https://americas.managersofwealth.com/ Fri, 28 Aug 2026 22:49:01 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67709/who-are-the-fastest-growing-wealth-management-firms-in-south-florida-global-wealth-management-recognized-for-a-third-year The recognition comes as the firm continues to expand its footprint across Florida, now serving clients from six offices between Fort Lauderdale and The Villages. Wealth and Asset Management News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67714/citizens-keeps-up-wealth-push-with-1b-tampa-duo Also, $111B Mercer grows its Ohio footprint through acquisition, Janney adds a $150M advisor from Wells Fargo, and Steward Partners expands credit line by group led by Blackstone. Wealth and Asset Management News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67717/blackrock-stock-and-2-us-asset-managers-tied-to-money-market-demand This article walks through three U.S. asset managers from the screener that appear most exposed to these headlines and explains why their stories matter now. Wealth and Asset Management News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67718/the-new-evolutionary-model-of-wealth-management For independent wealth management firms, this shift is not a passing trend. Wealth and Asset Management News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67693/cetera-welcomes-former-commonwealth-team-severn-wealth-management-overseeing-approximately-160-million-in-aua Family-centered Annapolis practice with a decades-long legacy begins its next chapter of growth within Summit Financial Networks at Cetera Wealth and Asset Management News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67696/royal-bank-of-canada-reports-third-quarter-2026-results Adjusted net income2 and adjusted diluted EPS2 of $6.1 billion and $4.28 were up 10% and 11%, respectively, from the prior year. Wealth and Asset Management News Aggregation Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67697/over-90-of-investors-and-wealth-managers-want-better-security-on-digital-assets-says-survey Security and custody standards identified as the biggest roadblock to investing Wealth and Asset Management News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67698/dunham-named-finalist-in-the-2026-wealthies-competition Three finalist nods span marketing leadership, thought leadership, and estate planning advisor support Wealth and Asset Management News Aggregation Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67699/billionaire-cohort-and-wealth-at-new-highs-but-whatamprsquos-in-their-portfolios New research reveals wealth drivers, asset holdings and demographic makeup of world’s wealthiest Wealth and Asset Management News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67705/proxima-wealth-partners-launches-on-the-concurrent-platform-to-be-a-destination-for-growth-oriented-independent-advisors Co-Founded by former Raymond James Private Client Group executive Chris Davitt, Proxima offers institutional resources and advisor-centric solutions for liquidity and business monetization. Wealth and Asset Management News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67710/cna-promotes-claire-louko-to-svp-north-america-reinsurance She brings nearly two decades of industry experience, with expertise spanning property and casualty insurance, underwriting, commercial insurance, financial risk and more. People Moves News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67712/finet-raymond-james-land-california-and-washington-advisor-teams Three advisor groups overseeing more than $700M in combined client assets head to new firms. People Moves News Aggregation Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67701/alacriti-appoints-seasoned-financial-exec-michael-lovell-as-cfo During his over 30-year career, Lovell has held the CFO title at Iodine Software, Zenoss, Lifesize, NewportWorks, and Grassroots Enterprise. People Moves News Aggregation Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67704/lpl-financial-appoints-jonathan-lewis-as-md-and-chief-technology-and-information-officer Lewis brings leadership experience from Wells Fargo, JP Morgan Chase, and Goldman Sachs to the US wealth management firm. People Moves News Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67682/bailard-deepens-private-markets-bench-for-ultra-high-net-worth-clients-with-senior-hire Simon Smundak, CFA, joins as Senior Vice President, Private Markets & Solutions, adding depth to a UHNW practice CNBC recently named among its first 25 Elite Advisors People Moves News Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67685/northern-trust-wealth-management-expands-new-york-team The new additions enhance Northern Trust’s delivery of integrated investment, fiduciary, banking and wealth planning capabilities in New York People Moves News Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67687/citizens-expands-private-wealth-presence-in-florida-with-tampa-based-advisory-team Prior to joining Citizens Private Wealth, the team served clients who held more than $1 billion in assets in total at the team’s prior institution. People Moves News Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67691/us-bancorp-btig-appoints-mangesh-ghogre-as-managing-director-metals-ampamp-mining-coverage Previously, he founded One Capita Advisors, providing capital raising and advisory services to U.S. corporates across the industrials sector. People Moves News Aggregation Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67676/harry-zhu-to-join-wsecu-as-new-president-and-ceo Zhu is taking over from Gary Swindler, who is retiring after nearly four decades at the credit union, including seven years as CEO. People Moves News Aggregation Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67672/oscar-gomez-castilla-joins-morgan-stanley-wealth-management-in-miami The advisor joins the company from JP Morgan and focuses his practice on ultra-high-net-worth individuals, entrepreneurs and families. People Moves News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67651/sec-proposes-regulation-crypto-assets The new rules will allow offerings of up to $5 million during a four-year period, and offerings of $75 million during a 12-month period. Issuers would be subject to reporting and disclosure requirements. Legal, Regulation & Compliance News Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67550/crainamprsquos-new-york-business-names-sheppard-new-york-attorneys-to-2026-ampldquonotable-leaders-in-accounting-consulting-and-lawamprdquo Crain’s New York Business Legal, Regulation & Compliance News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67523/the-supreme-court-quietly-killed-sec-independence It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67485/young-hnw-clients-are-choosing-experiences-over-assets-ampmdash-can-advisors-keep-up Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that's forcing advisors to rethink how they plan Legal, Regulation & Compliance News Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67466/brad-rude-ampamp-cameron-edmiston-wells-fargo-advisors-face-10mm-complaint The pending complaint alleges damages of $10 million. Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67470/capital-one-says-it-closed-over-300-trump-organization-accounts-after-anti-money-laundering-probe Capital One first notified the Trump Organization of its intention to close more than 300 affiliated bank accounts in March 2021 Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67472/fed-and-fdic-ease-bank-insider-lending-rules-in-latest-deregulatory-push The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks. Legal, Regulation & Compliance News Aggregation Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67456/ai-lawsuits-surge-to-dominate-securities-class-action-filings-in-2026 Artificial intelligence is no longer just reshaping investment portfolios, it is reshaping the litigation landscape around them. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67446/trumpamprsquos-court-losses-leave-taxpayers-facing-millions-in-legal-fees Federal agencies can be required to pay attorneys' fees when they lose in court under a 1980 law meant to ensure individuals, small businesses and nonprofits aren't priced out of suing the government. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67448/finra-rbcamprsquos-aml-rules-risked-missing-red-flags According to the brokerage regulator, flawed surveillance systems at RBC Capital Markets’ wealth management division failed to detect suspicious transactions that should have triggered alerts. Legal, Regulation & Compliance News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67711/the-united-states-will-have-to-share-ai-leadership-with-china-according-to-global-investors More than half of institutional investors and wealth managers believe China will match the US within five years FinTech News Aggregation Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67702/fv-bank-launches-global-managed-accounts FV Bank says that the new infrastructure gives fintech companies and payment platforms a regulated foundation for neobank-style products under their own respective brands. FinTech News Aggregation Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67703/us-state-bankers-associations-to-build-industry-owned-blockchain-network Bankers associations from 39 US states have banded together to create an industry-owned blockchain network. FinTech News Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67662/archway-marks-full-independence Company unveils a refreshed brand and website reflecting its evolution as a technology and services partner to family offices, private banks, and private funds FinTech News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67664/gemini-apex-deal-reflects-prediction-markets-move-towards-mainstream-retail-investing Regulated prediction markets for retail brokerage clients is the latest sign that prediction markets are entering the mainstream investing toolkit. FinTech News Aggregation Team Wednesday, August 19, 2026 1:00 am https://americas.managersofwealth.com/article/67626/amplsquoworrisomeamprsquo-ai-is-driving-a-looming-market-correction-european-central-bank-economists-warn Economists at the European Central Bank warn heady stock market valuations are likely to suffer a correction, even if they fairly reflect the ways in which AI will transform society. FinTech News Team Tuesday, August 18, 2026 1:00 am https://americas.managersofwealth.com/article/67611/matera-and-utila-partner-to-help-banks-bring-digital-assets-to-their-customers Partnership combines Utila’s institutional digital asset infrastructure with Matera’s real-time authorization and ledger technology, enabling banks to offer stablecoin and digital asset services without replacing their core banking systems FinTech News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67587/franklin-templeton-keeps-ai-overweight-despite-tech-volatility In its latest Asset Allocation Views, the asset manager said July’s market swings had reset technology valuations and moderated investor sentiment after signs of excessive optimism. FinTech News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67592/citigroupamp039s-consumer-cards-to-acquire-fintech-kard Its embedded, machine learning-powered personalization and matching capabilities simplify rewards for issuers, deliver meaningful value to customers and help brands reach high-intent consumers with measurable outcomes. FinTech News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67594/missionsquare-to-add-personal-wealth-management-offering The $73.6 billion retirement firm is adding wealth services in response to feedback from plan participants. FinTech News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67716/higginbotham-expands-into-retirement-and-wealth-with-two-west Broker is adding retirement and wealth management capability as commercial P&C premiums post their first quarterly decline since 2017 Alternative Investments News Aggregation Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67695/sun-life-and-wilton-re-in-strategic-partnership Our partnership with Wilton Re enhances our scale and presence in insurance asset management Alternative Investments News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67700/apollo-funds-and-kkr-announce-strategic-partnership-to-support-atlantic-aviationamprsquos-continued-growth The transaction values Atlantic Aviation at nearly $10 billion. Alternative Investments News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67708/ftse-russell-and-21shares-announce-global-benchmark-partnership-across-us-european-and-australian-etp-suites Strategic initiative standardizes index architecture across 21shares’ worldwide product lineup, building on transitions successfully completed in Europe and Australia earlier this year Alternative Investments News Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67689/buckeye-strong-210-years-of-investing-in-ohioamprsquos-future With deep roots in Ohio, JPMorganChase is helping drive the state’s next chapter of economic growth. Alternative Investments News Aggregation Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67690/lpl-financial-raymond-james-land-advisors-managing-470m Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS. Alternative Investments News Aggregation Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67678/lpl-financial-lands-16b-conte-wealth-advisors-from-cambridge A third-generation Pennsylvania firm with 24 advisors and $1.6 billion in client assets has left Cambridge Investment Research. Alternative Investments News Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67680/jll-facilitates-sale-of-premier-northern-california-senior-housing-portfolio Transaction highlights Affinius Capital and Alliance Residential Company’s track record of creating an institutional-quality senior housing portfolio in demographically superior markets Alternative Investments News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67665/wall-street-firms-reap-windfall-from-south-koreaamprsquos-stock-market-boom By comparison, the combined second-quarter net profit of 10 major Korean securities firms rose 141% from a year earlier and 37% from the previous quarter. Alternative Investments News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67666/the-battle-for-latin-american-financial-talent The Latin American investor is changing at the same time as the industry’s architecture. Alternative Investments News Aggregation Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67679/jpmorgan-targets-ai-driven-wealth-boom-eases-time-restrictions-on-pledged-loans-for-new-listings The bank shortened the waiting period for related services when SpaceX went public, and may extend this practice to the AI company Anthropic in the future. Investment Banking 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 Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67715/lunar-economy-could-be-worth-566-billion-who-gets-there-first A new Deloitte report maps the business case for the moon, projecting hundreds of billions in economic value, with some big winners. Comment, Analysis & Research News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67694/robert-rizzo-highlights-family-officesamprsquo-expanding-role-in-private-equity-deals-in-mergers-ampamp-acquisitions Robert also highlighted the appeal of direct investing for family offices, which can provide greater control over investments and more favorable economics by eliminating the fees associated with investing through a private equity fund. Comment, Analysis & Research News Aggregation Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67692/wells-fargo-hits-17-18-rotce-target-can-it-sustain-the-momentum A key catalyst is the removal of the Federal Reserve's asset cap in June 2025 Comment, Analysis & Research News Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67677/truist-premier-deepens-commitment-to-advice-led-banking-for-mass-affluent-clients Truist Premier delivers personalized planning, advice-led relationships and exclusive benefits for clients with growing financial complexity Comment, Analysis & Research News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67645/making-the-move-from-a-big-bank-to-an-independent-multi-family-office-a-conversation-with-paul-tramontano-of-cresset Even with the thousands of wealth management firms out there, it felt a bit like finding the “needle in the haystack.” Comment, Analysis & Research News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67653/ricardo-sucre-returns-to-amerant-ampldquoour-goal-is-to-achieve-double-digit-annual-growth-in-assets-under-managementamprdquo Sucre highlights Amerant’s capacity to deliver a comprehensive service relationship to Latin American clients. Comment, Analysis & Research News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67577/the-amplsquo20-ruleamprsquo-behind-giorgos-tsetisamprsquo-blueprint-for-a-new-kind-of-family-office The Great Things formula and 20% giving minimum were inspired by the economics of venture capital and private equity Comment, Analysis & Research News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67582/estate-planning-is-an-ongoing-service-not-a-one-time-event Advisors celebrate National Make a Will Month by describing how ongoing estate reviews and wealth transfer talks build trust and grow client relationships Comment, Analysis & Research News Aggregation Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67542/philanthropy-in-the-age-of-ai Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios. Comment, Analysis & Research News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67488/privacy-amplsquoan-asymmetrical-riskamprsquo-for-the-rich-the-chauffeur-service-taking-on-the-city-of-new-york High-end ride-hailing service Wheely believes New York City rule requiring every journey to be logged could put ultra-wealthy clients in danger Comment, Analysis & Research News Aggregation Team Tuesday, August 18, 2026 1:00 am https://americas.managersofwealth.com/article/67616/billionaire-mark-cuban-blasts-amplsquoinsaneamprsquo-ro-khanna-wealth-tax-proposal For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares. Tax News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67585/tether-completes-the-largest-inaugural-financial-audit-in-history KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue Tax News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67593/kpmg-counted-every-gold-bar-tether-lands-its-first-full-audit-after-years-of-doubt For a firm that spent years batting away doubts over whether its USDt token is truly backed one-to-one, it is a symbolic win. Tax News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67565/google-co-founder-sergey-brin-spending-more-than-100-million-fighting-california-wealth-tax Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires. Tax News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67514/why-wealth-taxes-always-fail Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution. Tax News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67473/nycamp039s-pied-ampagrave-terre-tax-rollout-leaves-frustrated-longtime-owners-fighting-bills Thousands of primary homeowners claim to have been wrongly flagged for a levy meant for second-home owners, sparking a scramble over exemptions. Tax News Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67460/aampampm-tax-policy-quarterly-outlook-q2-2026 The publication also provides a comprehensive overview of key tax policy and controversy updates across regions, offering practical insights into jurisdictional trends and legislative changes. Tax News Aggregation Team Friday, July 24, 2026 1:00 am https://americas.managersofwealth.com/article/67395/fidelity-widens-sma-lineup-as-tax-optimization-reshapes-wealth-advice New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion. Tax News Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67349/assetmark-tax-management-services-surpass-10-billion-in-tax-managed-assets Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice Tax News Team Thursday, July 16, 2026 1:00 am https://americas.managersofwealth.com/article/67326/tax-optimization-becomes-new-battleground-for-wealth-manager-differentiation Cerulli finds platform sponsors increasingly prioritizing tax management capabilities as firms seek more reliable sources of post-tax alpha Tax News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67713/royal-bank-of-canada-unifies-global-transaction-banking-business New co-leadership unifies RBC’s transaction banking capabilities across the bank to serve clients seamlessly across borders Retail Banking News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67707/td-bank-group-reports-third-quarter-2026-results Adjusted earnings and earnings per share were $4.7 billion and $2.77, up 21% and 26%, respectively, year-over-year. Retail Banking News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67668/republic-bancorp-named-to-american-bankeramprsquos-2026-top-performing-banks-list Banks recognized on this year’s list benefited from improved efficiency, strong lending performance, deposit growth and expanded net interest margins. Retail Banking News Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67656/citi-appointed-as-depositary-bank-for-agilyx-asaamprsquos-adr-program Citi Issuer Services is a leading provider of depositary receipt services. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67518/thredd-powers-pliantamprsquos-us-expansion-with-visa-card-launch The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67520/klarna-live-on-jp-morgan-payments-in-us Industry data cited in the announcement suggests that more than one in four Americans are more inclined to finish a purchase when flexible payment options are shown at checkout. Retail Banking News Aggregation Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67420/profit-at-major-brazilian-banks-expected-to-rise-in-q2 But rising loan defaults are also set to give bank earnings a more cautious tone Retail Banking News Aggregation Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67332/the-great-bank-migration-banking-loyalty-must-now-be-earned As US consumers increasingly switch banks in search of better rates, digital experiences and transparency, Alastair Wood discusses how financial institutions must continuously earn customer loyalty by delivering value and building stronger, more personali Retail Banking News Team Thursday, July 09, 2026 1:00 am https://americas.managersofwealth.com/article/67264/klarna-submits-application-for-us-banking-license Klarna has operated as a licensed bank in Europe since 2017 and serves U.S. customers through valued partner banks. Retail Banking News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team 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