https://americas.managersofwealth.com/ Mon, 24 Aug 2026 19:46:22 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67657/northern-trust-expands-relationship-with-first-sentier-group-to-support-irish-fund-structure The appointment supports First Sentier Group’s broader approach of aligning its operating model across key fund structures and jurisdictions. Wealth and Asset Management News Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67659/t-rowe-price-to-expand-fixed-income-etf-and-sma-capabilities-by-acquiring-fm-investments The acquisition is expected to deepen T. Rowe Price’s fixed income capabilities, accelerate growth across its ETF franchise, and broaden its liquidity, cash management, and customized fixed income offerings. Wealth and Asset Management News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67660/french-wealth-manager-for-americans-living-in-europe-opens-new-york-office Levitt Capital Management was founded to address the advice gap facing US citizens who relocate to Europe Wealth and Asset Management News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67647/wealth-enhancement-buys-servo-wealth-advisory-unit The Oklahoma-based company offers investment advice, financial planning and wealth counselling to individuals and families. Wealth and Asset Management News Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67648/santander-expands-us-presence-with-completion-of-webster-acquisition Building on its decades-long commitment to the United States, this transaction demonstrates the significance of the U.S. market to Santander’s growth strategy. Wealth and Asset Management News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67650/brightwood-capital-advisors-provides-financing-to-support-coastline-wealth-managementamprsquos-acquisition-strategy Coastline secured up to $100 million in financing from Brightwood and simultaneously completed 12 acquisitions, pushing its AUM/AUA past $6 billion. Wealth and Asset Management News Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67635/why-selectivity-matters-in-todayamprsquos-markets Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors. Wealth and Asset Management News Aggregation Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67636/jake-baumann-named-to-forbes-best-in-state-next-gen-wealth-advisors-list The ranking recognizes financial advisors 40 and younger who have at least four years of experience and is based on assets under management, revenue trends and compliance records. Wealth and Asset Management News Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67637/wrexham-afc-names-royal-bank-of-canada-rbc-as-official-bank-partner-and-back-of-kit-sponsor Ranked among the world's 100 most valuable brands for 20 consecutive years and as Canada's most valuable brand, RBC is a long-standing supporter of global sports and entertainment. Wealth and Asset Management News Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67638/west-coast-community-bank-launches-private-banking-division-serving-silicon-valley-and-the-peninsula Through dedicated relationship managers, private banking clients will have access to tailored banking solutions backed by local decision-making and relationship-based service. Wealth and Asset Management News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67658/mercer-names-thomas-cannataro-as-us-wealth-management-leader Firm taps BlackRock veteran to lead US wealth management growth strategy. People Moves News Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67661/us-bank-wealth-management-names-chris-peary-chief-private-banking-officer He will oversee a relationship-driven private banking platform focused on delivering a consistent, high-quality client experience across all markets. People Moves News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67663/versapay-names-former-worldpay-exec-glen-braganza-as-new-cfo Braganza has previously held the CFO role at Worldpay US, BitPay, Clickatell, and EasyPark Group. People Moves News Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67646/greycourt-llc-announces-mike-meehan-as-chief-investment-officer Mike joins Greycourt from Nuveen, where he was Senior Portfolio Strategist in the firm’s well-regarded Portfolio Strategy and Solutions team. People Moves News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67649/citi-wealth-names-alex-kokolis-investments-platform-experience-head Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders. People Moves News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67652/carisk-partners-recruits-new-chief-commercial-officer Gupta has spent nearly 20 years guiding organisations through impactful change, turning strategy into action, and creating new paths for growth. People Moves News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67655/lpl-raymond-james-land-advisors-with-590m-in-combined-assets Advisors previously with UBS, Edward Jones head for new firms. People Moves News Aggregation Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67633/carson-hires-recruiter-from-osaic-for-indie-channel Also, PGIM snags a defined contribution head from Franklin Templeton; City National Bank hires two senior leaders for its private bank and wealth division; and Glenmede brings on a relationship manager and wealth advisor. People Moves News Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67634/nomura-asset-management-international-appoints-linda-galsim-as-global-head-of-product Serving as a member of the firm’s Executive Committee, Linda will establish and lead the organization’s new Product Management Group, bringing together global product capabilities under unified leadership. People Moves News Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67642/carson-group-welcomes-kurt-mattson-and-yari-capital-to-its-independent-advisor-channel They join Carson from Northwestern Mutual. People Moves News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67651/sec-proposes-regulation-crypto-assets The new rules will allow offerings of up to $5 million during a four-year period, and offerings of $75 million during a 12-month period. Issuers would be subject to reporting and disclosure requirements. Legal, Regulation & Compliance News Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67550/crainamprsquos-new-york-business-names-sheppard-new-york-attorneys-to-2026-ampldquonotable-leaders-in-accounting-consulting-and-lawamprdquo Crain’s New York Business Legal, Regulation & Compliance News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67523/the-supreme-court-quietly-killed-sec-independence It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67485/young-hnw-clients-are-choosing-experiences-over-assets-ampmdash-can-advisors-keep-up Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that's forcing advisors to rethink how they plan Legal, Regulation & Compliance News Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67466/brad-rude-ampamp-cameron-edmiston-wells-fargo-advisors-face-10mm-complaint The pending complaint alleges damages of $10 million. Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67470/capital-one-says-it-closed-over-300-trump-organization-accounts-after-anti-money-laundering-probe Capital One first notified the Trump Organization of its intention to close more than 300 affiliated bank accounts in March 2021 Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67472/fed-and-fdic-ease-bank-insider-lending-rules-in-latest-deregulatory-push The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks. Legal, Regulation & Compliance News Aggregation Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67456/ai-lawsuits-surge-to-dominate-securities-class-action-filings-in-2026 Artificial intelligence is no longer just reshaping investment portfolios, it is reshaping the litigation landscape around them. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67446/trumpamprsquos-court-losses-leave-taxpayers-facing-millions-in-legal-fees Federal agencies can be required to pay attorneys' fees when they lose in court under a 1980 law meant to ensure individuals, small businesses and nonprofits aren't priced out of suing the government. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67448/finra-rbcamprsquos-aml-rules-risked-missing-red-flags According to the brokerage regulator, flawed surveillance systems at RBC Capital Markets’ wealth management division failed to detect suspicious transactions that should have triggered alerts. Legal, Regulation & Compliance News Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67662/archway-marks-full-independence Company unveils a refreshed brand and website reflecting its evolution as a technology and services partner to family offices, private banks, and private funds FinTech News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67664/gemini-apex-deal-reflects-prediction-markets-move-towards-mainstream-retail-investing Regulated prediction markets for retail brokerage clients is the latest sign that prediction markets are entering the mainstream investing toolkit. FinTech News Aggregation Team Wednesday, August 19, 2026 1:00 am https://americas.managersofwealth.com/article/67626/amplsquoworrisomeamprsquo-ai-is-driving-a-looming-market-correction-european-central-bank-economists-warn Economists at the European Central Bank warn heady stock market valuations are likely to suffer a correction, even if they fairly reflect the ways in which AI will transform society. FinTech News Team Tuesday, August 18, 2026 1:00 am https://americas.managersofwealth.com/article/67611/matera-and-utila-partner-to-help-banks-bring-digital-assets-to-their-customers Partnership combines Utila’s institutional digital asset infrastructure with Matera’s real-time authorization and ledger technology, enabling banks to offer stablecoin and digital asset services without replacing their core banking systems FinTech News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67587/franklin-templeton-keeps-ai-overweight-despite-tech-volatility In its latest Asset Allocation Views, the asset manager said July’s market swings had reset technology valuations and moderated investor sentiment after signs of excessive optimism. FinTech