Managers of Wealth Americas

UBS Advisor Greg Mendoza Named to the Financial Times 401 Top Retirement Plan Advisors List

Recognition of an exceptional career in Financial Services

JPMorgan relaxes mortgage curbs with U.S. housing prices on rise

Signs of a turnaround in home-loan originations were showing even before the pandemic hit

SPACs give Wall Street another slice of the pie

Traditional IPOs are still the bread and butter of Wall Street’s equity desks. So far this year, the fees have generated more than twice as much as SPACs.

Asset management’s new normal

Modern prescriptive maintenance strategies rely on artificial intelligence and machine learning—as well as remote access and requisite cybersecurity measures

JPMorgan Chase’s $920 million spoofing settlement: Do DPAs and NPAs encourage recidivism?

Based on the most recent CFTC order, it seems that each of these NPAs/DPAs was entered into while JPMorgan was conducting its most recent market manipulation scheme.

BNY MEllon Reports Third Quarter 2020 Earnings Of $876 Million Or $0.98 Per Common Share

Our pipeline is strong as we continue to win new mandates by differentiating ourselves with clients and addressing a broader set of their needs.

Wells Fargo and Bank of America ring up the cost of bad debt while Goldman Sachs waltzes ahead with trading upswing.

Wells Fargo has had to set aside billions of dollars to cover the cost of bad debt this year and ultra-low interest rates are also hitting hard, hammering the bank’s revenue from lending and leading to a 59% fall in quarterly profit.

BofA adds three new APIs to CashPro treasury product

They can transact instantly and get up-to-the-minute account information without leaving their enterprise systems.

TD confirms ownership stake in The Charles Schwab Corporation following completion of transaction

The Stockholders' Agreement and the revised and extended long-term IDA Agreement between the Bank and Schwab are also now effective.

Santander Bank Expands Footprint with the Opening of a New Branch in Miami

Marks investment for Santander Bank in the important south Florida market

Goldman Sachs to buy GM credit card business for $2.5bn

Deal would push Wall Street powerhouse deeper into consumer finance

The Banker's Investment Banking Awards, 2020

Banks that have shown tenacity and determination to keep going and drive through deals within the most challenging of circumstances have come out on top in The Banker’s Investment Banking Awards for 2020.

Morgan Stanley Receives Regulatory Approval to Acquire E*TRADE

Morgan Stanley and E*TRADE expect to complete the transaction on October 2, 2020.

Wall Street banks net $64 billion in fees in bumper year for M&A and IPOs

The resurgence of activity across all areas of investment banking will come as a relief to bankers, as M&A deal making and IPOs ground to a halt at the height of the pandemic in March and April.

BNY Mellon enters cash management collaboration with GTreasury

Under the new collaboration, BNY Mellon clients will have the opportunity to achieve greater visibility into their cash balances and more efficient utilization of these assets.

Goldman Sachs : Acquiring Folio Financial, Inc. to Further Enhance Offering to Registered Investment Advisor Clients

This acquisition combines Goldman Sachs' decades of experience providing execution, clearing and custody capabilities to institutional and ultra-high net worth clients with Folio's state-of-the-art technology offering across the RIA market.

Global banks left on the sidelines in Brazil’s IPO boom

Still, industry experts caution that, despite the shifting trends in 2020, it is too early to call a structural change in a market for IPOs that has been dominated by global banks for years.

Goldman Sachs joins JPMorgan in asserting return to work after coronavirus office closures

Since mid-March, most Wall Street retailers and bankers have been working remotely; nonetheless with New York’s COVID-19 an an infection always remaining beneath 1% over the earlier month, corporations are beginning to grapple with how — or wh

Trump’s Candidate to Lead Latin America Development Bank

The victory came after Argentina abstained in protest and urged other nations to join it.

JPMorgan top brass tell trading-floor staff to come back to the office

Like most New York City office workers, Wall Street traders and bankers scattered to the winds when coronavirus shut down the city in March.