https://americas.managersofwealth.com/ Tue, 23 Jun 2026 22:36:26 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67127/callan-family-office-named-to-inaugural-cnbc-elite-advisors-list-recognizing-the-nationamp039s-leading-ultra-high-net-worth-advisory-firms The recognition highlights Callan Family Office's continued growth and its focus on delivering integrated investment management, tax-aware planning, family office services, and multigenerational wealth advisory to a highly selective client base. Wealth and Asset Management News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67135/callan-family-office-named-to-inaugural-cnbc-elite-advisors-list-recognizing-the-nationamp039s The CNBC Elite Advisors list was created to recognize firms operating at the highest levels of the wealth management profession and serving clients whose financial lives often span businesses, generations, philanthropic initiatives, and complex planning n Wealth and Asset Management News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67136/valence-launches-wealth-management-firm-built-around-the-client-not-the-advisor Founded by Former Goldman Sachs, Morgan Stanley and Fidelity Executives and a Premier Fintech Venture Investor, the Firm Redefines How Complex Financial Lives Are Managed Wealth and Asset Management News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67103/schroders-survey-north-american-institutional-investors-turn-to-active-management-amid-volatility-and-concentration-risk Geopolitical concerns in particular are already shaping investment decisions, with 71% of North American institutional investors citing conflict in the Middle East as a factor influencing their investment decision-making today. Wealth and Asset Management News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67104/jim-cahn-named-mampampa-leader-of-the-year-finalist-by-wealth-management The M&A Leader of the Year award recognizes an executive leader who has successfully driven their firm’s growth through inorganic strategies such as mergers, acquisitions, and joint ventures over the past year. Wealth and Asset Management News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67105/regions-private-wealth-management-wins-two-global-private-banking-innovation-awards-for-second-consecutive-year Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution. Wealth and Asset Management News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67109/global-private-banking-innovation-awards-2026-honour-leaders-in-private-banking-and-wealth-management This year’s awards attracted hundreds of submissions, each rigorously assessed by a distinguished panel of judges. Wealth and Asset Management News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67113/wealthcare-adds-18b-since-sammons-deal A year into the acquisition, Wealthcare is feeling the advantages of Sammons Financial’s backing, adding $1.8 billion in AUM since joining. Wealth and Asset Management News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67114/clearwater-wealth-management-firm-acquired The organization oversees approximately $1.1 billion in assets. Wealth and Asset Management News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67116/osaic-welcomes-signature-private-wealth-management-from-wells-fargo-advisors-financial-network Waterloo, Iowa–based family advisory team cites open architecture, flexibility and long-term succession resources in move Wealth and Asset Management News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67129/broadridge-names-mark-nichols-co-president-of-digital-assets In his role, Nichols will spearhead Broadridge’s strategy, product development, and execution across the tokenization and digital asset arena, along with Co-President German Soto Sanchez. People Moves News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67131/rob-wrzesniewski-to-lead-technology-enablement-and-integration-across-stratos-and-sei-asset-management-platforms New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy People Moves News Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67118/lpl-financial-welcomes-daniel-zacharias-to-decorum-wealth-management Zacharias brings almost 20 years of industry experience and a well-rounded background across multiple areas of financial services People Moves News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67120/lorum-strengthens-legal-risk-and-compliance-with-dr-hartwig-gerhartinger-appointment Dr Gerhartinger succeeds Katheryn Willis, who departed the firm in February to join Wise. People Moves News Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67125/tpg-appoints-axel-andrampeacute-as-chief-financial-officer Mr. André will succeed Jack Weingart People Moves News Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67126/huron-announces-election-of-shoshana-vernick-to-board-of-directors Ms. Vernick is an accomplished leader with deep expertise in the education industry and a demonstrated track record of advancing innovation, technology-enabled growth and long-term organizational value. People Moves News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67106/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. People Moves News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67107/jp-morgan-private-bank-adds-rafael-cervelli-to-brazil-team-in-miami Cervelli joins the private bank with approximately 15 years of experience across multi-asset investing, portfolio management, research and trading. People Moves News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67110/sei-appoints-matt-provencher-as-global-head-of-enterprise-professional-services New Leadership Role to Scale Capabilities and Support Client Transformation People Moves News Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67111/genesis-wealth-adds-725-million-advisor-as-breakaway-momentum-continues His move also marks Genesis Wealth’s expansion into Chicago’s North Shore, one of the Midwest's most competitive wealth management markets. People Moves News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67128/aampampo-shearman-advises-on-bank-of-montrealamprsquos-usd275-billion-medium-term-notes-offering Bank of Montreal is the eighth-largest bank in North America by assets Legal, Regulation & Compliance News Aggregation Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67085/us-student-debt-repayment-system-is-being-overhauled-ampndash-hereamprsquos-what-to-know Borrowers face stricter payment timelines after Biden-era Save repayment plan was ended by Donald Trump Legal, Regulation & Compliance News Aggregation Team Friday, June 12, 2026 1:00 am https://americas.managersofwealth.com/article/67054/us-bank-regulators-are-making-ai-a-core-focus-of-every-routine-bank-examination The OCC and Federal Reserve are asking banks detailed questions about AI governance, vendor risk, and kill switches during standard exams Legal, Regulation & Compliance News Aggregation Team Wednesday, June 10, 2026 1:00 am https://americas.managersofwealth.com/article/67035/bank-of-canada-likely-to-hold-on-weaker-than-expected-growth-economists-say The central bank makes its next rate announcement on Wednesday Legal, Regulation & Compliance News Aggregation Team Monday, June 08, 2026 1:00 am https://americas.managersofwealth.com/article/67014/franklinamprsquos-western-asset-management-settles-sec-case-for-100m The SEC said the group had “failed to take reasonable steps to detect and prevent this conduct by its former co-CIO”. Legal, Regulation & Compliance News Aggregation Team Monday, June 01, 2026 1:00 am https://americas.managersofwealth.com/article/66945/regulators-didnamprsquot-speak-to-us-fund-at-heart-of-segantii-trial It was the latest chapter in a trial that has already thrown the spotlight on how hedge funds and Wall Street banks talk ahead of deals Legal, Regulation & Compliance News Aggregation Team Thursday, May 28, 2026 1:00 am https://americas.managersofwealth.com/article/66917/mastercard-secures-new-york-bitlicense New York’s BitLicense framework establishes comprehensive requirements related to consumer protection, cybersecurity, financial integrity and operational resilience. Legal, Regulation & Compliance News Team Friday, May 22, 2026 1:00 am https://americas.managersofwealth.com/article/66890/finra-fines-pictet-overseas-and-blue-ocean-ats-for-aml-and-supervisory-violations-involving-low-priced-securities Pictet Overseas Ordered to Pay $610,000; Blue Ocean Ordered to Pay $550,000 Legal, Regulation & Compliance News Aggregation Team Thursday, May 21, 2026 1:00 am https://americas.managersofwealth.com/article/66871/suntera-global-completes-experienced-advisory-consultants-acquisition Commenting on the completion of the transaction, David Hudson (pictured), CEO of Suntera Global, said: “Continuing to expand and strengthen our footprint in the US market remains a key objective for Suntera Legal, Regulation & Compliance News Aggregation Team Wednesday, May 20, 2026 1:00 am https://americas.managersofwealth.com/article/66865/victims-claim-jpmorgan-bank-of-america-should-have-caught-signs-of-328m-crypto-scam Lawsuit claims financial institutions failed to detect red flags in Christopher Delgado's $328 million Goliath Ventures fraud scheme that ran for three years. Legal, Regulation & Compliance News Aggregation Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67130/fusioniq-buys-wealth-technology-firm-marstone Following the deal, both founders of Marstone will take senior roles at FusionIQ. FinTech News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67117/the-fintech-landscape-of-central-america-guatemala-in-2026 They are one of its defining features, supporting household consumption, education, housing and small businesses across the country. FinTech News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67124/thredd-and-sutton-bank-to-support-us-card-programme-expansion-for-global-brands The partnership is designed to address a specific challenge for global fintechs and embedded finance providers entering the US market FinTech News Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67095/broadridge-and-fispoke-announce-strategic-collaboration-to-bring-private-banking-and-lending-capabilities-to-independent-wealth-firms New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks FinTech News Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67102/thredd-and-sutton-bank-partner-to-power-us-card-program-expansion-for-global-brands Partnership provides BIN Sponsorship and modern issuing processing, to launch and scale prepaid or debit card programs in the market FinTech News Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67084/aviso-advances-technology-modernization-with-broadridge-wealth-platform This includes deepening its collaboration with Broadridge as part of a broader partner ecosystem. FinTech News Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67077/state-street-investment-management-accelerates-digital-and-tokenization-innovation New solution is among the first GENIUS Act-aligned government money market funds to support stablecoin issuance at scale FinTech News Aggregation Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67080/merit-financial-taps-prizm-to-bring-digital-insurance-into-its-wealth-management-offer The RIA aims to close the gap between financial planning and personal insurance coverage. FinTech News Team Friday, June 12, 2026 1:00 am https://americas.managersofwealth.com/article/67047/janus-henderson-and-general-catalystamprsquos-percepta-build-ai-native-investment-and-client-tools-powered-by-anthropicamp039s-claude Global asset manager works with Percepta, a General Catalyst Transformation Company, to develop AI-native research and client-engagement tools and to roll out Claude across the firm FinTech News Aggregation Team Thursday, June 11, 2026 1:00 am https://americas.managersofwealth.com/article/67041/us-start-up-capsa-ai-scores-18m-in-series-a-funding The fintech has raised a total of $20 million since its founding in 2023. FinTech News Aggregation Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67132/jpm-launches-two-new-global-equity-active-etfs The two new ETFs will offer investors exposure to global equities and non-US equities Alternative Investments News Aggregation Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67134/the-goldman-sachs-ampamp-hedge-fund-guys-advising-andy-burnham-what-to-say-when-youamp039re-stealing-5m-from-cfa-institute Deep economic insights in Burnham's government may therefore come from elsewhere. Alternative Investments News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67122/wells-fargo-revamps-sampampp-500-target-for-the-rest-of-2026 Wall Street expected the Fed to open the door to rate cuts, but Wells Fargo instead cited profits, not policy easing, as the reason stocks continued climbing. Alternative Investments News Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67090/modera-wealth-management-expands-florida-presence-with-northstar-transaction The firm joins Modera to support long-term succession, client service and advisor growth, adding $311.6 million in assets to the growing RIA Alternative Investments News Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67092/blackstone-launches-sablepointe-credit-strategies-to-expand-origination-capabilities-across-asset-based-lending-and-specialty-credit-markets The platform complements BXCI’s scale, capital, and global reach with specialized industry knowledge and structuring expertise. Alternative Investments News Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67075/new-etf-launches-far-exceed-closures Active ETFs have dominated the new product landscape, with 953 strategies launched in 2025, accounting for 84% of all new ETFs last year. Alternative Investments News Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67078/baker-tilly-to-acquire-anchin-move-headquarters-to-new-york-city The full-service firm provides accounting, tax, and advisory services to privately held companies, investment funds, and high-net-worth individuals and families. Alternative Investments News Aggregation Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67081/blackrock-sheds-another-200-jobs-adopting-regular-cycle-of-cuts The company is eliminating just under 1% of its workforce Alternative Investments News Aggregation Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67063/cetera-financial-snags-490m-team-from-commonwealth Tupelo Wealth Partners provides “comprehensive” financial planning and wealth management, retirement planning, saving, tax, and legacy planning. Alternative Investments News Aggregation Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67065/is-bank-of-new-york-stock-outperforming-the-nasdaq Companies with a market cap of $10 billion or more are typically referred to as “big-cap stocks.” Alternative Investments News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67115/jpmorgan-urges-investors-to-ride-equity-wave-through-late-2026 Heavy investment linked to AI and steady consumer spending should help the expansion continue even with sticky inflation, the company said. Investment Banking News Aggregation Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67089/donamp039t-disparage-the-ubs-us-mampampa-bankers-who-are-hard-at-work When it does, UBS's US M&A bankers will undoubtedly be criticised once again on a popular forum for their poor showing in M&A. Investment Banking News Aggregation Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67076/wells-fargo-raises-year-end-sampampp-500-target-on-stronger-earnings-outlook It added that geopolitical tensions have eased after the Iran agreement, helping reduce macro uncertainty that had weighed on markets. Investment Banking News Aggregation Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67066/the-top-bank-of-america-hiring-exec-offers-job-tips-for-charlotte-area-grads Their work includes consumer, investment and corporate banking. Investment Banking News Aggregation Team Monday, June 01, 2026 1:00 am https://americas.managersofwealth.com/article/66939/citi-opens-representative-office-in-guyana The expansion of our unparalleled global network marks a milestone for Citi. Investment Banking News Aggregation Team Friday, May 29, 2026 1:00 am https://americas.managersofwealth.com/article/66938/bofaamprsquos-moynihan-says-merrill-can-still-make-recruiting-math-work “The external hires have gotten so expensive that we sort of laid off that,” Moynihan told an audience at the Bernstein Strategic Decisions Conference. Investment Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am https://americas.managersofwealth.com/article/66898/ampquotrisk-management-jobs-in-investment-banks-are-being-intellectually-diluted-by-aiampquot The reality inside the organisation is very different. Investment Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am https://americas.managersofwealth.com/article/66901/jp-morgan-ordered-to-pay-wells-broker-425m-in-wrongful-firing-defamation-award The reason for leaving J.P. Morgan can be changed to “voluntary.” Investment Banking News Aggregation Team Wednesday, May 20, 2026 1:00 am https://americas.managersofwealth.com/article/66857/chase-launches-in-germany-with-ampquotlock-inampquot-interest-rates The Americans' long-announced expansion into Germany is now officially underway with the launch of their newest online bank . Investment Banking News Aggregation Team Tuesday, May 12, 2026 1:00 am https://americas.managersofwealth.com/article/66788/citi-to-hire-400-as-road-to-recovery-continues The goal is less about attracting new clients and more about catering to existing ones, according to Citi head of wealth Andy Sieg. Investment Banking News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67133/the-retail-shift-reshaping-private-markets-84-of-firms-move-in-but-scale-brings-new-strain-state-street-survey-shows Nearly eight in ten respondents cite liquidity management as a key challenge Comment, Analysis & Research News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67112/ai-is-changing-the-family-office-but-how This balance will ultimately define the role and success of family offices. Comment, Analysis & Research News Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67094/2026-bank-of-america-private-bank-study-of-wealthy-americans Longevity and accelerating family business transfers are reshaping how affluent families build, manage and pass on wealth. Comment, Analysis & Research News Aggregation Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67100/inside-the-6-trillion-pivot-where-family-offices-expect-the-next-decade-of-wealth-creation Instead, the world’s richest families increasingly see five major hubs shaping long‑term growth and capital flows—the United States, China, India, the Gulf, and Southeast Asia. Comment, Analysis & Research News Aggregation Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67064/americans-are-looking-at-a-40-social-security-tax-hike-unless-this-happens With Social Security facing a major reduction in benefits in less than a decade, drastic action may be necessary before finding a fix becomes even harder. Comment, Analysis & Research News Team Tuesday, June 09, 2026 1:00 am https://americas.managersofwealth.com/article/67022/trust-related-health-checks-for-americans-with-uk-connections The position under the trust's governing law is a key piece of the puzzle, so it will be important for the UK and US advisers to work together to reach a pragmatic solution. Comment, Analysis & Research News Aggregation Team Friday, June 05, 2026 1:00 am https://americas.managersofwealth.com/article/67003/how-family-offices-can-bring-institutional-discipline-to-private-markets At the same time, delayed distributions and persistent volatility are placing new pressure on cash flow assumptions, forcing firms to rethink how they structure and manage illiquid portfolios. Comment, Analysis & Research News Aggregation Team Friday, May 29, 2026 1:00 am https://americas.managersofwealth.com/article/66930/five-tips-for-going-from-solo-advisor-to-teaming What separates teams that grow from those that stall. Comment, Analysis & Research News Aggregation Team Thursday, May 21, 2026 1:00 am https://americas.managersofwealth.com/article/66877/alliancebernstein-brookfield-carlyle-team-up-on-private-markets-push-for-dc-plans The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stage. Comment, Analysis & Research News Aggregation Team Wednesday, May 20, 2026 1:00 am https://americas.managersofwealth.com/article/66855/banking-intelligence-insights-five-strategic-takeaways-for-banking-leaders Banks are also seeking to leverage AI at scale to make decisions faster, using a more complete view of the customer, their balance sheet, and the market—while supporting decisions that are transparent, traceable, and defensible. Comment, Analysis & Research News Team Thursday, June 11, 2026 1:00 am https://americas.managersofwealth.com/article/67043/baker-tilly-announces-agreement-to-acquire-anchin-new-york-city-to-become-firm-headquarters Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center. Tax News Aggregation Team Wednesday, June 03, 2026 1:00 am https://americas.managersofwealth.com/article/66957/bernie-sanders-slams-system-letting-us-firms-use-malta-as-amp039tax-havenamp039-for-profit Senator says companies are shifting profits offshore Tax News Aggregation Team Thursday, May 28, 2026 1:00 am https://americas.managersofwealth.com/article/66914/when-federal-tax-breaks-stop-at-the-state-line The expansion of qualified small business stock is a prime example. Tax News Team Wednesday, May 13, 2026 1:00 am https://americas.managersofwealth.com/article/66797/investor-appetite-for-parametric-tax-optimized-ladder-strategy-reiterates-broader-focus-on-tax-management The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns. Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66580/tax-day-is-a-reminder-of-americaamprsquos-unequal-tax-system-but-we-can-fix-it There is no justification for a regressive system in which the super-rich contribute less than the rest of us Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66582/taxstatus-expands-on-integration-with-adviceai TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies Tax News Team Friday, March 27, 2026 12:00 am https://americas.managersofwealth.com/article/66445/pkf-oamprsquoconnor-davies-announces-collaboration-with-asseta-ai-to-support-family-office-modernization Organization to serve as preferred accounting and implementation partner for AI-driven financial platform Tax News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66435/californians-want-to-tax-billionaires-theyamp039re-threatening-to-leave Proponents are collecting signatures to get the tax on the November ballot. Tax News Aggregation Team Wednesday, March 25, 2026 12:00 am https://americas.managersofwealth.com/article/66416/breaking-down-barriers-to-international-tax-enforcement U.S. financial intelligence units need better access to tax data. Tax News Aggregation Team Monday, March 16, 2026 12:00 am https://americas.managersofwealth.com/article/66339/working-americansamp039-tax-cut-act-revenue-and-distributional-effects Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower. Tax News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67098/banks-bring-bnpl-rivalry The debit card has become the latest battleground between banks and fintechs over installment lending. Retail Banking News Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67101/checkalt-joins-us-bank-connected-partnership-network-to-expand-access-to-integrated-receivables-solutions Marketplace links U.S. Bank clients with third-party payment and treasury solutions that are fully integrated with the bank’s systems Retail Banking News Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67067/fifth-third-bank-celebrates-168-years-of-innovation-and-service-as-america-approaches-250th-birthday Nation's ninth-largest bank reflects on its history of firsts as the country prepares to mark its semiquincentennial Retail Banking News Team Monday, June 01, 2026 1:00 am https://americas.managersofwealth.com/article/66944/rbc-announces-expansion-of-vancouver-banking-and-innovation-hub Supported by 1,000 high-quality jobs in B.C., the hub will help advance RBC's AI ambitions Retail Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am https://americas.managersofwealth.com/article/66899/wells-fargo-must-pay-100m-to-help-homebuyers-after-discrimination-lawsuit-ampmdash-51-cities-are-eligible Wells Fargo has agreed to launch a $100 million borrower assistance program after settling a bombshell lawsuit that accused the company’s board of failing to properly oversee lending practices. Retail Banking News Aggregation Team Thursday, May 14, 2026 1:00 am https://americas.managersofwealth.com/article/66820/bunq-files-for-banking-licence-in-mexico The application would help the neobank expand its presence in the country and provide banking services to residents in Mexico. Retail Banking News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66586/us-bancorp-profit-jumps-on-interest-income-fee-revenue-boost Fee revenue was also a bright spot. It surged 6.9% in the quarter as the bank benefited from robust ​capital markets activity. Retail Banking News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66527/valor-econampocircmico-and-el-economista-highlight-latam-as-a-jp-morgan-payments-innovation-hub Global Co-Heads Max Neukirchen and Umar Farooq discuss Brazil’s and Mexico’s growing role in cross-border and real-time payments with key regional media Retail Banking News Team Thursday, April 02, 2026 1:00 am https://americas.managersofwealth.com/article/66489/bmo-named-one-of-the-2026-worldamp039s-most-ethical-companiesampreg-for-the-ninth-consecutive-year MO is the only bank in Canada, and one of only three worldwide, to be honoured. Retail Banking News Team Tuesday, May 19, 2026 1:00 am https://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS News Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am https://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am https://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS 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