News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67592/citigroupamp039s-consumer-cards-to-acquire-fintech-kard Its embedded, machine learning-powered personalization and matching capabilities simplify rewards for issuers, deliver meaningful value to customers and help brands reach high-intent consumers with measurable outcomes. FinTech News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67594/missionsquare-to-add-personal-wealth-management-offering The $73.6 billion retirement firm is adding wealth services in response to feedback from plan participants. FinTech News Team Monday, August 10, 2026 1:00 am https://americas.managersofwealth.com/article/67534/finster-ai-secures-investment-from-ubs-to-advance-ai-innovation-in-investment-banking Investment reflects a focus on AI-native infrastructure supporting research, advisory, and capital markets workflows FinTech News Aggregation Team Monday, August 10, 2026 1:00 am https://americas.managersofwealth.com/article/67531/zuckerbergamprsquos-ai-vision-collides-with-metaamprsquos-135bn-spending-reality A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case. FinTech News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67517/wells-fargo-outlines-tokenised-deposits-launch-for-corporate-payments The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. FinTech News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67665/wall-street-firms-reap-windfall-from-south-koreaamprsquos-stock-market-boom By comparison, the combined second-quarter net profit of 10 major Korean securities firms rose 141% from a year earlier and 37% from the previous quarter. Alternative Investments News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67666/the-battle-for-latin-american-financial-talent The Latin American investor is changing at the same time as the industry’s architecture. Alternative Investments News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67667/why-bank-of-america-strategist-michael-hartnett-says-the-trade-is-still-long-gold Investors also directed $25.4 billion into cash, $23.8 billion into bonds and $16.1 billion into equities. Alternative Investments News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67669/bessent-could-tap-near-1-trillion-treasury-general-account-to-fund-bond-buybacks-sources-said The Treasury surprised markets last week by doubling the size of bond buybacks, but the impact on yields was short-lived because of skepticism over the firepower available to Bessent. Alternative Investments News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67670/suzano-upgraded-at-bank-of-america-as-pulp-market-approaches-cyclical-bottom BofA raised its forecast for the bottom in hardwood pulp prices to $550 a metric ton from $520. Alternative Investments News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67644/omaha-based-ria-stevens-capital-partners-nears-1b-buys-dallas-cpa-firm The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs. Alternative Investments News Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67639/franklin-templeton-announces-closing-of-inaugural-us15-billion-collateralized-fund-obligation Transaction expands institutional access to Franklin Templeton’s private markets capabilities across secondaries and private credit Alternative Investments News Team Thursday, August 20, 2026 1:00 am https://americas.managersofwealth.com/article/67640/apriem-advisors-earns-national-recognition-across-industry-awards-highlighting-leadership-and-client-centered-growth Firm and leadership recognized by USA Today, AdvisorHub, Los Angeles Times, Financial Advisor Magazine, and Forbes in 2026 Alternative Investments News Aggregation Team Wednesday, August 19, 2026 1:00 am https://americas.managersofwealth.com/article/67629/goldman-sachs-to-buy-real-estate-investment-firm-for-410m The acquisition of LCN Capital Partners, set to close by the end of the year, marks the second nine-figure-or-higher transaction for Goldman in the past week. Alternative Investments News Aggregation Team Wednesday, August 19, 2026 1:00 am https://americas.managersofwealth.com/article/67630/dimensionalamprsquos-meinke-do-ipos-make-good-investments Newly listed companies often capture investors’ attention, but evidence suggests it pays to be patient Alternative Investments News Aggregation Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67346/bank-of-america-2026-workplace-benefits-report This year’s study finds that workers’ financial well-being hit a three-year high, even as cost-of-living pressures persist. Investment Banking News Aggregation Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67337/north-americaamprsquos-best-investment-bank-2026-morgan-stanley Completing 229 M&A deals in the Americas, leading more equity offerings and IPOs than any rival Investment Banking News Aggregation Team Wednesday, July 15, 2026 1:00 am https://americas.managersofwealth.com/article/67311/morgan-stanley-beats-profit-estimates-on-dealmaking-boost-strong-trading Among the notable deals in the quarter, the bank acted as a financial advisor on Fertitta Entertainment's agreement to buy Caesars Entertainment in a deal valued at $17.6 billion. Investment Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67290/rothschildamprsquos-investment-bankers-arenamprsquot-paid-what-you-think-they-are Average pay at Goldman Sachs International, for example, was a monstrous $963k in 2025, up from $795k on average in 2024. Investment Banking News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67275/regions-expands-investment-banking-through-the-acquisition-of-the-frazer-lanier-company "By welcoming experienced bankers from Frazer Lanier to the Regions family, we are connecting Regions' clients with even greater capabilities while advancing our long-term strategy for growth." Investment Banking News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67180/jefferies-reports-earnings-before-the-big-banks That's because its quarter ends one month earlier than those other banks -- in this case, May 31. Investment Banking News Team Thursday, June 25, 2026 1:00 am https://americas.managersofwealth.com/article/67155/goldman-sachs-statement-on-comprehensive-capital-analysis-and-review-2026-results The firm intends to increase its common dividend from $4.50 to $5.00 per share beginning July 1, 2026 Investment Banking News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67115/jpmorgan-urges-investors-to-ride-equity-wave-through-late-2026 Heavy investment linked to AI and steady consumer spending should help the expansion continue even with sticky inflation, the company said. Investment Banking News Aggregation Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67089/donamp039t-disparage-the-ubs-us-mampampa-bankers-who-are-hard-at-work When it does, UBS's US M&A bankers will undoubtedly be criticised once again on a popular forum for their poor showing in M&A. Investment Banking News Aggregation Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67076/wells-fargo-raises-year-end-sampampp-500-target-on-stronger-earnings-outlook It added that geopolitical tensions have eased after the Iran agreement, helping reduce macro uncertainty that had weighed on markets. Investment Banking News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67645/making-the-move-from-a-big-bank-to-an-independent-multi-family-office-a-conversation-with-paul-tramontano-of-cresset Even with the thousands of wealth management firms out there, it felt a bit like finding the “needle in the haystack.” Comment, Analysis & Research News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67653/ricardo-sucre-returns-to-amerant-ampldquoour-goal-is-to-achieve-double-digit-annual-growth-in-assets-under-managementamprdquo Sucre highlights Amerant’s capacity to deliver a comprehensive service relationship to Latin American clients. Comment, Analysis & Research News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67577/the-amplsquo20-ruleamprsquo-behind-giorgos-tsetisamprsquo-blueprint-for-a-new-kind-of-family-office The Great Things formula and 20% giving minimum were inspired by the economics of venture capital and private equity Comment, Analysis & Research News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67582/estate-planning-is-an-ongoing-service-not-a-one-time-event Advisors celebrate National Make a Will Month by describing how ongoing estate reviews and wealth transfer talks build trust and grow client relationships Comment, Analysis & Research News Aggregation Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67542/philanthropy-in-the-age-of-ai Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios. Comment, Analysis & Research News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67488/privacy-amplsquoan-asymmetrical-riskamprsquo-for-the-rich-the-chauffeur-service-taking-on-the-city-of-new-york High-end ride-hailing service Wheely believes New York City rule requiring every journey to be logged could put ultra-wealthy clients in danger Comment, Analysis & Research News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67463/what-ultra-wealthy-families-do-differently-with-money-according-to-a-ubs-private-wealth-advisor Trusts, family meetings, and honest conversations with kids: inside the habits that keep big fortunes from disappearing Comment, Analysis & Research News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67445/when-to-take-profits-the-signals-advisors-use-to-reduce-client-exposure Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone is never the reason Comment, Analysis & Research News Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67421/canadiansamp039-confidence-in-spotting-fraud-may-be-increasing-their-risk-td-survey Almost all (89%) feel confident they can spot fraud, but more than half (52%) admit to risky behaviours Comment, Analysis & Research News Aggregation Team Monday, July 27, 2026 1:00 am https://americas.managersofwealth.com/article/67408/what-big-bank-earnings-just-revealed-about-the-health-of-the-us-consumer The fear is that the U.S. economy could be tipped into a recession, as strained consumers are forced to pull back. Comment, Analysis & Research News Aggregation Team Tuesday, August 18, 2026 1:00 am https://americas.managersofwealth.com/article/67616/billionaire-mark-cuban-blasts-amplsquoinsaneamprsquo-ro-khanna-wealth-tax-proposal For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares. Tax News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67585/tether-completes-the-largest-inaugural-financial-audit-in-history KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue Tax News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67593/kpmg-counted-every-gold-bar-tether-lands-its-first-full-audit-after-years-of-doubt For a firm that spent years batting away doubts over whether its USDt token is truly backed one-to-one, it is a symbolic win. Tax News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67565/google-co-founder-sergey-brin-spending-more-than-100-million-fighting-california-wealth-tax Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires. Tax News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67514/why-wealth-taxes-always-fail Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution. Tax News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67473/nycamp039s-pied-ampagrave-terre-tax-rollout-leaves-frustrated-longtime-owners-fighting-bills Thousands of primary homeowners claim to have been wrongly flagged for a levy meant for second-home owners, sparking a scramble over exemptions. Tax News Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67460/aampampm-tax-policy-quarterly-outlook-q2-2026 The publication also provides a comprehensive overview of key tax policy and controversy updates across regions, offering practical insights into jurisdictional trends and legislative changes. Tax News Aggregation Team Friday, July 24, 2026 1:00 am https://americas.managersofwealth.com/article/67395/fidelity-widens-sma-lineup-as-tax-optimization-reshapes-wealth-advice New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion. Tax News Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67349/assetmark-tax-management-services-surpass-10-billion-in-tax-managed-assets Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice Tax News Team Thursday, July 16, 2026 1:00 am https://americas.managersofwealth.com/article/67326/tax-optimization-becomes-new-battleground-for-wealth-manager-differentiation Cerulli finds platform sponsors increasingly prioritizing tax management capabilities as firms seek more reliable sources of post-tax alpha Tax News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67668/republic-bancorp-named-to-american-bankeramprsquos-2026-top-performing-banks-list Banks recognized on this year’s list benefited from improved efficiency, strong lending performance, deposit growth and expanded net interest margins. Retail Banking News Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67656/citi-appointed-as-depositary-bank-for-agilyx-asaamprsquos-adr-program Citi Issuer Services is a leading provider of depositary receipt services. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67518/thredd-powers-pliantamprsquos-us-expansion-with-visa-card-launch The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67520/klarna-live-on-jp-morgan-payments-in-us Industry data cited in the announcement suggests that more than one in four Americans are more inclined to finish a purchase when flexible payment options are shown at checkout. Retail Banking News Aggregation Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67420/profit-at-major-brazilian-banks-expected-to-rise-in-q2 But rising loan defaults are also set to give bank earnings a more cautious tone Retail Banking News Aggregation Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67332/the-great-bank-migration-banking-loyalty-must-now-be-earned As US consumers increasingly switch banks in search of better rates, digital experiences and transparency, Alastair Wood discusses how financial institutions must continuously earn customer loyalty by delivering value and building stronger, more personali Retail Banking News Team Thursday, July 09, 2026 1:00 am https://americas.managersofwealth.com/article/67264/klarna-submits-application-for-us-banking-license Klarna has operated as a licensed bank in Europe since 2017 and serves U.S. customers through valued partner banks. Retail Banking News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67098/banks-bring-bnpl-rivalry The debit card has become the latest battleground between banks and fintechs over installment lending. Retail Banking News Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67101/checkalt-joins-us-bank-connected-partnership-network-to-expand-access-to-integrated-receivables-solutions Marketplace links U.S. Bank clients with third-party payment and treasury solutions that are fully integrated with the bank’s systems Retail Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS News Team Tuesday, May 19, 2026 1:00 am https://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS News Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am https://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am https://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS