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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

GYL Financial Synergies Joins The Colony Group

Hightower: Strategic Investment In $1.1+ Billion Wealth Management Team FPIS

Donald Trump will shape these 9 areas of wealth management

Brookfield Asset Management Announces Record Third Quarter Results

Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors

Apollo Assets Reach $733 Billion, Boosted by Wealth Clients

People Moves

William Blair Expands Equity Capital Markets Team

Bison Hires BNY Mellon Wealth Management Principal

Broadridge appoints VP, AI trading solutions

Citi hires top dealmaker from Perella to bolster healthcare M&A ranks

Glenmede Investment Management Appoints President

Wilmington Trust hires head of wealth management

Legal, Regulation & Compliance

CS espionage legacy keeps UBS lawyers busy

After TD Bank’s Record Fine, What Comes Next?

FINRA Orders RBC To Pay $9.7M In Age Discrimination Case

SEC charges JP Morgan affiliates $151 million

FinCEN adopts AML program requirements for SEC RIAs and ERAs

CFPB faces lawsuit over new open banking rules in bank pushback

FinTech

Instant Payments Surge to 73% Adoption: Can Security Keep Up?

Goldman Sachs takes quantum leap on options pricing

Coinbase legal chief points finger at FDIC in alleged crypto banking blocks

Broadridge Launches New Digital Asset Information Platform to Help Financial Intermediaries Comply with Regulatory Guidelines

Broadridge Completes Acquisition of Kyndryl SIS

Wells Fargo rolls out Paze online checkout option to customers

Alternative Investments

TD Bank Group provides insurance catastrophe information

Ramaswamy's fund family Strive pivots to wealth management; Morningstar calls Strive 'average'

3 Goldman Sachs Mutual Funds for Higher Returns

Lincoln International Acquires TCG Corporate Finance, a Leading Technology Investment Banking Advisor to European Private Equity

Native-focused organizations receive more than $6 million in grants from Wells Fargo’s Invest Native

Miracle Mile targets HNW tech opportunity with new Chicago location

Investment Banking

Bank of New York Mellon's SWOT analysis: stock poised for growth amid challenges

The Citi and Goldman Sachs traders bracing for the night of their lives.

JPMorgan cut to hold from buy, as Wells Fargo, Bank of America get buy ratings

JPMorgan Says Ex-Adviser Trying to Poach $250 Million Book

First American Bank Invests in the Miami Community with New Branch Location

Goldman Sachs Q3 Earnings: Investment Banking Fees Surges 20%, Asset & Wealth Management Up 16%, But Fixed Income Falters

Comment, Analysis & Research

8 of the biggest issues facing the banking industry today

Raymond James' incoming CEO isn't hung up on legacy building

Will the Next President Help Banks Trap Customers?

Banks are making big hires in preparation for 2025. The most precarious jobs at Millennium

LPL’s New CEO Outlines Top Priorities

It's Q4 and bankers are being cut before bonuses

Tax

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

The legal framework for the United States and United Kingdom cross-border tax compliance

Cardinal Point Wealth Management Warns of Major Estate Tax Exemption Changes in 2025

REDW Advisors & CPAs acquires Hatcher Financial

Asset Reality and Taxbit Partner to Enhance Digital Asset Seizure and Management

Canadian government owns Scots property via tax haven

Retail Banking

Bank of America announces More Rewards Day for Nov. 7

KlariVis Announces 2024 Banking on Brilliance Award Winners

VersaBank Recognized for continuing leadership in banking technology

Bank of America to open 165 new branches by end of 2026

Global Finance Names The Best SME Banks 2025

RBC looks at HSBC Canada acquisition as a catalyst for “accelerated growth”

Planet SOS

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

RBC’s $35m green initiative targets 70% emissions cut by 2035