http://americas.managersofwealth.com/ Tue, 22 Sep 2026 22:32:53 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67890/brookfield-corporation-announces-pricing-of-600-million-notes-due-2031 The offering is expected to close on September 23, 2026, subject to the satisfaction of customary closing conditions. Wealth and Asset Management News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67893/cerity-partners-to-welcome-the-contant-leit-and-wacht-groups-of-shufro-rose-ampamp-co-deepening-its-presence-in-new-york-city The combination brings together colleagues with shared values and a fiduciary-driven commitment to comprehensive, client-first advice, uniting the Contant-Leit and Wacht Groups under the Cerity Partners brand. Wealth and Asset Management News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67896/beta-wealth-group-expands-with-new-cpa-led-tax-ampamp-accounting-firm New offering connects year-round tax strategy with the decisions shaping clients' wealth Wealth and Asset Management News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67899/maridea-wealth-management-welcomes-river-cities-financial-services-and-dietz-futrell-ampamp-walters-insurance-establishing-first-ohio-presence Marietta-area firms — serving clients since 1948 — bring integrated wealth management and insurance services to Maridea's national platform under the leadership of Michael Anthony and Dustin Becker Wealth and Asset Management News Aggregation Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67881/wealth-manager-allspring-considers-sale-ampndash-report The sources said talks remain at an early point and that no decision has yet been made. Wealth and Asset Management News Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67882/richardson-wealth-announces-intention-to-become-nobelia-wealth-marking-a-new-chapter-in-its-evolution Nobelia Wealth will enhance Richardson Wealth’s boutique culture Wealth and Asset Management News Aggregation Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67886/ria-modern-wealth-management-acquires-710m-practice-in-florida Through the acquisition, Sanchez Wealth will gain access to a variety of resources, including technology, compliance, human resources, operations, and marketing. Wealth and Asset Management News Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67889/affiliated-advisors-named-winner-of-the-independent-integrated-growth-platforms-award-in-wealth-managementamp039s-2026-wealthies-industry-awards-program Recognition honors Affiliated Advisors' Equity Uplift program, which helps independent advisors build more scalable, valuable, and succession-ready businesses Wealth and Asset Management News Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67872/rbc-wealth-management-head-neil-mclaughlin-plays-the-long-game-in-asia McLaughlin views his transition from personal and commercial banking across the business to wealth management as one of continuity, rather than contrast. Wealth and Asset Management News Team Thursday, September 17, 2026 1:00 am http://americas.managersofwealth.com/article/67862/apex-fintech-solutions-and-fusioniq-announce-collaboration Collaboration combines Apex's clearing, custody, and brokerage infrastructure with FusionIQ's end-to-end digital wealth platform Wealth and Asset Management News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67892/hightower-announces-leadership-appointments-to-support-next-phase-of-growth He will officially join the firm in mid-Q4 2026. People Moves News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67894/mercer-advisors-appoints-cynthia-loh-as-chief-platform-officer Former Goldman Sachs and Charles Schwab executive brings deep platform and technology expertise to scale firm's integrated advice model People Moves News Aggregation Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67895/33b-merit-president-mayhue-to-take-ceo-role-as-founder-kent-becomes-executive-chair With the move, Kay Lynn Mayhue will take the reins of full management while Rick Kent focuses on organic growth, strategy and culture. People Moves News Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67880/alexander-e-anderson-announced-as-a-senior-vice-president-private-banker-of-cambridge-trust-private-banking-a-division-of-eastern-bank Mr. Anderson brings more than 15 years of experience in business development, strategic advisory services and family office management People Moves News Aggregation Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67883/concurrent-expands-in-houston-tops-23b-in-assets The team has left Raymond James to bring $425 million in AUM to Concurrent’s 1099 affiliation platform, which now oversees more than $23 billion in client assets. People Moves News Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67869/alexander-e-anderson-announced-as-a-senior-vice-president-private-banker-of-cambridge-trust-private-banking In the community, he holds several advisory and volunteer roles with organizations including the Dream Center Foundation, World Relief and International Rescue Committee. People Moves News Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67870/crescent-grove-advisors-elevates-andrew-krei-to-chief-investment-officer Founder, Managing Director, and Senior Client Advisor, Dave Keevins, MBA, Takes on Role as Chairman of the Crescent Grove Investment Committee People Moves News Aggregation Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67873/jpmorgan-asset-and-wealth-management-operations-head-julie-harris-to-retire-in-2027 Harris, who joined JPMorgan in 2017, ‌also ⁠serves as the chief administrative officer of the AWM arm. People Moves News Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67874/columbia-bank-names-chris-orr-to-lead-trust-sales-and-strategic-partnerships-for-columbia-private-trust Based in San Francisco, Orr will provide leadership across the full spectrum of growth and relationship-management initiatives serving Columbia Private Trust's institutional and retail client segments. People Moves News Aggregation Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67875/janus-henderson-affiliate-privacore-capital-names-industry-veteran-presutti-as-head-of-us-sales Bill Presutti will focus on expanding access to Privacore’s differentiated alternative investment solutions for financial advisors People Moves News Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67884/qia-and-jp-morgan-asset-management-announce-20-billion-strategic-partnership The strategic partnership will include two initial areas of collaboration Legal, Regulation & Compliance News Aggregation Team Thursday, September 17, 2026 1:00 am http://americas.managersofwealth.com/article/67861/brazil-central-bank-delivers-fifth-straight-rate-cut-leaves-next-move-open The decision came on the same day that the U.S. Federal Reserve raised its benchmark interest ​rate to the 3.75%-4.00% range and flagged further increases in coming months. Legal, Regulation & Compliance News Aggregation Team Wednesday, September 16, 2026 1:00 am http://americas.managersofwealth.com/article/67851/senate-blocks-landmark-crypto-regulation-bill Democrats citing continued concerns over ethics provisions meant to address President Donald Trump’s crypto business interests. Legal, Regulation & Compliance News Aggregation Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67820/pension-reforms-key-to-deeper-capital-markets The bottom line is that pension depth and market depth often move together, and most of Europe has plenty of work to do. Legal, Regulation & Compliance News Aggregation Team Monday, September 07, 2026 1:00 am http://americas.managersofwealth.com/article/67771/washington-state-considers-ria-insurance-mandate An organization of investors' attorneys supports the regulation, arguing it could address the continued issue of unpaid arbitration awards. Legal, Regulation & Compliance News Aggregation Team Friday, August 21, 2026 1:00 am http://americas.managersofwealth.com/article/67651/sec-proposes-regulation-crypto-assets The new rules will allow offerings of up to $5 million during a four-year period, and offerings of $75 million during a 12-month period. Issuers would be subject to reporting and disclosure requirements. Legal, Regulation & Compliance News Team Tuesday, August 11, 2026 1:00 am http://americas.managersofwealth.com/article/67550/crainamprsquos-new-york-business-names-sheppard-new-york-attorneys-to-2026-ampldquonotable-leaders-in-accounting-consulting-and-lawamprdquo Crain’s New York Business Legal, Regulation & Compliance News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67523/the-supreme-court-quietly-killed-sec-independence It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 04, 2026 1:00 am http://americas.managersofwealth.com/article/67485/young-hnw-clients-are-choosing-experiences-over-assets-ampmdash-can-advisors-keep-up Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that's forcing advisors to rethink how they plan Legal, Regulation & Compliance News Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67466/brad-rude-ampamp-cameron-edmiston-wells-fargo-advisors-face-10mm-complaint The pending complaint alleges damages of $10 million. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 15, 2026 1:00 am http://americas.managersofwealth.com/article/67832/anthropic-launches-claude-for-financial-advisors Its new product includes connectors to custodians, asset managers and wealth technology providers FinTech News Aggregation Team Tuesday, September 15, 2026 1:00 am http://americas.managersofwealth.com/article/67842/ai-regulation-faces-political-deadlock-as-calls-grow-for-congress-to-act In the US, however, new safety legislation on AI is unlikely anytime soon. FinTech News Team Monday, September 14, 2026 1:00 am http://americas.managersofwealth.com/article/67822/ssampampc-enhances-wealth-management-offerings-with-black-diamond-ai Black Diamond AI is part of SS&C's broader AI strategy, built on the SS&C AI Gateway governance platform and designed to interoperate with SS&C WorkHQ FinTech News Aggregation Team Monday, September 14, 2026 1:00 am http://americas.managersofwealth.com/article/67830/openai-just-came-for-wall-streetamprsquos-junior-bankers-morgan-stanley-helped-build-the-thing 24/7 Wall St has helped investors make money for over two decades FinTech News Team Thursday, September 10, 2026 1:00 am http://americas.managersofwealth.com/article/67808/us-bank-launches-usbdc-stablecoin The launch demonstrates the bank's ability to move funds on-chain while leveraging traditional banking system controls and risk management FinTech News Team Wednesday, September 09, 2026 1:00 am http://americas.managersofwealth.com/article/67792/broadridge-launches-dlx-an-always-on-digital-asset-infrastructure-platform-for-tokenized-markets DLX is the operating system for tokenized finance, combining multi-chain enablement, a programmable smart contract composer, 24/7 transaction capabilities, integrated distribution, and institutional-grade workflow orchestration across traditional and on-c FinTech News Team Wednesday, September 09, 2026 1:00 am http://americas.managersofwealth.com/article/67797/celtic-bank-selects-jack-henry-to-support-business-banking-and-fintech-tech-stack The bank selected Jack Henry's modern core processing platform, along with a suite of technology solutions. FinTech News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67777/wealthselect-increases-value-tilt-in-portfolios There have been no changes to the headline asset allocation across the WealthSelect Managed and Responsible Portfolios FinTech News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67780/paytech-awards-usa-nominations-deadline-extended-to-18-september The deadline for entries for the prestigious PayTech Awards USA has been extended - submit your nominations today! FinTech News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67786/revolut-gets-green-light-for-next-us-banking-push Revolut has moved a step closer to its long-awaited US banking debut, securing conditional approval for a national bank charter from the US Office of the Comptroller of the Currency. FinTech News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67897/rbc-capital-markets-recognized-as-canada-derivatives-house-of-the-year-by-global-capital Award recognizes RBC's innovation, client excellence and derivatives expertise across Canadian markets Alternative Investments News Aggregation Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67898/merrill-to-sell-advisor-data-to-asset-managers The fee schedule will apply uniformly across all of the fund managers offering products on Merrill’s platform. Alternative Investments News Aggregation Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67885/knighthead-bolsters-its-commitment-to-latin-america-and-the-offshore-market-with-the-appointment-of-shane-cunningham The executive highlighted that the addition will strengthen the firm’s collaboration with distribution partners in both Latin America and the non-resident client segment, while adding specialized expertise and insights to its international platform. Alternative Investments News Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67887/concurrent-investment-advisors-welcomes-winstone-wealth-partners Winstone taps Concurrent to support long-term growth and elevate the client experience Alternative Investments News Aggregation Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67876/macro-hedge-funds-may-have-made-large-losses-again-only-jpmorgan-traders-are-thriving Macro hedge funds lost money in March, when funds like Caxton, Taula and Brevan Howard's Master Fund fell 15%, 9.6% and 6% in the month in the immediate fallout from the Iranian war. Alternative Investments News Aggregation Team Wednesday, September 16, 2026 1:00 am http://americas.managersofwealth.com/article/67854/milford-street-captive-insurance-unveils-new-legal-claims-analysis New York State has more than 1,100,000 active claims, making it the most litigious state in the union. Alternative Investments News Aggregation Team Monday, September 14, 2026 1:00 am http://americas.managersofwealth.com/article/67827/canada-investment-summit-opens-amid-energy-sovereignty-push Prime Minister Mark Carney courts global capital in Toronto as a Fraser Institute report urges bold action on export diversification Alternative Investments News Aggregation Team Monday, September 14, 2026 1:00 am http://americas.managersofwealth.com/article/67831/bank-of-america-sends-strong-warning-to-stock-market-investors Investors are moving money out, and the shift happened fast. Alternative Investments News Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67787/pnc-workplace-advantage-to-help-employers-strengthen-benefit-offerings-while-supporting-employeesamp039-financial-confidence The new PNC program elevates workplace banking with meaningful rewards and personalized financial support and education Alternative Investments News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67788/whatamp039s-powering-bank-of-americaamp039s-strong-capital-return-strategy Net interest income (NII) rose 9%, while growth in trading, asset-management and investment banking (IB) fees further strengthened the company's earnings base. Alternative Investments News Aggregation Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67877/the-most-experienced-people-appear-to-be-at-citi-the-least-experienced-appear-to-be-at-goldman FINRA’s data tells us that the least experienced New York-based bankers are by some margin at Goldman Sachs. Investment Banking News Aggregation Team Monday, September 14, 2026 1:00 am http://americas.managersofwealth.com/article/67829/morgan-stanleyamp039s-investment-banking-revenue-soars-58-amid-ai-tool-development Morgan Stanley's management highlighted that AI will be one of the two defining themes of 2026 Investment Banking News Aggregation Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67821/ampquoti-ran-a-team-full-of-talented-banking-mds-i-had-to-fire-them-as-they-wouldnamp039t-leaveampquot A strong manager encourages people to move on, or creates new roles for them to move into. Investment Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67781/morgan-stanleyamp039s-10m-bankers-beat-goldman-sachsamp039-10m-bankers-the-most-exhausting-job-at-jpmorgan Morgan Stanley's technology bankers may therefore be feeling pretty sane now. Investment Banking News Aggregation Team Monday, September 07, 2026 1:00 am http://americas.managersofwealth.com/article/67775/jp-morgan-still-sees-upside-in-sinch-after-share-price-surge The bank expects high single-digit growth Investment Banking News Aggregation Team Friday, September 04, 2026 1:00 am http://americas.managersofwealth.com/article/67759/jpmorgan-decides-to-get-tough-with-jane-street-former-hedge-fund-manager-and-boa-banker-might-be-the-next-jamie-dimon People familiar with the situation” suggest that there had been “internal tensions” at JPM Investment Banking News Aggregation Team Tuesday, August 25, 2026 1:00 am http://americas.managersofwealth.com/article/67679/jpmorgan-targets-ai-driven-wealth-boom-eases-time-restrictions-on-pledged-loans-for-new-listings The bank shortened the waiting period for related services when SpaceX went public, and may extend this practice to the AI company Anthropic in the future. Investment Banking News Aggregation Team Monday, July 20, 2026 1:00 am http://americas.managersofwealth.com/article/67346/bank-of-america-2026-workplace-benefits-report This year’s study finds that workers’ financial well-being hit a three-year high, even as cost-of-living pressures persist. Investment Banking News Aggregation Team Friday, July 17, 2026 1:00 am http://americas.managersofwealth.com/article/67337/north-americaamprsquos-best-investment-bank-2026-morgan-stanley Completing 229 M&A deals in the Americas, leading more equity offerings and IPOs than any rival Investment Banking News Aggregation Team Wednesday, July 15, 2026 1:00 am http://americas.managersofwealth.com/article/67311/morgan-stanley-beats-profit-estimates-on-dealmaking-boost-strong-trading Among the notable deals in the quarter, the bank acted as a financial advisor on Fertitta Entertainment's agreement to buy Caesars Entertainment in a deal valued at $17.6 billion. Investment Banking News Team Tuesday, September 22, 2026 1:00 am http://americas.managersofwealth.com/article/67891/us-treasury-central-clearing-survey Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline Comment, Analysis & Research News Aggregation Team Monday, September 21, 2026 1:00 am http://americas.managersofwealth.com/article/67888/bofa-drops-stunning-warning-about-fed-rate-hikes The robustness of the nominal economy both increases the risks of inflation persistence and reduces the risks that hikes will cause a recession. Comment, Analysis & Research News Aggregation Team Wednesday, September 16, 2026 1:00 am http://americas.managersofwealth.com/article/67847/meet-the-34-newcomers-to-the-2026-forbes-400-list The AI boom continues to propel tech innovators up the ranks of America’s most exclusive wealth ranking. Comment, Analysis & Research News Team Wednesday, September 16, 2026 1:00 am http://americas.managersofwealth.com/article/67852/ey-survey-finds-that-autonomous-ai-implementation-outpaces-oversight-yielding-an-ai-governance-gap About half (47%) of the respondents have even admitted that their organization has previously not followed its AI governance process for urgent deployments, even as AI-related incidents, cyber risk and shadow AI have become more common. Comment, Analysis & Research News Team Tuesday, September 15, 2026 1:00 am http://americas.managersofwealth.com/article/67836/northern-trust-survey-asset-managers-sharpen-focus-on-core-capabilities-to-drive-growth Global Survey Reveals Increased Outsourcing, Heightened Cost Discipline, and Broader Adoption of AI As Asset Managers Refine Their Growth Strategies Comment, Analysis & Research News Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67813/sei-research-indicates-71-of-wealthy-investors-offer-advisors-an-untapped-opportunity-to-manage-more-of-their-assets Findings Reveal Opportunities for Advisors to Drive Organic Growth by Reducing Tax Drag, Enabling Asset Consolidation, and Delivering More Personalized Advice Comment, Analysis & Research News Aggregation Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67819/interest-rates-could-rise-again-across-the-world-ampndash-hereamp039s-why Other central banks are also responding, with the US and the UK poised to make interest-rate decisions next week. Comment, Analysis & Research News Aggregation Team Thursday, September 10, 2026 1:00 am http://americas.managersofwealth.com/article/67801/bill-gatesamp039-business-jet-fleet-explained While public headlines target high-profile executives for their flight frequency, managing such a valuable aviation portfolio requires rigorous corporate structuring, asset diversification, and operational risk mitigation. Comment, Analysis & Research News Aggregation Team Friday, September 04, 2026 1:00 am http://americas.managersofwealth.com/article/67757/family-offices-are-winning-over-peamprsquos-rising-talent Earlier opportunities to collect carried interest and a better work-life balance are pulling junior talent away from traditional private equity jobs. Comment, Analysis & Research News Team Friday, September 04, 2026 1:00 am http://americas.managersofwealth.com/article/67764/us-payrolls-defy-expectations-with-162000-jobs-added-in-august For markets, the message is equally mixed. Comment, Analysis & Research News Team Friday, September 18, 2026 1:00 am http://americas.managersofwealth.com/article/67871/a-5-wealth-tax-preparing-clients-for-californiaamp039s-billionaire-tax California's proposed Billionaire Tax Act presents estate planners with significant challenges, including retroactive application, anti-abuse provisions and unresolved questions about its treatment of trusts. Tax News Aggregation Team Thursday, September 17, 2026 1:00 am http://americas.managersofwealth.com/article/67865/california-wealth-tax-holds-narrow-lead A billionaire tax is on the bubble — as are two rival measures on the same ballot. Tax News Aggregation Team Monday, September 07, 2026 1:00 am http://americas.managersofwealth.com/article/67774/trump-makes-false-claim-about-bank-of-canada-while-defending-canada-tariffs Trump claimed Canada allows its banks to operate in the United States while blocking American banks from Canada Tax News Aggregation Team Tuesday, August 18, 2026 1:00 am http://americas.managersofwealth.com/article/67616/billionaire-mark-cuban-blasts-amplsquoinsaneamprsquo-ro-khanna-wealth-tax-proposal For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares. Tax News Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67585/tether-completes-the-largest-inaugural-financial-audit-in-history KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue Tax News Aggregation Team Friday, August 14, 2026 1:00 am http://americas.managersofwealth.com/article/67593/kpmg-counted-every-gold-bar-tether-lands-its-first-full-audit-after-years-of-doubt For a firm that spent years batting away doubts over whether its USDt token is truly backed one-to-one, it is a symbolic win. Tax News Aggregation Team Wednesday, August 12, 2026 1:00 am http://americas.managersofwealth.com/article/67565/google-co-founder-sergey-brin-spending-more-than-100-million-fighting-california-wealth-tax Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires. Tax News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67514/why-wealth-taxes-always-fail Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution. Tax News Aggregation Team Monday, August 03, 2026 1:00 am http://americas.managersofwealth.com/article/67473/nycamp039s-pied-ampagrave-terre-tax-rollout-leaves-frustrated-longtime-owners-fighting-bills Thousands of primary homeowners claim to have been wrongly flagged for a levy meant for second-home owners, sparking a scramble over exemptions. Tax News Team Friday, July 31, 2026 1:00 am http://americas.managersofwealth.com/article/67460/aampampm-tax-policy-quarterly-outlook-q2-2026 The publication also provides a comprehensive overview of key tax policy and controversy updates across regions, offering practical insights into jurisdictional trends and legislative changes. Tax News Team Friday, September 11, 2026 1:00 am http://americas.managersofwealth.com/article/67818/two-cibc-leaders-recognized-among-wxnamp039s-top-100-most-powerful-women As a long-standing WXN Partner, CIBC remains committed to fostering an inclusive environment where women can thrive and lead at every level. Retail Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67784/billions-in-iranian-funds-continue-to-flow-through-us-banks Correspondent banking network allows Iran continued dollar-systems access Retail Banking News Team Tuesday, September 08, 2026 1:00 am http://americas.managersofwealth.com/article/67785/first-citizens-bank-completes-branch-acquisition-expanding-presence-across-the-midwest-great-plains-and-west New First Citizens Bank clients will continue working with the local bankers and teams they know Retail Banking News Aggregation Team Friday, August 28, 2026 1:00 am http://americas.managersofwealth.com/article/67713/royal-bank-of-canada-unifies-global-transaction-banking-business New co-leadership unifies RBC’s transaction banking capabilities across the bank to serve clients seamlessly across borders Retail Banking News Team Thursday, August 27, 2026 1:00 am http://americas.managersofwealth.com/article/67707/td-bank-group-reports-third-quarter-2026-results Adjusted earnings and earnings per share were $4.7 billion and $2.77, up 21% and 26%, respectively, year-over-year. Retail Banking News Aggregation Team Monday, August 24, 2026 1:00 am http://americas.managersofwealth.com/article/67668/republic-bancorp-named-to-american-bankeramprsquos-2026-top-performing-banks-list Banks recognized on this year’s list benefited from improved efficiency, strong lending performance, deposit growth and expanded net interest margins. Retail Banking News Team Friday, August 21, 2026 1:00 am http://americas.managersofwealth.com/article/67656/citi-appointed-as-depositary-bank-for-agilyx-asaamprsquos-adr-program Citi Issuer Services is a leading provider of depositary receipt services. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67518/thredd-powers-pliantamprsquos-us-expansion-with-visa-card-launch The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am http://americas.managersofwealth.com/article/67520/klarna-live-on-jp-morgan-payments-in-us Industry data cited in the announcement suggests that more than one in four Americans are more inclined to finish a purchase when flexible payment options are shown at checkout. Retail Banking News Aggregation Team Tuesday, July 28, 2026 1:00 am http://americas.managersofwealth.com/article/67420/profit-at-major-brazilian-banks-expected-to-rise-in-q2 But rising loan defaults are also set to give bank earnings a more cautious tone Retail Banking News Aggregation Team Monday, July 13, 2026 1:00 am http://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS News Team Tuesday, May 19, 2026 1:00 am http://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS News Team Monday, February 02, 2026 12:00 am http://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am http://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am http://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am http://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am http://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am http://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am http://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS