http://americas.managersofwealth.com/ Tue, 30 Jun 2026 17:40:04 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67184/corient-accelerates-european-growth-with-the-addition-of-letus-private-office Leading French multi-family office with approximately US$5 billion in assets is Corient’s fourth European acquisition, growing firm’s global assets to approximately US$523 billion Wealth and Asset Management News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67185/global-wealth-report-2026-global-wealth-rose-over-10-in-2025 The latest edition of the UBS Global Wealth Report shows a broad-based increase in personal wealth, driven by strong financial markets and rising non‑financial assets, with average wealth growing faster than global economic output. Wealth and Asset Management News Aggregation Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67189/the-difference-between-building-wealth-and-building-business-value Musk remains the world’s richest person, but the news highlights the potential risk for business owners who rely on their company when assessing wealth. Wealth and Asset Management News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67190/sei-canada-makes-changes-in-risk-ratings No changes were made to the investment objectives or strategies of the fund. Wealth and Asset Management News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67191/sei-expands-sec-registered-transfer-agency Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services Wealth and Asset Management News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67196/ep-wealth-advisors-expands-northern-california-presence-with-the-acquisition-of-opes-wealth-management The partnership deepens EP Wealth's presence in Silicon Valley and adds over $900 million in assets under management Wealth and Asset Management News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67172/morgan-stanley-wealth-expands-access-to-private-markets Morgan Stanley Wealth Management is also adding to its PMAX product suite with the launch of PMAX Wealth and Asset Management News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67162/br-partners-eyes-acquisitions-to-expand-wealth-management Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions Wealth and Asset Management News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67165/morgan-stanley-wealth-management-expands-access-to-private-markets-and-alternatives-with-pmax-balanced-and-pmax-growth-funds Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients. Wealth and Asset Management News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67151/lpl-welcomes-northstar-wealth-advisory The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James. Wealth and Asset Management News Aggregation Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67183/jp-morgan-private-bank-welcomes-rachel-landesmann-as-a-vice-president-and-banker She joins the firm from AllianceBernstein. People Moves News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67177/sf-fire-credit-union-promotes-robert-kassab-to-ceo Kassab assumes the role after serving as interim CEO following the retirement of Kathy Duvall in March. People Moves News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67182/top-jpmorgan-chase-executive-retires-as-firm-names-two-male-co-presidents Marianne Lake, CEO of Consumer & Community Banking, is exiting after more than 25 years of service to JPMorgan Chase . People Moves News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67164/jpmorgan-chase-promotes-petno-rohrbaugh-to-copresidents-setting-up-two-more-successors-for-dimon The promotion of Petno and Rohrbaugh is a sign that JPMorgan’s board is also looking to its commercial and investment banking ranks as it develops the next generation of leadership People Moves News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67171/jp-morgan-chase-names-doug-petno-and-troy-rohrbaugh-as-co-presidents Rohrbaugh has also been named CEO of Consumer and Community Banking, succeeding Marianne Lake. People Moves News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67149/caprock-names-jennifer-a-ayer-managing-director-of-purpose-driven-wealth Veteran impact investing advisor brings 25 years of experience as Caprock expands its work with families seeking to align wealth with values, priorities and legacy People Moves News Aggregation Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67156/agora-appoints-robinhoodamp039s-tanya-denisova-as-new-head-of-operations Denisova previously spent over five years at digital trading and investment platform Robinhood and most recently held the role of COO of Robinhood Crypto. People Moves News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67157/prudential-advisors-welcomes-jp-morgan-advisor-to-mid-america-financial-group David Bellamy joins Prudential Advisors with a focus on growing his practice and offering clients enhanced support and investment solutions People Moves News Aggregation Team Wednesday, June 24, 2026 1:00 am http://americas.managersofwealth.com/article/67143/citadel-securities-compliance-chief-in-europe-joined-hudson-river-trading He also previously worked as head of compliance for publicly traded high-frequency trading firm Virtu Financial within its EMEA proprietary trading team. People Moves News Team Wednesday, June 24, 2026 1:00 am http://americas.managersofwealth.com/article/67144/humanity-labs-names-dimple-shah-managing-director-wealth Industry wealth management veteran joins AI Workforce firm to fuel operating leverage improvement for advisory firms through the transformative power of AI People Moves News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67175/scb-freeze-denies-16-banks-capital-relief Lower DFAST depletion would have cut buffers for many, but First Citizens avoids higher SCB Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67178/jpmorgan-sues-advisor-who-jumped-to-morgan-stanley Brian Krauthamer was a private client advisor at a JPMorgan bank branch in Florida. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67181/big-six-bank-fined-425-million-for-inaccurate-credit-card-statements The bank refunded $22.4 million and donated $299,000 to customers it could not locate Legal, Regulation & Compliance News Team Tuesday, June 23, 2026 1:00 am http://americas.managersofwealth.com/article/67128/aampampo-shearman-advises-on-bank-of-montrealamprsquos-usd275-billion-medium-term-notes-offering Bank of Montreal is the eighth-largest bank in North America by assets Legal, Regulation & Compliance News Aggregation Team Wednesday, June 17, 2026 1:00 am http://americas.managersofwealth.com/article/67085/us-student-debt-repayment-system-is-being-overhauled-ampndash-hereamprsquos-what-to-know Borrowers face stricter payment timelines after Biden-era Save repayment plan was ended by Donald Trump Legal, Regulation & Compliance News Aggregation Team Friday, June 12, 2026 1:00 am http://americas.managersofwealth.com/article/67054/us-bank-regulators-are-making-ai-a-core-focus-of-every-routine-bank-examination The OCC and Federal Reserve are asking banks detailed questions about AI governance, vendor risk, and kill switches during standard exams Legal, Regulation & Compliance News Aggregation Team Wednesday, June 10, 2026 1:00 am http://americas.managersofwealth.com/article/67035/bank-of-canada-likely-to-hold-on-weaker-than-expected-growth-economists-say The central bank makes its next rate announcement on Wednesday Legal, Regulation & Compliance News Aggregation Team Monday, June 08, 2026 1:00 am http://americas.managersofwealth.com/article/67014/franklinamprsquos-western-asset-management-settles-sec-case-for-100m The SEC said the group had “failed to take reasonable steps to detect and prevent this conduct by its former co-CIO”. Legal, Regulation & Compliance News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66945/regulators-didnamprsquot-speak-to-us-fund-at-heart-of-segantii-trial It was the latest chapter in a trial that has already thrown the spotlight on how hedge funds and Wall Street banks talk ahead of deals Legal, Regulation & Compliance News Aggregation Team Thursday, May 28, 2026 1:00 am http://americas.managersofwealth.com/article/66917/mastercard-secures-new-york-bitlicense New York’s BitLicense framework establishes comprehensive requirements related to consumer protection, cybersecurity, financial integrity and operational resilience. Legal, Regulation & Compliance News Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67173/bny-expands-relationship-with-circle-and-adds-to-institutional-grade-stablecoin-enablement-services BNY to Provide Comprehensive Stablecoin Services Combining Custody with Mint and Burn Capabilities FinTech News Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67161/banktech-ventures-deploys-more-than-15m-in-early-stage-fintechs-spanning-ai-and-stablecoin-solutions Strategic investment fund enters its fifth year, growing beyond $150M managed and with more than 125 participating banks FinTech News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67167/luma-financial-technologies-and-td-securities-to-bring-enhanced-structured-products-management-to-canadian-investment-professionals New relationship brings lifecycle management, analytics and performance reporting capabilities to investment professionals across Canada’s premier wealth management firms FinTech News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67170/asset-map-launches-growth-partners-program In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and Gridline partners with Hamilton Lane on benchmarking. FinTech News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67154/arca-raises-64-million-to-revolutionize-and-humanize-wealth-management-at-scale Breakthrough wealth management company emerges from stealth with a model built around the advisor-client relationship, supported by purpose-built AI infrastructure FinTech News Aggregation Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67159/goldman-sachs-leads-110-million-round-in-financial-ai-firm-taktile One of the world’s largest insurers is running multiple use cases on Taktile, with projected cost efficiencies of over $90M in claims processing alone. FinTech News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67160/ssampampc-black-diamond-wealth-solutionsamprsquo-tamp-exceeds-usd-2-billion-in-assets Demand for modular, integrated managed account services drives rapid advisor adoption FinTech News Aggregation Team Tuesday, June 23, 2026 1:00 am http://americas.managersofwealth.com/article/67130/fusioniq-buys-wealth-technology-firm-marstone Following the deal, both founders of Marstone will take senior roles at FusionIQ. FinTech News Aggregation Team Monday, June 22, 2026 1:00 am http://americas.managersofwealth.com/article/67117/the-fintech-landscape-of-central-america-guatemala-in-2026 They are one of its defining features, supporting household consumption, education, housing and small businesses across the country. FinTech News Aggregation Team Monday, June 22, 2026 1:00 am http://americas.managersofwealth.com/article/67124/thredd-and-sutton-bank-to-support-us-card-programme-expansion-for-global-brands The partnership is designed to address a specific challenge for global fintechs and embedded finance providers entering the US market FinTech News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67186/shoulder-innovations-announces-closing-of-up-to-50-million-credit-facility Refinancing Existing Debt with Significantly Improved Terms Alternative Investments News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67187/petershill-at-goldman-sachs-alternatives-announces-that-it-has-entered-into-a-definitive-agreement-to-sell-its-non-control-ownership-stake-in-kayne-anderson-real-estate Kayne Anderson Real Estate manages approximately $22 billion of assets across real estate equity and debt strategies and has built a leading position in specialist sectors supported by structural, long-term demographic and secular demand tailwinds. Alternative Investments News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67188/vanguard-adds-t-rowe-price-as-advisor-to-multiple-active-equity-funds The firm’s addition reflects Vanguard’s continued focus on working with high-quality, differentiated active managers with its rigorous oversight framework to support long-term investor outcomes. Alternative Investments News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67192/commerce-bank-to-acquire-nolan-ampamp-associates-adding-investment-banking-capabilities-for-middle-market-clients The two firms have built a relationship grounded in mutual trust and a shared commitment to client service, creating strong alignment leading to this transaction. Alternative Investments News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67194/empower-to-acquire-millimanamprsquos-retirement-administration-business The transaction also includes more than 800 employees who will join Empower Alternative Investments News Team Tuesday, June 30, 2026 1:00 am http://americas.managersofwealth.com/article/67195/kestra-investment-management-surpasses-5-billion-in-assets-under-management AUM milestone achieved one year ahead of internal goal, as President and CIO Kara Murphy is named a 2026 Wealth Management Industry Awards finalist Alternative Investments News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67174/sovereign-investors-with-29-trillion-pivot-to-energy-assets-flag-dollar-fears The race to build energy-hungry AI infrastructure added to the appeal, ​the report by the global investment management firm found. Alternative Investments News Aggregation Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67179/blackrock-portfolio-managers-are-cortisolmaxxing-to-enter-a-ampquotpositive-stress-mindsetampquot She said the program is opt-in only and that the data is confidential; it also won't be used to affect decisions like pay rises and promotions. Alternative Investments News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67168/job-hoppers-more-likely-to-keep-retirement-plan-access-ebri-finds Millennial workers retain coverage after switching employers more often than boomers did. Alternative Investments News Team Wednesday, June 24, 2026 1:00 am http://americas.managersofwealth.com/article/67140/australiaamp039s-drummond-capital-partners-secures-investment-from-kudu-investment-management Drummond's founders, Tom Schubert and Nick Reddaway, will remain majority owners and Drummond will continue to operate under the same leadership team, investment framework and client service model. Alternative Investments 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 Monday, June 15, 2026 1:00 am http://americas.managersofwealth.com/article/67066/the-top-bank-of-america-hiring-exec-offers-job-tips-for-charlotte-area-grads Their work includes consumer, investment and corporate banking. Investment Banking News Aggregation Team Monday, June 01, 2026 1:00 am http://americas.managersofwealth.com/article/66939/citi-opens-representative-office-in-guyana The expansion of our unparalleled global network marks a milestone for Citi. Investment Banking News Aggregation Team Friday, May 29, 2026 1:00 am http://americas.managersofwealth.com/article/66938/bofaamprsquos-moynihan-says-merrill-can-still-make-recruiting-math-work “The external hires have gotten so expensive that we sort of laid off that,” Moynihan told an audience at the Bernstein Strategic Decisions Conference. Investment Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66898/ampquotrisk-management-jobs-in-investment-banks-are-being-intellectually-diluted-by-aiampquot The reality inside the organisation is very different. Investment Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66901/jp-morgan-ordered-to-pay-wells-broker-425m-in-wrongful-firing-defamation-award The reason for leaving J.P. Morgan can be changed to “voluntary.” Investment Banking News Team Monday, June 29, 2026 1:00 am http://americas.managersofwealth.com/article/67176/family-offices-turning-to-ampldquopurpose-of-wealthamprdquo-to-prepare-the-next-generation-new-alti-tiedemann-global-and-campden-wealth-research-finds Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family offices, largely driven by a desire to guide the next g Comment, Analysis & Research News Aggregation Team Friday, June 26, 2026 1:00 am http://americas.managersofwealth.com/article/67163/what-are-your-wealthiest-clients-spending-their-money-on-these-days New report shines a light on the global luxury spending trends Comment, Analysis & Research News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67148/next-phase-of-stock-gains-could-come-from-a-broader-range-of-opportunities In fact, while CIO remains confident in the AI growth story, they also expect that the next phase of stock gains will come from a broader range of opportunities. Comment, Analysis & Research News Team Thursday, June 25, 2026 1:00 am http://americas.managersofwealth.com/article/67150/architecting-the-future The Forces Redefining the Family Office Comment, Analysis & Research News Team Tuesday, June 23, 2026 1:00 am http://americas.managersofwealth.com/article/67133/the-retail-shift-reshaping-private-markets-84-of-firms-move-in-but-scale-brings-new-strain-state-street-survey-shows Nearly eight in ten respondents cite liquidity management as a key challenge Comment, Analysis & Research News Aggregation Team Friday, June 19, 2026 1:00 am http://americas.managersofwealth.com/article/67112/ai-is-changing-the-family-office-but-how This balance will ultimately define the role and success of family offices. Comment, Analysis & Research News Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67094/2026-bank-of-america-private-bank-study-of-wealthy-americans Longevity and accelerating family business transfers are reshaping how affluent families build, manage and pass on wealth. Comment, Analysis & Research News Aggregation Team Thursday, June 18, 2026 1:00 am http://americas.managersofwealth.com/article/67100/inside-the-6-trillion-pivot-where-family-offices-expect-the-next-decade-of-wealth-creation Instead, the world’s richest families increasingly see five major hubs shaping long‑term growth and capital flows—the United States, China, India, the Gulf, and Southeast Asia. Comment, Analysis & Research News Aggregation Team Monday, June 15, 2026 1:00 am http://americas.managersofwealth.com/article/67064/americans-are-looking-at-a-40-social-security-tax-hike-unless-this-happens With Social Security facing a major reduction in benefits in less than a decade, drastic action may be necessary before finding a fix becomes even harder. Comment, Analysis & Research News Team Tuesday, June 09, 2026 1:00 am http://americas.managersofwealth.com/article/67022/trust-related-health-checks-for-americans-with-uk-connections The position under the trust's governing law is a key piece of the puzzle, so it will be important for the UK and US advisers to work together to reach a pragmatic solution. Comment, Analysis & Research 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 Thursday, May 28, 2026 1:00 am http://americas.managersofwealth.com/article/66914/when-federal-tax-breaks-stop-at-the-state-line The expansion of qualified small business stock is a prime example. Tax News Team Wednesday, May 13, 2026 1:00 am http://americas.managersofwealth.com/article/66797/investor-appetite-for-parametric-tax-optimized-ladder-strategy-reiterates-broader-focus-on-tax-management The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns. Tax News Aggregation Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66580/tax-day-is-a-reminder-of-americaamprsquos-unequal-tax-system-but-we-can-fix-it There is no justification for a regressive system in which the super-rich contribute less than the rest of us Tax News Aggregation Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66582/taxstatus-expands-on-integration-with-adviceai TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies Tax News Team Friday, March 27, 2026 12:00 am http://americas.managersofwealth.com/article/66445/pkf-oamprsquoconnor-davies-announces-collaboration-with-asseta-ai-to-support-family-office-modernization Organization to serve as preferred accounting and implementation partner for AI-driven financial platform Tax News Aggregation Team Thursday, March 26, 2026 12:00 am http://americas.managersofwealth.com/article/66435/californians-want-to-tax-billionaires-theyamp039re-threatening-to-leave Proponents are collecting signatures to get the tax on the November ballot. Tax 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 Tuesday, May 26, 2026 1:00 am http://americas.managersofwealth.com/article/66899/wells-fargo-must-pay-100m-to-help-homebuyers-after-discrimination-lawsuit-ampmdash-51-cities-are-eligible Wells Fargo has agreed to launch a $100 million borrower assistance program after settling a bombshell lawsuit that accused the company’s board of failing to properly oversee lending practices. Retail Banking News Aggregation Team Thursday, May 14, 2026 1:00 am http://americas.managersofwealth.com/article/66820/bunq-files-for-banking-licence-in-mexico The application would help the neobank expand its presence in the country and provide banking services to residents in Mexico. Retail Banking News Aggregation Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66586/us-bancorp-profit-jumps-on-interest-income-fee-revenue-boost Fee revenue was also a bright spot. It surged 6.9% in the quarter as the bank benefited from robust ​capital markets activity. Retail Banking News Team Thursday, April 09, 2026 1:00 am http://americas.managersofwealth.com/article/66527/valor-econampocircmico-and-el-economista-highlight-latam-as-a-jp-morgan-payments-innovation-hub Global Co-Heads Max Neukirchen and Umar Farooq discuss Brazil’s and Mexico’s growing role in cross-border and real-time payments with key regional media Retail Banking News Team Thursday, April 02, 2026 1:00 am http://americas.managersofwealth.com/article/66489/bmo-named-one-of-the-2026-worldamp039s-most-ethical-companiesampreg-for-the-ninth-consecutive-year MO is the only bank in Canada, and one of only three worldwide, to be honoured. Retail Banking 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 News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS