https://americas.managersofwealth.com/ Thu, 19 Jun 2025 09:34:45 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64087/northern-trust-selected-by-mereo-insurance-to-provide-asset-servicing-and-asset-management-solutions Additionally, Northern Trust Asset Management (NTAM) will manage a portion of Mereo’s fixed income portfolio and provide cash sweep services. Wealth and Asset Management News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64091/osaic-acquires-135-billion-cw-advisors Acquisition strengthens Osaic Advisor’s signature employee model, provides Boston-based RIA with increased access to long-term capital and comprehensive wealth solutions Wealth and Asset Management News Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64077/advisor-team-with-over-300-million-in-assets-joins-ameriprise-financial Ameriprise Welcomes Allegiant Private Wealth, led by Private Wealth Advisor Christine Selzer, from Merrill Lynch Wealth and Asset Management News Aggregation Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64079/raymond-james-adds-950m-colorado-team-from-ameriprise The 10-advisor Springs Wealth Group, which has offices in Colorado Springs and Texas, will join Raymond James' independent advisor channel. Wealth and Asset Management News Aggregation Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64065/rich-americans-look-to-london-as-uk-battles-non-dom-exodus Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City Wealth and Asset Management News Aggregation Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64066/ex-ubs-advisors-with-11-billion-jump-to-rbc-wealth-management The change marks the latest in a series of defections from UBS to Canada’s largest bank. Wealth and Asset Management News Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64067/lazard-releases-2025-levelized-cost-of-energy-report The report explores key aspects of energy generation, energy storage, and system-level considerations while reflecting on developments over the past 12 months.  Wealth and Asset Management News Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64051/new-family-office-research-reveals-that-cross-border-wealth-is-on-the-rise-and-defining-purpose-unlocks-next-gen-engagement Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas Wealth and Asset Management News Aggregation Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64052/jp-morgan-tops-advisory-record Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership. Wealth and Asset Management News Aggregation Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64053/private-wealth-network-returns-to-new-york This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas. Wealth and Asset Management News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64088/citi-board-elects-jonathan-moulds-to-board-of-directors Citi will benefit greatly from Jonathan’s widely recognized track record for driving change across large organizations and the strong focus he puts on efficiency, regulatory compliance, and innovation. People Moves News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64089/dakota-wealth-management-promotes-key-executives-fueling-next-stage-of-growth With 40 years of experience building successful RIAs, including three exceeding $1 billion in AUM, Peter Raimondi, Founder and CEO has prepared Dakota Wealth Management for the future. People Moves News Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64086/bennett-blau-joins-evercore-as-senior-managing-director-in-the-healthcare-investment-banking-group Mr. Blau joins Evercore with over 15 years of investment banking experience. People Moves News Aggregation Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64071/aon-promotes-rieth-to-global-cyber-leader-commercial-risk-solutions Based in Chicago, Reith will reportedly retain direct responsibility for North America while expanding his leadership to include collaborative oversight across EMEA, Latin America and Asia Pacific. People Moves News Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64055/henry-mercer-named-chief-investment-officer-at-withum-wealth-management In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role. People Moves News Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64056/mellany-bagtas-joins-ubs-as-a-financial-advisor-in-new-york-city She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas. People Moves News Aggregation Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64062/advisor-moves-lpl-and-raymond-james-add-veteran-advisors-in-california LPL welcomes a Beverly Hills-based practice from Wedbush Securities as RayJay adds a Stifel alum to its employee advisor arm. People Moves News Aggregation Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64064/rbc-elevates-us-investment-bankers-chawhan-monga-to-unit-heads Prior to RBC, Monga spent nearly 17 years split between Deutsche Bank, opens new tab and Bank of America. People Moves News Team Thursday, June 12, 2025 1:00 am https://americas.managersofwealth.com/article/64039/clampeacutement-chenneveau-joins-altium-wealth-architecture-to-enhance-strategic-advisory-services-for-uhnw-families-and-entrepreneurs-in-quebec This strategic addition underscores Altium's commitment to delivering bespoke wealth management solutions to ultra-high-net-worth families, entrepreneurs, and sophisticated investors. People Moves News Aggregation Team Thursday, June 12, 2025 1:00 am https://americas.managersofwealth.com/article/64042/ubs-international-adds-adelino-dias-as-financial-advisor-in-new-york Prior to that, he spent eight years at Citi, where he held the role of VP Wealth Manager People Moves News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64094/central-banks-forecast-more-gold-purchases-fewer-us-dollar-reserves-in-years-ahead Respondents expect the share of other currencies, such as the euro and renminbi, will also increase over the same five-year period. Legal, Regulation & Compliance News Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64083/us-house-bill-puts-policy-pressure-on-renewables The House-approved OBBB heightens scrutiny on foreign sourcing for entities seeking tax credits. Legal, Regulation & Compliance News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64024/state-regulators-claim-edward-jones-lpl-others-overcharged-retail-customers RBC, Stifel and TD Ameritrade were also among the settling firms. Legal, Regulation & Compliance News Aggregation Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64010/sec-weighs-harmonizing-ria-bd-mandatory-arbitration-rules The commission’s Investor Advisory Committee recommended the SEC amend its advisor rules on mandatory arbitration clauses Legal, Regulation & Compliance News Aggregation Team Monday, June 02, 2025 1:00 am https://americas.managersofwealth.com/article/63947/regulators-prepare-to-ease-post-financial-crisis-banking-rules As Politico noted, the efforts mark a major shift from last year, when regulators under President Joe Biden were advocating a plan that would require big banks to have even larger capital cushions, much to the industry’s dismay. Legal, Regulation & Compliance News Aggregation Team Friday, May 30, 2025 1:00 am https://americas.managersofwealth.com/article/63941/rbc-and-cibc-ramp-up-provisions-for-loan-losses-amid-higher-risks-stemming-from-trade-and-policy-uncertainty In the same quarter last year, RBC reserved $920-million in provisions. Legal, Regulation & Compliance News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63910/why-you-shouldnamprsquot-focus-on-tariffs-when-expanding-to-the-us Businesses don’t expand to the US for the short term. Legal, Regulation & Compliance News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63893/belgian-data-transfers-to-us-amplsquobreach-gdpramprsquo The transfers at issue were made under bilateral agreements between some EU states and the US that cover the US Foreign Account Tax Compliance Act (FATCA). Legal, Regulation & Compliance News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63876/dozens-of-houston-based-wealth-management-employees-to-be-laid-off-by-ny-based-firm Atria Wealth Solutions plans to lay off more than 50 Houston employees. Legal, Regulation & Compliance News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63838/bank-of-america-ordered-to-pay-540-million-in-long-running-lawsuit-from-the-fdic Back in 2017, the FDIC accused Bank of America of refusing to pay over $500 million in assessments Legal, Regulation & Compliance News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64090/ssampampc-to-power-wesleyanamprsquos-new-digital-first-wealth-platform One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C FinTech News Aggregation Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64082/chantico-technology-and-copia-wealth-studios-announce-strategic-partnership-to-bring-scenario-modeling-to-complex-portfolios The combined offering addresses a specific challenge: stress-testing portfolios that mix traditional securities with private equity, real estate, and other alternative investments. FinTech News Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64058/the-active-etf-boom-assets-up-600-broadridge-report-unpacks-the-growth-and-what-sets-apart-launches-that-soar-from-those-that-stall Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge FinTech News Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64059/ltx-a-broadridge-company-expands-generative-ai-capabilities-with-bondgpt-intelligence New functionality proactively delivers actionable intelligence directly into trading and investing workflows at the moment users need these critical insights FinTech News Team Wednesday, June 11, 2025 1:00 am https://americas.managersofwealth.com/article/64028/td-announces-launch-of-groundbreaking-predictive-foundation-model TD AI Prism set to redefine marketing efforts to predict customer needs and personalize experiences FinTech News Team Wednesday, June 11, 2025 1:00 am https://americas.managersofwealth.com/article/64029/matera-and-circle-join-forces-to-turn-stablecoins-into-a-payment-method-integrated-with-core-banking-systems Matera Becomes the First Banking Technology Provider in the Region to Integrate USDC, Ushering in Interoperability Between Digital Currencies and Traditional Financial Systems FinTech News Aggregation Team Wednesday, June 11, 2025 1:00 am https://americas.managersofwealth.com/article/64034/goldman-sachs-is-warning-students-against-using-chatgpt-in-their-interviews Any solution that ChatGPT regurgitates will also not be specific to your own experiences. FinTech News Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64020/tenity-expands-to-silicon-valley Through this partnership, Tenity will establish a satellite presence in Silicon Valley, expanding its reach to the U.S. and enhancing its support for founders who wish to scale globally. FinTech News Aggregation Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64006/walmartamp039s-onepay-adds-credit-cards-to-financial-services-portfolio In partnering with Synchrony and Mastercard, OnePay will add credit cards to its growing portfolio, offering both a general-purpose card and a private label card, which will be exclusively for Walmart purchases. FinTech News Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64007/lseg-to-provide-trading-technology-to-brazilian-digital-exchange-a5x A5X will operate LSEG’s suite, integrating it into its state-of-the-art technology ecosystem. FinTech News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64095/capital-group-study-financial-advisors-have-historic-opportunity-to-empower-more-women-to-invest New research reveals how financial advisors can grow their practice by engaging more women clients during the Great Wealth Transfer Alternative Investments News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64096/state-street-global-advisors-sees-strong-and-growing-market-adoption-of-proxy-voting-choice-in-q1-2025 The State Street Global Advisors proxy voting choice platform offers investors a range of voting policies Alternative Investments News Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64097/david-giroux-nominated-for-2025-us-morningstar-outstanding-portfolio-manager-award-in-allocation-category Award nomination is seventh of Giroux's illustrious career Alternative Investments News Aggregation Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64078/vanguardamprsquos-multi-class-active-etf-filing-signals-increased-cost-competition-in-active-fixed-income Vanguard does not appear to view itself as just an index fund manager but rather as a firm that can dramatically lower costs for investors in both indexed and active strategies. Alternative Investments News Aggregation Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64080/cetera-sends-second-open-letter-to-commonwealth-advisors Cetera Wealth Management President Todd Mackay draws on conversations the broker/dealer has had with Commonwealth advisors to continue a case they should jump before the LPL acquisition is finalized. Alternative Investments News Aggregation Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64081/how-advisors-can-build-and-lose-trust-with-401k-plan-sponsors Declining plan fees increase the potential for conflicts of interest not eliminated by fiduciary status. Alternative Investments News Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64084/aidentified-unveils-new-product-tiers-enhanced-user-experience-and-welcomes-dan-cavanaugh-as-head-of-wealth-management These updates mark a major milestone in the company's evolution as it continues to scale in support of financial professionals and institutions nationwide. Alternative Investments News Aggregation Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64068/canadian-households-ended-first-quarter-wealthier-despite-headwinds Market volatility and economic uncertainty aside, total assets grew again in Q1 Alternative Investments News Aggregation Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64069/investors-shun-long-term-us-bonds-as-hopes-for-aggressive-fed-rate-cuts-fade But soft consumer and producer price readings in May, which so far have yet to show the effects of higher tariffs on inflation, have fanned expectations that the Fed could resume cutting rates soon. Alternative Investments News Aggregation Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64070/blackrock-sets-400bn-fundraising-goal-for-private-investment-growth The company's 2030 vision was outlined as it seeks to challenge competitors such as Blackstone, Apollo Global Management, and KKR in the alternative asset space. Alternative Investments News Aggregation Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64063/us-bankamprsquos-kedia-outlines-strategy-to-rev-up-growth The Minneapolis-based lender, facing pressure to deliver stronger results, is working to deepen relationships with customers and transform its payments business, the CEO said Wednesday. Investment Banking News Aggregation Team Thursday, June 12, 2025 1:00 am https://americas.managersofwealth.com/article/64047/amplsquoyou-would-have-to-anoint-meamprsquo-jpmorganamprsquos-dimon-would-love-to-be-president The Wall Street executive made the comments during a wide-ranging interview at a technology conference during which he said he would love to be US president, but did not want to run for office. Investment Banking News Aggregation Team Wednesday, June 11, 2025 1:00 am https://americas.managersofwealth.com/article/64032/citi-to-set-aside-more-money-for-potential-losses-on-loans Banks build reserves for future risks based on macroeconomic indicators Investment Banking News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64023/goldman-sachs-is-cutting-317-jobs-in-new-york This month, it's cutting several hundred jobs in New York City. Investment Banking News Aggregation Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64011/french-bank-quant-director-leaves-after-a-decade-for-bank-of-america As their influence grows, a director in the QIS team of one major European bank has just left for the QIS team of an American rival. Investment Banking News Aggregation Team Friday, May 30, 2025 1:00 am https://americas.managersofwealth.com/article/63940/cibc-profit-rises-on-capital-markets-strength U.S. President Donald Trump's shifting trade policy fueled volatility in markets and forced investors to rejig their portfolios to minimize losses, helping banks' trading desks to collect more fee income. Investment Banking News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63886/115000-people-have-left-goldman-sachs-few-do-this-next CompaniesMarketCap, a public data tracker, estimates that there are 5,522 companies in the world with a market capitalization of at least $1bn. Investment Banking News Aggregation Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63855/jpmorgan-expects-dealmaking-fees-to-drop-keeps-ceo-succession-plans-steady The combination of inflation and large fiscal deficits may constrain the available policy responses in ways that further increase the risk. Investment Banking News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63840/jpmorgan-upgrades-emerging-market-equities-as-sino-us-trade-war-eases J.P.Morgan remains positive on India, Brazil, the Philippines, Chile, the UAE, Greece, and Poland within emerging markets, and sees a promising opportunity in China, particularly in technology stocks. Investment Banking News Team Thursday, May 15, 2025 1:00 am https://americas.managersofwealth.com/article/63810/abn-amro-meespierson-foresees-economic-slowdown-reduces-equity-position The tariffs remain high even now that the first trade agreements have been signed, ABN AMRO MeesPierson notes. Investment Banking News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64098/high-earning-women-are-slow-to-invest-capital-group-survey-says The research found that not only are women are more open to financial advice than men, they’re also more likely to stay loyal to a financial advisor once they have gotten started. Comment, Analysis & Research News Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64076/blackrock-study-family-offices-are-in-risk-management-mode-focused-on-increasing-diversification-and-idiosyncratic-sources-of-return Alternative assets are more important than ever to family offices, making up 42% of their portfolios, up from 39% from BlackRock’s previous survey. Comment, Analysis & Research News Aggregation Team Tuesday, June 17, 2025 1:00 am https://americas.managersofwealth.com/article/64085/us-consumer-price-index-edged-lower-than-forecast-in-may Weekly economic review for the week ended June 13, 2025 Comment, Analysis & Research News Aggregation Team Monday, June 16, 2025 1:00 am https://americas.managersofwealth.com/article/64072/jpmorgan-ceo-jamie-dimon-gives-chilling-warning-as-us-economy-amp039deterioratesamp039 'Employment will come down a little bit, inflation will go up a little bit—hopefully, it's just a little bit.' Comment, Analysis & Research News Aggregation Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64060/how-cios-value-the-trading-desk-in-2025 The market in 2025 would mean that they were relying on their trading desks for liquidity and market intelligence, observed Heinel. Comment, Analysis & Research News Team Thursday, June 12, 2025 1:00 am https://americas.managersofwealth.com/article/64038/a-new-era-of-wealth-transfer-five-key-takeaways-for-securing-your-family-legacy Insights into giving and inheriting wealth across generations. Comment, Analysis & Research News Aggregation Team Wednesday, June 11, 2025 1:00 am https://americas.managersofwealth.com/article/64030/americans-have-over-34t-in-wealth-trapped-in-home-equity-ampmdash-and-wall-street-is-trying-to-get-its-hands-on-as-much-of-it-as-possible Americans now hold $34.7 trillion in home equity – more than the entire U.S. GDP. Of that, mortgage holders account for $17.6 trillion Comment, Analysis & Research News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64019/morgan-stanley-american-funds-earn-top-rankings-from-financial-advisors Relationships with sales teams and a firm’s marketing efforts, however, greatly influence advisors’ attitudes, too. Comment, Analysis & Research News Team Thursday, June 05, 2025 1:00 am https://americas.managersofwealth.com/article/63982/north-america-high-net-worth-individual-population-surges-while-europe-and-middle-east-shrink The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios. Comment, Analysis & Research News Aggregation Team Thursday, June 05, 2025 1:00 am https://americas.managersofwealth.com/article/63987/the-number-of-americans-filing-for-jobless-benefits-last-week-rises-to-highest-level-in-eight-months Analysts had forecast 237,000 new applications. Comment, Analysis & Research 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 Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63669/integrated-partners-adopts-risr-to-enhance-comprehensive-planning-for-business-owners RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners Tax News Team Monday, April 07, 2025 1:00 am https://americas.managersofwealth.com/article/63521/tech-investment-on-the-rise-as-economic-optimism-fades After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%. Tax News Aggregation Team Friday, March 28, 2025 12:00 am https://americas.managersofwealth.com/article/63446/wall-street-straps-in-for-trumpamprsquos-tariff-reveal-sees-no-end-to-fog-of-uncertainty The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022. Tax News Team Wednesday, March 26, 2025 12:00 am https://americas.managersofwealth.com/article/63422/republican-tax-policy-plans-could-grow The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes Tax News Aggregation Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63352/taxpayers-come-clean When worried clients heard that, they came forward in droves. Tax News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64021/payments-fintech-navro-acquires-first-us-licence The technology is designed to address the various cross-border payments challenges currently faced by businesses in the US, such as the high transaction costs and lengthy timescales associated with Swift. Retail Banking News Aggregation Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64012/citi-keeps-hiring-bank-of-americaamp039s-treasury-managing-directors Citi just recruited Alan Donald, BofA's head of treasury business initiatives and execution, into a similar role. Retail Banking News Aggregation Team Thursday, June 05, 2025 1:00 am https://americas.managersofwealth.com/article/63985/citi-needs-new-dcm-bankers-after-goldman-sachsamprsquo-curious-hire Citi may now need to do the same thing. Retail Banking News Team Wednesday, June 04, 2025 1:00 am https://americas.managersofwealth.com/article/63974/metropolitan-commercial-bank-wins-prestigious-ampquoteditorsamp039-choiceampquot-award-at-the-banking-tech-awards-usa This distinction highlights MCB’s innovation in Digital Onboarding and Omnichannel Banking, reinforcing its position as a leader in financial innovation. Retail Banking News Aggregation Team Monday, June 02, 2025 1:00 am https://americas.managersofwealth.com/article/63953/forsaken-citi-banker-finds-jpmorgan-home-as-us-banks-add-disgruntled-talent-best-bank-to-work-for-in-a-financial-crisis Late last year, though, Giatrakos was shunted out of that role by Sid Punshi, the former co-head of the financial sponsors group for EMEA at JPMorgan. Retail Banking News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63909/bank-of-montreal-tops-profit-estimates-us-business-shows-signs-of-recovery In the U.S., loan loss reserves were smaller compared to the prior quarter Retail Banking News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63842/americansamprsquo-credit-card-debt-falls-but-past-due-student-loans-drag-on-credit-scores The latest snapshot of how economy-powering consumers are managing their debt loads was released Tuesday by the Federal Reserve Bank of New York Retail Banking News Team Wednesday, April 30, 2025 1:00 am https://americas.managersofwealth.com/article/63682/wells-fargo-ampamp-company-announces-common-stock-dividend-and-new-40-billion-common-stock-repurchase-program The program will be executed consistent with the company’s internal capital adequacy framework that considers current market conditions, regulatory capital requirements, and other risk factors. Retail Banking News Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63654/truist-first-bank-to-begin-revolutionizing-bill-pay-with-alias-based-request-for-payment-via-the-rtpampreg-network The solution will ultimately enable businesses to offer faster, simpler, more secure, and cost-effective bill payments. Retail Banking News Aggregation Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63657/flagstar-plans-to-hire-80-to-90-more-commercial-bankers-this-year The bank reported another quarterly loss, although executives are targeting profitability in the fourth quarter. Retail Banking 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 News Team Friday, September 27, 2024 1:00 am https://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS News Aggregation Team Thursday, September 05, 2024 1:00 am https://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS