https://americas.managersofwealth.com/ Sat, 08 Nov 2025 23:53:25 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65318/eton-solutions-brings-billionaire-grade-wealth-management-to-individuals-with-15m-in-assets EtonAlpha™ Combines the Power of a Family Office With The Ease of a Money App So Ultra High Net Worth Individuals Can Effectively Manage Their Global Assets Wealth and Asset Management News Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65319/broadridge-reports-first-quarter-fiscal-2026-results Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million Wealth and Asset Management News Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65320/santander-named-amplsquobest-private-bankamprsquo-in-spain-and-poland-by-the-banker The magazine also grants a special commendation to Santander Private Banking Mexico. Wealth and Asset Management News Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65321/northern-trust-named-best-private-bank-in-us Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives Wealth and Asset Management News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65327/savvy-attracts-trio-of-commonwealth-teams-as-lpl-strives-for-90-retention The latest additions (along with other recent moves) will push Savvy’s total advisor count to 100. The three Commonwealth teams collectively manage nearly $400 million in client assets. Wealth and Asset Management News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65329/igm-financial-posts-record-q3-as-advisory-inflows-surge-amid-wealth-business-pivot Advisory arm sees sharp growth with $302 billion in client assets and $2.4 billion inflows Wealth and Asset Management News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65306/bofa-eyes-moderate-asset-growth-for-wealth-management-division-ampndash-report Merrill Wealth Management co-president Eric Schimpf stated that pre-tax margins could expand between 4% and 6% over the coming years. Wealth and Asset Management News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65307/family-offices-make-fewer-deals-but-still-flock-to-ai-startup-mega-rounds While family offices are making fewer bets, their appetite for large rounds hasn’t budged as they seek bigger returns and to tap into the AI boom. Wealth and Asset Management News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65311/merrill-wealth-aims-to-double-organic-growth-rate-via-existing-bank-of-america-clients During the wirehouse’s first Investor Day in about 15 years, Merrill Wealth Co-Heads Lindsay Hans and Eric Schimpf detailed how the wealth division has an “enormous” opportunity among existing HNW bank clients. Wealth and Asset Management News Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65297/five-ubs-pacific-desert-market-financial-advisors-recognized-on-forbesamprsquo-top-next-gen-advisors-best-in-state-list Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and ranked the #1 advisor in Arizona on the Forbes America’s Top Next-Gen Wealth Advisors list. Wealth and Asset Management News Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65316/modern-wealth-management-appoints-derek-bruton-as-head-of-mampampa 30-year industry veteran joins Modern Wealth to lead national M&A strategy, accelerate firm’s expansion across key U.S. markets People Moves News Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65305/idb-bank-names-sagy-aseraf-as-president-of-private-banking-ampamp-wealth-management Aseraf to Lead IDB’s Private Banking and Wealth Management Business Expansion in the U.S., Latin America and Israel. People Moves News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65312/jpmorgan-hired-a-trader-who-made-md-aged-27-from-a-hedge-fund He was reported to have left Jain earlier this year for an unclear reason, however, and yesterday announced his return to banking. People Moves News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65313/jeff-bright-to-lead-carbonamprsquos-us-strategy-as-underwriting-director The firm hopes that a strong team, innovative technology, and the support of a successful recent capital raise will enable it to build a robust expansion plan in the region. People Moves News Aggregation Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65293/citi-strengthens-wealth-management-team-with-seasoned-bankers-in-toronto-vancouver New hires bring decades of experience in private banking, investment strategy, and client advisory People Moves News Aggregation Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65294/thomas-cahill-joins-keebeck-wealth-managementamprsquos-advisory-board He serves as a director at several Newpath portfolio companies and has advised on science and policy issues at the national level. People Moves News Aggregation Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65299/citiamprsquos-family-office-head-hofmann-to-leave-in-latest-wealth-exit Hofmann recently informed fellow executive Dawn Nordberg, Citi’s head of integrated client engagement, of his decision to leave the New York-based firm People Moves News Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65300/chubb-announces-john-lupica-to-retire During his tenure at Chubb, Mr. Lupica held important leadership roles, contributing directly to the company's growth and outstanding results. People Moves News Team Tuesday, November 