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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

Fieldpoint Private Bank plans to move HQ to new Greenwich location

Leading Financial Services Firms Choose Broadridge for Corporate Actions and Income Processing

StoneX Wealth Management Expands Northeast Presence with Acquisition of Trust Advisory Group, Ltd.

Asset and wealth management revolution 2024

Morgan Stanley Courts Employees of Near-IPO Companies for Wealth Management

Julius Baer: Succession Planning is the Leading Family Topic

People Moves

Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025

Emissary Partners Welcomes Andrew T. Clarke and J. Peter Donald

Jim Dickson’s Elevation Point Adds Execs from Summit, BNY Pershing

Citizens Announces Key Leadership Appointments for Consumer Banking Team

Director of United States Patent and Trademark Office Kathi Vidal to Rejoin Winston & Strawn

WTW names Hart as Cyber Leader for PE&TS, CRB NA

Legal, Regulation & Compliance

Northstar Financial boss pleads guilty to money laundering

Archegos' Bill Hwang to be sentenced for massive US fraud

FinCEN warns banks about deepfake threat

CFTC Regulation 4.7 update: What you need to know

Invesco Advisers hit with $17.5m SEC fine for misleading ESG claims

U.S. Compliance Acquires Hellman & Associates, Inc.

FinTech

Partners Group Introduces New Infrastructure Evergreen Fund in Canada

Northern Trust taps CloudMargin for new collateral management system

SBI Digital Markets, UBS Asset Management, and Chainlink Complete Pilot For Automated Fund Administration and Transfer Agency Using Smart Contracts

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Fourcore Becomes Sponsor of Global Blockchain Acquisition Corp. and Appoints Wealth Management CEO

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Alternative Investments

State Street Global Advisors Forms Strategic Relationship With Bridgewater Associates

Robinhood to Acquire $40B AUA TradePMR

SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies

Brown Advisory Selects SEI to Launch First ETF

SPDR® Gold Shares (GLD®) Celebrates 20 Years as State Street Global Advisors Survey Indicates Investors Have Increased Allocations to Gold

Vanguard says shareholders can vote for profits over ESG issues

Investment Banking

Citi bankers fear Vis Raghavan’s JPMorgan hiring aspirations are being unleashed

JPMorgan is the Ideal Employer in financial services, 2024

The banks that won’t be able to afford bonuses in 2024

The investment bank job that has a minimum bench press requirement

Morning Coffee: Goldman Sachs & JPMorgan instruct staff on new Trumpian era. The coolest traders on election night

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

Comment, Analysis & Research

A new history of wealth inequality in the West

Market Concentration: Impact & Risks

Only 49% of Canadians believe they are saving enough to reach their long-term goals, reveals TD

‘America First’ is already reshaping the world. Investors must act

Mortgage and refinance rates today, November 11, 2024: 30-year rate falls

Goldman Sachs' 95 new partners: The full list

Tax

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

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

Retail Banking

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

Strivr Unveils Off-the-Shelf XR Solution to Support Retail Banking Training Needs

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

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