https://americas.managersofwealth.com/ Thu, 02 Oct 2025 20:55:32 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65009/osaic-secures-amp039exclusive-licenseamp039-for-wealthcomamp039s-family-office-suite The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals. Wealth and Asset Management News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65010/how-to-break-into-the-family-office-space The views presented here do not necessarily represent those of Advisor Perspectives. Wealth and Asset Management News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65011/jp-morgan-asset-management-jpst-jbnd-opens-the-market J.P. Morgan Asset Management offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity. Wealth and Asset Management News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/64996/family-offices-step-up-governance-and-global-reach-in-2025-report-reveals Industry professionals report increased compensation. Wealth and Asset Management News Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/64999/fintech-pioneer-bill-harris-launches-evergreen-wealth-to-redefine-digital-wealth-management Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance Wealth and Asset Management News Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65007/perigon-wealth-management-welcomes-gitterman-wealth-management The acquisition reflects Perigon's focus on partnering with firms whose values, culture and client-centric approach are consistent with its own Wealth and Asset Management News Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64986/apollo-announces-launch-of-apollo-sports-capital ASC names Al Tylis as CEO, Apollo Partners Rob Givone and Lee Solomon as Co-Portfolio Managers, and Sam Porter as Chief Strategy Officer Wealth and Asset Management News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64987/the-rich-have-a-wealth-gap-too Why it matters: Yes, there's a wealth gap even among the rich, as the richest of them all keep gathering a higher percentage of overall wealth. Wealth and Asset Management News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64988/td-bank-ceo-outlines-wealth-management-strategy-following-anti-money-laundering-fines At the core of the plan is an emphasis on expanding high-margin, fee-driven businesses. Wealth and Asset Management News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64970/bernstein-private-wealth-management-named-financial-advisor-team-of-the-year-at-the-2025-society-for-trusts-ampamp-estate-practitioners-private-client-awards Firm honored with this distinction for the second time Wealth and Asset Management News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65012/citi-reincorporates-ramampoacuten-pacios-as-wealth-group-executive According to the post on the professional social network, Pacios, with more than 32 years of experience in the industry, “is a proven leader who has led national and international teams” People Moves News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65013/citi-poaches-bofa-banker-for-vice-chair-of-tech-investment-banking Ric Spencer was global co-head of technology investment banking in BofA. People Moves News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65014/bank-of-america-hired-a-new-head-of-aerospace-and-defense-banking-from-deutsche-bank As deal flow increases, Bank of America has hired a veteran of the field to take the lead. People Moves News Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65015/evercore-wealth-management-names-kait-oliveira-as-managing-director-portfolio-manager She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst. People Moves News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65017/brown-rudnick-litigation-co-chairs-launch-new-york-boutique Michael Bowe and Lauren Tabaksblat launch firm focused on impact litigation with team of 13 People Moves News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/64998/us-bank-appoints-new-president-of-affluent-wealth-management In the new capacity, Jodi Rolland will also serve as CEO for USBI and USBA. People Moves News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65002/7b-rfg-advisory-hires-ed-swenson-as-president The former head of RIA solutions at Osaic has landed at hybrid RIA platform RFG Advisory. People Moves News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65008/cibc-names-freeborn-traboulsi-to-head-global-investment-banking Canadian Imperial Bank of Commerce appointed Mike Freeborn and Alfred Traboulsi co-heads of global corporate and investment banking. People Moves News Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64985/crampeacutedit-agricole-cib-appoints-natacha-gallou-to-head-the-americas The position is effective October 1, 2025. People Moves News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64978/mesirow-appoints-three-new-members-to-firmamp039s-board-of-directors “We are delighted to welcome Jennifer, Mike, and Joe to the Board,” said Richard S. Price, Executive Chairman and CEO of Mesirow. People Moves News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65018/florida-former-advisor-pleads-guilty-to-scamming-firms-clients-and-feds According to the DOJ accusations (and Eakes’ plea agreement), Eakes claimed to be a legitimate advisor with millions of dollars in managed assets. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64989/charles-schwab-describes-claims-in-merrillamprsquos-raiding-suit-as-amplsquorank-speculationamprsquo Schwab says Merrill's suit lacks credible evidence and contains untrue allegations. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64993/government-shutdown-alarm-sounds-the-crisis-us-stock-investors-dread-most-is-looming Kevin Gordon, Senior Investment Strategist at Charles Schwab, stated: 'The timing of this 'shutdown' is very poor because we were supposed to receive the employment report on Friday. Legal, Regulation & Compliance News Aggregation Team Thursday, September 25, 2025 1:00 am https://americas.managersofwealth.com/article/64954/klarna-revels-in-one-million-us-debit-card-sign-ups The successful US launch has given the firm confidence to begin issuing cards in other markets. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64931/goldman-sachs-ampamp-jpmorgan-barely-pay-h1b-holders-145k-salaries-on-average Banks are some of the firms most likely to be impacted by this Legal, Regulation & Compliance News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64932/brazilamprsquos-central-bank-enters-toughest-phase-of-monetary-tightening Monetary Policy Committee vows to keep Selic base rate at 15% for a prolonged period despite political and market pressure Legal, Regulation & Compliance News Aggregation Team Thursday, September 18, 2025 1:00 am https://americas.managersofwealth.com/article/64901/us-federal-reserve-cuts-interest-rates-for-the-first-time-since-december The central bank’s cut comes amid a cooling labour market, which has stalled economic growth. Legal, Regulation & Compliance News Aggregation Team Friday, September 12, 2025 1:00 am https://americas.managersofwealth.com/article/64852/capital-one-sues-fdic-for-overcharge-related-to-two-bank-failures Capital One, based in McLean, Virginia, said the dispute is at an impasse, and a judge should declare that it does not owe the $149.2 million plus daily penalties for nonpayment. Legal, Regulation & Compliance News Aggregation Team Thursday, September 11, 2025 1:00 am https://americas.managersofwealth.com/article/64836/bahamas-based-fund-adviser-firms-agree-to-multimillion-dollar-sec-settlement-over-fund-misrepresentations Vukota Capital Management, VCM for short, is a New York limited liability company and unregistered investment adviser. Legal, Regulation & Compliance News Aggregation Team Wednesday, September 10, 2025 1:00 am https://americas.managersofwealth.com/article/64825/abaamprsquos-carney-shares-proposals-for-financial-regulation-reform Carney called for reforms to the FDIC’s resolution process Legal, Regulation & Compliance News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65000/nubank-applies-for-us-national-bank-charter For the US push, the bank has recruited former acting Comptroller Brian brooks, and ex-treasury department executive Kelley Morrell to help grease the wheels of its application. FinTech News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65001/us-treasury-pushes-aml-compliance-into-the-ai-era Technology, particularly artificial intelligence, plays a central role in this strategy. FinTech News Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64991/bofa-unveils-ai-driven-capital-markets-insights-on-cashproampreg-app C-Suite and Treasury Teams to Have Consolidated Capital Markets Knowledge In the Palm of Their Hand FinTech News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64972/digital-asset-adoption-accelerates-alongside-distributed-ledger-technology-implementation-broadridge-dlt-in-the-real-world-study-finds The DLT in the Real World 2025 report provides a detailed look at where adoption is taking place FinTech News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64973/merck-selects-broadridge-to-transform-treasury-operations-with-real-time-account-visibility The comprehensive solution enables Merck to transform treasury operations with real-time, on-demand access to balance and transaction information of more than 400 accounts globally. FinTech News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64974/fusioniq-continues-building-end-to-end-digital-wealth-management-platform-with-latest-fintech-partnership Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union FinTech News Team Thursday, September 25, 2025 1:00 am https://americas.managersofwealth.com/article/64952/broadridge-successfully-delivers-iso-20022-cash-messaging-capabilities-for-its-post-trade-clients This positions clients well ahead of the November 2025 Swift Standard Release. FinTech News Team Friday, September 19, 2025 1:00 am https://americas.managersofwealth.com/article/64912/versabank-implements-new-internally-developed-artificial-intelligence-capablities-within-core-banking-technology New AI Capabilities Enable Real-Time Monitoring of Credit Asset Data, Further Mitigating Risk and Supporting the Bank's Efficiency FinTech News Team Thursday, September 18, 2025 1:00 am https://americas.managersofwealth.com/article/64893/fis-redefines-banking-modernization-with-client-at-the-core FIS’ proprietary Bank Modernization Framework redefines how banks transform their technology stacks to drive business value and deliver superior customer experiences amid rising regulatory and IT cost pressure demands. FinTech News Aggregation Team Monday, September 15, 2025 1:00 am https://americas.managersofwealth.com/article/64855/nubank-to-continue-leveraging-ai-to-enhance-digital-financial-services-in-latin-america During a recent discussion, Young outlined how AI is not just a tool but a cornerstone for operational efficiency, customer-centric growth, and democratizing access to personalized finance. FinTech News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65019/bmo-capital-raises-royal-bank-of-canada-ry-pt-to-c203 Stronger trading revenue and improved Corporate & Investment Banking income also contributed to the outperformance, BMO observed. Alternative Investments News Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/64997/brookfield-wealth-solutions-signs-first-reinsurance-agreement-in-japan-with-dai-ichi-frontier-life This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year. Alternative Investments News Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65003/carlyle-and-becon-investment-management-announce-strategic-distribution-partnership-in-latin-america-and-us-offshore-markets The partnership aims to meet the increasing demand for alternative investments among qualified and high-net-worth investors in the region. Alternative Investments News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65004/what-role-do-wealth-managers-play-amid-economic-uncertainty Community banks that offer wealth management can play a notable role in easing customers’ anxiety amid economic and financial uncertainty. Alternative Investments News Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64990/dynasty-financial-partners-closes-125-million-credit-facility-to-support-growth-initiatives-and-ongoing-innovation Commitments from UMB Bank, Flagstar, J.P. Morgan, and Goldman Sachs Add to Dynasty’s Fortress Balance Sheet Position Alternative Investments News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64992/more-seasoned-asset-managers-pivot-to-etfs-as-institutional-opportunities-thin-out “It is the fastest growing part of the asset management business, so it’s hard to ignore,” says Westwood’s Brian Casey. Alternative Investments News Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64994/cais-expands-fund-menu-as-private-markets-become-a-core-pillar-for-advisor-portfolios Ares Management, AQR, BlackRock, Blue Owl, Coller, Eldridge, Fortress Investment Group, Franklin Templeton, Goldman Sachs, Golub Capital, Kayne Anderson, Kennedy Lewis, Morgan Stanley Investment Management, Eaton Vance, Nuveen, Veritas, and Vista Equity P Alternative Investments News Aggregation Team Tuesday, September 30, 2025 1:00 am https://americas.managersofwealth.com/article/64995/active-etfs-amplsquocoming-of-ageamprsquo-to-reshape-asset-management Leading managers have made growth in active ETF platforms a strategic priority. Alternative Investments News Aggregation Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64983/as-tcr-nears-advisors-should-see-it-as-an-opportunity-says-manulifeamprsquos-chilcott The firm’s head of retail intermediary distribution talks with WP Alternative Investments News Team Friday, September 26, 2025 1:00 am https://americas.managersofwealth.com/article/64968/oxford-financial-group-ltdamptrade-partners-with-d1g1t-to-elevate-reporting-and-digital-experience-for-ultra-high-net-worth-clients Institutional-Grade Wealth Management Platform Enables Seamless Multi-Account Aggregation and Real-Time Analytics for Complex Portfolios Alternative Investments News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65005/goldman-sachsamp039-most-junior-staff-hate-emails-and-phone-calls A recurring question in this survey since the tail end of the pandemic has asked these interns what their favourite form of communication is for work. Investment Banking News Aggregation Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64977/citiamp039s-vis-raghavan-says-heamp039s-ampquotcheapampquot-when-he-hires-implies-citi-mds-are-lazy-24-year-old-ex-bankeramp039s-nightmare-sleep-schedule Both agree that Raghavan is highly ambitious, that there are signs he's succeeding, and that Citi's incumbent bankers might find him a challenge Investment Banking News Aggregation Team Wednesday, September 24, 2025 1:00 am https://americas.managersofwealth.com/article/64941/cetera-partners-with-small-business-investment-bank-cornerstone The broker/dealer’s partnership with Cornerstone Business Services is intended to bolster its advisors' small business planning and sales acumen. Investment Banking News Aggregation Team Monday, September 22, 2025 1:00 am https://americas.managersofwealth.com/article/64920/jpmorgan-leads-global-payments-market-says-morgan-stanley-after-executive-meeting The affirmation comes after Morgan Stanley met with Umar Farooq Investment Banking News Aggregation Team Monday, September 15, 2025 1:00 am https://americas.managersofwealth.com/article/64861/bank-of-america-to-create-up-to-1000-new-jobs-in-belfast The news of Bank of America's investment marks the company's first-ever operation in Northern Ireland Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am https://americas.managersofwealth.com/article/64846/bank-of-america-upgrades-oracle-orclamprsquos-stock-to-buy-from-neutral The analyst also highlighted that although the profitability of AI workloads is a key debate, it remains clear that Oracle Corporation continues to capture share in the large and rapidly growing market for AI infrastructure. Investment Banking News Aggregation Team Friday, September 12, 2025 1:00 am https://americas.managersofwealth.com/article/64853/bank-of-america-to-redeem-ampeuro2-billion-floating-rate-notes-ahead-of-maturity The redemption will take place on September 22, 2025, with noteholders receiving the Optional Redemption Amount of €1,000 per €1,000 calculation amount Investment Banking News Aggregation Team Monday, September 08, 2025 1:00 am https://americas.managersofwealth.com/article/64795/jpmorgan-strategist-warns-fed-rate-cuts-wonamprsquot-revive-us-economy Lower rates reduce income for savers and create uncertainty by hinting at more cuts ahead, prompting businesses and households to delay decisions instead of borrowing and spending. Investment Banking News Aggregation Team Tuesday, September 02, 2025 1:00 am https://americas.managersofwealth.com/article/64746/investment-banksamp039-graduate-acceptance-rates-will-soon-hit-01 New figures provided by banks to Financial News confirm the unfortunate trend. Investment Banking News Aggregation Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64684/the-us-investment-bank-i-work-for-has-become-completely-dysfunctional I have also changed banks and learnt most are the same. Investment Banking News Team Monday, September 29, 2025 1:00 am https://americas.managersofwealth.com/article/64975/what-do-fed-rate-cuts-mean-for-investors A cooling US labor market gives room for the Fed to cut rates further, despite lingering inflation concerns. Comment, Analysis & Research News Team Friday, September 26, 2025 1:00 am https://americas.managersofwealth.com/article/64963/year-end-priorities-and-a-preview-of-2026 In this report, we highlight year-end action items and provide a preview of new retirement planning provisions that go into effect in the coming years. Comment, Analysis & Research News Team Wednesday, September 24, 2025 1:00 am https://americas.managersofwealth.com/article/64938/world-nears-quarter-million-crypto-millionaires-in-historic-wealth-boom This significant growth coincides with a watershed year for institutional adoption, highlighted by the first-ever cryptocurrencies launched by a sitting US President and First Lady. Comment, Analysis & Research News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64930/ex-jpmorgan-analyst-loses-50m-at-citadel-walks-into-new-job-bank-of-americaamp039s-big-fee Drawdown is hedge fund parlance for losing some of the capital you've been given to invest. Comment, Analysis & Research News Aggregation Team Monday, September 22, 2025 1:00 am https://americas.managersofwealth.com/article/64917/lone-dissent-at-sept-fomc-vote-seen-as-amp039good-signamp039 The remaining 11 members — including Trump-appointed governors Christopher Waller and Michelle Bowman Comment, Analysis & Research News Aggregation Team Monday, September 22, 2025 1:00 am https://americas.managersofwealth.com/article/64918/first-interstate-ceo-colorado-amplsquoa-better-opportunityamprsquo-after-pnc-move Jim Reuter – who spent 37 years at FirstBank, most recently as CEO – said PNC’s acquisition of the Colorado bank creates opportunities for other local lenders to snag customers and talent. Comment, Analysis & Research News Aggregation Team Monday, September 22, 2025 1:00 am https://americas.managersofwealth.com/article/64922/how-investors-are-reacting-to-citizens-financial-rate-cut-new-cfo-and-workforce-investment Shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research Comment, Analysis & Research News Aggregation Team Friday, September 19, 2025 1:00 am https://americas.managersofwealth.com/article/64907/what-ultra-wealthy-clients-really-want-from-advisors Stop aspiring to sign these wealthy clients unless you can deliver that and more. Comment, Analysis & Research News Team Thursday, September 18, 2025 1:00 am https://americas.managersofwealth.com/article/64899/100-years-of-customs-duties-the-eventful-history-of-us-trade Each tariff announcement triggers a chain reaction, shakes the markets and feeds economic uncertainty. Comment, Analysis & Research News Aggregation Team Thursday, September 18, 2025 1:00 am https://americas.managersofwealth.com/article/64902/schwab-says-branches-are-key-differentiator-despite-digital-growth Firm is hiring for new locations while BofA launches opportunities for veterans. Comment, Analysis & Research News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65016/irs-is-about-to-relax-tax-rules-for-crypto-giants-in-the-us This new guidance responds to significant pushback from companies like MicroStrategy and Coinbase. Tax News Aggregation Team Thursday, September 25, 2025 1:00 am https://americas.managersofwealth.com/article/64956/facet-brings-tax-prep-services-to-subscription-members Facet has white-labeled technology from april, an embedded year-round tax platform, to bring tax prep and tax filing capabilities to its flat-fee membership plans. Tax News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64933/oecd-warns-tariffs-will-hit-us-economic-growth-hard So far, the OECD said, many companies have absorbed much of the shock by taking hits to their profit margins and using up existing inventories. Tax News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64727/trump-tariffs-live-updates-brazil-moves-to-retaliate-against-trump-tariffs-de-minimis-exemption-ends The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars. Tax News Team Tuesday, July 29, 2025 1:00 am https://americas.managersofwealth.com/article/64467/us-eu-trade-deal-3-things-to-know The deal lands just ahead of the U.S.-imposed August 1 tariff pause deadline Tax News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64245/trump-amplsquobig-beautifulamprsquo-bill-gives-top-1-biggest-tax-cuts-in-these-states Some households stand to get a much bigger tax benefit. Tax News Aggregation Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax News Team Friday, June 20, 2025 1:00 am https://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax News Aggregation Team Tuesday, June 03, 2025 1:00 am https://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65006/brazilamprsquos-lending-growth-slows-amid-high-rates Credit expansion cools as interest rates impact Latin America's largest economy Retail Banking News Team Wednesday, September 17, 2025 1:00 am https://americas.managersofwealth.com/article/64889/bbva-expands-instant-payments-to-inbound-cross-border-transfers-from-outside-the-eurozone BBVA has launched a new service that enables financial institutions outside Europe to send payments to Spain in just seconds, at any time of day and on any day of the year. Retail Banking News Aggregation Team Monday, September 15, 2025 1:00 am https://americas.managersofwealth.com/article/64863/zacks-industry-outlook-highlights-bank-of-new-york-mellon-truist-financial-and-northern-trust This, along with modest economic growth, will lead to a slight rise in loan demand. Retail Banking News Team Wednesday, August 20, 2025 1:00 am https://americas.managersofwealth.com/article/64650/small-business-checkpoint-a-case-of-the-hiring-hiccups Overall small business hiring fell for the third consecutive month in July as cost pressures and business uncertainty increased. Retail Banking News Team Tuesday, August 19, 2025 1:00 am https://americas.managersofwealth.com/article/64641/aqua-finance-and-wells-fargo-inventory-finance-announce-retail-financing-program Streamlines options for dealers by integrating retail financial services, provided by Aqua, and floor planning financing provided by Inventory Finance Retail Banking News Aggregation Team Monday, August 18, 2025 1:00 am https://americas.managersofwealth.com/article/64623/rbc-and-bmo-explore-2bn-sale-of-moneris-payments-business-reuters Banks have shed their payments operations in recent years; last month another Canadian lender, TD, agreed to offload part of its merchant processing business to Fiserv. Retail Banking News Aggregation Team Wednesday, August 13, 2025 1:00 am https://americas.managersofwealth.com/article/64586/scotiabank-integrates-with-nova-credit Scotiabank was the first Canadian bank to partner with Nova Credit in 2023 and is now the first to embed this capability directly into its digital credit card application process. Retail Banking News Aggregation Team Tuesday, August 12, 2025 1:00 am https://americas.managersofwealth.com/article/64581/first-financial-expands-us-footprint-with-142m-bankfinancial-acquisition The deal follows First Financial's recent agreement in June to acquire Northeast Ohio-based Westfield Bank for $325 million. Retail Banking News Team Monday, August 11, 2025 1:00 am https://americas.managersofwealth.com/article/64566/western-union-to-acquire-intermex This acquisition strengthens Western Union’s retail offering in the U.S. Retail Banking News Aggregation Team Thursday, July 31, 2025 1:00 am https://americas.managersofwealth.com/article/64484/us-bank-marks-25-years-in-europe-with-spotlight-on-irish-origins-innovation-and-community-leadership This marked the first step in what would become a decades long commitment to Ireland as a hub for talent, technology and transformation. Retail Banking News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am https://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS News Aggregation Team Tuesday, February 18, 2025 12:00 am https://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS News Team Wednesday, January 22, 2025 12:00 am https://americas.managersofwealth.com/article/62895/trumpamprsquos-climate-policy-and-its-impact-on-investments In practice, this means that the US no longer has to submit a climate action plan to the United Nations every five years. Planet SOS News Aggregation Team Friday, November 29, 2024 12:00 am https://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS News Team Tuesday, October 22, 2024 1:00 am https://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS