http://americas.managersofwealth.com/ Fri, 04 Jul 2025 03:54:29 BST part of MediaG8way Group http://americas.managersofwealth.com/ http://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64216/aquiline-completes-acquisition-of-seiamprsquos-family-office-services-business Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries. Wealth and Asset Management News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64218/steward-partners-acquires-consilium-wealth-management-fueling-the-continued-rapid-expansion-of-its-legacy-division Danville, California-based team brings $1.1 billion in assets to Steward Partners Wealth and Asset Management News Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64201/morgan-stanley-wins-two-2025-celent-model-wealth-manager-awards-for-technology-innovation-in-wealth-management Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent. Wealth and Asset Management News Aggregation Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64205/mercer-acquires-11b-boston-area-ria O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services. Wealth and Asset Management News Aggregation Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64206/edward-jones-to-buy-natixis-portfolio-amplsquooverlayamprsquo-business-in-high-net-worth-push The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors. Wealth and Asset Management News Aggregation Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64207/canadaamp039s-raymond-james-opts-for-fnz-wealth-management-tech Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership. Wealth and Asset Management News Aggregation Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64209/the-american-continent-led-wealth-creation-in-2024 In contrast, the Asia-Pacific (APAC) region and the one comprising Europe, the Middle East, and Africa (EMEA) lagged behind, with growth rates below 3% and 0.5%, respectively. Wealth and Asset Management News Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64210/fifth-third-wealth-advisorsampreg-surpasses-3-billion-in-net-new-assets-under-management-expands-platform-capabilities This achievement underscores strong momentum and growing demand from both advisors and clients. Wealth and Asset Management News Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64213/apella-wealth-welcomes-independence-wealth-advisors-growing-aum-by-207-million Apella, an employee-owned and managed firm, has grown steadily through many partnerships Wealth and Asset Management News Team Monday, June 30, 2025 1:00 am http://americas.managersofwealth.com/article/64192/rockefeller-global-family-office-continues-growth-with-south-florida-expansion The group brings an extensive track record supporting high- and ultra-high-net-worth clients through all stages of their financial lives, from managing investments to strategic planning for future generations. Wealth and Asset Management News Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64226/allfunds-appoints-daniel-jesus-alonso-as-new-head-of-us In this role, he led investment product strategy, development, and distribution for international clients. People Moves News Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64227/broadridge-announces-expanded-roles-for-senior-leaders The changes are effective as of July 1. People Moves News Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64228/jpmorgan-names-insider-david-frame-global-ceo-of-private-bank JPMorgan's private banking business oversees more than $2.9 trillion in client assets globally. People Moves News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64237/27b-choreo-taps-former-edelman-exec-as-ceo Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships. People Moves News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64214/efg-appoints-luis-ferreira-to-leadership-role-in-latin-america In addition, he will manage and further develop EFG’s competitive offering in the Latin America Region and ensure a strong compliance and governance framework. People Moves News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64215/aztec-group-welcomes-jose-sobrinho-as-head-of-us-technology In this role, Jose will lead and oversee the Group’s U.S.-based technology initiatives People Moves News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64220/lpl-financial-welcomes-resilient-wealth-management He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic. People Moves News Aggregation Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64223/326b-ep-wealth-hires-integrations-head-from-captrust Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust. People Moves News Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64202/antonia-murga-appointed-market-head-latin-america I am very excited to announce the appointment People Moves News Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64203/northern-trust-names-new-west-region-president Abel Montañez to drive growth and deepen client engagement across the Western U.S. People Moves News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64236/amundi-warns-us-stablecoin-policy-could-destabilise-global-payments-system JPMorgan expects the amount of stablecoins in circulation to roughly double to $500 billion in the next few years, although some estimates have put it as high as $2 trillion. Legal, Regulation & Compliance News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64238/trump-calls-on-us-central-bank-head-to-quit-immediately Despite the president's continued criticism of Mr Powell, he said earlier this year that had "no intention of firing him". Legal, Regulation & Compliance News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64239/how-canadaamprsquos-crm3-rules-are-redefining-suitability The sector faces a key question: will suitability remain a checkbox Legal, Regulation & Compliance News Aggregation Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64224/trumpamp039s-budget-bill-is-closer-to-becoming-law-here-are-the-remaining-sticking-points The lower chamber approved an earlier version of the bill in May with a margin of just one vote, and this bill must now be reconciled with the Senate version. Legal, Regulation & Compliance News Aggregation Team Wednesday, June 25, 2025 1:00 am http://americas.managersofwealth.com/article/64161/big-us-banks-expected-to-ace-stress-tests-boost-dividends It is also used by banks to determine how much in dividends can be given to shareholders. Legal, Regulation & Compliance News Aggregation Team Thursday, June 19, 2025 1:00 am http://americas.managersofwealth.com/article/64107/shares-of-coinbase-circle-surge-after-stablecoin-bill-passes-senate Stablecoins have become Coinbase’s biggest revenue driver after trading, with stablecoin-related income surging 50% year-over-year in the first quarter. Legal, Regulation & Compliance News Aggregation Team Thursday, June 19, 2025 1:00 am http://americas.managersofwealth.com/article/64110/hedge-fund-traders-caution-against-paternity-leave-after-trader-dismissed Satha told the FT in 2022 that his long paternity leave was, "a welcome relief for many female traders who were anxious that having children would adversely impact their career." Legal, Regulation & Compliance News Aggregation Team Wednesday, June 18, 2025 1:00 am http://americas.managersofwealth.com/article/64094/central-banks-forecast-more-gold-purchases-fewer-us-dollar-reserves-in-years-ahead Respondents expect the share of other currencies, such as the euro and renminbi, will also increase over the same five-year period. Legal, Regulation & Compliance News Team Tuesday, June 17, 2025 1:00 am http://americas.managersofwealth.com/article/64083/us-house-bill-puts-policy-pressure-on-renewables The House-approved OBBB heightens scrutiny on foreign sourcing for entities seeking tax credits. Legal, Regulation & Compliance News Aggregation Team Tuesday, June 10, 2025 1:00 am http://americas.managersofwealth.com/article/64024/state-regulators-claim-edward-jones-lpl-others-overcharged-retail-customers RBC, Stifel and TD Ameritrade were also among the settling firms. Legal, Regulation & Compliance News Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64229/broadridge-to-acquire-acolin-accelerating-modernization-and-transparency-in-cross-border-fund-distribution Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors FinTech News Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64230/bny-to-give-ai-powered-amp039digital-employeesamp039-their-own-emails The agents have direct managers and, because they have their own logins to access apps like their human colleagues, can work autonomously. FinTech News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64232/ripple-seeks-us-bank-license-to-expand-stablecoin-services Ripple’s application highlights the shift from state-level to federal oversight that’s reshaping the US stablecoin landscape. FinTech News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64235/digital-platform-savvy-wealth-secures-72m-in-series-b-funding The company will use the new funds to improve its core technology and expand its network of independent advisors via Savvy Advisors. FinTech News Aggregation Team Thursday, June 26, 2025 1:00 am http://americas.managersofwealth.com/article/64171/hiscox-teams-up-with-google-to-expand-coverage-for-california-homeowners The new model is already helping provide additional insurance options for Californian homeowners. FinTech News Team Wednesday, June 25, 2025 1:00 am http://americas.managersofwealth.com/article/64153/dentons-and-axl-announce-strategic-partnership-to-advance-legal-innovation-with-ai Through collaboration and visionary thinking, Dentons and AXL will co-create and deliver cutting-edge AI tools to drive innovation – from Canada, for the world. FinTech News Aggregation Team Wednesday, June 25, 2025 1:00 am http://americas.managersofwealth.com/article/64154/wealthtech-firm-conquest-planning-raises-80m-to-expand-in-us Conquest Planning develops advanced digital planning tools for financial advisors and institution FinTech News Team Wednesday, June 18, 2025 1:00 am http://americas.managersofwealth.com/article/64090/ssampampc-to-power-wesleyanamprsquos-new-digital-first-wealth-platform One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C FinTech News Aggregation Team Tuesday, June 17, 2025 1:00 am http://americas.managersofwealth.com/article/64082/chantico-technology-and-copia-wealth-studios-announce-strategic-partnership-to-bring-scenario-modeling-to-complex-portfolios The combined offering addresses a specific challenge: stress-testing portfolios that mix traditional securities with private equity, real estate, and other alternative investments. FinTech News Team Friday, June 13, 2025 1:00 am http://americas.managersofwealth.com/article/64058/the-active-etf-boom-assets-up-600-broadridge-report-unpacks-the-growth-and-what-sets-apart-launches-that-soar-from-those-that-stall Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge FinTech News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64231/bbva-to-roll-out-genai-tools-to-100000-employees-via-google-cloud This data follows the bank's deployment of 11,000 ChatGPT licences from OpenAI. Alternative Investments News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64233/cetera-launches-first-in-a-planned-line-of-alternative-investments-models Cetera Blended Alternatives Model-Moderate will feature private equity, private credit and private real estate funds. Alternative Investments News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64219/state-street-global-advisors-rebrands-as-state-street-investment-management New brand name and visual identity reflect the asset manager’s growth and strategic ambition as the leading partner and provider of innovative investment exposures and tailored solutions for its clients across global markets Alternative Investments News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64221/state-street-and-uc-investments-forge-strategic-alliance-to-expand-access-to-wealth-building-tools-for-individuals The initiative will combine the latest investment technologies and artificial intelligence to give individuals direct access to a broader spectrum of investment opportunities, including private markets. Alternative Investments News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64222/state-street-corporation-announces-planned-11-dividend-increase-and-preliminary-stress-capital-buffer-requirement State Street continues to be authorized to repurchase common shares under its existing share repurchase program previously approved by its Board of Directors. Alternative Investments News Aggregation Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64225/alternative-investments-can-support-a-pension-style-portfolio-for-high-net-worth-clients But due diligence and relative weighting matter Alternative Investments News Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64208/stonex-signs-letter-of-intent-to-acquire-intercamamprsquos-us-wealth-management-entities The parties are working toward finalizing terms and entering into a definitive agreement in the near future. Alternative Investments News Aggregation Team Tuesday, July 01, 2025 1:00 am http://americas.managersofwealth.com/article/64212/global-mampampa-powered-by-larger-deals-in-first-half-bankers-show-appetite-for-megadeals Trump's tariff policies, kicked off by his self-styled "Liberation Day" on April 2, cast a chill over the markets Alternative Investments News Team Monday, June 30, 2025 1:00 am http://americas.managersofwealth.com/article/64191/scotia-global-asset-management-announces-fund-closures Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated. Alternative Investments News Team Friday, June 27, 2025 1:00 am http://americas.managersofwealth.com/article/64185/merit-financial-advisors-partners-with-amp-wealth-management-and-expands-its-midwest-footprint Based in Whitefish Bay, Wisconsin, AMP specializes in investment management and initially focused on serving dental professionals but has expanded to affluent individuals and small businesses. Alternative Investments News Aggregation Team Thursday, July 03, 2025 1:00 am http://americas.managersofwealth.com/article/64234/wells-fargo-announces-125-dividend-increase-pending-board-approval Wells Fargo's planned increase in its Q3 2025 dividend and share buyback program are likely to further solidify its position as a shareholder-centric company and potentially improve investor sentiment. Investment Banking News Aggregation Team Thursday, June 19, 2025 1:00 am http://americas.managersofwealth.com/article/64109/jpmorganamp039s-chart-questioning-deutsche-bank-and-hsbcamp039s-long-term-performance JPM’s closest competitor, Capital One, has posted three such years in the last decade; Morgan Stanley has posted two; Goldman Sachs and UBS have posted on each. JPMorgan itself has posted seven. Investment Banking News Aggregation Team Friday, June 13, 2025 1:00 am http://americas.managersofwealth.com/article/64063/us-bankamprsquos-kedia-outlines-strategy-to-rev-up-growth The Minneapolis-based lender, facing pressure to deliver stronger results, is working to deepen relationships with customers and transform its payments business, the CEO said Wednesday. Investment Banking News Aggregation Team Thursday, June 12, 2025 1:00 am http://americas.managersofwealth.com/article/64047/amplsquoyou-would-have-to-anoint-meamprsquo-jpmorganamprsquos-dimon-would-love-to-be-president The Wall Street executive made the comments during a wide-ranging interview at a technology conference during which he said he would love to be US president, but did not want to run for office. Investment Banking News Aggregation Team Wednesday, June 11, 2025 1:00 am http://americas.managersofwealth.com/article/64032/citi-to-set-aside-more-money-for-potential-losses-on-loans Banks build reserves for future risks based on macroeconomic indicators Investment Banking News Aggregation Team Tuesday, June 10, 2025 1:00 am http://americas.managersofwealth.com/article/64023/goldman-sachs-is-cutting-317-jobs-in-new-york This month, it's cutting several hundred jobs in New York City. Investment Banking News Aggregation Team Monday, June 09, 2025 1:00 am http://americas.managersofwealth.com/article/64011/french-bank-quant-director-leaves-after-a-decade-for-bank-of-america As their influence grows, a director in the QIS team of one major European bank has just left for the QIS team of an American rival. Investment Banking News Aggregation Team Friday, May 30, 2025 1:00 am http://americas.managersofwealth.com/article/63940/cibc-profit-rises-on-capital-markets-strength U.S. President Donald Trump's shifting trade policy fueled volatility in markets and forced investors to rejig their portfolios to minimize losses, helping banks' trading desks to collect more fee income. Investment Banking News Aggregation Team Friday, May 23, 2025 1:00 am http://americas.managersofwealth.com/article/63886/115000-people-have-left-goldman-sachs-few-do-this-next CompaniesMarketCap, a public data tracker, estimates that there are 5,522 companies in the world with a market capitalization of at least $1bn. Investment Banking News Aggregation Team Tuesday, May 20, 2025 1:00 am http://americas.managersofwealth.com/article/63855/jpmorgan-expects-dealmaking-fees-to-drop-keeps-ceo-succession-plans-steady The combination of inflation and large fiscal deficits may constrain the available policy responses in ways that further increase the risk. Investment Banking News Team Wednesday, July 02, 2025 1:00 am http://americas.managersofwealth.com/article/64217/investing-as-us-slowdown-european-awakening-reshuffle-the-outlook The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption. Comment, Analysis & Research News Team Monday, June 30, 2025 1:00 am http://americas.managersofwealth.com/article/64197/thunes-research-reveals-top-growth-drivers-in-consumer-cross-border-payments Report reveals transformative potential of emerging payment technologies such as stablecoins and open banking in meeting consumer needs Comment, Analysis & Research News Aggregation Team Monday, June 30, 2025 1:00 am http://americas.managersofwealth.com/article/64200/canadian-retirees-are-being-told-to-withdraw-this-shockingly-low-amount-in-2025-ampmdash-hereamprsquos-why Amid rising costs, volatile markets and new prospects for inflation, a lower rate could disrupt the way many retirees think about their financial strategies. Comment, Analysis & Research News Team Thursday, June 26, 2025 1:00 am http://americas.managersofwealth.com/article/64176/us-watch-why-tariffs-will-not-unleash-the-next-inflation-wave The reality has been much milder until now. Core goods CPI prices have risen by 0.15% between January and May this year. Comment, Analysis & Research News Team Wednesday, June 25, 2025 1:00 am http://americas.managersofwealth.com/article/64150/new-report-highlights-evolving-investment-suitability-practices-in-canada The study, conducted by Canada’s Financial Wellness Lab in collaboration with Ortec Finance, provides insights into current industry practices, challenges, and areas for improvement. Comment, Analysis & Research News Team Tuesday, June 24, 2025 1:00 am http://americas.managersofwealth.com/article/64140/organic-growth-will-be-a-defining-advantage-as-financial-wealth-hits-record-high-305-trillion What defines winners today is no longer exposure to market performance or the ability to poach senior bankers Comment, Analysis & Research News Aggregation Team Tuesday, June 24, 2025 1:00 am http://americas.managersofwealth.com/article/64141/canada-appears-to-be-losing-appeal-for-millionaires-report-reveals Demand weakens along with other traditional destinations for wealth migrants Comment, Analysis & Research News Team Tuesday, June 24, 2025 1:00 am http://americas.managersofwealth.com/article/64145/schroders-survey-finds-north-american-institutional-investors-are-bracing-for-volatility-and-looking-to-active-management More than half expect increased market turbulence over the next 12 months, and that expectation has refocused their interest in active management. Comment, Analysis & Research News Aggregation Team Monday, June 23, 2025 1:00 am http://americas.managersofwealth.com/article/64131/dollar-slump-ignites-a-rethink-for-private-banksamp039-portfolios With the US dollar weakening, private banks are turning to hedging strategies and diversifying into assets like gold and European markets. Comment, Analysis & Research News Aggregation Team Friday, June 20, 2025 1:00 am http://americas.managersofwealth.com/article/64121/towards-a-weaker-dollar-despite-the-uncertain-environment This suggests higher risk for these investors and lower demand all other things being equal. Comment, Analysis & Research News Aggregation Team Monday, June 30, 2025 1:00 am http://americas.managersofwealth.com/article/64193/us-amplsquorevenge-taxamprsquo-bites-the-dust At issue was the OECD Pillar 2, the global minimum tax agreement that the US, although a party to, had refused to implement. Tax News Aggregation Team Friday, June 27, 2025 1:00 am http://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax News Team Friday, June 20, 2025 1:00 am http://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax News Aggregation Team Tuesday, June 03, 2025 1:00 am http://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax News Team Wednesday, May 28, 2025 1:00 am http://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Team Tuesday, May 27, 2025 1:00 am http://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax News Team Tuesday, May 27, 2025 1:00 am http://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax News Aggregation Team Friday, May 23, 2025 1:00 am http://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax News Team Tuesday, April 29, 2025 1:00 am http://americas.managersofwealth.com/article/63669/integrated-partners-adopts-risr-to-enhance-comprehensive-planning-for-business-owners RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners Tax News Team Monday, April 07, 2025 1:00 am http://americas.managersofwealth.com/article/63521/tech-investment-on-the-rise-as-economic-optimism-fades After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%. Tax News Team Friday, June 27, 2025 1:00 am http://americas.managersofwealth.com/article/64186/caixabank-issues-usd-3-billion-in-its-first-triple-tranche-transaction-in-the-us-market The bank has issued three senior non-preferred bonds of USD 1 billion each, with maturities of 11, 6, and 4 years, respectively, all with a call option allowing for early redemption one year prior to maturity. Retail Banking News Team Tuesday, June 24, 2025 1:00 am http://americas.managersofwealth.com/article/64142/td-bank-announces-redemption-of-non-cumulative-5-year-rate-reset-class-a-first-preferred-shares-series-7-nvcc The redemption has been approved by the Office of the Superintendent of Financial Institutions. Retail Banking News Aggregation Team Tuesday, June 10, 2025 1:00 am http://americas.managersofwealth.com/article/64021/payments-fintech-navro-acquires-first-us-licence The technology is designed to address the various cross-border payments challenges currently faced by businesses in the US, such as the high transaction costs and lengthy timescales associated with Swift. Retail Banking News Aggregation Team Monday, June 09, 2025 1:00 am http://americas.managersofwealth.com/article/64012/citi-keeps-hiring-bank-of-americaamp039s-treasury-managing-directors Citi just recruited Alan Donald, BofA's head of treasury business initiatives and execution, into a similar role. Retail Banking News Aggregation Team Thursday, June 05, 2025 1:00 am http://americas.managersofwealth.com/article/63985/citi-needs-new-dcm-bankers-after-goldman-sachsamprsquo-curious-hire Citi may now need to do the same thing. Retail Banking News Team Wednesday, June 04, 2025 1:00 am http://americas.managersofwealth.com/article/63974/metropolitan-commercial-bank-wins-prestigious-ampquoteditorsamp039-choiceampquot-award-at-the-banking-tech-awards-usa This distinction highlights MCB’s innovation in Digital Onboarding and Omnichannel Banking, reinforcing its position as a leader in financial innovation. Retail Banking News Aggregation Team Monday, June 02, 2025 1:00 am http://americas.managersofwealth.com/article/63953/forsaken-citi-banker-finds-jpmorgan-home-as-us-banks-add-disgruntled-talent-best-bank-to-work-for-in-a-financial-crisis Late last year, though, Giatrakos was shunted out of that role by Sid Punshi, the former co-head of the financial sponsors group for EMEA at JPMorgan. Retail Banking News Aggregation Team Wednesday, May 28, 2025 1:00 am http://americas.managersofwealth.com/article/63909/bank-of-montreal-tops-profit-estimates-us-business-shows-signs-of-recovery In the U.S., loan loss reserves were smaller compared to the prior quarter Retail Banking News Aggregation Team Monday, May 19, 2025 1:00 am http://americas.managersofwealth.com/article/63842/americansamprsquo-credit-card-debt-falls-but-past-due-student-loans-drag-on-credit-scores The latest snapshot of how economy-powering consumers are managing their debt loads was released Tuesday by the Federal Reserve Bank of New York Retail Banking News Team Wednesday, April 30, 2025 1:00 am http://americas.managersofwealth.com/article/63682/wells-fargo-ampamp-company-announces-common-stock-dividend-and-new-40-billion-common-stock-repurchase-program The program will be executed consistent with the company’s internal capital adequacy framework that considers current market conditions, regulatory capital requirements, and other risk factors. Retail Banking 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 News Aggregation Team Friday, November 29, 2024 12:00 am http://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS News Team Tuesday, October 22, 2024 1:00 am http://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS News Team Friday, September 27, 2024 1:00 am http://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS