http://americas.managersofwealth.com/ Fri, 18 Apr 2025 18:23:09 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63613/morgan-stanley-wealth-management-pulse-survey-reveals-majority-of-retail-investors-bearish The survey explored investor views on sector opportunities for the second quarter of 2025 Wealth and Asset Management News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63614/rockefeller-global-family-office-continues-growth-welcomes-first-florham-park-nj-based-private-wealth-team The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan. Wealth and Asset Management News Aggregation Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63615/manulife-wealth-introduces-unified-managed-account-program The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting. Wealth and Asset Management News Aggregation Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63621/commerce-bancshares-grows-wealth-management-business-with-trust-fees-up-11 This growth contributed to 7% year-over-year growth in Commerce Bancshares’ non-interest income and helped the company diversify its revenue, according to the presentation. Wealth and Asset Management News Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63602/citi-first-quarter-2025-results-and-key-metrics Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified. Wealth and Asset Management News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63603/btg-pactual-acquires-jgpamprsquos-wealth-management-arm Deal adds R$18bn to bank’s multifamily office business, deepens consolidation strategy Wealth and Asset Management News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63604/13-giant-wealth-management-firms-paid-ceos-an-average-of-29m Judging by the below rankings of CEO compensation across 13 of the biggest firms in the business, wealth management scored big for them last year. Wealth and Asset Management News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63605/reid-sherman-named-to-forbes-list-of-best-in-state-wealth-advisors Reid Sherman Investment Group was also recognized by Forbes on the 2025 list of Best-In-State Wealth Management Teams. Wealth and Asset Management News Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63611/erich-castillo-founder-of-cornerstone-wealth-management-discusses-tailored-financial-strategies-and-long-term-planning-in-a-tv-interview During the interview, Erich emphasized the importance of planning for life's uncertainties and creating strategies that align with individual goals. Wealth and Asset Management News Aggregation Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63590/advisory-firms-confront-crossroads-amid-historic-wealth-transfer As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time. Wealth and Asset Management News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63616/savvy-wealth-hires-former-pathstone-general-counsel-as-first-head-of-legal-ampamp-compliance The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program People Moves News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63606/citi-wealth-names-head-of-art-advisory Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect. People Moves News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63607/investcloud-taps-new-coo-of-apl-to-help-with-its-private-markets-push Josh Mayer, the former COO at Envestnet, is charged with overseeing the growth and expansion of APL, InvestCloud's $3T managed accounts platform. People Moves News Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63608/inland-appoints-industry-veteran-michael-beringer-as-chief-financial-officer He will report to Tony Chereso, President and Chief Executive Officer of Inland, and formerly Inland’s CFO. People Moves News Aggregation Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63593/jp-morgan-private-bank-adds-francisco-baixauli-as-banker-in-miami He joins from Bernstein Private Wealth Management, where he worked for five years People Moves News Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63597/opal-wealth-advisors-appoints-kayla-kennelly-as-chief-growth-officer Former Goldman Sachs VP Set to Lead Independent RIA's Strategic Growth Initiatives People Moves News Team Monday, April 14, 2025 1:00 am http://americas.managersofwealth.com/article/63584/kkr-appoints-general-david-petraeus-as-chairman-of-the-middle-east-and-establishes-dedicated-investment-team-in-the-region Expansion builds on 16-year local presence and several investments in the region People Moves News Aggregation Team Monday, April 14, 2025 1:00 am http://americas.managersofwealth.com/article/63585/axa-im-appoints-us-equity-portfolio-manager Gordon Happell joins after 10 years at Columbia Threadneedle People Moves News Aggregation Team Monday, April 14, 2025 1:00 am http://americas.managersofwealth.com/article/63586/pnc-bank-appoints-blackrock-veteran-mark-wiedman-as-president Wiedman succeeds Michael Lyons, who left in January to become president and CEO-elect of Fiserv. People Moves News Team Monday, April 14, 2025 1:00 am http://americas.managersofwealth.com/article/63589/northern-trust-names-john-massey-senior-managing-director-of-foundation-ampamp-institutional-advisors-ampndash-east-region John brings a combination of leadership, strategic insight and client-first focus People Moves News Aggregation Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63612/ukamprsquos-fca-to-open-first-ever-offices-in-us-and-australia Major international investors ‘want easier access to us’ Legal, Regulation & Compliance News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63610/lpl-expands-legal-battle-against-ameriprise-in-new-lawsuit LPL claims Ameriprise “has sunk to a new low” by sending out allegedly “misleading” notifications about a data breach. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 09, 2025 1:00 am http://americas.managersofwealth.com/article/63547/sec-to-review-aum-threshold-for-state-advisors Uyeda said the number of advisors had grown by about 45% to 15,411 since Dodd-Frank’s compliance date in 2012. Legal, Regulation & Compliance News Aggregation Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63497/santander-secures-canadian-banking-license Santander, which has 168 million customers globally, has a major presence in the Americas, and is also a more prominent lender in the U.S. than other European competitors. Legal, Regulation & Compliance News Aggregation Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63499/appeals-court-overturns-93m-decision-against-commonwealth The decision in the case initially filed by the SEC in 2019 comes the same week that LPL Financial announced it would acquire Commonwealth Financial Network in a $2.7 billion cash deal. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63404/cambridge-investment-research-associates-to-pay-15m-in-sec-revenue-sharing-conflicts-case The SEC accused Cambridge Investment Research's RIA business of “breaching its fiduciary duty” in recommending certain mutual funds and money market sweep funds. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 25, 2025 12:00 am http://americas.managersofwealth.com/article/63406/jpmorgan-sues-former-bank-branch-advisor-who-left-for-morgan-stanley The suit asks that she be barred from soliciting former JPMorgan clients while FINRA arbitration proceedings play out. Legal, Regulation & Compliance News Aggregation Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63390/goodbye-bank-of-america-ampndash-it-has-announced-closures-in-march-2025-ampndash-see-the-full-list-of-affected-branches-in-the-usa This decision seems to respond to a search for online expansion, an option that is used more and more around the world Legal, Regulation & Compliance News Aggregation Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63365/blackrock-drops-sustainability-related-terms-from-56-funds-ahead-of-esma-deadline Fellow US manager Federated Hermes also adjusts names, exclusions for ESG, SDG and biodiversity funds. Legal, Regulation & Compliance News Team Wednesday, March 19, 2025 12:00 am http://americas.managersofwealth.com/article/63373/investor-alert-fraudulent-impersonation-of-rothenberg-wealth-management-inc The fraudulent activity involves the creation of a fake website, rothenbergacquisitions.com Legal, Regulation & Compliance News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63617/zoe-financial-incorporates-morningstar-indexes-into-the-zoe-wealth-platform RIAs and investors using the Zoe Wealth Platform will now have access to the Morningstar Indexes, which will first add Morningstar's Core US equity indexes with the potential to expand the offerings over time. FinTech News Aggregation Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63600/us-bank-launches-its-us-bank-business-essentials-solution The bank aims to make it easier for small business owners to manage their business FinTech News Team Monday, April 14, 2025 1:00 am http://americas.managersofwealth.com/article/63581/accenture-invests-in-goupscale-to-reinvent-digital-content-and-engagement-in-wealth-management Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management FinTech News Aggregation Team Monday, April 14, 2025 1:00 am http://americas.managersofwealth.com/article/63583/intapp-to-acquire-real-estate-software-firm-termsheet Intapp will combine TermSheet's commercial real estate tech with DealCloud, the CRM platform it acquired in 2018. FinTech News Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63566/broadridge-collaborates-with-fnality-to-enable-real-time-settlement-for-intraday-repo-transactions Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe FinTech News Aggregation Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63570/northern-trust-21-of-private-market-investors-allocate-to-crypto-and-digital-assets A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets. FinTech News Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63571/redhawk-wealth-advisors-inc-implements-leading-cyber-security-solution-to-protect-clients For financial advisors, integrating cybersecurity policies is not just about meeting regulatory demands, it is about safeguarding business continuity and cultivating client confidence. FinTech News Aggregation Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63575/syz-outlines-alternative-assets-revolution Alternative investments have long been viewed as a crucial component of any diversified portfolio, offering returns that not directly correlated with traditional equities and bonds. FinTech News Team Thursday, April 10, 2025 1:00 am http://americas.managersofwealth.com/article/63553/onevest-transforms-mobile-wealth-management-for-advisors-ampamp-clients-with-a-customizable-mobile-app-for-todayamprsquos-modern-investor Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation. FinTech News Team Thursday, April 10, 2025 1:00 am http://americas.managersofwealth.com/article/63561/arete-wealth-announces-partnership-with-envestnet-to-enhance-advisory-platform Top Broker-Dealer Continues Technology Expansion to Elevate Advisory Solutions FinTech News Aggregation Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63620/key-takeaways-from-the-bocamprsquos-rate-decision-from-strategists-economists IG Wealth, Mackenzie Investments, major banks share their insights Alternative Investments News Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63609/pure-financial-advisors-llc-deepens-midwest-presence-with-acquisition-of-fairhaven-wealth-management-llc The deal marks Pure's second acquisition of 2025 – its sixth overall – and significantly increases its presence in Chicago and the broader Midwest market. Alternative Investments News Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63594/manulife-investment-management-closes-manulife-private-equity-partners-iii-in-partnership-with-ardian The Fund is the third private equity fund of funds raised by Manulife IM as part of its ongoing effort to provide specialized solutions for investors seeking greater exposure to opportunities in a growing private equity market. Alternative Investments News Aggregation Team Monday, April 14, 2025 1:00 am http://americas.managersofwealth.com/article/63587/jamie-dimon-argues-jpmorgan-can-help-fix-the-bond-chaos-if-regulators-get-on-board-ampmdash-amplsquoitamprsquos-not-relief-to-the-banks-itamprsquos-relief-to-the-marketsamprsquo JPMorgan Chase CEO Jamie Dimon said the world’s biggest lenders can help, but only if regulations developed to prevent a repeat of the Global Financial Crisis are scaled back. Alternative Investments News Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63567/merit-joins-fidelityamp039s-wealth-advisor-solutionsampreg-program $11.7 billion Merit continues to grow, recently completing its thirty-fourth acquisition Alternative Investments News Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63572/td-bank-group-announces-election-of-directors TD's board composition includes a mix of returning and new directors. Alternative Investments News Aggregation Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63577/hedge-funds-miss-out-on-us-equities-rally-but-suffer-smaller-losses-in-volatile-two-days Global fundamental long/short funds tracked by Goldman Sachs' prime brokerage desk were down 0.7% Alternative Investments News Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63578/paul-hanratty-honored-with-2025-vanguard-market-development-award The Vanguard Market Development Award recognizes leaders who have made exceptional strides in advancing the development of insurance in an underserved market or emerging economy. Alternative Investments News Team Thursday, April 10, 2025 1:00 am http://americas.managersofwealth.com/article/63557/state-street-global-advisors-announces-state-street-target-retirement-indexplus The State Street Target Retirement IndexPlus Strategy expands upon traditional target-date strategies Alternative Investments News Team Thursday, April 10, 2025 1:00 am http://americas.managersofwealth.com/article/63563/republic-capital-group-advises-constellation-wealth-advisors-on-the-divestuture-of-its-professional-athlete-business Constellation oversees nearly $4.7 billion in assets and supports individuals, families, endowments, and foundations, nationwide with a focus on serving high-net worth business owners. Alternative Investments News Aggregation Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63622/top-10-biggest-us-banks-by-assets-data-drop Cincinnati-headquartered U.S. Bank ranks fifth with $662.9 billion in consolidated assets. Investment Banking News Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63596/goldman-sachs-reports-2025-first-quarter-earnings-per-common-share-of-1412-and-annualized-return-on-common-equity-of-169 Diluted earnings per common share (EPS) was $14.12 and annualized return on average common shareholders’ equity (ROE) was 16.9% for the first quarter of 2025. Investment Banking News Aggregation Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63598/bank-of-america-boosts-profit-on-trading-gains-interest-income Equities trading jumped 17% to a record $2.2 billion, while fixed income, currencies and commodities trading revenue jumped 5% to $3.5 billion, propelling its markets revenue to the highest in more than a decade. Investment Banking News Aggregation Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63599/wells-fargo-expands-technology-banking-team-amid-tech-sector-growth The growth of the Technology Banking team, which is part of Wells Fargo Commercial Banking’s Specialized Industries group, is being driven by the U.S. tech sector’s growth Investment Banking News Team Friday, April 11, 2025 1:00 am http://americas.managersofwealth.com/article/63576/bny-reports-first-quarter-2025-results Management will host a conference call and simultaneous live audio webcast at 11:00 a.m. ET today. Investment Banking News Aggregation Team Monday, April 07, 2025 1:00 am http://americas.managersofwealth.com/article/63518/goldman-sachs-raises-odds-of-us-recession-to-45-second-hike-in-a-week That, though, is higher than Wells Fargo Investment Institute's (WFII) 1% growth forecast, while J.P.Morgan estimates a 0.3% contraction, on a quarterly basis. Investment Banking News Aggregation Team Monday, March 31, 2025 1:00 am http://americas.managersofwealth.com/article/63461/goldman-raises-odds-of-us-recession-to-35 Trump said on Sunday his reciprocal tariffs, to be announced this week, would include all countries and not a more limited number, rattling financial markets globally over fears of an economic slowdown. Investment Banking News Aggregation Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63391/is-the-bank-of-new-york-mellon-bk-among-the-best-bank-stocks-to-buy-according-to-billionaires Rising unemployment, weaker business investment, and high consumer debt, which now stands at a record $17.7 trillion, could put additional pressure on the financial system. Investment Banking News Team Friday, March 21, 2025 12:00 am http://americas.managersofwealth.com/article/63392/morgan-stanley-investment-management-provides-125-million-debt-financing-to-freshbooks This investment will refinance existing debt and is expected to fuel the company’s continued growth. Investment Banking News Team Monday, March 17, 2025 12:00 am http://americas.managersofwealth.com/article/63341/fnex-launches-alternatives-marketplace-for-wealth-managers The FNEX Alternatives Market offers an expansive range of high-quality investments Investment Banking News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63619/us-household-total-financial-wealth-exceeds-90-trillion Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele Comment, Analysis & Research News Team Thursday, April 17, 2025 1:00 am http://americas.managersofwealth.com/article/63623/the-rise-of-the-outsourced-cco-why-investment-advisers-are-making-the-switch The modernization of the global workforce has transformed how the industry approaches compliance leadership. Comment, Analysis & Research News Aggregation Team Wednesday, April 16, 2025 1:00 am http://americas.managersofwealth.com/article/63601/citi-wealth-says-amp039strategy-is-workingamp039-as-net-new-assets-surge The division reported a 489% surge in its new investment assets in the fourth quarter. Comment, Analysis & Research News Team Tuesday, April 15, 2025 1:00 am http://americas.managersofwealth.com/article/63595/market-psychology-a-roadmap-for-rebuilding-confidence The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks. Comment, Analysis & Research News Team Wednesday, April 09, 2025 1:00 am http://americas.managersofwealth.com/article/63540/letter-from-america-us-market-update The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address. Comment, Analysis & Research News Aggregation Team Wednesday, April 09, 2025 1:00 am http://americas.managersofwealth.com/article/63542/will-mortgage-rates-ever-be-3-again When will mortgage rates finally drop back down near the 3% mark? Comment, Analysis & Research News Aggregation Team Wednesday, April 09, 2025 1:00 am http://americas.managersofwealth.com/article/63545/the-female-jpmorgan-banker-whose-cash-bonus-is-twice-as-big-as-jamie-dimonamp039s If JPMorgan's ROTCE is between 6% and 18% in years one to three, then Dimon will receive 0-150% of his award, depending upon where JPMorgan's ROTCE ranks relative to rivals'. Comment, Analysis & Research News Team Tuesday, April 08, 2025 1:00 am http://americas.managersofwealth.com/article/63536/digital-wealth-management-platforms-market-disruptions-the-1859-billion-opportunity-vendors-canamp039t-afford-to-miss Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030 Comment, Analysis & Research News Team Friday, April 04, 2025 1:00 am http://americas.managersofwealth.com/article/63513/younger-do-it-yourself-investors-in-canada-seek-human-financial-advice-in-uncertain-economy-jd-power-finds National Bank Financial and Wealthsimple Rank Highest in Their Respective Segment Comment, Analysis & Research News Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63493/arc-indices-estimates Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth. Comment, Analysis & Research News Team Monday, April 07, 2025 1:00 am http://americas.managersofwealth.com/article/63521/tech-investment-on-the-rise-as-economic-optimism-fades After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%. Tax News Aggregation Team Friday, March 28, 2025 12:00 am http://americas.managersofwealth.com/article/63446/wall-street-straps-in-for-trumpamprsquos-tariff-reveal-sees-no-end-to-fog-of-uncertainty The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022. Tax News Team Wednesday, March 26, 2025 12:00 am http://americas.managersofwealth.com/article/63422/republican-tax-policy-plans-could-grow The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes Tax News Aggregation Team Tuesday, March 18, 2025 12:00 am http://americas.managersofwealth.com/article/63352/taxpayers-come-clean When worried clients heard that, they came forward in droves. Tax News Team Saturday, March 15, 2025 12:00 am http://americas.managersofwealth.com/article/63331/successful-audit-once-again-proves-jtcamprsquos-solutions-are-secure Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020), Tax News Aggregation Team Wednesday, March 12, 2025 12:00 am http://americas.managersofwealth.com/article/63308/us-tariffs-a-structural-shift-reshaping-global-trade-and-asset-allocation The economic impact of tariffs is inherently stagflationary. Tax News Aggregation Team Tuesday, March 11, 2025 12:00 am http://americas.managersofwealth.com/article/63289/rsm-to-use-arch-for-private-markets-investment-management The middle market consultancy and accounting firm will integrate Arch into its family office data management platform. Tax News Team Friday, March 07, 2025 12:00 am http://americas.managersofwealth.com/article/63261/forest-systems-and-summitas-announce-strategic-partnership-to-enhance-wealth-management-security-and-efficiency This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools Tax News Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63115/uk-inheritance-tax-changes-how-the-us-uk-treaty-could-protect-some-americans For dual nationals, if none of the above lead to a clear answer, the US and UK tax authorities will agree between them how to tax the individual. Tax News Team Wednesday, January 29, 2025 12:00 am http://americas.managersofwealth.com/article/62962/avantax-acquires-assets-of-longtime-affiliate-sweeney-kovar-llp-with-approximately-180-million-in-assets-under-administration Comprehensive tax and financial planning firm stays with Avantax to help ensure consistency of service for their clients while paving positive career paths for their employees Tax News Aggregation Team Thursday, March 20, 2025 12:00 am http://americas.managersofwealth.com/article/63384/wall-street-pay-guru-forecasts-a-disappointing-year-for-bonuses Banks risk sinking into a "cultural malaise" born of the return to work, threats from AI and the waning of righteousness of ESG and DEI issues. Retail Banking News Team Friday, March 07, 2025 12:00 am http://americas.managersofwealth.com/article/63263/signature-bank-achieves-record-profitability-in-2024-expands-wealth-management-and-strengthens-industry-leadership Our team has a great deal to be proud of as we reflect on our financial success in 2024 Retail Banking News Aggregation Team Thursday, March 06, 2025 12:00 am http://americas.managersofwealth.com/article/63249/scotiabank-pullback-signals-global-banking-shift-away-from-latin-america Scotiabank’s exit also fulfills a promise CEO Scott Thomson made in 2023 to refocus on more profitable North American markets. Retail Banking News Team Tuesday, March 04, 2025 12:00 am http://americas.managersofwealth.com/article/63231/fintech-cadence-and-visa-join-forces-to-support-payment-innovation-in-canada As part of the overall collaboration, Visa is one of the Champion Sponsors of the 2025 Fintech Drinks Series Retail Banking News Team Wednesday, February 26, 2025 12:00 am http://americas.managersofwealth.com/article/63187/consumers-continue-to-navigate-persistent-inflation-by-changing-life-plans-say-they-want-to-learn-new-money-behaviors-according-to-second-annual-wells-fargo-money-study For adults in the first half of their financial lives, these numbers are even higher, with 82% of Gen Z adults and 79% of Millennials cutting back. Retail Banking News Aggregation Team Tuesday, February 25, 2025 12:00 am http://americas.managersofwealth.com/article/63175/the-international-banker-2025-north-ampamp-south-american-awards-winners Banks are also now reporting more positive demand trends for CRE loans, further underscoring the brighter prospects for a sector badly damaged by rising interest rates in recent years. Retail Banking News Team Friday, February 21, 2025 12:00 am http://americas.managersofwealth.com/article/63147/citi-ceo-fraser-closes-pay-gap-to-peers-ifr The bank raised Fraser’s pay by 33% to $34.5mln Retail Banking News Aggregation Team Friday, February 14, 2025 12:00 am http://americas.managersofwealth.com/article/63090/banks-closed-more-than-100-branches-in-three-weeks-as-closure-bloodbath-continues-in-2025 There's no doubt we're moving towards a cashless society Retail Banking News Aggregation Team Thursday, February 13, 2025 12:00 am http://americas.managersofwealth.com/article/63089/us-bank-to-close-doors-of-downtown-rice-lake-branch-this-spring We understand that the closure of any branch is a disruption for our clients Retail Banking News Aggregation Team Monday, February 10, 2025 12:00 am http://americas.managersofwealth.com/article/63059/wells-fargo-launches-new-commercial-banking-platform-with-q2 Last April, the US “Big Four” bank sought to enhance its commercial banking operations, particularly the efficiency of trade finance, by integrating TradeSun’s Intelligence V4 solution. Retail Banking News Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS News Aggregation Team Tuesday, February 18, 2025 12:00 am http://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS News Team Wednesday, January 22, 2025 12:00 am http://americas.managersofwealth.com/article/62895/trumpamprsquos-climate-policy-and-its-impact-on-investments In practice, this means that the US no longer has to submit a climate action plan to the United Nations every five years. Planet SOS News Aggregation Team Friday, November 29, 2024 12:00 am http://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS News Team Tuesday, October 22, 2024 1:00 am http://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS News Team Friday, September 27, 2024 1:00 am http://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS News Aggregation Team Thursday, September 05, 2024 1:00 am http://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS News Team Thursday, August 22, 2024 1:00 am http://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS News Team Monday, August 12, 2024 1:00 am http://americas.managersofwealth.com/article/61467/standard-chartered-launches-esg-linked-cash-account Latest addition to the Bank’s suite of Transaction Banking Cash solutions rewards clients for meeting material ESG-related targets Planet SOS News Aggregation Team Thursday, August 01, 2024 1:00 am http://americas.managersofwealth.com/article/61372/rbcamprsquos-35m-green-initiative-targets-70-emissions-cut-by-2035 The project, scheduled to start in spring 2025, is expected to reduce the bank’s onsite carbon emissions by 10,000 tonnes, contributing to a 70% reduction in total branch emissions. Planet SOS