https://americas.managersofwealth.com/ Sun, 23 Mar 2025 15:15:43 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63393/ever-wealth-joins-osaic-network-to-scale-operations The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins. Wealth and Asset Management News Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63394/cfra-research-chosen-by-lgt-private-banking-as-exclusive-global-equity-research-provider CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf. Wealth and Asset Management News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63375/zephyr-named-ampldquobest-wealth-management-companyamprdquo-in-2025-fintech-breakthrough-awards-program Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products And Companies Around the World Wealth and Asset Management News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63376/joint-press-release-of-allianz-blackrock-generali-financial-holdings-hannover-re-tampampd-holdings-and-viridium Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business. Wealth and Asset Management News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63377/11-ubs-advisors-in-the-south-wealth-management-market-named-to-the-barronamprsquos-top-1200-financial-advisors-list The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors. Wealth and Asset Management News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63378/nine-ubs-financial-advisors-in-southern-california-and-hawaii-named-top-women-wealth-advisors-by-forbes One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide. Wealth and Asset Management News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63381/merit-financial-advisors-partners-with-sanctuary-wealth-management-and-fiduciary-services-adds-first-office-in-idaho Sanctuary, in working with private clients, specializes in investment advisory and portfolio management. Wealth and Asset Management News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63382/wealth-partners-capital-group-and-hggc-establish-strategic-partnership-with-mcf-advisors Kentucky-based RIA receives investment to accelerate organic and inorganic growth Wealth and Asset Management News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63362/three-ubs-financial-advisors-in-pacific-desert-market-named-to-financial-planning-top-40-under-40 They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms. Wealth and Asset Management News Aggregation Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63363/silverleaf-wealth-management-raises-30-million The firm remains founder-owned and has maintained stable growth over its 15-year history, supported by a strong asset base and cash flow profile. Wealth and Asset Management News Aggregation Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63386/bankwell-appoints-brian-merritt-as-chief-technology-officer Prior to joining the company, he served as SVP, Head of Product at Cross River and was previously CEO of Seed, an online business bank. People Moves News Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63387/teneo-appoints-paul-mann-as-a-managing-director-with-its-financial-advisory-business He has experience working across many industry sectors, with particular experience within the pharmaceutical, automotive, aerospace, industrial products, financial services, agricultural, retail and travel and leisure sectors. People Moves News Aggregation Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63379/financial-adviser-joins-rbc-wealth-management-in-las-vegas Wealth expert brings $300m in assets under management to the firm. People Moves News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63380/lpl-welcomes-legacy-premier-wealth-management The advisors are longtime colleagues who teamed up to create a full-service wealth management firm People Moves News Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63385/ocorian-continues-to-build-us-team-to-enhance-service-for-fund-managers She started her career with Deloitte People Moves News Aggregation Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63361/advyzon-powers-indivisible-partners-wealth-platform Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options. People Moves News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63370/mark-werner-cfa-joins-laffer-tengler-investments-as-portfolio-manager Werner brings with him over two decades of investment experience at asset and wealth management firms. People Moves News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63374/greenbrook-partners-promotes-matt-laurino-to-director In addition, he will share responsibility for Greenbrook’s capital raising and investor relations. People Moves News Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63348/pimco-announces-2025-managing-directors The following officers have been promoted to Managing Director with these objectives in mind People Moves News Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63350/flagstar-bank-appoints-mark-pittsey-as-head-of-private-banking-and-wealth-management-to-drive-strategic-growth Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth in Private Banking and Wealth Management People Moves News Aggregation Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63390/goodbye-bank-of-america-ampndash-it-has-announced-closures-in-march-2025-ampndash-see-the-full-list-of-affected-branches-in-the-usa This decision seems to respond to a search for online expansion, an option that is used more and more around the world Legal, Regulation & Compliance News Aggregation Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63365/blackrock-drops-sustainability-related-terms-from-56-funds-ahead-of-esma-deadline Fellow US manager Federated Hermes also adjusts names, exclusions for ESG, SDG and biodiversity funds. Legal, Regulation & Compliance News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63373/investor-alert-fraudulent-impersonation-of-rothenberg-wealth-management-inc The fraudulent activity involves the creation of a fake website, rothenbergacquisitions.com Legal, Regulation & Compliance News Team Friday, March 14, 2025 12:00 am https://americas.managersofwealth.com/article/63326/singapore-tightens-employer-of-record-eor-regulations-what-overseas-employers-need-to-know Companies expanding into Singapore must now establish a local entity or explore alternative employment solutions. Legal, Regulation & Compliance News Aggregation Team Wednesday, March 12, 2025 12:00 am https://americas.managersofwealth.com/article/63304/xrp-etf-here-are-the-funds-awaiting-sec-approval-so-far As of March 12, nine companies have filed for XRP ETF products in the US, including major issuers like Bitwise, ProShares, 21Shares and others. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 11, 2025 12:00 am https://americas.managersofwealth.com/article/63281/gallagheramprsquos-acquisition-of-assuredpartners-pushed-back-amid-regulatory-review This transaction is reportedly the largest sale of a U.S. insurance broker to a strategic acquirer in industry history Legal, Regulation & Compliance News Team Tuesday, March 04, 2025 12:00 am https://americas.managersofwealth.com/article/63230/fca-bans-former-credit-suisse-executives-following-us-criminal-convictions The former Credit Suisse managing directors have been banned for lacking integrity, following US convictions for arranging corrupt loans to the Republic of Mozambique. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 04, 2025 12:00 am https://americas.managersofwealth.com/article/63232/sec-dismisses-coinbase-action The SEC’s complaint also alleged that Coinbase’s holding company, Coinbase Global Inc, was a control person of Coinbase and was thus also liable for certain of Coinbase’s violations. Legal, Regulation & Compliance News Aggregation Team Thursday, February 27, 2025 12:00 am https://americas.managersofwealth.com/article/63199/aba-points-to-role-of-regulators-in-discouraging-bank-engagement-in-digital-assets ABA stressed that the decision of whether to engage with legal businesses should be left to banks Legal, Regulation & Compliance News Aggregation Team Tuesday, February 25, 2025 12:00 am https://americas.managersofwealth.com/article/63170/sec-closes-investigation-into-opensea-declining-to-pursue-charges-over-nft-marketplace-operations OpenSea’s investigation is part of the SEC’s wider crackdown on digital platforms, including its lawsuit against Coinbase. Legal, Regulation & Compliance News Aggregation Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63388/accenture-loses-revenue-amid-us-federal-cuts Accenture chair and CEO Julie Sweet stated that Accenture Federal Services accounted for 8% of the company’s global sales and 16% of sales in America. FinTech News Aggregation Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63383/the-140k-side-hustle-that-helps-get-a-hedge-fund-job WorldQuant has over 5,000 of these 'consultant' quants. FinTech News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63367/ninth-wave-announces-integration-with-q2amp039s-digital-banking-platform Financial Institutions can now provide Ninth Wave’s secure embedded finance integrations to customers through Q2’s Digital Banking Platform FinTech News Aggregation Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63368/metro-bank-partners-with-covecta-to-boost-corporate-ampamp-commercial-technology Metro Bank is rapidly growing lending to corporate and commercial businesses: last year, new loan originations increased by 71% and we want to do even more this year. FinTech News Aggregation Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63369/temenos-opens-a-hub-for-banking-technology-in-central-florida This investment is in line with Temenos’ commitment to the US market FinTech News Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63349/sei-launches-sei-strategies-with-capital-group Leading Global Investment Providers Expand Strategic Partnership to Launch All-ETF Model Portfolios FinTech News Aggregation Team Monday, March 17, 2025 12:00 am https://americas.managersofwealth.com/article/63342/trumpamprsquos-crypto-embrace-amplsquosowing-the-seedsamprsquo-of-a-financial-crisis-says-bank-of-france-chief Villeroy said that European regulations are strong enough, however, to protect the 27-state bloc. FinTech News Aggregation Team Monday, March 17, 2025 12:00 am https://americas.managersofwealth.com/article/63343/future-of-risk-in-the-digital-era Tackling digital transformation risks and digitally transforming risk management. FinTech News Team Thursday, March 13, 2025 12:00 am https://americas.managersofwealth.com/article/63302/alaris-acquisitions-unveils-amplsquolensamprsquo-technology-driven-matchmaker-for-wealth-management-mampampasociampeacutetampeacute-gampeacutenampeacuterale-chief-executive-slawomir-krupa-has-pledged-to Lens provides fast and accurate matches, transforming the way M&A transactions are made in wealth management. FinTech News Team Wednesday, March 12, 2025 12:00 am https://americas.managersofwealth.com/article/63301/broadridge-investor-pulse-now-an-interactive-tool-enabling-public-access-to-analyze-investment-behavior-of-nearly-50-million-us-retail-investors Broadridge is committed to helping democratize and digitize investing and the interactive Investor Pulse site FinTech News Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63389/copia-wealth-studios-unveils-ampquotclarityampquot-ai-powered-wealth-management-platform-for-sophisticated-investors The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals. Alternative Investments News Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63395/us-capital-global-closes-global-family-office-summit-with-high-profile-investor-gathering-in-miami US Capital Global hosted an exclusive VIP investor event in Miami, bringing together 200 global investors to mark the conclusion of the 24th Global Family Office Investment Summit. Alternative Investments News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63366/miami-international-holdings-announces-offer-to-acquire-the-international-stock-exchange The recommended cash acquisition recognises the strength of the business Alternative Investments News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63372/manulife-named-2025-gallup-exceptional-workplace-award-winner-for-third-year-in-a-row Manulife successfully met Gallup’s rigorous award criteria, placing the company in an elite group recognized for this award. Alternative Investments News Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63353/artisan-partners-international-value-fund-wins-three-us-lipper-fund-awards-for-third-straight-year This is the third year in a row the Fund has won the Lipper Fund Awards in the International Large-Cap Value category. Alternative Investments News Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63354/citizens-serves-as-exclusive-financial-advisor-to-great-lakes-roofing-on-its-sale-to-renova-one Great Lakes Roofing, headquartered in Troy, Michigan, has provided a full suite of exterior service solutions to multi- and single-family customers for more than 30 years. Alternative Investments News Aggregation Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63358/goldman-sachs-ampamp-jpmorgan-lost-rates-sales-staff-in-post-bonus-moves The exits come after Goldman Sachs also lost Scott Rubner from its West Palm Beach team last month. Alternative Investments News Aggregation Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63359/rise-growth-backed-bleakley-transitions-80-of-aum-to-equity-partnership Bleakley Financial Group, which became Rise Growth’s first RIA investment last year, has also acquired two firms with about $1 billion in assets in the first quarter of 2025. Alternative Investments News Aggregation Team Friday, March 14, 2025 12:00 am https://americas.managersofwealth.com/article/63328/asia-hedge-funds-outperform-us-peers-as-markets-sell-off Asian hedge funds that bet on stock rises and falls, tracked by Morgan Stanley, were up 2.8% year-to-date, while the U.S. ones lost 2.6%. Alternative Investments News Team Friday, March 14, 2025 12:00 am https://americas.managersofwealth.com/article/63333/overland-advantage-and-wells-fargo-lead-senior-secured-credit-facilities-to-maxitransfers MaxiTransfers is a money service business specializing in the US-LATAM corridor, serving the Latin American community in the U.S. since the early 2000's. Alternative Investments News Aggregation Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63391/is-the-bank-of-new-york-mellon-bk-among-the-best-bank-stocks-to-buy-according-to-billionaires Rising unemployment, weaker business investment, and high consumer debt, which now stands at a record $17.7 trillion, could put additional pressure on the financial system. Investment Banking News Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63392/morgan-stanley-investment-management-provides-125-million-debt-financing-to-freshbooks This investment will refinance existing debt and is expected to fuel the company’s continued growth. Investment Banking News Team Monday, March 17, 2025 12:00 am https://americas.managersofwealth.com/article/63341/fnex-launches-alternatives-marketplace-for-wealth-managers The FNEX Alternatives Market offers an expansive range of high-quality investments Investment Banking News Aggregation Team Monday, March 17, 2025 12:00 am https://americas.managersofwealth.com/article/63345/macquarie-warns-of-bear-market-as-us-spending-collapses A key indicator for the outlook of the sharemarket – is getting battered by Trump’s sweeping tariffs Investment Banking News Aggregation Team Monday, March 17, 2025 12:00 am https://americas.managersofwealth.com/article/63347/bank-of-america-cuts-150-investment-banker-jobs-itamprsquos-the-most-recent-round-of-layoffs The layoffs come weeks after Bank of America cut staff in its investment banking Investment Banking News Aggregation Team Tuesday, March 11, 2025 12:00 am https://americas.managersofwealth.com/article/63290/bank-of-america-just-cut-100-analysts-ampamp-associates-in-its-investment-bank There are complaints nonetheless. Investment Banking News Aggregation Team Monday, March 03, 2025 12:00 am https://americas.managersofwealth.com/article/63223/goldman-sachs-has-a-small-round-of-annual-layoffs-coming-soon By cutting staff in May, Goldman is reverting to a schedule that existed pre-COVID. Investment Banking News Aggregation Team Tuesday, February 25, 2025 12:00 am https://americas.managersofwealth.com/article/63176/canadaamp039s-scotiabank-bmo-wait-for-clarity-on-tariffs-to-update-outlook The banks, Canada's third and fourth largest, put aside over C$1 billion in loan loss reserves in the first quarter Investment Banking News Aggregation Team Tuesday, February 18, 2025 12:00 am https://americas.managersofwealth.com/article/63107/jamie-dimonamprsquos-real-problem-with-working-from-home-at-jpmorgan-boutique-bank-hands-juniors-a-bonus-plus-a-top-up Then the 2022 deal boom happened, and top management decided that after consideration, the real reason everyone needed to be in the office was to help the younger staff learn their trade. Investment Banking News Aggregation Team Friday, February 14, 2025 12:00 am https://americas.managersofwealth.com/article/63098/jpmorgan-chase-ceo-calls-for-washington-to-rethink-financial-regulations Recent actions included a halt to the agency’s activities and restrictions on its employees. Investment Banking News Aggregation Team Friday, March 21, 2025 12:00 am https://americas.managersofwealth.com/article/63396/us-bank-on-the-amp039dirty-little-secretamp039-of-applied-foresight-and-amp039future-safarisamp039 At the base of the future is, contradictorily, the past and the lessons it offers us. Futurism or applied foresight is an investigation into the trends and trajectories of previous examples of these past situations. Comment, Analysis & Research News Team Wednesday, March 19, 2025 12:00 am https://americas.managersofwealth.com/article/63371/more-than-72-of-financial-advisors-are-compensated-by-fee-based-models Alternative fee structures and the option for clients to receive various planning services can be a differentiator Comment, Analysis & Research News Aggregation Team Friday, March 14, 2025 12:00 am https://americas.managersofwealth.com/article/63324/from-wealth-preservation-to-value-creation-family-officesamp039-venture-capital-revolution This transformation represents both opportunity and challenge for the venture capital industry. Comment, Analysis & Research News Aggregation Team Friday, March 14, 2025 12:00 am https://americas.managersofwealth.com/article/63327/with-uncertainty-comes-growing-economic-risk-for-the-fed-to-weigh Employment growth has largely persisted Comment, Analysis & Research News Team Friday, March 14, 2025 12:00 am https://americas.managersofwealth.com/article/63334/jill-jones-provides-assurance-on-eb-5amprsquos-stability The next 24 hours saw a flurry of articles and statements from across the EB-5 industry, Comment, Analysis & Research News Aggregation Team Thursday, March 13, 2025 12:00 am https://americas.managersofwealth.com/article/63309/tariffs-are-causing-a-market-meltdownampmdashbut-some-in-the-wealthy-1-see-a-chance-to-cash-in But the 1% aren’t necessarily surprised by the president’s actions and orders. Comment, Analysis & Research News Aggregation Team Monday, March 10, 2025 12:00 am https://americas.managersofwealth.com/article/63275/five-key-charts-from-ubsamp039s-annual-returns-study UBS’s 2025 Global Investment Returns Yearbook highlights the US, breaking down the ‘American exceptionalism trade’ and the sheer level of market concentration in tech giants. Comment, Analysis & Research News Aggregation Team Friday, March 07, 2025 12:00 am https://americas.managersofwealth.com/article/63264/iwd-2025-championing-women-in-financial-services On International Women’s Day, industry leaders reflect on progress and the ongoing efforts to drive gender inclusion in banking and finance. Comment, Analysis & Research News Team Wednesday, March 05, 2025 12:00 am https://americas.managersofwealth.com/article/63235/dynasty-financial-partners-continues-to-advocate-for-stronger-female-presence-in-wealth-management-with-2nd-annual-trailblazers-series Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers Comment, Analysis & Research News Team Wednesday, March 05, 2025 12:00 am https://americas.managersofwealth.com/article/63241/the-case-for-office-conversion Repurposing outdated offices into much-needed residential units is part of the solution. Comment, Analysis & Research 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 Team Saturday, March 15, 2025 12:00 am https://americas.managersofwealth.com/article/63331/successful-audit-once-again-proves-jtcamprsquos-solutions-are-secure Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020), Tax News Aggregation Team Wednesday, March 12, 2025 12:00 am https://americas.managersofwealth.com/article/63308/us-tariffs-a-structural-shift-reshaping-global-trade-and-asset-allocation The economic impact of tariffs is inherently stagflationary. Tax News Aggregation Team Tuesday, March 11, 2025 12:00 am https://americas.managersofwealth.com/article/63289/rsm-to-use-arch-for-private-markets-investment-management The middle market consultancy and accounting firm will integrate Arch into its family office data management platform. Tax News Team Friday, March 07, 2025 12:00 am https://americas.managersofwealth.com/article/63261/forest-systems-and-summitas-announce-strategic-partnership-to-enhance-wealth-management-security-and-efficiency This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools Tax News Team Tuesday, February 18, 2025 12:00 am https://americas.managersofwealth.com/article/63115/uk-inheritance-tax-changes-how-the-us-uk-treaty-could-protect-some-americans For dual nationals, if none of the above lead to a clear answer, the US and UK tax authorities will agree between them how to tax the individual. Tax News Team Wednesday, January 29, 2025 12:00 am https://americas.managersofwealth.com/article/62962/avantax-acquires-assets-of-longtime-affiliate-sweeney-kovar-llp-with-approximately-180-million-in-assets-under-administration Comprehensive tax and financial planning firm stays with Avantax to help ensure consistency of service for their clients while paving positive career paths for their employees Tax News Aggregation Team Friday, January 10, 2025 12:00 am https://americas.managersofwealth.com/article/62811/trump-has-promised-to-lower-taxes-will-it-actually-make-you-more-money Tax breaks were a big issue on the campaign trail, and Congress will be focusing on ways to cut taxes and prevent tax increases that are currently scheduled to take effect in 2026. Tax News Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62654/grant-thorntonamprsquos-partho-ghatak-named-a-amplsquotop-global-chief-information-security-officeramprsquo-by-cyber-defense-magazine Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts. Tax News Team Wednesday, December 11, 2024 12:00 am https://americas.managersofwealth.com/article/62577/zedra-joins-forces-with-leading-us-fund-solutions-provider-gryphon Both companies will work closely together to ensure a smooth transition for all clients and employees. Tax News Aggregation Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63384/wall-street-pay-guru-forecasts-a-disappointing-year-for-bonuses Banks risk sinking into a "cultural malaise" born of the return to work, threats from AI and the waning of righteousness of ESG and DEI issues. Retail Banking News Team Friday, March 07, 2025 12:00 am https://americas.managersofwealth.com/article/63263/signature-bank-achieves-record-profitability-in-2024-expands-wealth-management-and-strengthens-industry-leadership Our team has a great deal to be proud of as we reflect on our financial success in 2024 Retail Banking News Aggregation Team Thursday, March 06, 2025 12:00 am https://americas.managersofwealth.com/article/63249/scotiabank-pullback-signals-global-banking-shift-away-from-latin-america Scotiabank’s exit also fulfills a promise CEO Scott Thomson made in 2023 to refocus on more profitable North American markets. Retail Banking News Team Tuesday, March 04, 2025 12:00 am https://americas.managersofwealth.com/article/63231/fintech-cadence-and-visa-join-forces-to-support-payment-innovation-in-canada As part of the overall collaboration, Visa is one of the Champion Sponsors of the 2025 Fintech Drinks Series Retail Banking News Team Wednesday, February 26, 2025 12:00 am https://americas.managersofwealth.com/article/63187/consumers-continue-to-navigate-persistent-inflation-by-changing-life-plans-say-they-want-to-learn-new-money-behaviors-according-to-second-annual-wells-fargo-money-study For adults in the first half of their financial lives, these numbers are even higher, with 82% of Gen Z adults and 79% of Millennials cutting back. Retail Banking News Aggregation Team Tuesday, February 25, 2025 12:00 am https://americas.managersofwealth.com/article/63175/the-international-banker-2025-north-ampamp-south-american-awards-winners Banks are also now reporting more positive demand trends for CRE loans, further underscoring the brighter prospects for a sector badly damaged by rising interest rates in recent years. Retail Banking News Team Friday, February 21, 2025 12:00 am https://americas.managersofwealth.com/article/63147/citi-ceo-fraser-closes-pay-gap-to-peers-ifr The bank raised Fraser’s pay by 33% to $34.5mln Retail Banking News Aggregation Team Friday, February 14, 2025 12:00 am https://americas.managersofwealth.com/article/63090/banks-closed-more-than-100-branches-in-three-weeks-as-closure-bloodbath-continues-in-2025 There's no doubt we're moving towards a cashless society Retail Banking News Aggregation Team Thursday, February 13, 2025 12:00 am https://americas.managersofwealth.com/article/63089/us-bank-to-close-doors-of-downtown-rice-lake-branch-this-spring We understand that the closure of any branch is a disruption for our clients Retail Banking News Aggregation Team Monday, February 10, 2025 12:00 am https://americas.managersofwealth.com/article/63059/wells-fargo-launches-new-commercial-banking-platform-with-q2 Last April, the US “Big Four” bank sought to enhance its commercial banking operations, particularly the efficiency of trade finance, by integrating TradeSun’s Intelligence V4 solution. Retail Banking 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 News Team Thursday, August 22, 2024 1:00 am https://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS News Team Monday, August 12, 2024 1:00 am https://americas.managersofwealth.com/article/61467/standard-chartered-launches-esg-linked-cash-account Latest addition to the Bank’s suite of Transaction Banking Cash solutions rewards clients for meeting material ESG-related targets Planet SOS News Aggregation Team Thursday, August 01, 2024 1:00 am https://americas.managersofwealth.com/article/61372/rbcamprsquos-35m-green-initiative-targets-70-emissions-cut-by-2035 The project, scheduled to start in spring 2025, is expected to reduce the bank’s onsite carbon emissions by 10,000 tonnes, contributing to a 70% reduction in total branch emissions. Planet SOS News Aggregation Team Monday, July 22, 2024 1:00 am https://americas.managersofwealth.com/article/61258/the-great-climate-change-wealth-transfer-is-here The great climate change Politics and profit are making it harder to kick our fossil fuel addictiontransfer is here Planet SOS