http://americas.managersofwealth.com/ Sun, 26 Apr 2026 08:56:59 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66648/four-tips-to-winampmdashand-keepampmdashhigh-net-worth-clients Sustainable HNW retention comes down to four disciplines. Wealth and Asset Management News Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66649/hightower-to-deepen-strategic-partnership-with-95b-the-bahnsen-group TBG has been one of Hightower’s fastest-growing and strongest-performing practices. Wealth and Asset Management News Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66650/ty-bernicke-named-to-forbes-2026-best-in-state-wealth-advisors-list The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership. Wealth and Asset Management News Aggregation Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66652/innovative-tech-shakes-up-wealth-management-in-canada Advances in digital tools are bringing services once limited to the ultra-wealthy to more customers Wealth and Asset Management News Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66636/savvy-wealth-debuts-savvy-intelligence-to-fuel-evolution-of-ai-native-human-led-advice Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it Wealth and Asset Management News Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66637/bullishness-remains-steady-as-geopolitical-and-energy-concerns-rise-morgan-stanley-wealth-management-pulse-survey-finds As uncertainty rises, investors keep a close watch on their portfolios Wealth and Asset Management News Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66639/amplsquoalmost-a-no-braineramprsquo-quilter-cheviot-mps-adds-to-us-tech The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology. Wealth and Asset Management News Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66640/sei-reports-first-quarter-2026-financial-results On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%. Wealth and Asset Management News Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66641/broadridge-launches-central-risk-and-liquidity-optimization-solution-to-unify-trade-execution-liquidity-and-risk-management New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency Wealth and Asset Management News Aggregation Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66646/wealthspire-acquires-11b-portland-firm-expanding-northwest-reach Sellwood Investment Partners specializes in working with institutional and high-net-worth clients. Wealth and Asset Management News Aggregation Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66651/us-bank-taps-former-nfl-player-steven-israel-to-expand-athlete-focused-wealth-push Ex-player’s financial services career was most recently with JPMorgan Private Bank. People Moves News Aggregation Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66657/62b-ria-clearstead-hires-mampampa-head In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief. People Moves News Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66638/associated-bank-hires-lisa-buetow-as-senior-vice-president-private-banking-major-metro-markets-director-to-accelerate-growth Prior to that, Buetow held senior leadership roles at Abbot Downing People Moves News Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66644/nfl-veteran-steven-israel-joins-us-bank-wealth-management-to-drive-efforts-to-help-professional-athletes-with-their-financial-needs The collaboration builds on a strong, trusted relationship between the two organizations spanning more than 20 years and represents a shared commitment to innovation and financial stability. People Moves News Team Wednesday, April 22, 2026 1:00 am http://americas.managersofwealth.com/article/66624/ubs-hires-financial-advisor-brad-gillin-in-new-york-city He will report to Senior Market Director Tom Conigatti. People Moves News Team Wednesday, April 22, 2026 1:00 am http://americas.managersofwealth.com/article/66630/titanbay-expands-swiss-advisory-board-with-appointment-of-adrian-nampoumlsberger Former CEO of Schroder & Co Bank AG and President of the Association of Foreign Banks in Switzerland joins as private markets infrastructure demand accelerates People Moves News Aggregation Team Tuesday, April 21, 2026 1:00 am http://americas.managersofwealth.com/article/66611/baird-recruits-1-billion-investment-advisory-team-in-indianapolis The team is led by directors Don Hutchinson, Dean Weseli, and Jeff Borgert, veteran advisors each with more than two decades of industry experience. People Moves News Team Tuesday, April 21, 2026 1:00 am http://americas.managersofwealth.com/article/66612/marsh-appoints-niall-oamprsquosullivan-as-merceramprsquos-global-chief-investment-officer Mr. O’Sullivan and Mr. Kaveh will report to Michael Dempsey, Mercer’s President for Investments and Retirement, and remain based in Dublin. People Moves News Team Tuesday, April 21, 2026 1:00 am http://americas.managersofwealth.com/article/66613/insigneo-formalizes-partnership-with-alius-capital-partners-to-build-dedicated-real-estate-vertical Building on a year of collaboration, the partnership establishes a proactive, curated approach to private real estate access across Insigneo’s international network of investment professionals People Moves News Team Tuesday, April 21, 2026 1:00 am http://americas.managersofwealth.com/article/66614/hamilton-lane-announces-senior-promotions-and-appointments-across-firm Over 25 promotions and appointments to Managing Director and Principal reflect the firm’s continued growth and expansion of its product offerings and client and investment teams People Moves News Aggregation Team Friday, April 17, 2026 1:00 am http://americas.managersofwealth.com/article/66597/sec-charges-day-trader-with-running-43-million-ponzi-like-scheme He promised up to 40% returns. The SEC says he never had a single profitable year. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 15, 2026 1:00 am http://americas.managersofwealth.com/article/66575/canadian-banking-regulator-to-review-big-banksamp039-private-credit-exposure Banks are increasing the use of NBFIs, or non-bank financial institutions, to provide credit protection on their lending portfolios using synthetic risk ​transfers and other arrangements. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 08, 2026 1:00 am http://americas.managersofwealth.com/article/66513/wall-street-watchdogs-pull-back-amid-trumpamprsquos-deregulatory-push President Trump’s push for deregulation is reshaping finance, from crypto to banking, sparking concerns over risks and regulatory gaps. Legal, Regulation & Compliance News Team Tuesday, March 31, 2026 1:00 am http://americas.managersofwealth.com/article/66468/handler-law-llp-named-2026-best-estates-ampamp-trusts-law-firm-in-the-united-states-at-private-asset-management-awards Further recognized with shortlistings in multiple categories at the 2026 Family Wealth Report Awards Legal, Regulation & Compliance News Aggregation Team Thursday, March 26, 2026 12:00 am http://americas.managersofwealth.com/article/66434/court-upholds-133m-finra-award-against-stifel The order agrees with a magistrate judge’s recommendation last month that the court deny Stifel’s motion to vacate the award. Legal, Regulation & Compliance News Aggregation Team Monday, March 23, 2026 12:00 am http://americas.managersofwealth.com/article/66394/brazil-freezes-crypto-tax-rules The consultation now on hold would have addressed the additional foreign exchange dimension introduced by the central bank's November classification. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am http://americas.managersofwealth.com/article/66325/banking-regulators-plan-to-ease-some-capital-requirements The Federal Reserve and other financial regulators will soon release proposals to loosen some planned rules on how much capital banks must hold in reserve to mitigate risks. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am http://americas.managersofwealth.com/article/66324/ex-merrill-broker-clears-record-of-amplsquospuriousamprsquo-customer-claim The clients had questioned whether Mariash had acted in their best interest when advising them on the transfer and purchase of equity indexed and variable annuities, according to the award. Legal, Regulation & Compliance News Aggregation Team Monday, March 09, 2026 12:00 am http://americas.managersofwealth.com/article/66279/nyse-fined-9-million-by-sec-over-trading-glitch The Securities and Exchange Commission has fined the New York Stock Exchange $9 million for a trading glitch that disrupted opening auctions for more than 2,800 securities. Legal, Regulation & Compliance News Aggregation Team Friday, March 06, 2026 12:00 am http://americas.managersofwealth.com/article/66273/house-subcommittee-considers-bill-to-fold-finra-into-sec During a hearing before the House Committee on Financial Services, lawyers testified on the effectiveness of FINRA, as the committee considers a bill to transfer the agency's responsibilities to the SEC. Legal, Regulation & Compliance News Aggregation Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66653/digital-first-banking-alex-shootman Away from the handful of huge, well-known banks in the United States, there are around 9,000 regional banks and credit unions that actually serve the majority of the market. FinTech News Aggregation Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66656/savvy-wealth-unveils-agentic-ai-platform-for-financial-advisors Savvy Wealth introduces Savvy Intelligence, an AI-driven platform integrating client data to streamline financial planning and advisory services. FinTech News Aggregation Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66642/jump-expands-leadership-team-amid-ai-growth-push Fresh off an $80 million capital raise, Jump is using the money to add four key executives, including Torie Happe, the former head of partnerships at Holistiplan. FinTech News Aggregation Team Wednesday, April 22, 2026 1:00 am http://americas.managersofwealth.com/article/66628/wealthreach-rolls-out-ai-referral-engine-to-systematize-advisor-growth-strategies New tool embeds decades of referral coaching into automated workflows for RIAs. FinTech News Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66581/wells-fargo-advisors-ranks-1-in-jd-power-digital-experience-study Wells Fargo Advisors leads competitors in full-service investor satisfaction in app and website. FinTech News Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66584/fis-leads-core-banking-modernization-for-second-straight-year-everest-group-core-banking-report-finds The recognition affirms FIS's position as the partner financial institutions trust to navigate one of the most consequential technology transitions in the industry's history. FinTech News Aggregation Team Wednesday, April 15, 2026 1:00 am http://americas.managersofwealth.com/article/66569/bank-of-america-tech-chief-shares-ai-strategy-focus Chief Technology and Information Officer Hari Gopalkrishnan described how the bank is advancing its AI journey during the Semafor World Economy 2026 event. FinTech News Aggregation Team Tuesday, April 14, 2026 1:00 am http://americas.managersofwealth.com/article/66555/finny-launches-ai-tool-hunter-for-financial-advisors FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors FinTech News Team Tuesday, April 14, 2026 1:00 am http://americas.managersofwealth.com/article/66556/grant-thornton-survey-a-widening-amplsquoai-proof-gapamprsquo-is-emerging-but-well-governed-ai-is-showing-results More than three quarters of senior leaders lack full confidence they could pass an AI governance audit, and only 12% say their workforce is truly AI-ready — putting returns and accountability at risk FinTech News Aggregation Team Wednesday, April 08, 2026 1:00 am http://americas.managersofwealth.com/article/66516/investsuite-launches-storyteller-in-us-market InvestSuite unveils StoryTeller, an AI-powered tool for advisors to create personalized portfolio narratives, meant to enhance client engagement and retention. FinTech News Aggregation Team Wednesday, April 22, 2026 1:00 am http://americas.managersofwealth.com/article/66632/private-credit-in-canada-keeps-rolling-despite-deepening-us-turmoil Canadian institutional investors say their private credit exposure is limited Alternative Investments News Aggregation Team Tuesday, April 21, 2026 1:00 am http://americas.managersofwealth.com/article/66619/where-hedge-fund-citadelamp039s-portfolio-managers-are-mostly-found-now-not-miami Citadel's recently filed annual ADV form for 2025 highlights this state of affairs. Alternative Investments News Team Monday, April 20, 2026 1:00 am http://americas.managersofwealth.com/article/66605/mackenzie-investments-selects-onevestamp039s-operating-system-to-advance-its-digital-transformation-for-advisors-and-investors Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions. Alternative Investments News Aggregation Team Monday, April 20, 2026 1:00 am http://americas.managersofwealth.com/article/66606/brc-group-plans-b-riley-securities-buyout-wealth-unit-merger The combination aims to consolidate the company’s financial services platform under a single investment banking and wealth management entity. Alternative Investments News Aggregation Team Monday, April 20, 2026 1:00 am http://americas.managersofwealth.com/article/66608/advisors-better-not-give-up-on-organic-growth-even-if-mampampa-stays-hot Wealth managers relying on technology while waiting for a juicy PE-backed acquisition best not overlook the importance of good old organic growth. Alternative Investments News Aggregation Team Monday, April 20, 2026 1:00 am http://americas.managersofwealth.com/article/66610/mackenzie-taps-onevest-to-power-next-phase-of-advisor-and-client-digital-overhaul Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale. Alternative Investments News Team Friday, April 17, 2026 1:00 am http://americas.managersofwealth.com/article/66594/president-and-ceo-alex-david-named-to-wealth-solutions-reportamprsquos-top-black-industry-leaders-of-2026 David is one of five industry leaders selected for this distinction. Alternative Investments News Aggregation Team Friday, April 17, 2026 1:00 am http://americas.managersofwealth.com/article/66596/bipartisan-retirement-reform-should-now-address-investment-access Even after the progress made from SECURE 1.0 and 2.0 legislation, the landscape of retirement plans – particularly around collective investment trusts, 401(k)s, and 403(b) plans – remains lopsided. Alternative Investments News Aggregation Team Wednesday, April 15, 2026 1:00 am http://americas.managersofwealth.com/article/66570/icapital-envestnet-expand-uma-access-for-alternatives-structured-products Envestnet advisors can now integrate iCapital’s alternative investments into UMA portfolios, streamlining access to private market solutions. Alternative Investments News Aggregation Team Monday, April 13, 2026 1:00 am http://americas.managersofwealth.com/article/66542/uk-state-backed-fund-nest-invests-amppound450mn-in-us-private-credit Workplace pension scheme targets 30% allocation to private markets by 2030 despite growing strains on asset class Alternative Investments News Aggregation Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66654/who-are-jpmorganamp039s-135-new-managing-directors-and-what-do-they-do It also helps to work in a business area that your bank is pushing into. Investment Banking News Team Friday, April 24, 2026 1:00 am http://americas.managersofwealth.com/article/66655/columbia-banking-system-inc-reports-first-quarter-2026-results The remaining decrease in net interest income between periods largely reflects lower average interest-earning asset balances, partially offset by an improved mix of higher-yielding loans and investment securities. Investment Banking News Aggregation Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66643/raymond-james-2q-profit-revenue-rises-on-asset-management-growth Quarterly revenue for the company's private client group segment climbed 13% to $2.81 billion, while capital markets revenue rose 17% to $464 million. Investment Banking News Aggregation Team Thursday, April 23, 2026 1:00 am http://americas.managersofwealth.com/article/66645/22-year-old-investment-bankers-got-the-biggest-bonuses-increases-for-last-year The biggest increases were for Analysts, Associates, and Managing Directors (MDs) – the very bottom and very top of the banking hierarchy. Investment Banking News Aggregation Team Wednesday, April 22, 2026 1:00 am http://americas.managersofwealth.com/article/66634/stifel-financial-beats-estimates-on-strong-investment-banking Investment banking revenues surged 44% YoY, with advisory revenues up 59% and capital raising revenues increasing 22%. Investment Banking News Aggregation Team Wednesday, April 22, 2026 1:00 am http://americas.managersofwealth.com/article/66635/clearwater-acquired-by-us-investment-bank-keycorp Clearwater, which swept the board in the regional Rainmaker Awards last year, was founded in Manchester and Nottingham in 2002 by experienced corporate finance advisers Michael Reeves and Phil Burns. Investment Banking News Aggregation Team Tuesday, April 21, 2026 1:00 am http://americas.managersofwealth.com/article/66622/worldamprsquos-best-investment-banks-2026-north-america Despite early headwinds, these top players demonstrated their ability to thrive in a volatile environment, reshaping the financial landscape. Investment Banking News Aggregation Team Friday, April 17, 2026 1:00 am http://americas.managersofwealth.com/article/66599/bank-of-america-earnings-release-q1-2026 Provision for credit losses of $1.3 billion decreased from $1.5 billion in 1Q25 and was relatively flat to 4Q25 Investment Banking News Aggregation Team Friday, April 17, 2026 1:00 am http://americas.managersofwealth.com/article/66600/us-bank-earnings-shine-as-trading-desks-post-record-quarter JPMorgan Chase, Goldman Sachs, and Bank of America all reported Q1 results that exceeded Wall Street expectations. Investment Banking News Team Thursday, April 16, 2026 1:00 am http://americas.managersofwealth.com/article/66587/bank-of-america-reports-first-quarter-2026-financial-results A Form 8-K containing Bank of America's financial results is also available Investment Banking News Aggregation Team Friday, April 17, 2026 1:00 am http://americas.managersofwealth.com/article/66595/goldman-sachsamp039-highest-paid-traders-made-a-mistake-hedge-funds-are-back-and-need-top-pms-more-than-ever Their mistake was forgivable, but maybe not if you're being paid for immaculate foresight. Comment, Analysis & Research News Aggregation Team Wednesday, April 15, 2026 1:00 am http://americas.managersofwealth.com/article/66568/donamp039t-buy-it-build-it-how-top-firms-create-advisor-training-programs-to-develop-talent Wealth managers explain how building the better advisor training program ultimately makes them more competitive. Comment, Analysis & Research News Team Tuesday, April 14, 2026 1:00 am http://americas.managersofwealth.com/article/66559/prospera-financial-services-showcases-family-office-capabilities-at-forum Two-day event focuses on advanced strategies for UHNW clients Comment, Analysis & Research News Team Monday, April 13, 2026 1:00 am http://americas.managersofwealth.com/article/66545/what-does-fed-policy-mean-for-investors Investors with excess cash looking to "phase in" to markets can consider utilizing periods of volatility. Comment, Analysis & Research News Aggregation Team Thursday, April 09, 2026 1:00 am http://americas.managersofwealth.com/article/66524/latin-america-and-the-caribbean-growth-slows-in-2026-world-bank-says “The central ambition should be clear: create quality jobs that power growth and lift productivity.” Comment, Analysis & Research News Aggregation Team Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66420/opinion-private-wealth-firms-are-struggling Sales, marketing, capital deployment and more — 7 mistakes they keep making Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66404/new-york-state-force-stores-to-accept-cash They also cannot charge consumers a higher price if they pay in cash. Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am http://americas.managersofwealth.com/article/66409/leadership-lessons-from-two-sides-of-the-wealth-management-industry The lessons are universal. Comment, Analysis & Research News Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66384/goldman-sachs-to-make-performance-based-staff-cuts-in-april-reuters Goldman Sachs will axe a small number of underperforming staff in April, Reuters reported on Thursday. Comment, Analysis & Research News Aggregation Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66362/the-role-of-women-in-modern-family-offices Women are expected to inherit a significant share of this wealth due to demographic trends such as longevity and intra-spousal transfers. Comment, Analysis & Research 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 Wednesday, March 25, 2026 12:00 am http://americas.managersofwealth.com/article/66416/breaking-down-barriers-to-international-tax-enforcement U.S. financial intelligence units need better access to tax data. Tax News Aggregation Team Monday, March 16, 2026 12:00 am http://americas.managersofwealth.com/article/66339/working-americansamp039-tax-cut-act-revenue-and-distributional-effects Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower. Tax News Aggregation Team Monday, March 02, 2026 12:00 am http://americas.managersofwealth.com/article/66221/canadaamprsquos-job-growth-stalls-big-six-banks-exceed-earning-expectations-and-trump-tariffs-business-and-investing-stories-for-the-week-of-march-1 They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks. Tax News Aggregation Team Tuesday, February 24, 2026 12:00 am http://americas.managersofwealth.com/article/66168/april-launches-integrated-tax-platform-for-wealth-managers It purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process. Tax News Aggregation Team Monday, February 23, 2026 12:00 am http://americas.managersofwealth.com/article/66163/tax-refunds-jump-14-over-last-year A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds Tax News Aggregation Team Thursday, February 12, 2026 12:00 am http://americas.managersofwealth.com/article/66080/progressive-california-lawmakersamprsquo-new-tax-proposal-targets-international-corporations The effort, which would rewrite tax law for multinational corporations crafted during Gov. Ronald Reagan’s tenure, could raise \$3 billion to $4 billion annually at a time when the Legislature faces a budget deficit and federal cuts threaten social Tax 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 Aggregation Team Friday, March 20, 2026 12:00 am http://americas.managersofwealth.com/article/66381/ppro-integrates-cash-app-pay-for-us-merchants-targeting-younger-consumers Cash App Pay allows customers to pay directly from their Cash App balance, a linked bank account, or a debit card, without requiring a physical card. Retail Banking News Team Thursday, March 19, 2026 12:00 am http://americas.managersofwealth.com/article/66369/banks-strengthen-mobile-account-opening-and-debit-card-controls-while-delegated-access-emerges-for-retail-customers-to-safeguard-vulnerable-populations U.S. Bank Continues as Overall Leader in Keynova Group's Mobile Banker Scorecard; Bank of America and U.S. Bank Tie for Top Mobile App Retail Banking News Team Wednesday, March 18, 2026 12:00 am http://americas.managersofwealth.com/article/66365/jp-morgan-payments-rolls-out-virtual-b2b-card-in-europe European corporates can now access J.P. Morgan Payments’ expertise through its virtual card offerings to optimize their working capital by automating payment creation and reconciliation. Retail Banking News Team Tuesday, March 10, 2026 12:00 am http://americas.managersofwealth.com/article/66291/lemfi-secures-bank-of-canada-registration The milestone is a key moment in LemFi’s ongoing quest to reinforce trust through compliance, but also serves the company’s mission to build the full stack of financial services that move with people across borders. Retail Banking News Aggregation Team Friday, March 06, 2026 12:00 am http://americas.managersofwealth.com/article/66271/robinhood-takes-on-amex-with-695-a-year-platinum-credit-card Robinhood, which began life as a stock trading app, claims more than 700,000 gold card users, with over $10 billion in annualised spending. Retail Banking News Aggregation Team Thursday, March 05, 2026 12:00 am http://americas.managersofwealth.com/article/66255/revolut-applies-for-us-national-bank-charter The filing was announced on 5 March 2026 and marks a significant step in the company's North American expansion strategy. Retail Banking News Aggregation Team Thursday, February 26, 2026 12:00 am http://americas.managersofwealth.com/article/66197/national-bank-of-canadaamp039s-profit-gets-a-lift-from-canadian-western-deal Peer Bank of Nova Scotia beat profit estimates on Tuesday, supported by strong growth across segments. Retail Banking 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 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