at Goldman Sachs. Investment Banking News Aggregation Team Monday, September 14, 2026 1:00 am http://americas.managersofwealth.com/article/67829/morgan-stanleyamp039s-investment-banking-revenue-soars-58-amid-ai-tool-development Morgan Stanley's management highlighted that AI will be one of the two defining themes of 2026 Investment Banking News Aggregation Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67821/ampquoti-ran-a-team-full-of-talented-banking-mds-i-had-to-fire-them-as-they-wouldnamp039t-leaveampquot A strong manager encourages people to move on, or creates new roles for them to move into. Investment Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67781/morgan-stanleyamp039s-10m-bankers-beat-goldman-sachsamp039-10m-bankers-the-most-exhausting-job-at-jpmorgan Morgan Stanley's technology bankers may therefore be feeling pretty sane now. Investment Banking News Aggregation Team Monday, September 07, 2026 1:00 am http://americas.managersofwealth.com/article/67775/jp-morgan-still-sees-upside-in-sinch-after-share-price-surge The bank expects high single-digit growth Investment Banking News Aggregation Team Friday, September 04, 2026 1:00 am http://americas.managersofwealth.com/article/67759/jpmorgan-decides-to-get-tough-with-jane-street-former-hedge-fund-manager-and-boa-banker-might-be-the-next-jamie-dimon People familiar with the situation” suggest that there had been “internal tensions” at JPM Investment Banking News Aggregation Team Monday, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68054/us-household-income-hit-a-record-in-2025ampmdashbut-not-every-group-got-a-raise More people held full-time, year-round jobs, Mike King, chief of the bureau's Income Statistics Branch, said in a press conference. Comment, Analysis & Research News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68044/pre-sale-financial-planning-is-where-advisors-prove-their-value Advisors who engage business owners years before a liquidity event can shift tax and estate outcomes by millions of dollars Comment, Analysis & Research News Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68022/the-art-basel-and-ubs-survey-of-global-collecting-2026-reveals-gen-z-as-the-highest-spending-generation This year's survey explores how high-net-worth collectors begin building their collections, highlighting the influence of family, rise in younger generations' purchasing activity, evolving attitudes toward privacy, and the growing use of digital Comment, Analysis & Research News Aggregation Team Thursday, October 08, 2026 1:00 am http://americas.managersofwealth.com/article/68023/the-new-k-shaped-economy-splits-the-rich-from-the-ultra-rich-the-top-01-averages-more-than-200-millionampmdashand-is-pulling-away-from-the-rest-of-the-1 The top 0.1%'s wealth has more than doubled since the end of 2019, from $13.4 trillion to nearly $28 trillion in the second quarter of 2026. Comment, Analysis & Research News Team Tuesday, October 06, 2026 1:00 am http://americas.managersofwealth.com/article/68001/advisors-struggle-to-convert-retirement-plan-relationships-into-wealth-management-clients-cerulli-and-morningstar-find While this has been of greater interest for wealth managers that are seeking new avenues of organic growth, advisor adoption still lags in scalability and efficiency. Comment, Analysis & Research News Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67990/politics-polls-and-portfolios-making-sense-of-us-election-season As US voters prepare for the midterm elections, Chief Investment Officer Fahad Kamal explores a familiar challenge for investors: distinguishing between short-term political weather and the longer-term economic climate. Comment, Analysis & Research News Aggregation Team Monday, October 05, 2026 1:00 am http://americas.managersofwealth.com/article/67998/morningstar-geopolitical-tensions-inflation-top-list-of-advisorsamprsquo-market-concerns This year’s survey of advisor sentiment showed less optimism about market conditions and a modest increase in the adoption of alternative investments. Comment, Analysis & Research News Team Thursday, October 01, 2026 1:00 am http://americas.managersofwealth.com/article/67966/us-midterms-point-to-volatility-then-investment-opportunities Fiscal policy would remain on its existing course, shifting over the coming quarters from a significant support for growth towards a modest headwind. Comment, Analysis & Research News Team Wednesday, September 30, 2026 1:00 am http://americas.managersofwealth.com/article/67954/2026-rbc-and-campden-wealth-report-north-american-family-offices-shift-from-caution-to-optimism-amid-great-wealth-transfer-ai-acceleration Family offices raise expectations in a pivotal year dominated by trends of generational wealth transfer, new wealth creation and technology transformation Comment, Analysis & Research News Aggregation Team Monday, September 28, 2026 1:00 am http://americas.managersofwealth.com/article/67936/latin-american-wealth-crosses-borders-and-obtains-a-global-passport Nearly half of the family offices surveyed by the bank increased their exposure to equities during 2026. Comment, Analysis & Research News Team Thursday, September 24, 2026 1:00 am http://americas.managersofwealth.com/article/67910/sei-enhances-integrated-tax-management-capabilities-for-greater-portfolio-flexibility-and-after-tax-outcomes Expanded Mutual Fund Integration, Tax Transition, and Gains Budget Capabilities Help Advisors Align Portfolios with Investor Objectives Tax News Aggregation Team Wednesday, September 23, 2026 1:00 am http://americas.managersofwealth.com/article/67904/beta-wealth-establishes-new-tax-and-accounting-practice The practice will collaborate directly with wealth managers and other appointed professional advisers. Tax News Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67871/a-5-wealth-tax-preparing-clients-for-californiaamp039s-billionaire-tax California's proposed Billionaire Tax Act presents estate planners with significant challenges, including retroactive application, anti-abuse provisions and unresolved questions about its treatment of trusts. Tax News Aggregation Team Thursday, September 17, 2026 1:00 am http://americas.managersofwealth.com/article/67865/california-wealth-tax-holds-narrow-lead A billionaire tax is on the bubble — as are two rival measures on the same ballot. Tax News Aggregation Team Monday, September 07, 2026 1:00 am http://americas.managersofwealth.com/article/67774/trump-makes-false-claim-about-bank-of-canada-while-defending-canada-tariffs Trump claimed Canada allows its banks to operate in the United States while blocking American banks from Canada Tax News Aggregation Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67616/billionaire-mark-cuban-blasts-amplsquoinsaneamprsquo-ro-khanna-wealth-tax-proposal For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares. Tax News Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67585/tether-completes-the-largest-inaugural-financial-audit-in-history KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue Tax News Aggregation Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67593/kpmg-counted-every-gold-bar-tether-lands-its-first-full-audit-after-years-of-doubt For a firm that spent years batting away doubts over whether its USDt token is truly backed one-to-one, it is a symbolic win. Tax News Aggregation Team Wednesday, August 12, 2026 1:00 am http://americas.managersofwealth.com/article/67565/google-co-founder-sergey-brin-spending-more-than-100-million-fighting-california-wealth-tax Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires. Tax News Aggregation Team 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, October 12, 2026 1:00 am http://americas.managersofwealth.com/article/68052/wells-fargo-advisors-recruits-410-million-firm-strong-wealth-management The multi-generational team includes brothers Andrew Strong and Jonathan Strong, along with Christian Strong, Andrew’s son. Retail Banking News Aggregation Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68042/global-finance-names-the-safest-banks-in-western-europe-2026 The top 10 safest banks in Western Europe this year are, once again, the top ten safest banks in the world, and the 2026 list is identifcal to 2025. Retail Banking News Team Friday, October 02, 2026 1:00 am http://americas.managersofwealth.com/article/67986/bmo-taps-mastercard-for-embedded-commercial-virtual-card-payments Through this expansion, BMO becomes the first Mastercard issuer in Canada to offer an integrated embedded finance and payment experience by virtual card within participating platform integrations. Retail Banking News Team Thursday, October 01, 2026 1:00 am http://americas.managersofwealth.com/article/67974/fnb-receives-multiple-awards-for-workplace-culture-and-financial-performance Bank Earns Honors from Forbes, Newsweek and the Pittsburgh Post-Gazette Retail Banking News Team Tuesday, September 29, 2026 1:00 am http://americas.managersofwealth.com/article/67953/bank-of-america-launches-payments-insights-for-cashpro-clients New Capability Within the AI-Powered CashPro Data Intelligence Suite Helps Treasury Teams Turn Data into Actionable Insights Retail Banking News Aggregation Team Friday, September 25, 2026 1:00 am http://americas.managersofwealth.com/article/67931/744-million-wells-fargo-team-joins-ampamppartners-in-missouri The group is led by Patrick C. Rowland and Jacob A. Sullivan and includes advisors Jesse E. Dale and Lauren Kane, as well as four support staff. Retail Banking News Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67818/two-cibc-leaders-recognized-among-wxnamp039s-top-100-most-powerful-women As a long-standing WXN Partner, CIBC remains committed to fostering an inclusive environment where women can thrive and lead at every level. Retail Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67784/billions-in-iranian-funds-continue-to-flow-through-us-banks Correspondent banking network allows Iran continued dollar-systems access Retail Banking News Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67785/first-citizens-bank-completes-branch-acquisition-expanding-presence-across-the-midwest-great-plains-and-west New First Citizens Bank clients will continue working with the local bankers and teams they know Retail Banking News Aggregation Team Friday, August 28, 2026 1:00 am http://americas.managersofwealth.com/article/67713/royal-bank-of-canada-unifies-global-transaction-banking-business New co-leadership unifies RBC’s transaction banking capabilities across the bank to serve clients seamlessly across borders Retail Banking News Team Friday, October 09, 2026 1:00 am http://americas.managersofwealth.com/article/68041/how-countries-in-the-caribbean-are-planning-to-finance-their-climate-action Caribbean countries are not waiting for a windfall - here are 6 innovative steps they are taking to finance their ambitious climate goals Planet SOS News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS News Team Tuesday, May 19, 2026 1:00 am http://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS News Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am http://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am http://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am http://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am http://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS