https://americas.managersofwealth.com/ Thu, 09 Oct 2025 22:00:59 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65072/race-for-relevance-fuels-mampampa-in-asset-and-wealth-management The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years. Wealth and Asset Management News Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65076/americana-partners-expands-into-nashville-with-acquisition-of-goodpasture-gray $11.5* Billion Texas-Based Wealth Management Firm Continues Growing Footprint Beyond Texas, Tapping Sports & Entertainment Market Wealth and Asset Management News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65057/fairway-wealth-management-named-to-forbes-2025-top-ria-firms-list This is the firm’s third consecutive year on this list. Wealth and Asset Management News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65060/mercer-advisors-adds-singer-burke-to-its-ultra-high-net-worth-regis-group-and-launches-practice-to-serve-entertainment-and-creative-professionals Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership Wealth and Asset Management News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65061/ubs-advisor-team-wise-river-advisors-named-to-barronamprsquos-top-250-private-wealth-management-teams They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families. Wealth and Asset Management News Aggregation Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65064/canadaamp039s-dawson-partners-pushes-into-emea-private-wealth The Toronto and London based-Dawson Partners, which specialises in secondaries, has hired Pimco's former head of UK wealth sales and is preparing an evergreen fund for the region. Wealth and Asset Management News Aggregation Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65069/captrust-launches-executive-level-health-service-with-cleveland-clinic Captrust’s new program pairs wealth clients with a wellness consultant to see them through an extensive, multi-day health screening. Wealth and Asset Management News Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65044/will-investors-continue-to-look-through-the-us-government-shutdown The indifferent market response to the government shutdown is in line with historical experiences. Wealth and Asset Management News Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65045/focus-financial-partners-network-firm-badgley-phelps-expands-with-acquisition-of-marshall-ampamp-sullivan They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives. Wealth and Asset Management News Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65047/blackstone-and-lunate-announce-strategic-partnership-to-invest-in-gcc-logistics Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC Wealth and Asset Management News Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65073/ubs-florida-international-adds-gustavo-and-leon-ciobataru-in-miami Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International People Moves News Aggregation Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65074/ubs-florida-international-adds-gustavo-and-leon-ciobataru-in-miami Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International People Moves News Aggregation Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65075/bny-investments-names-new-global-distribution-head The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York. People Moves News Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65078/northern-trust-asset-management-adds-longshort-equity-expertise Slava Malkin joins as senior portfolio manager to bolster tax-advantaged strategies People Moves News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65058/truist-appoints-new-leadership-for-truist-wealth-and-premier-teams-in-texas Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director People Moves News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65059/sei-appoints-chief-revenue-officer-for-us-private-banking-business Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth People Moves News Aggregation Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65068/franklin-templeton-adds-new-face-to-global-equity-income-fund Colin Lee has joined Peter Sartori and Warren Pustam on their Global Leaders fund. People Moves News Aggregation Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65070/provident-bank-appoints-annamaria-vitelli-as-cgo-beacon-trust Most recently, she served as Executive Vice President, Head of Hawthorn at PNC Private Bank. People Moves News Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65054/truist-appoints-new-leadership-for-truist-wealth-and-premier-teams-in-texas Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director People Moves News Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65055/sun-life-announces-the-appointment-of-tom-murphy-as-president-sun-life-asset-management Company brings all asset management businesses together under one pillar People Moves News Aggregation Team Monday, October 06, 2025 1:00 am https://americas.managersofwealth.com/article/65037/monzo-to-consider-reapplying-for-us-banking-licence-ft UK-based neobank Monzo is reportedly set to resume its effort to break into the US banking sector. Legal, Regulation & Compliance News Aggregation Team Monday, October 06, 2025 1:00 am https://americas.managersofwealth.com/article/65043/teenage-fraud-steals-more-than-650k-from-dozens-of-investors Authorities have not named the broker or the firm whose identity he misused. Legal, Regulation & Compliance News Aggregation Team Friday, October 03, 2025 1:00 am https://americas.managersofwealth.com/article/65028/compliance-experts-warn-shutdown-could-trip-up-new-ria-registrations Approval filings for new registrants are unlikely to be reviewed when the federal government is not funded, and the backlog will get worse the longer the shutdown lasts. Legal, Regulation & Compliance News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65018/florida-former-advisor-pleads-guilty-to-scamming-firms-clients-and-feds According to the DOJ accusations (and Eakes’ plea agreement), Eakes claimed to be a legitimate advisor with millions of dollars in managed assets. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64989/charles-schwab-describes-claims-in-merrillamprsquos-raiding-suit-as-amplsquorank-speculationamprsquo Schwab says Merrill's suit lacks credible evidence and contains untrue allegations. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64993/government-shutdown-alarm-sounds-the-crisis-us-stock-investors-dread-most-is-looming Kevin Gordon, Senior Investment Strategist at Charles Schwab, stated: 'The timing of this 'shutdown' is very poor because we were supposed to receive the employment report on Friday. Legal, Regulation & Compliance News Aggregation Team Thursday, September 25, 2025 1:00 am https://americas.managersofwealth.com/article/64954/klarna-revels-in-one-million-us-debit-card-sign-ups The successful US launch has given the firm confidence to begin issuing cards in other markets. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64931/goldman-sachs-ampamp-jpmorgan-barely-pay-h1b-holders-145k-salaries-on-average Banks are some of the firms most likely to be impacted by this Legal, Regulation & Compliance News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64932/brazilamprsquos-central-bank-enters-toughest-phase-of-monetary-tightening Monetary Policy Committee vows to keep Selic base rate at 15% for a prolonged period despite political and market pressure Legal, Regulation & Compliance News Aggregation Team Thursday, September 18, 2025 1:00 am https://americas.managersofwealth.com/article/64901/us-federal-reserve-cuts-interest-rates-for-the-first-time-since-december The central bank’s cut comes amid a cooling labour market, which has stalled economic growth. Legal, Regulation & Compliance News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65062/main-capital-partners-successfully-closes-ampeuro300-million-single-asset-continuation-fund-to-establish-a-leading-pan-european-govtech-player The first step of the internationalization is the anticipated combination with Documaster FinTech News Aggregation Team Monday, October 06, 2025 1:00 am https://americas.managersofwealth.com/article/65040/sampampp-500-nasdaq-rise-as-investors-focus-on-amd-openai-deal AI-linked firms advanced: Palantir Technologies (PLTR.O), opens new tab jumped 5%, while Oracle (ORCL.N), opens new tab gained 2.3%. FinTech News Team Monday, October 06, 2025 1:00 am https://americas.managersofwealth.com/article/65041/agentic-ai-in-wealth-management What advisors can do now FinTech News Team Friday, October 03, 2025 1:00 am https://americas.managersofwealth.com/article/65027/envestnet-unveils-most-used-ai-insights-opportunity-driven-alerts-lead-as-interest-in-tax-strategies-grows Adaptive WealthTech Leader's Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations FinTech News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65000/nubank-applies-for-us-national-bank-charter For the US push, the bank has recruited former acting Comptroller Brian brooks, and ex-treasury department executive Kelley Morrell to help grease the wheels of its application. FinTech News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65001/us-treasury-pushes-aml-compliance-into-the-ai-era Technology, particularly artificial intelligence, plays a central role in this strategy. FinTech News Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64991/bofa-unveils-ai-driven-capital-markets-insights-on-cashproampreg-app C-Suite and Treasury Teams to Have Consolidated Capital Markets Knowledge In the Palm of Their Hand FinTech News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64972/digital-asset-adoption-accelerates-alongside-distributed-ledger-technology-implementation-broadridge-dlt-in-the-real-world-study-finds The DLT in the Real World 2025 report provides a detailed look at where adoption is taking place FinTech News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64973/merck-selects-broadridge-to-transform-treasury-operations-with-real-time-account-visibility The comprehensive solution enables Merck to transform treasury operations with real-time, on-demand access to balance and transaction information of more than 400 accounts globally. FinTech News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64974/fusioniq-continues-building-end-to-end-digital-wealth-management-platform-with-latest-fintech-partnership Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union FinTech News Aggregation Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65077/obsidian-planning-solutions The acquisition would bolster Merit's expertise in business succession planning and enhance Obsidian’s operational scale. Alternative Investments News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65063/elevation-point-selects-vestmark-for-comprehensive-portfolio-management-and-trading-solutions Elevation Point to leverage Vestmark’s SMA and UMA platforms, Advisor as Portfolio Manager capabilities, and tax management services, among other industry-leading technology solutions. Alternative Investments News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65065/state-street-investment-management-enhances-its-low-cost-state-streetampreg-spdrampreg-portfolio-etfamptrade-suite Launch of State Street® SPDR® Portfolio Ultra Short T-Bill ETF (SPTU) Provides Investors with Low-Cost Access to Treasurys that Mature in a Year or Less Alternative Investments News Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65066/state-street-investment-management-enhances-its-low-cost-state-street-spdr-portfolio-etf-suite Launch of State Street SPDR Portfolio Ultra Short T-Bill ETF Provides Investors with Low-Cost Access to Treasurys that Mature in a Year or Less Alternative Investments News Aggregation Team Wednesday, October 08, 2025 1:00 am https://americas.managersofwealth.com/article/65067/fidelis-capital-focusing-on-returns-net-of-fees-taxes-and-inflation Why the firm often eschews working with third-party asset managers on fixed-income and equity investments. Alternative Investments News Aggregation Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65051/systematic-hedge-funds-hit-with-daily-losses-in-october-says-goldman-sachs Losses stemmed from crowded trades and a sell-off where funds, seeking to curtail losses, rushed to dump bets simultaneously. Alternative Investments News Aggregation Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65052/cetera-snags-11b-commonwealth-team King Financial Network will join Cetera’s Summit Financial channel partly due to the broker/dealer adding Fidelity custodial services as an option. Alternative Investments News Aggregation Team Monday, October 06, 2025 1:00 am https://americas.managersofwealth.com/article/65034/citizens-financial-group-cfg-evaluating-if-shares-remain-undervalued-after-recent-momentum CFG’s latest boost adds to a solid stretch, as momentum has built notably throughout 2024. Alternative Investments News Aggregation Team Monday, October 06, 2025 1:00 am https://americas.managersofwealth.com/article/65035/truist-securities-raises-genmab-stock-price-target-to-49-on-merus-acquisition Truist Securities views petosemtamab as a potential blockbuster asset that could provide a significant offset to the expected future decline in Darzalex royalties for Genmab. Alternative Investments News Team Monday, October 06, 2025 1:00 am https://americas.managersofwealth.com/article/65036/pnc-investments-to-rebrand-as-pnc-wealth-management New name reflects the business' broader scope of solutions and focus on advisory Alternative Investments News Aggregation Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65046/citigroup-taps-barclays-nordea-executives-to-head-nordic-investment-banking The bankers each have nearly two decades of investment banking experience. Investment Banking News Aggregation Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65053/wells-fargo-sees-assets-and-execution-as-rerating-drivers-for-disney On the company’s cruise business, Wells Fargo forecast capacity to grow 2.3 times by fiscal 2032, adding that the unit “should be ~9% of Disney’s operating income” by the end of the decade. Investment Banking News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65005/goldman-sachsamp039-most-junior-staff-hate-emails-and-phone-calls A recurring question in this survey since the tail end of the pandemic has asked these interns what their favourite form of communication is for work. Investment Banking News Aggregation Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64977/citiamp039s-vis-raghavan-says-heamp039s-ampquotcheapampquot-when-he-hires-implies-citi-mds-are-lazy-24-year-old-ex-bankeramp039s-nightmare-sleep-schedule Both agree that Raghavan is highly ambitious, that there are signs he's succeeding, and that Citi's incumbent bankers might find him a challenge Investment Banking News Aggregation Team Wednesday, September 24, 2025 1:00 am https://americas.managersofwealth.com/article/64941/cetera-partners-with-small-business-investment-bank-cornerstone The broker/dealer’s partnership with Cornerstone Business Services is intended to bolster its advisors' small business planning and sales acumen. Investment Banking News Aggregation Team Monday, September 22, 2025 1:00 am https://americas.managersofwealth.com/article/64920/jpmorgan-leads-global-payments-market-says-morgan-stanley-after-executive-meeting The affirmation comes after Morgan Stanley met with Umar Farooq Investment Banking News Aggregation Team Monday, September 15, 2025 1:00 am https://americas.managersofwealth.com/article/64861/bank-of-america-to-create-up-to-1000-new-jobs-in-belfast The news of Bank of America's investment marks the company's first-ever operation in Northern Ireland Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am https://americas.managersofwealth.com/article/64846/bank-of-america-upgrades-oracle-orclamprsquos-stock-to-buy-from-neutral The analyst also highlighted that although the profitability of AI workloads is a key debate, it remains clear that Oracle Corporation continues to capture share in the large and rapidly growing market for AI infrastructure. Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am https://americas.managersofwealth.com/article/64853/bank-of-america-to-redeem-ampeuro2-billion-floating-rate-notes-ahead-of-maturity The redemption will take place on September 22, 2025, with noteholders receiving the Optional Redemption Amount of €1,000 per €1,000 calculation amount Investment Banking News Aggregation Team Monday, September 08, 2025 1:00 am https://americas.managersofwealth.com/article/64795/jpmorgan-strategist-warns-fed-rate-cuts-wonamprsquot-revive-us-economy Lower rates reduce income for savers and create uncertainty by hinting at more cuts ahead, prompting businesses and households to delay decisions instead of borrowing and spending. Investment Banking News Aggregation Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65079/us-shutdown-could-spark-regional-bank-crisis-says-fintech-ceo The warning comes as the standoff between Republicans and Democrats continues in the US, leading to the prospect of further layoffs across banking regulators and watchdogs. Comment, Analysis & Research News Aggregation Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65080/investment-tax-management-is-more-important-than-return-cerulli-says Parametric is a registered investment advisor that provides customizable investment strategies Comment, Analysis & Research News Team Thursday, October 09, 2025 1:00 am https://americas.managersofwealth.com/article/65081/state-street-issues-2025-digital-assets-outlook-institutions-double-down-on-tokenization Majority of institutional investors expect their digital asset exposure to double within three years, with over half anticipating 10–24% of investments to be tokenized by 2030. Comment, Analysis & Research News Aggregation Team Tuesday, October 07, 2025 1:00 am https://americas.managersofwealth.com/article/65049/new-report-reveals-how-the-ultra-wealthy-will-travel-in-2026 Findings show that high-net-worth individuals (HNWIs) are no longer satisfied with luxury for its own sake. Instead, they are pursuing exotic encounters, slowing down, and finding meaning. Comment, Analysis & Research News Aggregation Team Friday, October 03, 2025 1:00 am https://americas.managersofwealth.com/article/65029/us-financial-services-firms-cut-46k-people-this-year-and-plan-to-hire75 Challenger, Gray and Christmas did not respond to a request to comment on how it arrived at these figures. Comment, Analysis & Research News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64975/what-do-fed-rate-cuts-mean-for-investors A cooling US labor market gives room for the Fed to cut rates further, despite lingering inflation concerns. Comment, Analysis & Research News Team Friday, September 26, 2025 1:00 am https://americas.managersofwealth.com/article/64963/year-end-priorities-and-a-preview-of-2026 In this report, we highlight year-end action items and provide a preview of new retirement planning provisions that go into effect in the coming years. Comment, Analysis & Research News Team Wednesday, September 24, 2025 1:00 am https://americas.managersofwealth.com/article/64938/world-nears-quarter-million-crypto-millionaires-in-historic-wealth-boom This significant growth coincides with a watershed year for institutional adoption, highlighted by the first-ever cryptocurrencies launched by a sitting US President and First Lady. Comment, Analysis & Research News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64930/ex-jpmorgan-analyst-loses-50m-at-citadel-walks-into-new-job-bank-of-americaamp039s-big-fee Drawdown is hedge fund parlance for losing some of the capital you've been given to invest. Comment, Analysis & Research News Aggregation Team Monday, September 22, 2025 1:00 am https://americas.managersofwealth.com/article/64917/lone-dissent-at-sept-fomc-vote-seen-as-amp039good-signamp039 The remaining 11 members — including Trump-appointed governors Christopher Waller and Michelle Bowman Comment, Analysis & Research News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65016/irs-is-about-to-relax-tax-rules-for-crypto-giants-in-the-us This new guidance responds to significant pushback from companies like MicroStrategy and Coinbase. Tax News Aggregation Team Thursday, September 25, 2025 1:00 am https://americas.managersofwealth.com/article/64956/facet-brings-tax-prep-services-to-subscription-members Facet has white-labeled technology from april, an embedded year-round tax platform, to bring tax prep and tax filing capabilities to its flat-fee membership plans. Tax News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64933/oecd-warns-tariffs-will-hit-us-economic-growth-hard So far, the OECD said, many companies have absorbed much of the shock by taking hits to their profit margins and using up existing inventories. Tax News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64727/trump-tariffs-live-updates-brazil-moves-to-retaliate-against-trump-tariffs-de-minimis-exemption-ends The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars. Tax News Team Tuesday, July 29, 2025 1:00 am https://americas.managersofwealth.com/article/64467/us-eu-trade-deal-3-things-to-know The deal lands just ahead of the U.S.-imposed August 1 tariff pause deadline Tax News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64245/trump-amplsquobig-beautifulamprsquo-bill-gives-top-1-biggest-tax-cuts-in-these-states Some households stand to get a much bigger tax benefit. Tax News Aggregation Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax News Team Friday, June 20, 2025 1:00 am https://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax News Aggregation Team Tuesday, June 03, 2025 1:00 am https://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65006/brazilamprsquos-lending-growth-slows-amid-high-rates Credit expansion cools as interest rates impact Latin America's largest economy Retail Banking News Team Wednesday, September 17, 2025 1:00 am https://americas.managersofwealth.com/article/64889/bbva-expands-instant-payments-to-inbound-cross-border-transfers-from-outside-the-eurozone BBVA has launched a new service that enables financial institutions outside Europe to send payments to Spain in just seconds, at any time of day and on any day of the year. Retail Banking News Aggregation Team Monday, September 15, 2025 1:00 am https://americas.managersofwealth.com/article/64863/zacks-industry-outlook-highlights-bank-of-new-york-mellon-truist-financial-and-northern-trust This, along with modest economic growth, will lead to a slight rise in loan demand. Retail Banking News Team Wednesday, August 20, 2025 1:00 am https://americas.managersofwealth.com/article/64650/small-business-checkpoint-a-case-of-the-hiring-hiccups Overall small business hiring fell for the third consecutive month in July as cost pressures and business uncertainty increased. Retail Banking News Team Tuesday, August 19, 2025 1:00 am https://americas.managersofwealth.com/article/64641/aqua-finance-and-wells-fargo-inventory-finance-announce-retail-financing-program Streamlines options for dealers by integrating retail financial services, provided by Aqua, and floor planning financing provided by Inventory Finance Retail Banking News Aggregation Team Monday, August 18, 2025 1:00 am https://americas.managersofwealth.com/article/64623/rbc-and-bmo-explore-2bn-sale-of-moneris-payments-business-reuters Banks have shed their payments operations in recent years; last month another Canadian lender, TD, agreed to offload part of its merchant processing business to Fiserv. Retail Banking News Aggregation Team Wednesday, August 13, 2025 1:00 am https://americas.managersofwealth.com/article/64586/scotiabank-integrates-with-nova-credit Scotiabank was the first Canadian bank to partner with Nova Credit in 2023 and is now the first to embed this capability directly into its digital credit card application process. Retail Banking News Aggregation Team Tuesday, August 12, 2025 1:00 am https://americas.managersofwealth.com/article/64581/first-financial-expands-us-footprint-with-142m-bankfinancial-acquisition The deal follows First Financial's recent agreement in June to acquire Northeast Ohio-based Westfield Bank for $325 million. Retail Banking News Team Monday, August 11, 2025 1:00 am https://americas.managersofwealth.com/article/64566/western-union-to-acquire-intermex This acquisition strengthens Western Union’s retail offering in the U.S. Retail Banking News Aggregation Team Thursday, July 31, 2025 1:00 am https://americas.managersofwealth.com/article/64484/us-bank-marks-25-years-in-europe-with-spotlight-on-irish-origins-innovation-and-community-leadership This marked the first step in what would become a decades long commitment to Ireland as a hub for talent, technology and transformation. Retail Banking 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 News Aggregation Team Tuesday, February 18, 2025 12:00 am https://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS News Team Wednesday, January 22, 2025 12:00 am https://americas.managersofwealth.com/article/62895/trumpamprsquos-climate-policy-and-its-impact-on-investments In practice, this means that the US no longer has to submit a climate action plan to the United Nations every five years. Planet SOS News Aggregation Team Friday, November 29, 2024 12:00 am https://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS News Team Tuesday, October 22, 2024 1:00 am https://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS