Managers of Wealth - Americas http://americas.managersofwealth.com/ Tue, 21 Jan 2025 02:18:59 GMT part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Weekly Market Commentary: A second Trump US presidential term starts this week, and markets will be paying close attention News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62872/weekly-market-commentary-a-second-trump-us-presidential-term-starts-this-week-and-markets-will-be-paying-close-attention Last week saw a decent start to the latest calendar quarterly results season, with the big US banks in particular delivering a strong set of numbers. Wealth and Asset Management Julius Baer sees end to S&P 500’s bull run; positive on US banks News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62873/julius-baer-sees-end-to-sampampp-500amprsquos-bull-run-positive-on-us-banks Swiss private bank also positive on equities in Japan, China and India Wealth and Asset Management Global Wealth Management Earns Great Place to Work® Certification; Welcomes Kelly Hultgren as Head of Marketing News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62880/global-wealth-management-earns-great-place-to-workampreg-certification-welcomes-kelly-hultgren-as-head-of-marketing Kelly's leadership and expertise in financial services marketing position her to elevate our brand and client engagement efforts Wealth and Asset Management Seventy2 Capital named in 2025 Forbes Best-in-State Wealth Management Teams News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62860/seventy2-capital-named-in-2025-forbes-best-in-state-wealth-management-teams Ratings on the Forbes Best-in-State Wealth Management Teams list are based on the previous year's industry experience, interviews, compliance records, assets under management, revenue Wealth and Asset Management Wealth Access to Integrate With Q2 Digital Banking Platform News Aggregation Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62861/wealth-access-to-integrate-with-q2-digital-banking-platform Wealth Access said it delivers deep insights that fuel hyper-personalized banking interactions, strengthen customer loyalty, and drive increased revenue. Wealth and Asset Management The Lindbloom Group Named to Forbes 2025 Best-In-State Wealth Management Teams List News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62862/the-lindbloom-group-named-to-forbes-2025-best-in-state-wealth-management-teams-list The Lindbloom Group has been named to the Forbes best-in-state teams list for the third year in a row Wealth and Asset Management Wealth Enhancement Announces Acquisition of VanceGray Wealth Management, Inc., an Independent RIA with Over $409 Million in Client Assets News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62865/wealth-enhancement-announces-acquisition-of-vancegray-wealth-management-inc-an-independent-ria-with-over-409-million-in-client-assets This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion. Wealth and Asset Management Merrill, Morgan Stanley Wealth Divisions Boost Revenue in Q4 News Aggregation Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62866/merrill-morgan-stanley-wealth-divisions-boost-revenue-in-q4 Merrill clients and advisors expanded on their continued interest in alternative investments while Morgan Stanley’s net interest income slightly climbed despite expectations it would decline “modestly” in the fourth quarter. Wealth and Asset Management Citigroup: Fourth Quarter And Full Year 2024 Results And Key Metrics News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62869/citigroup-fourth-quarter-and-full-year-2024-results-and-key-metrics Revenues increased 12% from the prior-year period Wealth and Asset Management Goldman Sachs wealth management sees double-digit revenue increase in 2024 News Aggregation Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62845/goldman-sachs-wealth-management-sees-double-digit-revenue-increase-in-2024 This was attributed to higher net revenues in equity investments and higher management fees. Wealth and Asset Management TD Bank Group Accelerates CEO Transition; Announces Board and Committee Renewal News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62881/td-bank-group-accelerates-ceo-transition-announces-board-and-committee-renewal Four new directors to stand for election at 2025 Annual Meeting of Shareholders People Moves $1.2B JP Morgan New York Team Jumps to RBC News Aggregation Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62867/12b-jp-morgan-new-york-team-jumps-to-rbc The Pensato Slyane Group is “one of the most elite New York City wealth management teams,” according to the director of RBC’s New York complex. People Moves SEI Bolsters Global Leadership with Key Appointments in Luxembourg News Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62846/sei-bolsters-global-leadership-with-key-appointments-in-luxembourg Leaders to Support Strategic Growth Across Global Operations People Moves Truist COO and vice chair Beau Cummins resigns with immediate effect News Aggregation Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62851/truist-coo-and-vice-chair-beau-cummins-resigns-with-immediate-effect Cummins previously served as co-COO and wholesale segment executive at SunTrust prior to its merger with BB&T Corporation in 2019 to form Truist. People Moves VeraBank names new Wealth Management Trust and Wealth Advisor News Aggregation Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62856/verabank-names-new-wealth-management-trust-and-wealth-advisor She joined VeraBank in 2010 and is a proven dedicated team member who is passionate about the financial industry and customer success. People Moves Standout Litigator Joshua Blosveren Joins Cohen Ziffer Frenchman & McKenna News Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62857/standout-litigator-joshua-blosveren-joins-cohen-ziffer-frenchman-ampamp-mckenna With the addition of Blosveren as well as seven new associates within the last year, Cohen Ziffer has more than tripled in size since its launch in 2021. People Moves Brown Advisory appoints Co-CEO to long-time Mike Hankin News Aggregation Team Wednesday, January 15, 2025 12:00 am http://americas.managersofwealth.com/article/62838/brown-advisory-appoints-co-ceo-to-long-time-mike-hankin It has 14 offices across the US, a significant office in London and strategic bases in Frankfurt, Singapore, Tokyo People Moves Baker Tilly Names Chief Information Security Officer News Team Wednesday, January 15, 2025 12:00 am http://americas.managersofwealth.com/article/62844/baker-tilly-names-chief-information-security-officer Bogac will lead Baker Tilly’s governance, risk and compliance initiatives People Moves Kestra Financial Promotes John Amore to President of Leading Wealth Management Platform News Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62824/kestra-financial-promotes-john-amore-to-president-of-leading-wealth-management-platform Current president Stephen Langlois set to retire at year-end People Moves Centurion Wealth Management Welcomes Wealth Advisor Jake Gurock News Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62827/centurion-wealth-management-welcomes-wealth-advisor-jake-gurock Jake joins Centurion Wealth Management, expanding the firm's advisory team. People Moves EQB reports amended and restated credit agreement News Team Monday, December 30, 2024 12:00 am http://americas.managersofwealth.com/article/62715/eqb-reports-amended-and-restated-credit-agreement The maturity date for the Restated Credit Facility is now December 30, 2027. Legal, Regulation & Compliance Finra orders Edward Jones, Osaic and Cambridge to repay $8.2m over fund fees News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62698/finra-orders-edward-jones-osaic-and-cambridge-to-repay-82m-over-fund-fees Finra's findings center around mutual fund sales charge waivers and fee rebates, which the regulatory body said Edward Jones, Osaic and Cambridge Investment Research did not return to customers over a period of years. Legal, Regulation & Compliance Wells Fargo says it’s quitting world’s largest climate-banking group News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62704/wells-fargo-says-itamprsquos-quitting-worldamprsquos-largest-climate-banking-group Financial companies have been under increasing pressure from Republican lawmakers, which have launched investigations and filed lawsuits related to the industry’s efforts to address climate change. Legal, Regulation & Compliance Treasury delays deadline for small businesses to file new form to avoid risk of fines for noncompliance News Aggregation Team Friday, December 27, 2024 12:00 am http://americas.managersofwealth.com/article/62707/treasury-delays-deadline-for-small-businesses-to-file-new-form-to-avoid-risk-of-fines-for-noncompliance Businesses and owners that didn’t comply would potentially face civil penalties of up to $591 a day Legal, Regulation & Compliance JPMorgan Chase, Bank of America and Wells Fargo sued for failing to prevent fraud on Zelle News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62684/jpmorgan-chase-bank-of-america-and-wells-fargo-sued-for-failing-to-prevent-fraud-on-zelle The three banks named as defendants in the suit co-own Zelle, along with four other big US banks: Capital One, PNC Bank, Truist and US Bank. Legal, Regulation & Compliance Federal Reserve’s flip-flops risk undermining US exceptionalism News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62685/federal-reserveamprsquos-flip-flops-risk-undermining-us-exceptionalism The central bank’s highly reactive policy approach of recent years amplifies financial volatility Legal, Regulation & Compliance A&O Shearman advises Andera Partners on strategic partnership with New York Life Investments and Candriam News Team Friday, December 20, 2024 12:00 am http://americas.managersofwealth.com/article/62665/aampampo-shearman-advises-andera-partners-on-strategic-partnership-with-new-york-life-investments-and-candriam The transaction remains subject to customary consultation with the relevant employee representative bodies and regulatory approvals. Legal, Regulation & Compliance 10 ways the U.S. Treasury central clearing rule impacts technology News Team Thursday, December 19, 2024 12:00 am http://americas.managersofwealth.com/article/62657/10-ways-the-us-treasury-central-clearing-rule-impacts-technology By future proofing their technology platforms, financial services firms can turn a compliance mandate into a competitive advantage. Legal, Regulation & Compliance Keycorp and Scotiabank Receive Regulatory Approval to Complete Strategic Minority Investment News Team Tuesday, December 17, 2024 12:00 am http://americas.managersofwealth.com/article/62614/keycorp-and-scotiabank-receive-regulatory-approval-to-complete-strategic-minority-investment The Board of Governors of the Federal Reserve System (the "Federal Reserve") approved the approximately 10% remaining investment by Scotiabank Legal, Regulation & Compliance Synapse partner banks hit with lawsuit over fund mismanagement News Aggregation Team Thursday, November 28, 2024 12:00 am http://americas.managersofwealth.com/article/62468/synapse-partner-banks-hit-with-lawsuit-over-fund-mismanagement The four banks – Evolve, AMG National Trust, American Bank and Lineage – were sued Friday, after thousands of consumers were left without access to their funds post-Synapse collapse. Legal, Regulation & Compliance Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62863/broadridge-enhances-multi-asset-post-trade-processing-with-genai-powered-analytics The advanced analytics feature is instrumental to international firms navigating evolving regulatory and market dynamics. FinTech Applied Digital Agrees to Build a Partnership with Macquarie Asset Management for Funding of up to $5.0 Billion to Drive HPC Growth News Team Wednesday, January 15, 2025 12:00 am http://americas.managersofwealth.com/article/62839/applied-digital-agrees-to-build-a-partnership-with-macquarie-asset-management-for-funding-of-up-to-50-billion-to-drive-hpc-growth The $5.0 Billion Investment Can Support Over 2 GW of HPC Data Center Development FinTech First American Bank joins InvestCloud to digitise Wealth Management News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62813/first-american-bank-joins-investcloud-to-digitise-wealth-management Currently operating on a technology stack with multiple systems, FAB recognised the need to provide its clients and advisors with a unified and modern platform. FinTech Goldman Sachs invests in Canadian fintech Float Financial News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62819/goldman-sachs-invests-in-canadian-fintech-float-financial The round was led by Growth Equity at Goldman Sachs Alternatives, with participation from Omers Ventures, FJ Labs, Teralys and Garage Capital. FinTech The Opportunities And Challenges Of Harnessing AI And ML For Financial Risk Management News Aggregation Team Thursday, January 09, 2025 12:00 am http://americas.managersofwealth.com/article/62797/the-opportunities-and-challenges-of-harnessing-ai-and-ml-for-financial-risk-management One significant issue is algorithmic bias, which can result in unfair decision-making FinTech Startup launches to help US community banks fight technological lag News Aggregation Team Tuesday, January 07, 2025 12:00 am http://americas.managersofwealth.com/article/62777/startup-launches-to-help-us-community-banks-fight-technological-lag The startup is backed by ex-Deputy PM of Kazakhstan Yerbol Orynbayev, offering strategic support and guidance as the firm’s President FinTech Why US Banks are Departing from Net Zero Banking Alliance News Aggregation Team Monday, January 06, 2025 12:00 am http://americas.managersofwealth.com/article/62759/why-us-banks-are-departing-from-net-zero-banking-alliance This group quickly drew in some of the world's banking giants, with a clear focus on integrating sustainable practices and staunchly promoting net zero objectives. FinTech Coinbase ramping up remote hiring in 2025, paying up to $340k salaries News Aggregation Team Thursday, January 02, 2025 12:00 am http://americas.managersofwealth.com/article/62734/coinbase-ramping-up-remote-hiring-in-2025-paying-up-to-340k-salaries The most senior role is an engineering leader for the Coinbase Developer Platform, which pays up to $340k in salary alone. FinTech IBN Technologies Steps Up to Support Small Businesses Following Bench Accounting's Sudden Shutdown News Team Tuesday, December 31, 2024 12:00 am http://americas.managersofwealth.com/article/62722/ibn-technologies-steps-up-to-support-small-businesses-following-bench-accountingamp039s-sudden-shutdown With their proven track record and tailored solutions, IBN Technologies ensures that businesses can maintain financial stability and focus on growth during this challenging time. FinTech Banks Adopt Behavioral Biometrics as CFPB Cracks Down on Digital Payment Fraud News Aggregation Team Monday, December 30, 2024 12:00 am http://americas.managersofwealth.com/article/62713/banks-adopt-behavioral-biometrics-as-cfpb-cracks-down-on-digital-payment-fraud Behavioral biometric systems analyze various aspects of user behavior for identity verification. FinTech Generali Investments to acquire majority stake in MGG Investment Group News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62874/generali-investments-to-acquire-majority-stake-in-mgg-investment-group MGG will continue to be led by CEO & CIO Kevin Griffin with no changes to MGG’s investment strategy or processes. Alternative Investments Goldman's Petershill unit sells majority stake in General Catalyst for $789m News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62877/goldmanamp039s-petershill-unit-sells-majority-stake-in-general-catalyst-for-789m The sale represents a substantial premium over Petershill's net asset value, according to the firm. Alternative Investments Bank of America (BAC) Awards $1 Billion in Stock to Retain Employees News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62878/bank-of-america-bac-awards-1-billion-in-stock-to-retain-employees The bank recently announced its 2024 fourth-quarter and full-year results Alternative Investments AAM Insurance Investment Management and Affinius Capital Partner to Offer Commercial Real Estate Lending Strategies to Insurance Clients News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62879/aam-insurance-investment-management-and-affinius-capital-partner-to-offer-commercial-real-estate-lending-strategies-to-insurance-clients This new partnership will provide AAM's insurance company clients with Commercial Real Estate Strategies. Alternative Investments Colbeck Capital Raises $700 Million for Latest Vintage Strategic Lending Fund News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62864/colbeck-capital-raises-700-million-for-latest-vintage-strategic-lending-fund Colbeck Strategic Lending III Significantly Surpasses Target Demonstrating Strong Demand for Colbeck’s Sponsor-Like Approach to Financing Unsponsored Middle-Market Companies Alternative Investments Spirit Wealth Doubles Sales in 2024 Amid Rising Demand for Whiskey Cask Investment News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62871/spirit-wealth-doubles-sales-in-2024-amid-rising-demand-for-whiskey-cask-investment Unlike traditional markets, whiskey cask investments provide a tangible asset that appreciates in value as it matures. Alternative Investments Balentine Partners with FJ Management to Ensure Next Generation of Independence and Growth News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62870/balentine-partners-with-fj-management-to-ensure-next-generation-of-independence-and-growth The Utah-based private holding company has acquired a 20 percent stake in the ultra-high net worth wealth management firm, enabling Balentine to secure its independence while positioning itself for future growth. Alternative Investments Homestead Capital, Farmland Specialist Investment Manager, Adds Kudu Investment Management as Strategic Partner News Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62848/homestead-capital-farmland-specialist-investment-manager-adds-kudu-investment-management-as-strategic-partner The firm remains majority employee-owned and led by Daniel Little and Gabe Santos, co-founders and co-CEOs. Alternative Investments TD Asset Management Inc. broadens its ETF lineup with two new U.S. dollar offerings and expanded suite of target maturity bond ETFs News Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62849/td-asset-management-inc-broadens-its-etf-lineup-with-two-new-us-dollar-offerings-and-expanded-suite-of-target-maturity-bond-etfs Expanded suite of TD ETFs offers greater flexibility for investors Alternative Investments Goldman Sachs launches Capital Solutions group to grow private credit and equity business News Aggregation Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62850/goldman-sachs-launches-capital-solutions-group-to-grow-private-credit-and-equity-business These actions include the creation of a Capital Solutions group and the expansion of its alternatives investment team in its Asset and Wealth Management division. Alternative Investments Dynasty Investment Bank Closes a Strong Year Serving as Exclusive Advisor to Jenkins Wealth on its Sale to Mariner News Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62852/dynasty-investment-bank-closes-a-strong-year-serving-as-exclusive-advisor-to-jenkins-wealth-on-its-sale-to-mariner Advised on 15 Transactions in the Robust 2024 RIA M&A Market Investment Banking William Blair Names New Partners for 2025 News Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62826/william-blair-names-new-partners-for-2025 This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities. Investment Banking Illustriously paying New York boutique adds BofA Industrials MD News Aggregation Team Tuesday, January 14, 2025 12:00 am http://americas.managersofwealth.com/article/62831/illustriously-paying-new-york-boutique-adds-bofa-industrials-md The global pool grew by 7%, making both scenarios rather bitter. Investment Banking Morning Coffee: JPMorgan's bankers to get the biggest bonus increase News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62810/morning-coffee-jpmorganamp039s-bankers-to-get-the-biggest-bonus-increase The bank is due to announce its fourth quarter results next Wednesday, but in the first nine months of 2024 Investment Banking Another major US bank withdraws from net-zero alliance News Aggregation Team Monday, January 06, 2025 12:00 am http://americas.managersofwealth.com/article/62760/another-major-us-bank-withdraws-from-net-zero-alliance In November 2024, eleven Republican-led states, including Texas, filed lawsuits against large US asset management firms Investment Banking Bank of New York Mellon Lowered to Peer Perform Rating by Wolfe Research News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62750/bank-of-new-york-mellon-lowered-to-peer-perform-rating-by-wolfe-research A number of other analysts have also recently commented on the stock. Investment Banking Bank of America hit with OCC order over BSA News Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62752/bank-of-america-hit-with-occ-order-over-bsa The bank cautioned in an October filing that it was in talks with regulators over issues with its Bank Secrecy Act compliance programs. Investment Banking The new tech and quant teams banks are growing in 2025 News Aggregation Team Thursday, January 02, 2025 12:00 am http://americas.managersofwealth.com/article/62733/the-new-tech-and-quant-teams-banks-are-growing-in-2025 UBS is building a new cybersecurity team with a focus on emerging technologies and crypto. Investment Banking Citigroup, BofA join Wall Street lenders in leaving global climate-banking alliance News Aggregation Team Thursday, January 02, 2025 12:00 am http://americas.managersofwealth.com/article/62735/citigroup-bofa-join-wall-street-lenders-in-leaving-global-climate-banking-alliance US banks are under pressure from Republican lawmakers to distance themselves from industry groups that support reducing carbon emissions Investment Banking J.P. Morgan Global Research rankings make history for a third time News Team Monday, December 30, 2024 12:00 am http://americas.managersofwealth.com/article/62716/jp-morgan-global-research-rankings-make-history-for-a-third-time J.P. Morgan achieved top 3 or Runner Up rankings in 90% of the 224 Global Research sectors Investment Banking JPMAM’s Stealey: Navigating market expectations in a new political era News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62876/jpmamamprsquos-stealey-navigating-market-expectations-in-a-new-political-era Wage pressures, once a significant concern, are subsiding, and the labour market has rebounded, alleviating the need for further Federal Reserve rate cuts. Comment, Analysis & Research TD playing catch-up on accountability gives little comfort to stakeholders News Aggregation Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62882/td-playing-catch-up-on-accountability-gives-little-comfort-to-stakeholders However, the question of why his past CEO performance bonuses were not repaid lingers Comment, Analysis & Research Family office founders and next generation in the Americas have different priorities News Team Friday, January 17, 2025 12:00 am http://americas.managersofwealth.com/article/62868/family-office-founders-and-next-generation-in-the-americas-have-different-priorities The biggest area of difference identified by 68% of those questioned is investing in digital assets while 52% point to differences over ESG and impact investing. Comment, Analysis & Research US banks in 2024: set to result in a promising 2025? News Aggregation Team Thursday, January 16, 2025 12:00 am http://americas.managersofwealth.com/article/62858/us-banks-in-2024-set-to-result-in-a-promising-2025 Bank in the US are looking forward to the next twelve months. Comment, Analysis & Research Top 25 global banks post 27% increase in market cap in 2024, reveals GlobalData News Aggregation Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62821/top-25-global-banks-post-27-increase-in-market-cap-in-2024-reveals-globaldata JPMorgan Chase continues to lead the way; Goldman Sachs and Agricultural Bank of China market caps both rise by over 40% while TD Bank loses over 20% Comment, Analysis & Research 89% of executives plan to expand cyber insurance for technological vulnerabilities: Chubb News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62808/89-of-executives-plan-to-expand-cyber-insurance-for-technological-vulnerabilities-chubb The findings come from a Harris Poll survey of 500 business leaders involved in risk decision-making, commissioned by Chubb. Comment, Analysis & Research Mauritius: The new frontier for family offices? News Team Monday, January 06, 2025 12:00 am http://americas.managersofwealth.com/article/62757/mauritius-the-new-frontier-for-family-offices When establishing a family office today, families have an unprecedented global landscape of potential jurisdictions to choose from Comment, Analysis & Research From Theory to Practice: 10 Common Questions in Wealth Planning News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62747/from-theory-to-practice-10-common-questions-in-wealth-planning Francisco Tochetti, expert wealth planning advisor and tax lawyer, answers the ten most common questions Comment, Analysis & Research Reach financial success in 2025 with American Bank and Trust News Aggregation Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62749/reach-financial-success-in-2025-with-american-bank-and-trust Here to talk to us today about the different services they provide Comment, Analysis & Research Bloomberg Billionaires Index News Aggregation Team Thursday, January 02, 2025 12:00 am http://americas.managersofwealth.com/article/62730/bloomberg-billionaires-index The Bloomberg Billionaires Index is a daily ranking of the world’s richest people. Comment, Analysis & Research Trump Has Promised to Lower Taxes: Will It Actually Make You More Money? News Aggregation Team Friday, January 10, 2025 12:00 am http://americas.managersofwealth.com/article/62811/trump-has-promised-to-lower-taxes-will-it-actually-make-you-more-money Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026. Tax Grant Thornton’s Partho Ghatak named a ‘Top Global Chief Information Security Officer’ by Cyber Defense Magazine News Team Thursday, December 19, 2024 12:00 am http://americas.managersofwealth.com/article/62654/grant-thorntonamprsquos-partho-ghatak-named-a-amplsquotop-global-chief-information-security-officeramprsquo-by-cyber-defense-magazine Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts. Tax ZEDRA joins forces with leading US Fund Solutions provider, Gryphon News Team Wednesday, December 11, 2024 12:00 am http://americas.managersofwealth.com/article/62577/zedra-joins-forces-with-leading-us-fund-solutions-provider-gryphon Both companies will work closely together to ensure a smooth transition for all clients and employees. Tax Rediscovered US tax treaty finds new home in national archives News Aggregation Team Tuesday, December 03, 2024 12:00 am http://americas.managersofwealth.com/article/62495/rediscovered-us-tax-treaty-finds-new-home-in-national-archives The treaty was a pivotal document, underpinning Bermuda's success as a premier insurance and reinsurance hub. Tax Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm News Aggregation Team Wednesday, November 20, 2024 12:00 am http://americas.managersofwealth.com/article/62397/allworth-boosts-tax-services-with-acquisition-of-bay-area-cpa-firm “CCA has an exceptional tax team that will help us meet that demand and better serve our clients.” Tax $6.5B Callan Family Office Launches Tax Overlay Program News Aggregation Team Thursday, November 07, 2024 12:00 am http://americas.managersofwealth.com/article/62280/65b-callan-family-office-launches-tax-overlay-program The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program. Tax IRS Whistleblowers' $74 Million Payout Shows Two Years of Reform News Aggregation Team Wednesday, October 09, 2024 1:00 am http://americas.managersofwealth.com/article/62000/irs-whistleblowersamp039-74-million-payout-shows-two-years-of-reform The IRS program for years has endured criticism about low payouts and rising process times. Tax The legal framework for the United States and United Kingdom cross-border tax compliance News Aggregation Team Wednesday, October 02, 2024 1:00 am http://americas.managersofwealth.com/article/61932/the-legal-framework-for-the-united-states-and-united-kingdom-cross-border-tax-compliance Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location. Tax Cardinal Point Wealth Management Warns of Major Estate Tax Exemption Changes in 2025 News Team Wednesday, September 25, 2024 1:00 am http://americas.managersofwealth.com/article/61875/cardinal-point-wealth-management-warns-of-major-estate-tax-exemption-changes-in-2025 The TCJA temporarily doubled the federal estate tax exemption Tax REDW Advisors & CPAs acquires Hatcher Financial News Aggregation Team Tuesday, September 24, 2024 1:00 am http://americas.managersofwealth.com/article/61860/redw-advisors-ampamp-cpas-acquires-hatcher-financial The acquisition increases REDW's Phoenix office team to 114 members and nearly 350 across its broader network. Tax PayPal Ventures invests in LatAm insurtech Olé Life News Team Monday, January 20, 2025 12:00 am http://americas.managersofwealth.com/article/62875/paypal-ventures-invests-in-latam-insurtech-olampeacute-life Olé Life is redefining how families access and experience financial protection with products that are easy to acquire and offer long-term stability. Retail Banking Nbkc bank joins NR Atleas Allpoint Network News Team Monday, January 13, 2025 12:00 am http://americas.managersofwealth.com/article/62818/nbkc-bank-joins-nr-atleas-allpoint-network Kansas City, Missouri-based nbkc was looking for an efficient way to allow customers to conduct transactions Retail Banking Dime Receives “Outstanding” Rating on Community Reinvestment Act Exam from Federal Reserve Bank of New York News Team Friday, January 03, 2025 12:00 am http://americas.managersofwealth.com/article/62753/dime-receives-ampldquooutstandingamprdquo-rating-on-community-reinvestment-act-exam-from-federal-reserve-bank-of-new-york The CRA encourages banks to help meet the credit needs of the communities in which they operate, including Low-to-Moderate Income neighborhoods. Retail Banking Bank opening hours on New Year’s Eve and New Year Day: Bank of America, Wells Fargo, Citi… News Aggregation Team Tuesday, December 31, 2024 12:00 am http://americas.managersofwealth.com/article/62725/bank-opening-hours-on-new-yearamprsquos-eve-and-new-year-day-bank-of-america-wells-fargo-citiamphellip Find out when Bank of America, Wells Fargo and Citi will be opening over the festive period, including December 31 andf January 1. Retail Banking Central Bank of Brazil Approves PayRetailers Acquisition of Transfeera News Aggregation Team Tuesday, December 24, 2024 12:00 am http://americas.managersofwealth.com/article/62693/central-bank-of-brazil-approves-payretailers-acquisition-of-transfeera It says this would strengthen the company’s regulatory and risk management structure in Brazil, and expand its opportunities in open banking. Retail Banking Customer Big Bank Trust Grows, Except With Self-Service: J.D. Power News Aggregation Team Monday, December 23, 2024 12:00 am http://americas.managersofwealth.com/article/62681/customer-big-bank-trust-grows-except-with-self-service-jd-power Additionally, those banks rank in the top three in the study’s most heavily weighted factor of trust, scoring 700, 691 and 687, respectively (on a 1,000-point scale). Retail Banking B2B digital payments plaer KEO World expands to Brazil News Team Wednesday, December 18, 2024 12:00 am http://americas.managersofwealth.com/article/62636/b2b-digital-payments-plaer-keo-world-expands-to-brazil Through a partnership agreement with BTG Pactual Bank S.A., the largest investment bank in Latin America, KEO World will expand its operations in the Brazilian market. Retail Banking Global Finance Names The World’s Best Trade Finance Providers 2025 News Team Tuesday, December 17, 2024 12:00 am http://americas.managersofwealth.com/article/62622/global-finance-names-the-worldamprsquos-best-trade-finance-providers-2025 Criteria for choosing the winners included: transaction volume, scope of global coverage, customer service, competitive pricing and innovative technologies. Retail Banking The Banker’s Bank of the Year Awards 2024 News Aggregation Team Friday, December 06, 2024 12:00 am http://americas.managersofwealth.com/article/62525/the-bankeramprsquos-bank-of-the-year-awards-2024 With challenging economic conditions and rising geopolitical risk, strong and safe banking markets are all the more important Retail Banking Mastercard and J.P. Morgan to Streamline B2B Payments with Blockchain News Aggregation Team Tuesday, November 26, 2024 12:00 am http://americas.managersofwealth.com/article/62444/mastercard-and-jp-morgan-to-streamline-b2b-payments-with-blockchain This collaboration aims to streamline cross-border business transactions by offering a faster and more transparent settlement process, reducing friction and enhancing the efficiency of commercial transactions. Retail Banking Can clarity from regulators, ratings help investors grasp ESG? 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 BBVA CIB reinforces its commitment to Brazil as a key driver in its expansion and leadership in sustainability 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 The Power of Collaborative Vision: Five Years and Nearly $10 Trillion Dollars Later on a Net-Zero Journey 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 Carbon Capture Gets Boost from Major Bank of America Investment 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 TD Bank Provides Update on U.S. AML Matters 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 Standard Chartered launches ESG-linked Cash Account 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 RBC’s $35m green initiative targets 70% emissions cut by 2035 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 The great climate change wealth transfer is here News Aggregation Team Monday, July 22, 2024 1:00 am http://americas.managersofwealth.com/article/61258/the-great-climate-change-wealth-transfer-is-here The great climate change Politics and profit are making it harder to kick our fossil fuel addictiontransfer is here Planet SOS Corporates’ Supply Chain Scope 3 Emissions Are 26 Times Higher Than Their Operational Emissions News Team Wednesday, June 26, 2024 1:00 am http://americas.managersofwealth.com/article/61022/corporatesamprsquo-supply-chain-scope-3-emissions-are-26-times-higher-than-their-operational-emissions These figures highlight that the challenge of effectively measuring Scope 3 emissions is widespread and spans industries Planet SOS ESG in securitized credit: Finding clarity within complexity News Team Friday, June 14, 2024 1:00 am http://americas.managersofwealth.com/article/60917/esg-in-securitized-credit-finding-clarity-within-complexity Now is the time to maintain momentum and engage. Planet SOS