- Managers of Wealth - Americas - Wealth, private banking and asset management news and opinion

Managers of Wealth was acquired by ChapStoneQuirk. Click here for details.

Wealth and Asset Management

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

Broadridge-backed LTX integrates real-time, actionable agentic AI directly into daily fixed income trading workflows

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

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

Wealth and Asset Management

SEI Converts $1 Billion Mutual Fund Into High Yield Bond & Alternative Credit ETF (LEND)

Wealth and Asset Management

Bernstein Private Wealth Management Study Reveals Ultra-Wealthy Families' Focus on Internal Resilience amid Global and Economic Uncertainty

Vontobel strengthens US presence with new Los Angeles office

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

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

Don't miss your window! Advisors discuss the best time to buy or sell a firm

RBC Wealth Management’s Global Insight 2026 midyear outlook

People Moves

Truist announces Michael P. Lyons as incoming CEO

U.S. Bank Wealth Management Appoints Daniel Farley Chief Investment Officer

Bank of America Names Chip McLeod President of Upstate South Carolina

Vistra appoints Raimundo Diaz to lead Americas growth push

Nomura Bolsters US Technology Investment Banking With New Hires

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

Legal, Regulation & Compliance

U.S. bank regulators are making AI a core focus of every routine bank examination

Bank of Canada likely to hold on weaker-than-expected growth, economists say

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

FinTech

State Street Investment Management Accelerates Digital and Tokenization Innovation

Merit Financial taps Prizm to bring digital insurance into its wealth management offer

Janus Henderson and General Catalyst’s Percepta Build AI-Native Investment and Client Tools, Powered by Anthropic's Claude

US start-up Capsa AI scores $18m in Series A funding

Thunes Opens New York Office as It Expands US Payments Business

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

Alternative Investments

New ETF Launches Far Exceed Closures

Baker Tilly to acquire Anchin, move headquarters to New York City

BlackRock sheds another 200 jobs, adopting regular cycle of cuts

Cetera Financial Snags $490M Team from Commonwealth

Is Bank of New York Stock Outperforming the Nasdaq?

Lancashire expands US platform with three new lines

Investment Banking

Wells Fargo raises year-end S&P 500 target on stronger earnings outlook

The top Bank of America hiring exec offers job tips for Charlotte-area grads

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

Comment, Analysis & Research

Americans Are Looking at a 40% Social Security Tax Hike Unless This Happens

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

Tax

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

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

TaxStatus Expands on Integration with Advice.ai

Retail Banking

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

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