https://americas.managersofwealth.com/ Fri, 07 Aug 2026 06:58:32 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67511/wells-loses-470m-team-to-rayjay-adds-400m-private-wealth-broker-from-merrill Jordan Krawec first registered nine years ago with Fidelity Investments and moved to Wells in 2019. Wealth and Asset Management News Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67501/flagstar-private-bank-announces-full-implementation-of-operating-model-expanded-leadership-and-new-client-capabilities Strategic evolution deepens client relationships, broadens product capabilities, and positions Flagstar Private Bank for long-term growth Wealth and Asset Management News Aggregation Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67503/aspen-standard-wealth-buys-denver-advisory-firm Denver PWM services include investment management, retirement planning, tax-efficient planning, and legacy planning. Wealth and Asset Management News Aggregation Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67508/perigon-wealth-management-building-a-tech-stack-through-partnerships Jon Seif of Perigon Wealth Management discusses why the firm seeks vendors who will partner with them rather than focus on the “next individual feature.” Wealth and Asset Management News Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67490/broadridge-and-payward-services-collaborate-to-give-xstocks-holders-a-voice-in-corporate-governance Broadridge’s unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership Wealth and Asset Management News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67492/family-offices-sidestep-ai-fears-in-deal-spree-for-robotics-bets Jeff Bezos’ namesake investment firm boosted its allocation to US robotics software startup Generalist AI. Wealth and Asset Management News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67493/advisor-moves-ameriprise-prospera-raymond-james-land-teams-with-920m-in-assets A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms. Wealth and Asset Management News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67494/modera-simplicity-announce-new-acquisitions-in-busy-day-for-industry-mampampa Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama. Wealth and Asset Management News Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67475/alphacore-wealth-advisory-strengthens-northeast-presence-with-addition-of-brave-family-advisors Momentum continues with the addition of eight professionals, expanding AlphaCore's presence in the Northeast, a key strategic growth area for the firm Wealth and Asset Management News Aggregation Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67476/family-offices-growing-in-number-size Expansion can warrant professionalization and put offices in competition for personnel with asset managers and institutions. Wealth and Asset Management News Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67502/kevin-brubaker-to-lead-pnc-private-bank-in-north-florida Brubaker will remain based in Jacksonville, a market that has become increasingly important to PNC's growth strategy as population expansion, corporate relocations and wealth migration continue to drive demand for sophisticated wealth management serv People Moves News Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67505/dxc-appoints-lisa-beaudoin-as-chief-product-officer-to-accelerate-product-led-growth Appointment follows the recent naming of Paul Taylor as President, Dan Gray as President, Global Infrastructure Services and Holly Grant as President, AI Innovation and Strategy & LabX, further strengthening DXC's leadership team and operating mo People Moves News Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67489/rubin-rudman-adds-shawntel-randi-as-a-partner-in-trusts-ampamp-estates-department In her practice, Randi advises clients on estate, gift, generation-skipping transfer, and income tax planning. People Moves News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67491/asset-vantage-picks-a-ceo-to-lead-the-next-stage-of-family-office-technology The next phase requires expanding distribution, deepening client relationships and competing in an increasingly crowded market where execution matters as much as innovation. People Moves News Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67497/forthlane-appoints-matthew-leibowitz-to-board-of-directors His appointment further strengthens Forthlane's Board as the firm continues to expand its institutional investment platform for ultra-high-net-worth individuals, families, family offices, and foundations. People Moves News Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67499/fiera-capital-names-nicholas-smart-lead-portfolio-manager-of-its-canadian-equity-strategies New senior appointments add investment experience while preserving continuity across Fiera's Canadian equity strategies People Moves News Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67474/iqexit-appoints-former-schwab-fidelity-and-ameriprise-executive-glenn-flego-to-board Flego brings decades of RIA custody and institutional wealth leadership to IQExit Board as company advances its Exit Readiness Intelligence™ platform for business-owner transitions People Moves News Aggregation Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67487/jpmorgan-adds-rodrigo-ribeiro-do-valle-to-new-york-team-covering-brazilian-uhnw-clients The move underscores JPMorgan Private Bank’s continued focus on Brazilian entrepreneurs and wealthy families People Moves News Aggregation Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67453/advisor-moves-ubs-loses-2-billion-in-teams-as-rbc-and-raymond-james-move-in Florida Complex Director Ken Ross said the team's motivations were straightforward. People Moves News Aggregation Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67455/the-three-advisors-previously-worked-at-comerica-which-was-acquired-by-fifth-third-bank-earlier-this-year The three advisors previously worked at Comerica, which was acquired by Fifth Third Bank earlier this year. People Moves 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 Aggregation Team Friday, July 24, 2026 1:00 am https://americas.managersofwealth.com/article/67394/court-denies-merrillamprsquos-attempt-to-restart-openarcdynasty-lawsuit The federal judge denied a temporary restraining order, but according to court documents, the case paused last fall Legal, Regulation & Compliance News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67299/betterment-faces-class-action-lawsuit-over-cash-sweep-accounts A New Jersey client claims the robo advisor profited by sweeping excess cash into deposit accounts with participating banks that did not generate interest. Legal, Regulation & Compliance News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67288/bank-of-canada-expected-to-hold-key-interest-rate-at-225 Along with Wednesday’s interest rate decision, the Bank of Canada will reveal its latest economic and inflation forecasts. Legal, Regulation & Compliance News Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67504/scotiabank-equips-employees-with-ai-powered-knowledge-agents-through-scotia-intelligence As Scotiabank has moved from experimentation to enterprise-wide scale, its AI strategy has remained anchored in three strategic themes: elevating client experiences, delivering speed and efficiency, and enhancing risk management. FinTech News Aggregation Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67506/advisors-not-algorithms-still-drive-financial-fulfillment-says-edward-jonesamprsquo-david-chubak Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors FinTech News Aggregation Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67507/the-diamond-podcast-for-financial-advisors-ryan-belanger-on-why-ai-matters-now-to-rias Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use. FinTech News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67496/ray-dalio-thinks-the-ai-boom-is-starting-to-look-familiar History suggests those two ideas can coexist. A technology can change the world while many of the investments tied to it ultimately disappoint. FinTech News Aggregation Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67486/bank-of-america-to-acquire-cybersecurity-consultancy-mdsec The bank will gain a team of approximately 65 cybersecurity-focused employees through the transaction, which is expected to close in Q4 2026. FinTech News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67468/encore-ai-bags-30m-to-deploy-agentic-ai-across-customer-interactions The fintech uses AI agents to replicate the behaviours and techniques of top-performing employees, deploying them across all customer interaction channels. FinTech News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67449/mercer-launches-second-generation-of-aspen-unified-operating-platform The RIA's new platform features knowledge graph architecture, a canonical data model and data ontology. FinTech News Aggregation Team Wednesday, July 29, 2026 1:00 am https://americas.managersofwealth.com/article/67432/the-fintech-landscape-of-central-america-panama-in-2026 The following is an overview of the fintech ecosystem and its relation to wider economic development of Panama in 2026. FinTech News Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67415/temenos-named-one-of-worldamprsquos-top-fintech-companies-by-cnbc After analysis of 3,500 companies around the world, CNBC and Statista chose the honorees based on publicly available and privately provided performance data over the past year. FinTech News Aggregation Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67422/jpmorganamprsquos-ai-leadership-is-getting-a-reset-these-are-the-key-players The firm's AI chief, Teresa Heitsenrether, announced her retirement earlier this month after four decades at the bank, reshuffling the technology leadership. FinTech News Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67509/northern-trust-pension-universe-data-canadian-pension-plan-returns-rise-in-q2 The Canadian bond market also finished the quarter in positive territory. Alternative Investments News Aggregation Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67510/advisor-moves-lpl-loses-a-team-to-raymond-james-picks-up-morgan-stanley-breakaways Two advisory teams managing nearly $1 billion in assets have moved platforms, expanding the cohort of independents. Alternative Investments News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67495/us-bank-enhances-onboarding-for-alts Enhancing investor onboarding is just the beginning,” Flanagan added. Alternative Investments News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67498/erste-asset-management-introduces-first-etfs Eligible companies must meet liquidity and price history requirements and, for the developed markets index, specified country and currency eligibility criteria. Alternative Investments News Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67500/budget-pressures-have-1-in-3-canadians-considering-cutting-back-on-insurance-despite-many-not-knowing-what-theyamp039re-putting-at-risk TD Insurance survey finds 84% say they don't fully understand their coverage, highlighting a major insurance confidence gap Alternative Investments News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67467/state-street-to-expand-its-presence-in-latin-america-with-santander-caceis-latam-securities-services Our success in servicing the world’s largest and most sophisticated global investors is built on our deep local presence and expertise around the globe. Alternative Investments News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67471/investors-are-rotating-into-financial-stocks-the-fedamp039s-next-move-could-determine-how-far-the-rally-runs "I think the move higher that we've seen this month is well justified," said Brock Weimer, an investment-strategy analyst at Edward Jones, pointing to the bank earnings reported so far. Alternative Investments News Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67447/cme-group-partners-with-futuresports-to-introduce-worldamp039s-first-futures-on-sports-indexes The first monthly and quarterly cash-settled FSPI futures will begin trading this summer, pending regulatory review, with details to be announced in the coming weeks. Alternative Investments News Aggregation Team Wednesday, July 29, 2026 1:00 am https://americas.managersofwealth.com/article/67437/waverly-advisors-acquires-invista-adding-332m-in-aum The Birmingham-based RIA continues its expansion in Alabama with the acquisition of Montgomery-based InVista Advisors, joining from LPL Financial. Alternative Investments News Team Wednesday, July 29, 2026 1:00 am https://americas.managersofwealth.com/article/67434/flputnam-announces-strategic-minority-investment-from-bixby-wealth-solutions Investment provides FLP with additional capital to support advisor growth, enhance the client experience, and accelerate the firm's national expansion 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 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 Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67385/first-they-make-you-work-weekends-then-they-let-you-go-the-other-unfortunate-job-in-banks But another class of jobs in banks can also be miserable and they pay a lot less than being a junior investment banker: technology and data remediation. Comment, Analysis & Research News Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67370/bank-stocks-have-further-to-run Large US banks had a very strong second quarter. Comment, Analysis & Research News Team Thursday, July 16, 2026 1:00 am https://americas.managersofwealth.com/article/67316/to-retire-comfortably-plan-participants-say-they-need-12-million 33% Have More Credit Card Debt Than Retirement Savings Comment, Analysis & Research News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67291/what-drives-change-in-401k-plans Advisors are driven by revenue, competitive advantage and client demand. Comment, Analysis & Research News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67276/the-new-york-fed-dug-through-3000-bank-runs-and-found-a-surprising-reason-banks-actually-fail A bank run occurs when large numbers of depositors withdraw their money simultaneously because they fear a bank could fail. Comment, Analysis & Research 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 Team Tuesday, June 30, 2026 1:00 am https://americas.managersofwealth.com/article/67193/irs-tightens-fbar-penalties-for-2026-clear-start-tax-warns-holders-of-foreign-accounts-to-review-filing-obligations The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings. Tax News Aggregation Team Friday, June 26, 2026 1:00 am https://americas.managersofwealth.com/article/67169/where-investment-returns-meet-tax-returns-part-ii-overcoming-impediments For wealth firms willing to offer more integrated tax services have several options to solve for lack of expertise, seasonal strains, and other challenges around tax prep work. Tax News Team Thursday, June 11, 2026 1:00 am https://americas.managersofwealth.com/article/67043/baker-tilly-announces-agreement-to-acquire-anchin-new-york-city-to-become-firm-headquarters Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center. Tax News Aggregation Team Wednesday, June 03, 2026 1:00 am https://americas.managersofwealth.com/article/66957/bernie-sanders-slams-system-letting-us-firms-use-malta-as-amp039tax-havenamp039-for-profit Senator says companies are shifting profits offshore Tax News Aggregation Team Thursday, May 28, 2026 1:00 am https://americas.managersofwealth.com/article/66914/when-federal-tax-breaks-stop-at-the-state-line The expansion of qualified small business stock is a prime example. Tax 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 Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67067/fifth-third-bank-celebrates-168-years-of-innovation-and-service-as-america-approaches-250th-birthday Nation's ninth-largest bank reflects on its history of firsts as the country prepares to mark its semiquincentennial Retail Banking News Team Monday, June 01, 2026 1:00 am https://americas.managersofwealth.com/article/66944/rbc-announces-expansion-of-vancouver-banking-and-innovation-hub Supported by 1,000 high-quality jobs in B.C., the hub will help advance RBC's AI ambitions Retail Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am https://americas.managersofwealth.com/article/66899/wells-fargo-must-pay-100m-to-help-homebuyers-after-discrimination-lawsuit-ampmdash-51-cities-are-eligible Wells Fargo has agreed to launch a $100 million borrower assistance program after settling a bombshell lawsuit that accused the company’s board of failing to properly oversee lending practices. Retail Banking News Aggregation Team Thursday, May 14, 2026 1:00 am https://americas.managersofwealth.com/article/66820/bunq-files-for-banking-licence-in-mexico The application would help the neobank expand its presence in the country and provide banking services to residents in Mexico. 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