Wealth and Asset Management

Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel

Focus Announces Acquisition of EverNest Financial Advisors

Lisa Petrie Ranked #8 on 2026 Forbes Best-In-State Wealth Advisors List

Why British wealth management is taking on an American accent

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

People Moves

NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office

Guardian names financial services industry veteran Nancy DeRusso Head of Client Solutions, advancing the firm's protection-first holistic approach to wealth management

TS Imagine makes sales hires

CIBC Makes Senior Executive Leadership Changes

Raymond James Recruits $2.8B Team From Commonwealth

TradePMR Promotes Scott Victoria to President

Legal, Regulation & Compliance

Mastercard secures New York BitLicense

FINRA Fines Pictet Overseas and Blue Ocean ATS for AML and Supervisory Violations Involving Low-Priced Securities

Suntera Global completes Experienced Advisory Consultants acquisition

Victims Claim JPMorgan, Bank of America Should Have Caught Signs of $328M Crypto Scam

FINRA to Review of 'Higher-Risk' Structured Products

UK man agrees to plead guilty in ‘Singapore Solution’ tax evasion case, say US prosecutors

FinTech

Precision at scale: How J.P. Morgan Payments is using AI and robotics to digitize check and remittance processing

Alipay+ targets Latin America growth with PVS partnership

US Senate Federal Credit Union partners with Thought Machine to modernise banking infra

BankSouth migrates core to FIS Horizon

Latin America’s Financial Inclusion Problem Was Never Just About The Technology

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

Alternative Investments

Trump Accounts investment app launches for children, backed by BNY and Robinhood

Apex Service Partners and Alpine Investors Announce Strategic Minority Investment from Apollo Funds in Apex

Royal London Asset Management Expands Relationship with SS&C to Service New Australian Funds

1291 Group Acquires IPG, Strengthening Global Wealth Protection Across the Americas

How to Recognize Alpha Potential in Active Equity Portfolios

Probitas Canada to integrate Volante Canadian team

Investment Banking

BofA’s Moynihan Says Merrill Can Still Make Recruiting Math Work

"Risk management jobs in investment banks are being intellectually diluted by AI"

J.P. Morgan Ordered to Pay Wells Broker $4.25M in Wrongful Firing, Defamation Award

Chase launches in Germany with "lock-in" interest rates.

Citi to Hire 400 as Road to Recovery Continues

The most mysterious 34-year-old ex-VP at JPMorgan. How to achieve higher pay at Citi

Comment, Analysis & Research

Five Tips for Going from Solo Advisor to Teaming

AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

Banking intelligence insights: Five strategic takeaways for banking leaders

Wealthy women want alternatives, but why haven’t their advisors discussed it?

Schroders Study Reveals How Retirees Are Responding to the Affordability Crisis

Inflation is back and could be here to stay, warns State Street’s Matthew Bartolini

Tax

When Federal Tax Breaks Stop at the State Line

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

Tax day is a reminder of America’s unequal tax system. But we can fix it

TaxStatus Expands on Integration with Advice.ai

PKF O’Connor Davies Announces Collaboration with Asseta AI to Support Family Office Modernization

Californians want to tax billionaires. They're threatening to leave.

Retail Banking

Wells Fargo must pay $100M to help homebuyers after discrimination lawsuit — 51 cities are eligible

Bunq files for banking licence in Mexico

U.S. Bancorp profit jumps on interest income, fee revenue boost

Valor Econômico and El Economista highlight LATAM as a J.P. Morgan Payments innovation hub

BMO named one of the 2026 World's Most Ethical Companies® for the ninth consecutive year

PPRO integrates Cash App Pay for US merchants targeting younger consumers

Planet SOS

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

Banks boost fossil fuel financing for the first time since 2021