Wealth and Asset Management

Ascentix Partners Launches Strategic Framework Series with Inaugural Publication on Succession Planning for Independent Wealth Management Industry

Alliant launches new division to bridge retirement and wealth management

Hightower Expands the Hightower Family Office for Ultra-High-Net-Worth Families

Genesis Wealth Surpasses $3 Billion in Client Assets, Validating Supported Independence Model

Private banking gets closer to Latin America’s entrepreneurs

Top Commercial Bankers & Private Wealth Bankers 2026

People Moves

Catherine Bessant joins Truist board of directors

Cresset Appoints Mark Tremblay as Head of Family Office Services

Most rockstar macro portfolio manager in New York joined ExodusPoint

Steward Partners Lands Biggest Breakaway Team to Date from UBS

Security Federal Corporation promotes Philip Wahl to CEO

Provident Bank names new chief wealth officer

Legal, Regulation & Compliance

Franklin’s Western Asset Management settles SEC case for $100m

Regulators Didn’t Speak to US Fund at Heart of Segantii Trial

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

FinTech

RedBlack Named a 2026 Finalist in WealthManagement.com Industry Awards for Rebalancing Technology

Revolut Targets US Banking Expansion with Stablecoin Offering

CSI Wins Best Core Banking System at the 2026 Banking Tech Awards USA

Ascensus Named Best RegTech Solution at the 2026 Banking Tech Awards USA

Woodforest National Bank adopts Jack Henry for digital and core banking upgrade

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

Alternative Investments

RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital Partnership

Schonfeld plans Zurich hedge fund base

Pathstone Expands Philadelphia Presence Through Combination with Mill Creek Capital

Regions Institutional Services Named to NAPA Top Defined Contribution Advisor Teams List

Wells Fargo Advisors Breakaway to Launch RIA, Asset Manager With Dynasty

IGM Financial Inc. Completes $400 Million Debenture Offering and is Issuing Notice to Redeem its 2027 Debentures

Investment Banking

Citi Opens Representative Office in Guyana

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

Comment, Analysis & Research

Trust-related health checks for Americans with UK connections

How Family Offices Can Bring Institutional Discipline to Private Markets

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?

Tax

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

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

Retail Banking

Bank of America to launch cross-border real-time payments solution

RBC announces expansion of Vancouver banking and innovation hub

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

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