04, 2025 12:00 am https://americas.managersofwealth.com/article/65283/nfp-appoints-jessica-espinoza-retirement-advisory-national-practice-leader-and-stephen-jans-wealth-management-national-practice-leader New practice leaders ensure commitment to delivering integrated solutions for middle market clients that reflect the full spectrum of their financial needs People Moves News Aggregation Team Monday, November 03, 2025 12:00 am https://americas.managersofwealth.com/article/65277/ampamppartners-adds-two-more-wells-fargo-teams David Kowach’s &Partners has recruited Gerardi Wealth Management and Arrowhead Private Wealth, with a combined $1.5 billion in pre-hire AUM, from his former firm. People Moves News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65324/the-brokered-deposit-statute-is-out-of-sync-with-todayamprsquos-financial-marketplace In 2025, the key to building and maintaining a stable funding base is the use of a variety of business services, platforms, technologies and relationships. Legal, Regulation & Compliance News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65310/judge-pauses-former-cmo-lawsuit-against-carson-group-amid-fabricated-evidence-allegations Mary Kate Gulick’s suit against her former employer is stayed, “given the seriousness of the allegations,” after Carson Group accused her of altering medical records to support allegations in her complaint. Legal, Regulation & Compliance News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65314/key-executive-convicted-of-defrauding-jpmorgan-chase-is-sentenced-to-over-5-years-in-prison The Manhattan federal court sentencing of Olivier Amar came a month after Charlie Javice, the founder of the startup known as Frank, was sentenced to seven years in prison. Legal, Regulation & Compliance News Aggregation Team Tuesday, November 04, 2025 12:00 am https://americas.managersofwealth.com/article/65287/latin-america-remittances-and-risks Recent research by J.P. Morgan Private Bank suggests that the trend could be exacerbated by slowing job creation in the US, which J.P. Morgan projects will grow at 2.7% in 2025 and 2.3% in 2026. Legal, Regulation & Compliance News Aggregation Team Thursday, October 30, 2025 12:00 am https://americas.managersofwealth.com/article/65255/pimco-fed-delivers-despite-data-drought What was more eventful was Fed Chair Jerome Powell’s press conference, where he emphasized that rate cuts at future meetings – including December – are “not a foregone conclusion.” Legal, Regulation & Compliance News Aggregation Team Monday, October 27, 2025 12:00 am https://americas.managersofwealth.com/article/65216/dutch-bank-bunq-gains-us-license-to-offer-american-investments Bunq has previously filed a broker-dealer registration with American regulators, including FINRA and the SEC. Legal, Regulation & Compliance News Team Thursday, October 23, 2025 1:00 am https://americas.managersofwealth.com/article/65191/visory-helps-wealth-management-firms-face-regulators-and-clients-with-cybersecurity-confidence SecureAudit was spotlighted at the 2025 Bob Veres Insider's Forum, where Visory guided wealth management leaders through the same hard questions SecureAudit is designed to address: Legal, Regulation & Compliance News Team Friday, October 17, 2025 1:00 am https://americas.managersofwealth.com/article/65145/expanding-brazilamprsquos-global-investment-horizon-the-strategic-role-of-the-cayman-islands The challenge arises for Brazilian residents who control offshore private equity vehicles. Legal, Regulation & Compliance News Team Wednesday, October 15, 2025 1:00 am https://americas.managersofwealth.com/article/65127/muskamp039s-legal-fight-over-56-billion-payday-from-tesla-enters-final-stage The defendants, current and former Tesla directors, denied wrongdoing and said McCormick misinterpreted the facts and the law. Legal, Regulation & Compliance News Team Tuesday, October 14, 2025 1:00 am https://americas.managersofwealth.com/article/65115/fraud-is-changing-are-banks-ready Banks faResiliency is key to combating changing threatsce a changing threat to their mission of safeguarding customer assets and well-being: cutting-edge fraud. Legal, Regulation & Compliance News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65317/bank-of-america-chases-future-gains-from-ai-investments This is a crucial and scalable foundation for enterprise AI that includes unified data across business and advanced analytics. FinTech News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65323/palmetto-citizens-federal-credit-union-adopts-tyfoneamp039s-nfinia-digital-banking-platform Beyond the digital platform, Palmetto Citizens has implemented Tyfone's Skip-A-Pay loan deferral solution and Quick Pay feature. FinTech News Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65308/apex-fintech-solutions-and-evergreen-wealth-collaborate-to-redefine-digital-wealth-management Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients FinTech News Aggregation Team Thursday, November 06, 2025 12:00 am https://americas.managersofwealth.com/article/65309/bank-of-america-prioritizes-bigger-ai-initiatives-as-annual-spending-on-new-tech-increased-by-44-over-the-past-decade The executive that’s steering those investments is Hari Gopalkrishnan, a 14-year veteran who was promoted to serve as the chief technology and information officer in late July. FinTech News Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65295/d1g1t-launches-new-portfolio-management-enhancements-expanded-client-management-and-investor-tools-aimed-at-elevating-the-advisor-client-experience Platform processes millions of accounts instantly and executes bulk data loading, rebalancing, reporting and billing faster than ever freeing up time and optimizing workflows FinTech News Aggregation Team Monday, November 03, 2025 12:00 am https://americas.managersofwealth.com/article/65275/general-bank-of-canada-adopts-thought-machineamp039s-vault-core-platform The two companies say the cloud-native Vault Core platform will provide GBC with the infrastructure needed to "support its ambitious transformation strategy". FinTech News Team Friday, October 31, 2025 12:00 am https://americas.managersofwealth.com/article/65265/ssampampc-technologies-unveils-innovative-solutions-at-deliver-2025 Premier technology conference draws 1,200 leaders across financial and healthcare services FinTech News Team Friday, October 31, 2025 12:00 am https://americas.managersofwealth.com/article/65266/credcore-secures-win-in-banking-category-at-2025-money2020-awards This recognition underscores CredCore's mission to modernize credit markets through AI‐native infrastructure software. FinTech News Aggregation Team Friday, October 31, 2025 12:00 am https://americas.managersofwealth.com/article/65269/jpmorgan-tokenizes-private-equity-fund-as-dimon-declares-amplsquocrypto-is-realamprsquo The transaction was completed on the bank’s private, permissioned blockchain network. FinTech News Team Wednesday, October 29, 2025 12:00 am https://americas.managersofwealth.com/article/65238/why-ai-and-crypto-are-gaining-ground-in-family-office-portfolios While portfolio allocations in traditional assets, such as stocks and bonds, are not going anywhere soon, investments that were once looked upon with skepticism are now picking up steam among the world’s most sophisticated investors. FinTech News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65325/charles-schwab-to-acquire-forge-global-in-660m-deal Forge operates a private market platform that has facilitated more than $17bn in private company share transactions. Alternative Investments News Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65296/tangerine-and-engine-by-starling-sign-agreement-to-provide-next-generation-banking-for-millions-of-canadians Engine to provide complete digital banking platform for 2+ million Tangerine clients in Canada Alternative Investments News Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65302/morningstar-and-pitchbook-to-launch-comprehensive-index-suite-for-evergreen-private-market-funds New indexes deliver a full-service solution—integrating ratings, research, and private market data—to bring transparency and structure to a complex and fast-growing segment of the private markets. Alternative Investments News Team Wednesday, November 05, 2025 12:00 am https://americas.managersofwealth.com/article/65303/equitable-holdings-reports-third-quarter-2025-results Management net inflows of $1.7 billion, excluding the impact from Equitable’s life reinsurance transaction Alternative Investments News Team Tuesday, November 04, 2025 12:00 am https://americas.managersofwealth.com/article/65282/apollo-funds-commit-65-billion-to-amposlashrstedamprsquos-hornsea-3-in-the-uk Apollo Infrastructure to Become 50-50 Joint Venture Partner in World’s Largest Offshore Wind Farm Project Alternative Investments News Aggregation Team Tuesday, November 04, 2025 12:00 am https://americas.managersofwealth.com/article/65288/ria-platform-uptick-partners-to-surpass-1b-with-latest-additions Uptick supports the launch of Coppertree Financial Planning, a $100 million practice out of Edward Jones, and a team of breakaways from an RIA in Kansas City, with $275 million. Alternative Investments News Aggregation Team Tuesday, November 04, 2025 12:00 am https://americas.managersofwealth.com/article/65290/wealth-shift-redefines-art-market-as-next-gen-collectors-demand-values-before-profit Younger collectors drive a transformation forcing wealth managers to adapt Alternative Investments News Aggregation Team Tuesday, November 04, 2025 12:00 am https://americas.managersofwealth.com/article/65291/billionaire-ray-dalio-and-jpmorgan-dump-150m-into-fruitist-the-1b-jumbo-blueberry-startup-crushing-healthy-snack Distribution includes major chains such as Costco, Giant, Publix, ShopRite, Sprouts Farmers Market, Trader Joe’s, Wakefern, Walmart, and Whole Foods. Alternative Investments News Aggregation Team Tuesday, November 04, 2025 12:00 am https://americas.managersofwealth.com/article/65292/mai-capital-announces-reorganization-after-evoke-deal Rick Buoncore remains chairman and CEO of the now $65 billion RIA, with former Evoke co-founder and head David Hou taking the role of managing partner heading UHNW clients. Alternative Investments News Aggregation Team Monday, November 03, 2025 12:00 am https://americas.managersofwealth.com/article/65276/580b-wealthspire-ria-taking-shape-after-madison-dearborn-acquisition The combined RIA will operate under the Wealthspire brand, backed by a fresh $1 billion in debt financing and five firms with a history of collaboration, according to CEO Mike LaMena. Alternative Investments News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65328/citadel-securities-raided-goldman-sachs-jpmorgan-ampamp-morgan-stanley-for-its-new-business Luger himself comes from JPMorgan, where he was head of the high touch equities business in New York until September 2025. Investment Banking News Team Monday, November 03, 2025 12:00 am https://americas.managersofwealth.com/article/65278/hometown-financial-group-completes-acquisition-of-cfsb-bancorp-inc Welcomes Colonial Federal Savings Bank into North Shore Bank Investment Banking News Team Monday, November 03, 2025 12:00 am https://americas.managersofwealth.com/article/65281/versabank-announces-largest-us-rpp-partner-to-date-surpasses-us-rpp-target-with-us310-million-funded-in-fiscal-2025 The Bank immediately completed an initial funding of US$61 million Investment Banking News Aggregation Team Monday, October 20, 2025 1:00 am https://americas.managersofwealth.com/article/65163/jpmorganamp039s-new-office-involved-intense-inputs-from-its-top-bankers-the-finance-job-where-you-stop-work-at-3pm It's not easy to design a building if you spend your time staring at spreadsheets, but the bankers were given some help with their real life ideation. Investment Banking 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 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, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65315/will-mamdaniamprsquos-proposed-millionaire-tax-save-or-sink-new-york-city Zohran Mamdani won over New York City voters by promising to make the city more affordable with a rent freeze and free services funded in part with an added tax on the rich. Comment, Analysis & Research News Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65322/when-small-businesses-struggle-canada-struggles-is-your-bank-ready-to-step-up Recent survey results highlight key banking challenges for Canada’s small- and medium-sized businesses (SMBs), and how banks can elevate their services. Comment, Analysis & Research News Team Monday, November 03, 2025 12:00 am https://americas.managersofwealth.com/article/65273/what-do-fed-rate-cuts-mean-for-investors While the tone of the meeting was more hawkish than markets expected, we still expect another 50bps of rate cuts between now and the first quarter of 2026, and with policy rates set to fall, we advise investors to put cash to work. Comment, Analysis & Research News Team Wednesday, October 29, 2025 12:00 am https://americas.managersofwealth.com/article/65243/linda-mack-of-mack-international-was-interviewed-in-the-september-publication-of-thinkadvisor-on-the-subject-of-uhnw-client-services On Family Offices being skilled at getting member clients to "open up" and how that applies to financial advisors. Comment, Analysis & Research News Aggregation Team Friday, October 24, 2025 1:00 am https://americas.managersofwealth.com/article/65208/a-huge-wealth-transfer-is-coming-ampmdash-but-most-americans-donamp039t-have-a-will Estate planning isn't just for the wealthy Comment, Analysis & Research News Aggregation Team Monday, October 20, 2025 1:00 am https://americas.managersofwealth.com/article/65161/a-record-number-of-americans-are-tapping-401ks-for-emergencies-ampmdash-should-you Yet at the same time, more Americans are tapping their 401(k)s or similar plans for emergencies. Comment, Analysis & Research News Aggregation Team Monday, October 20, 2025 1:00 am https://americas.managersofwealth.com/article/65165/paraguay-ampndash-the-silicon-valley-of-south-america After graduating she spent eight years working in Silicon Valley, near San Francisco, with roles at various American start-ups. Comment, Analysis & Research News Team Friday, October 17, 2025 1:00 am https://americas.managersofwealth.com/article/65144/asset-servicing-volumes-surge-25-yoy-triggering-a-new-era-of-automation-and-efficiency-new-broadridge-study-finds The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing. Comment, Analysis & Research News Team Friday, October 17, 2025 1:00 am https://americas.managersofwealth.com/article/65147/advisor-productivity-solving-the-canadian-integration-gap Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets. Comment, Analysis & Research News Team Thursday, October 16, 2025 1:00 am https://americas.managersofwealth.com/article/65130/institutional-support-for-shareholder-proposals-hits-new-low-broadridge-proxypulseamptrade-report-finds Institutional Shareholder Support for ESG at Its Lowest Level in Nine Years 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 Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65326/canadaamprsquos-2025-budget-plan-includes-new-stablecoin-rules-real-time-rail-launch The budget outlined a clear focus on developing Canada’s core banking systems, expanding digital remittance options, and fostering competition in financial services. Retail Banking News Team Monday, October 27, 2025 12:00 am https://americas.managersofwealth.com/article/65214/wells-fargo-backs-south-dallas-growth-with-68-million-in-grants Funding will support entrepreneurs, housing, workforce training, and renovations of commercial property like the iconic Forest Theater Retail Banking 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 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