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Wealth and Asset Management

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations.

Broadridge Names Mark Nichols Co-President of Digital Assets

Wealth and Asset Management

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

Wealth and Asset Management

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

Wealth and Asset Management

Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2026 results

Wealth and Asset Management

Affiliated Advisors Named a Finalist in Wealth Management's 2026 Wealthies Awards for Independent Integrated Growth Platforms

JTC and Asset Class Launch JTC ONE In the U.S. for Private Markets Firms

MIGA, Deutsche Bank Partner to Increase Trade Finance in Frontier and Emerging Markets with EUR 1 Billion Guarantee Platform

Caprock announces acquisition of Venturi Private Wealth

Wealth Enhancement Announces Acquisition of WealthShield Partners and Madison Oaks Wealth Partners with Over $993 Million in Client Assets

Churchill Asset Management and Seviora Close Approximately $400 Million Collateralized Fund Obligation Combining U.S. and Asian Private Capital Strategies

People Moves

Family Office Partners Expands into Houston with Addition of Patrick Keller and Andrew C. Keller

My Investment Path Strengthens Its Wealth Management Team with a New Hire

Bank of America builds out regional investment banking teams

Citi hires two senior advisors from Banco do Brasil for Miami team

Vontobel SFA taps Swiss banker to run Miami in reshuffle

Bank of America hires nine senior investment bankers to target US middle market

Legal, Regulation & Compliance

Betterment Faces Class Action Lawsuit Over Cash Sweep Accounts

Bank of Canada expected to hold key interest rate at 2.25%

Insurers allege Bank of America cleared $1M in flagged transfers

Brazilian banks may tighten client checks after U.S. move

Edelman Financial Engines To Appeal Decision in Mariner Lawsuit

Advisors still have questions on Trump Accounts ahead of July 4 launch

FinTech

RBC expands credit derivatives trading as AI debt fuels hedging

Circle soars after securing U.S. trust bank approval in crypto expansion

Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International

PNC's New Mobile App Delivers an Intuitive, Personalized Experience to Help Clients Seamlessly Manage Their Day-to-Day Financial Lives

Broadridge’s Distributed Ledger Repo Processes $7.5 Trillion in June

Over 140 banking and tech giants team up to launch Open USD stablecoin

Alternative Investments

Carson Group Creates Home Office Teams for W-2, Independent RIA Channels

Creative Planning rebrands SageView post-acquisition

Pimco Sees First Cracks in the Private Credit Boom

Verizon, Lockheed Martin to Outsource Pensions to Goldman Sachs Asset Management

Northern Trust Appointed to Support Invesco’s New Index-Tracking Mutual Fund Range

113 Ameriprise Financial Advisors Named to the AdvisorHub “Advisors to Watch” Lists

Investment Banking

Rothschild’s investment bankers aren’t paid what you think they are

Regions expands investment banking through the acquisition of The Frazer Lanier Company

Jefferies Reports Earnings Before the Big Banks

Goldman Sachs Statement on Comprehensive Capital Analysis and Review 2026 Results

JPMorgan urges investors to ride equity wave through late 2026

Don't disparage the UBS US M&A bankers who are hard at work

Comment, Analysis & Research

What Drives Change in 401(k) Plans?

The New York Fed Dug Through 3,000 Bank Runs and Found a Surprising Reason Banks Actually Fail

Is Bank of New York Mellon Corporation (BNY) Fully Priced After Its Alight Solutions Partnership?

High wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles?

Central banks think the US has become riskier. They plan to sell dollars and buy gold

Family Offices Turning to “Purpose of Wealth” to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds

Tax

IRS Tightens FBAR Penalties for 2026 - Clear Start Tax Warns Holders of Foreign Accounts to Review Filing Obligations

Where investment returns meet tax returns (Part II): Overcoming impediments

Baker Tilly Announces Agreement to Acquire Anchin; New York City to Become Firm Headquarters

Bernie Sanders slams system letting US firms use Malta as 'tax haven' for profit

When Federal Tax Breaks Stop at the State Line

Investor appetite for Parametric Tax Optimized Ladder strategy reiterates broader focus on tax management

Retail Banking

Klarna Submits Application for U.S. Banking License

Deluxe to acquire payments processor Celero for $625m

Banks bring BNPL rivalry

CheckAlt Joins U.S. Bank Connected Partnership Network to Expand Access to Integrated Receivables Solutions

Fifth Third Bank Celebrates 168 Years of Innovation and Service as America Approaches 250th Birthday

RBC announces expansion of Vancouver banking and innovation hub

Planet SOS

ESG adoption among US wealth managers varies widely, report reveals

California SB 253 emissions reporting deadlines are approaching

Citi Appointed as Depositary Bank for Siemens Energy AG’s ADR Program

Advisors warm up to emerging energy plays in client portfolios

HSBC Joins Wall Street-Led Exodus From Net-Zero Alliance

Latin American banking is reinventing itself with a focus on sustainability