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Wealth and Asset Management

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

Wealth and Asset Management

Goldman Sachs Asset Management raises $650 million for life sciences fund

Comment, Analysis & Research

Wells Fargo economic outlook finds storms on the horizon

Lazard Hires Former Onex, Rothschild Restructuring Bankers in Revenue Push

Allianz Guaranteed Income Product Will Be Available with SS&C

Wealth and Asset Management

InvestCloud Introduces Private Markets Account™: A Wealth Management First

Orion Lands Deal to Acquire Summit Wealth

Wealth managers seek to break down philanthropy barriers

Frontier Asset Management Selects SEI to Launch Active ETFs

J.P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study

Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology

People Moves

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors

Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers

Leadership changes at Cetera as Taylor prepares for retirement

Associated Bank Welcomes Four Additional Relationship Managers

MFS adds to its EMD team

José Bandera Joins the Wealth Management Division of BTG Pactual

Legal, Regulation & Compliance

A&O Shearman advises Andera Partners on strategic partnership with New York Life Investments and Candriam

10 ways the U.S. Treasury central clearing rule impacts technology

Keycorp and Scotiabank Receive Regulatory Approval to Complete Strategic Minority Investment

Synapse partner banks hit with lawsuit over fund mismanagement

Former Chief Investment Officer Of Global Bond Investment Firm Charged With Over $600 Million Investment Adviser Fraud

US insurers to benefit from Nearmap peril models following approval in 27 jurisdictions

FinTech

State Department Federal Credit Union (SDFCU) Launches New Digital Banking Platform

Binance.US plans to restore USD services in early 2025 — Interim CEO

Wall Street Exchange taps TerraPay to boost cross-border payments

Broadridge Collaboration with CCRI Expands ClearFi Platform, Adding Crypto Sustainability Data

SEI Announces Strategic Partnership with Pension Insurance Corporation

10 key stories on AI and wealth management in 2024

Alternative Investments

State Street Announces Three Additional Bank Partnerships to Support Minority Depository Institutions and Community Development Financial Institutions

Setting up a business in the United States

CAPTRUST Welcomes Campbell Wealth Management & TruNorth Wealth Partners

Captrust Adds $1.97B in Double Deal

Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets

Payroll provider remote enables companies to pay contractors with stablecoins

Investment Banking

The niche banking job that lost its appeal but might be coming back again. How to forecast the effect of AI on your job

The Top Ten Ideal Boutique Investment Bank Employers, 2024

Houlihan Lokey to Present at the Goldman Sachs 2024 US Financial Services Conference

The launch of a new renewable energy investment bank

JPMorgan Chase Declared World’s Most ‘Too Big To Fail’ Bank As Bank of America’s Global Systemic Importance Drops: Report

The top ten Ideal Employers in financial services in 2024-25

Comment, Analysis & Research

What are some of the current challenges for mental health in the workplace?

WealthManagement.com Announces the "Ten to Watch in 2025"

Top bank risks for 2025

Cross-border retirement planning: a guide for navigating US and UK pension systems

The next generation of banking

JPMorgan consumer banking boss Marianne Lake on Trump, the Fed and 2025

Tax

Grant Thornton’s Partho Ghatak named a ‘Top Global Chief Information Security Officer’ by Cyber Defense Magazine

ZEDRA joins forces with leading US Fund Solutions provider, Gryphon

Rediscovered US tax treaty finds new home in national archives

Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm

$6.5B Callan Family Office Launches Tax Overlay Program

IRS Whistleblowers' $74 Million Payout Shows Two Years of Reform

Retail Banking

B2B digital payments plaer KEO World expands to Brazil

Global Finance Names The World’s Best Trade Finance Providers 2025

The Banker’s Bank of the Year Awards 2024

Mastercard and J.P. Morgan to Streamline B2B Payments with Blockchain

BNY to Manage U.S. Department of the Treasury's Largest Prepaid Debit Card Program for Federal Benefits - Direct Express®

BMO Recognized for Digital Innovation, Customer Experience and Delivery Excellence with Five Global Retail Banking Innovation Awards

Planet SOS

Can clarity from regulators, ratings help investors grasp ESG?

BBVA CIB reinforces its commitment to Brazil as a key driver in its expansion and leadership in sustainability

The Power of Collaborative Vision: Five Years and Nearly $10 Trillion Dollars Later on a Net-Zero Journey

Carbon Capture Gets Boost from Major Bank of America Investment

TD Bank Provides Update on U.S. AML Matters

Standard Chartered launches ESG-linked Cash Account