https://americas.managersofwealth.com/ Thu, 23 Jul 2026 21:44:44 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67377/three-william-blair-advisors-named-to-barronamprsquos-top-100-women-financial-advisors Lindsey Holton, Sarah Mercurio, and Jackie Moss Wealth and Asset Management News Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67380/sei-reports-second-quarter-2026-financial-results On an adjusted basis, EPS and operating income grew 38% and 36%, respectively, with the adjusted operating margin increasing to 32%. Wealth and Asset Management News Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67382/gds-wealth-management-hosts-annual-client-appreciation-event The evening opened with comedian and storyteller Kirk Smith, whose blend of humor and real-life experiences had guests laughing throughout his performance. Wealth and Asset Management News Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67383/citi-wealth-empowers-palantir-employees-with-financial-wellness Citi Wealth is committed to best-serving clients at all stages of their wealth journeys, and this partnership reflects the firm’s continued commitment to deliver that capability in the workplace. Wealth and Asset Management News Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67364/invested-as-one-northern-trust-grants-employees-company-stock Northern Trust Ties its One Northern Trust Strategy to Employee Ownership Wealth and Asset Management News Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67365/macquarie-asset-management-announces-successful-close-of-aligned-data-centers-transaction Transaction marks another significant milestone in Macquarie Asset Management's longstanding digital infrastructure investment strategy Wealth and Asset Management News Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67366/envestnet-launches-wealth-trading-delivering-a-modern-trading-experience-for-advisors-and-enterprises Built with Advisor Input, Wealth Trading Unifies Portfolio Management, Trading, and Execution in a Single End-to-End Experience Wealth and Asset Management News Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67367/market-optimism-builds-despite-inflation-concerns-morgan-stanley-wealth-management-pulse-survey-finds More investors are considering portfolio changes amid a mixed backdrop Wealth and Asset Management News Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67374/ubs-wealth-advice-center-expands-national-footprint-with-new-hub-at-23springs-in-uptown-dallas The opening of the Dallas hub marks an important milestone in the continued growth of the Wealth Advice Center. Wealth and Asset Management News Team Tuesday, July 21, 2026 1:00 am https://americas.managersofwealth.com/article/67351/swan-wealth-management-launches-cross-border-video-series-for-americans-moving-to-canada New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation Wealth and Asset Management News Aggregation Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67379/fidelis-capital-names-herb-achey-as-partner Achey joins after a 30-year career at U.S. Trust / Bank of America Private Bank. People Moves News Aggregation Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67384/sec-enforcement-deputy-director-to-leave-agency Sam Waldon’s departure comes several months after Judge Margaret Ryan resigned from her role as Enforcement Division Director, less than one year after she was appointed. People Moves News Aggregation Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67387/former-manulife-chief-roy-gori-lands-senior-advisor-role-at-kkr Leader takes on new wealth and insurance strategy role at expanding global investment firm People Moves News Aggregation Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67368/9fin-appoints-ex-jpmorgan-executive-to-drive-ai-partnerships Practitioners are increasingly realising what we’ve long advocated: AI’s potential is only fully unlocked when it’s grounded in trusted, proprietary data. 9fin has both.” People Moves News Aggregation Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67369/morgan-stanley-hires-barclaysamp039-emma-taylor-to-co-lead-global-internet-banking-sources-say Emma Taylor’s Appointment and Industry Impact People Moves News Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67371/truist-hires-shimna-sameer-as-head-of-truist-wealth Sameer to drive growth, investment in wealth management business People Moves News Aggregation Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67373/goldman-sachs-hired-a-morgan-stanley-executive-director-and-promoted-him-to-md As a junior, Cohen spent five years at boutique bank Torreya. People Moves News Aggregation Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67375/canaccord-genuity-elevates-portfolio-manager-to-canadian-wealth-cio The incoming CIO takes the role less than three years after joining the firm People Moves News Aggregation Team Tuesday, July 21, 2026 1:00 am https://americas.managersofwealth.com/article/67353/michael-zalkindfounder-of-zalkind-wealth-management-joins-raymond-james-as-managing-director His move to Raymond James reflects his commitment to providing clients with an expanded platform and the resources of one of the nation’s leading client-centric independent financial services firms. People Moves News Aggregation Team Tuesday, July 21, 2026 1:00 am https://americas.managersofwealth.com/article/67355/chubb-tempest-re-announces-leadership-changes James Wixtead, senior vice-president, Chubb Group and president, Chubb Tempest Re Group, has been named executive chairman. People Moves 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 Aggregation Team Friday, July 03, 2026 1:00 am https://americas.managersofwealth.com/article/67221/insurers-allege-bank-of-america-cleared-1m-in-flagged-transfers Two insurers already paid the claim - now they want the bank to cover every cent Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am https://americas.managersofwealth.com/article/67222/brazilian-banks-may-tighten-client-checks-after-us-move Designation of PCC and Comando Vermelho as terrorist groups could lead financial institutions to take a stricter stance on risk Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am https://americas.managersofwealth.com/article/67225/edelman-financial-engines-to-appeal-decision-in-mariner-lawsuit The wealth management firm is taking its case to a federal appeals court after a judge ruled that Edelman hadn't established its trade-secrets case against Mariner. Legal, Regulation & Compliance News Aggregation Team Wednesday, July 01, 2026 1:00 am https://americas.managersofwealth.com/article/67204/advisors-still-have-questions-on-trump-accounts-ahead-of-july-4-launch Regulators have made some progress. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67175/scb-freeze-denies-16-banks-capital-relief Lower DFAST depletion would have cut buffers for many, but First Citizens avoids higher SCB Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67178/jpmorgan-sues-advisor-who-jumped-to-morgan-stanley Brian Krauthamer was a private client advisor at a JPMorgan bank branch in Florida. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67181/big-six-bank-fined-425-million-for-inaccurate-credit-card-statements The bank refunded $22.4 million and donated $299,000 to customers it could not locate Legal, Regulation & Compliance News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67128/aampampo-shearman-advises-on-bank-of-montrealamprsquos-usd275-billion-medium-term-notes-offering Bank of Montreal is the eighth-largest bank in North America by assets Legal, Regulation & Compliance News Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67376/onedigital-selects-jiffyai-to-modernize-investor-onboarding-and-accelerate-growth AI-powered Unified Onboarding solution will help OneDigital deliver a seamless, integrated onboarding experience aligned with its vision for holistic wealth management FinTech News Aggregation Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67381/bank-of-america-embeds-generative-ai-into-customer-service-tools The new generative AI capabilities within EricaAssist summarize why a client is calling, pull together relevant information, and recommend next steps based on the employee’s role and the client’s relationship with the bank - all without interr FinTech News Aggregation Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67388/blackrock-is-raising-12bn-to-build-meta-a-data-centre-it-will-own-lend-to-and-rent-out The same BlackRock that just bought the world's largest data-centre developer is now raising $12bn of debt to build Meta another one. It owns the buildings, lends the money, and collects the rent. And most of the borrowing never touches Meta's b FinTech News Team Tuesday, July 21, 2026 1:00 am https://americas.managersofwealth.com/article/67360/bain-ampamp-company-named-an-openai-elite-partner As an OpenAI Elite Partner, Bain & Company will continue working​ ​with OpenAI to help client businesses build, deploy, and scale frontier AI solutions responsibly and effectively. FinTech News Aggregation Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67345/wise-launches-international-transfer-service-in-chile The service covers common use cases such as remittances to family members overseas, payment of international tuition fees, and financing for travel. FinTech News Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67329/bitget-wallet-and-alfred-bring-stablecoin-access-to-latin-americaamp039s-local-banking-rails The integration launches across Brazil, Argentina, Mexico, and Colombia, enabling users to fund stablecoin accounts directly via domestic bank transfer FinTech News Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67338/jpmorgan-ceo-dimon-says-anthropicamp039s-mythos-ai-risks-are-a-amp039real-issueamp039 The government later removed restrictions on the models after Anthropic implemented new safeguards. FinTech News Team Thursday, July 16, 2026 1:00 am https://americas.managersofwealth.com/article/67321/tokenized-assets-a-key-priority-for-financial-services-firms-broadridge-survey-finds New Tokenization Pulse Survey reveals increasing strategic importance and investment, with firms focused on a hybrid market infrastructure FinTech News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67301/rbc-expands-credit-derivatives-trading-as-ai-debt-fuels-hedging The expansion coincides with record debt issuance from Big Tech companies to help fund artificial intelligence projects FinTech News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67273/circle-soars-after-securing-us-trust-bank-approval-in-crypto-expansion The approval adds to a growing list of crypto firms seeking federal banking licenses as the industry moves into the regulated financial system. FinTech News Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67378/newedge-capital-group-expands-envestnet-partnership-to-incorporate-structured-note-strategies-within-unified-managed-accounts NewEdge Investment Solutions’ SNIP and SNAP Solutions Can Now Be Accessed in One Account Alongside Other Investment Strategies Alternative Investments News Aggregation Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67386/us-banks-post-strong-2q26-results-on-capital-markets-strength Fifth Third was a notable exception, with lower returns due to integration charges tied to its acquisition of Comerica. Alternative Investments News Aggregation Team Wednesday, July 22, 2026 1:00 am https://americas.managersofwealth.com/article/67372/spotlight-the-wealth-management-leaders-raising-the-bar-in-2026 Don’t let a deserving colleague—or your own accomplishments—go unrecognized. Alternative Investments News Aggregation Team Tuesday, July 21, 2026 1:00 am https://americas.managersofwealth.com/article/67356/nubank-strengthens-its-brazil-operation-with-a-new-banking-license The move comes through the acquisition of Banco Porto Real and deepens the relationship of trust with the company's more than 115 million customers in the country Alternative Investments News Aggregation Team Tuesday, July 21, 2026 1:00 am https://americas.managersofwealth.com/article/67362/blackrockamprsquos-aladdin-revenues-increase-by-13-driven-by-public-and-private-market-tech-solutions The firm bets on artificial intelligence, data, and analytics to integrate public and private markets Alternative Investments News Aggregation Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67344/dual-class-etfs-mutual-funds-could-reshape-401k-landscape A recent SEC ruling on dual-class share structures may allow ETFs to overcome operational hurdles that have kept them out of retirement plans for decades. Alternative Investments News Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67334/crestwood-advisors-included-in-financial-advisor-magazineamp039s-2026-ria-survey-ampamp-ranking Recognition follows another year of momentum and continued commitment to client-centered wealth management Alternative Investments News Aggregation Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67336/advisor-moves-lpl-attracts-billion-dollar-breakaways-from-jpmorgan-buell-securities Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm. Alternative Investments News Team Wednesday, July 15, 2026 1:00 am https://americas.managersofwealth.com/article/67305/apollo-funds-complete-acquisitions-of-emerald-and-questex-creating-a-scaled-b2b Experiential Events and Media Platform Positioned to Drive Sustained, Long-Term Growth Announces Additional Executive Leadership Team Appointments Alternative Investments News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67300/carson-group-creates-home-office-teams-for-w-2-independent-ria-channels One of the most active RIA acquirers has recently created dedicated business lines for its W-2 and independent channels to help focus team members and drive growth, according to CEO Burt White. 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 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 Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67280/is-bank-of-new-york-mellon-corporation-bny-fully-priced-after-its-alight-solutions-partnership After a 65.62% 1 year total shareholder return and a shift into larger cap value and growth indices Comment, Analysis & Research News Aggregation Team Wednesday, July 08, 2026 1:00 am https://americas.managersofwealth.com/article/67251/high-wealth-isnamprsquot-a-shield-from-inflation-so-whatamprsquos-driving-up-costs-for-hnw-lifestyles New report shines a light on wealthy population and reveals where their living costs are highest. Comment, Analysis & Research News Aggregation Team Wednesday, July 01, 2026 1:00 am https://americas.managersofwealth.com/article/67201/central-banks-think-the-us-has-become-riskier-they-plan-to-sell-dollars-and-buy-gold The findings represent the latest indication of a global shift away from the dollar, often referred to as “de-dollarization Comment, Analysis & Research News Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67176/family-offices-turning-to-ampldquopurpose-of-wealthamprdquo-to-prepare-the-next-generation-new-alti-tiedemann-global-and-campden-wealth-research-finds Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family offices, largely driven by a desire to guide the next g Comment, Analysis & Research News Aggregation Team Friday, June 26, 2026 1:00 am https://americas.managersofwealth.com/article/67163/what-are-your-wealthiest-clients-spending-their-money-on-these-days New report shines a light on the global luxury spending trends Comment, Analysis & Research 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 Team Wednesday, May 13, 2026 1:00 am https://americas.managersofwealth.com/article/66797/investor-appetite-for-parametric-tax-optimized-ladder-strategy-reiterates-broader-focus-on-tax-management The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns. Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66580/tax-day-is-a-reminder-of-americaamprsquos-unequal-tax-system-but-we-can-fix-it There is no justification for a regressive system in which the super-rich contribute less than the rest of us Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66582/taxstatus-expands-on-integration-with-adviceai TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies Tax 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 Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66586/us-bancorp-profit-jumps-on-interest-income-fee-revenue-boost Fee revenue was also a bright spot. It surged 6.9% in the quarter as the bank benefited from robust ​capital markets activity. 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