Managers of Wealth - Americas https://americas.managersofwealth.com/ Wed, 09 Jul 2025 08:34:00 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Inside the first-half: 30 events, from selloff to snapback News Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64264/inside-the-first-half-30-events-from-selloff-to-snapback The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began. Wealth and Asset Management BlackRock pushes deeper into private markets with purchase of ElmTree News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64270/blackrock-pushes-deeper-into-private-markets-with-purchase-of-elmtree BlackRock has spent more than $28 billion on related acquisitions in the past year Wealth and Asset Management Bank of Montreal (BMO): Strong Fundamentals Justify Caution Amid Valuation and Rate Risks News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64259/bank-of-montreal-bmo-strong-fundamentals-justify-caution-amid-valuation-and-rate-risks BMO's wealth management division remains a key growth driver, with assets under management (AUM) growing at a compound annual rate of 7% over the past five years. Wealth and Asset Management Rethink Perspectives: how should investors respond to the rise of a new world order? News Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64240/rethink-perspectives-how-should-investors-respond-to-the-rise-of-a-new-world-order What kind of world is emerging? Wealth and Asset Management BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024 News Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64241/bbva-channeled-ampeuro27-billion-into-the-sustainable-business-of-its-emerging-markets-in-2024 Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding. Wealth and Asset Management KKR says wealth investors shouldn’t be ‘blinded’ by secondaries returns News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64242/kkr-says-wealth-investors-shouldnamprsquot-be-amplsquoblindedamprsquo-by-secondaries-returns The buyout giant responds to controversy over evergreen funds presenting secondaries discounts as portfolio returns. Wealth and Asset Management RBC Wealth Management's big second half calls News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64250/rbc-wealth-managementamp039s-big-second-half-calls Following the first half volatility, RBC sees a ‘market weight’ position as sensible Wealth and Asset Management Aquiline Completes Acquisition of SEI’s Family Office Services Business News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64216/aquiline-completes-acquisition-of-seiamprsquos-family-office-services-business Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries. Wealth and Asset Management Steward Partners Acquires Consilium Wealth Management, Fueling the Continued Rapid Expansion of Its Legacy Division News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64218/steward-partners-acquires-consilium-wealth-management-fueling-the-continued-rapid-expansion-of-its-legacy-division Danville, California-based team brings $1.1 billion in assets to Steward Partners Wealth and Asset Management Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management News Team Tuesday, July 01, 2025 1:00 am https://americas.managersofwealth.com/article/64201/morgan-stanley-wins-two-2025-celent-model-wealth-manager-awards-for-technology-innovation-in-wealth-management Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent. Wealth and Asset Management Stonepeak Strengthens Wealth Capabilities with Appointment of Cindy Marrs as Senior Advisor News Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64261/stonepeak-strengthens-wealth-capabilities-with-appointment-of-cindy-marrs-as-senior-advisor Cindy joins Stonepeak’s deep bench of Senior Advisors and Operating Partners with three decades of wealth leadership experience at Wellington Managemen People Moves Washington Trust Wealth Management expands with additions to Client Services, Wealth Advisory, and Private Clients teams News Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64262/washington-trust-wealth-management-expands-with-additions-to-client-services-wealth-advisory-and-private-clients-teams Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services. People Moves Withers announces international 16 partner promotion round News Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64263/withers-announces-international-16-partner-promotion-round The new partners are based across Asia, the US and the UK People Moves EFG names new CEO of EFG Asesores (Panama) News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64265/efg-names-new-ceo-of-efg-asesores-panama With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position. People Moves Currency.com unveils new US leadership team News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64269/currencycom-unveils-new-us-leadership-team Having recently obtained a money transmitter licence in Tennessee, the crypto exchange now holds regulatory authorisations in 31 US states. People Moves Senior MD at boutique bank moves to UBS, decides not to be senior News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64271/senior-md-at-boutique-bank-moves-to-ubs-decides-not-to-be-senior Given the huge cuts that Credit Suisse staff were subject to generally, it’s a strong sign. People Moves SMBC Americas Hires Nick Stevenson to Lead TMT Corporate and Investment Banking News Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64274/smbc-americas-hires-nick-stevenson-to-lead-tmt-corporate-and-investment-banking Nick brings over three decades of experience in CIB to SMBC People Moves Alamgir Hossain joins as Managing Director of Citizens Bank News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64253/alamgir-hossain-joins-as-managing-director-of-citizens-bank In recognition of his outstanding contribution in business development, Bank Asia awarded him ‘Service Excellence Award' many times in his career. People Moves Bank of America Merrill Lynch taps Stifel for senior trader News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64260/bank-of-america-merrill-lynch-taps-stifel-for-senior-trader Individual has previously served at Eight Capital, Canaccord Genuity, UBS, and Stifel. People Moves Arch Insurance North America appoints EVP, head of marine News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64243/arch-insurance-north-america-appoints-evp-head-of-marine Kaufmann said: “Establishing a US Marine practice at a company with Arch’s growth trajectory and reputation for bringing innovative solutions to its customers is an attractive opportunity." People Moves Brazil’s Central Bank hack spills into crypto as $40m laundered via Bitcoin, Ethereum, and stablecoins News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64254/brazilamprsquos-central-bank-hack-spills-into-crypto-as-40m-laundered-via-bitcoin-ethereum-and-stablecoins According to local news outlet g1 Globo, Roque later helped build a system to enable the theft for an additional $1,800. Legal, Regulation & Compliance Banks urge US Treasury to hit ground running in ending paper cheques News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64246/banks-urge-us-treasury-to-hit-ground-running-in-ending-paper-cheques The executive order is described in the letter as ‘mark[ing] a pivotal step forward in public-private collaboration to deliver faster, more secure, and modern payment solutions Legal, Regulation & Compliance Amundi warns US stablecoin policy could destabilise global payments system News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64236/amundi-warns-us-stablecoin-policy-could-destabilise-global-payments-system JPMorgan expects the amount of stablecoins in circulation to roughly double to $500 billion in the next few years, although some estimates have put it as high as $2 trillion. Legal, Regulation & Compliance Trump calls on US central bank head to quit immediately News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64238/trump-calls-on-us-central-bank-head-to-quit-immediately Despite the president's continued criticism of Mr Powell, he said earlier this year that had "no intention of firing him". Legal, Regulation & Compliance How Canada’s CRM3 rules are redefining suitability News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64239/how-canadaamprsquos-crm3-rules-are-redefining-suitability The sector faces a key question: will suitability remain a checkbox Legal, Regulation & Compliance Trump's budget bill is closer to becoming law - here are the remaining sticking points News Aggregation Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64224/trumpamp039s-budget-bill-is-closer-to-becoming-law-here-are-the-remaining-sticking-points The lower chamber approved an earlier version of the bill in May with a margin of just one vote, and this bill must now be reconciled with the Senate version. Legal, Regulation & Compliance Big US banks expected to ace stress tests, boost dividends News Aggregation Team Wednesday, June 25, 2025 1:00 am https://americas.managersofwealth.com/article/64161/big-us-banks-expected-to-ace-stress-tests-boost-dividends It is also used by banks to determine how much in dividends can be given to shareholders. Legal, Regulation & Compliance Shares of Coinbase, Circle surge after stablecoin bill passes Senate News Aggregation Team Thursday, June 19, 2025 1:00 am https://americas.managersofwealth.com/article/64107/shares-of-coinbase-circle-surge-after-stablecoin-bill-passes-senate Stablecoins have become Coinbase’s biggest revenue driver after trading, with stablecoin-related income surging 50% year-over-year in the first quarter. Legal, Regulation & Compliance Hedge fund traders caution against paternity leave after trader dismissed News Aggregation Team Thursday, June 19, 2025 1:00 am https://americas.managersofwealth.com/article/64110/hedge-fund-traders-caution-against-paternity-leave-after-trader-dismissed Satha told the FT in 2022 that his long paternity leave was, "a welcome relief for many female traders who were anxious that having children would adversely impact their career." Legal, Regulation & Compliance Central banks forecast more gold purchases, fewer US dollar reserves in years ahead News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64094/central-banks-forecast-more-gold-purchases-fewer-us-dollar-reserves-in-years-ahead Respondents expect the share of other currencies, such as the euro and renminbi, will also increase over the same five-year period. Legal, Regulation & Compliance FV Bank Introduces Virtual Accounts for Enhanced Fund Attribution in International and Domestic Payments Transactions News Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64266/fv-bank-introduces-virtual-accounts-for-enhanced-fund-attribution-in-international-and-domestic-payments-transactions FV Bank customers can now pre-generate virtual account numbers for each of their clients or counterparties FinTech Demystify Podcast: Demystifying agentic AI with Jim Rowan, Head of AI for Deloitte US News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64267/demystify-podcast-demystifying-agentic-ai-with-jim-rowan-head-of-ai-for-deloitte-us Hosts Dave Wallace and Dharmesh Mistry chat with Deloitte's Jim Rowan about the rapidly evolving role of agentic AI in financial services. FinTech Citadel Securities' guru says C++ 26 is a "big hairy deal." Banks aren't so sure News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64255/citadel-securitiesamp039-guru-says-c-26-is-a-ampquotbig-hairy-dealampquot-banks-arenamp039t-so-sure The key advantage of C++ 26 is reflection, or the ability of a program to examine and modify its own structure FinTech JPMorgan paying $325k salaries for its new AI strike team News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64244/jpmorgan-paying-325k-salaries-for-its-new-ai-strike-team The job listing states that the tools the team develops should deliver a "measurable commercial impact." FinTech Broadridge to Acquire Acolin, Accelerating Modernization and Transparency in Cross-Border Fund Distribution News Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64229/broadridge-to-acquire-acolin-accelerating-modernization-and-transparency-in-cross-border-fund-distribution Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors FinTech BNY to give AI-powered 'digital employees' their own emails News Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64230/bny-to-give-ai-powered-amp039digital-employeesamp039-their-own-emails The agents have direct managers and, because they have their own logins to access apps like their human colleagues, can work autonomously. FinTech Ripple seeks US bank license to expand stablecoin services News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64232/ripple-seeks-us-bank-license-to-expand-stablecoin-services Ripple’s application highlights the shift from state-level to federal oversight that’s reshaping the US stablecoin landscape. FinTech Digital platform Savvy Wealth secures $72m in series B funding News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64235/digital-platform-savvy-wealth-secures-72m-in-series-b-funding The company will use the new funds to improve its core technology and expand its network of independent advisors via Savvy Advisors. FinTech Hiscox teams up with Google to expand coverage for California homeowners News Aggregation Team Thursday, June 26, 2025 1:00 am https://americas.managersofwealth.com/article/64171/hiscox-teams-up-with-google-to-expand-coverage-for-california-homeowners The new model is already helping provide additional insurance options for Californian homeowners. FinTech Dentons and AXL announce strategic partnership to advance legal innovation with AI News Team Wednesday, June 25, 2025 1:00 am https://americas.managersofwealth.com/article/64153/dentons-and-axl-announce-strategic-partnership-to-advance-legal-innovation-with-ai Through collaboration and visionary thinking, Dentons and AXL will co-create and deliver cutting-edge AI tools to drive innovation – from Canada, for the world. FinTech BNY Taps iCapital to Beef Up Its Alternative Investment Capabilities News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64273/bny-taps-icapital-to-beef-up-its-alternative-investment-capabilities BNY will integrate iCapital funds and investment management capabilities into its Alts Bridge platform. Alternative Investments Truist Financial Sees Relative Strength Rating Rise To 75 News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64251/truist-financial-sees-relative-strength-rating-rise-to-75 On Monday, Truist Financial (TFC) received an upgrade to its Relative Strength (RS) Rating, from 67 to 75. Alternative Investments BBVA to roll out GenAI tools to 100,000 employees via Google Cloud News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64231/bbva-to-roll-out-genai-tools-to-100000-employees-via-google-cloud This data follows the bank's deployment of 11,000 ChatGPT licences from OpenAI. Alternative Investments Cetera Launches First in a Planned Line of Alternative Investments Models News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64233/cetera-launches-first-in-a-planned-line-of-alternative-investments-models Cetera Blended Alternatives Model-Moderate will feature private equity, private credit and private real estate funds. Alternative Investments State Street Global Advisors Rebrands as State Street Investment Management News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64219/state-street-global-advisors-rebrands-as-state-street-investment-management New brand name and visual identity reflect the asset manager’s growth and strategic ambition as the leading partner and provider of innovative investment exposures and tailored solutions for its clients across global markets Alternative Investments State Street and UC Investments Forge Strategic Alliance to Expand Access to Wealth Building Tools for Individuals News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64221/state-street-and-uc-investments-forge-strategic-alliance-to-expand-access-to-wealth-building-tools-for-individuals The initiative will combine the latest investment technologies and artificial intelligence to give individuals direct access to a broader spectrum of investment opportunities, including private markets. Alternative Investments State Street Corporation Announces Planned 11% Dividend Increase and Preliminary Stress Capital Buffer Requirement News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64222/state-street-corporation-announces-planned-11-dividend-increase-and-preliminary-stress-capital-buffer-requirement State Street continues to be authorized to repurchase common shares under its existing share repurchase program previously approved by its Board of Directors. Alternative Investments Alternative investments can support a pension-style portfolio for high-net-worth clients News Aggregation Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64225/alternative-investments-can-support-a-pension-style-portfolio-for-high-net-worth-clients But due diligence and relative weighting matter Alternative Investments StoneX Signs Letter of Intent to Acquire Intercam’s U.S. Wealth Management Entities News Team Tuesday, July 01, 2025 1:00 am https://americas.managersofwealth.com/article/64208/stonex-signs-letter-of-intent-to-acquire-intercamamprsquos-us-wealth-management-entities The parties are working toward finalizing terms and entering into a definitive agreement in the near future. Alternative Investments Global M&A powered by larger deals in first half, bankers show appetite for megadeals News Aggregation Team Tuesday, July 01, 2025 1:00 am https://americas.managersofwealth.com/article/64212/global-mampampa-powered-by-larger-deals-in-first-half-bankers-show-appetite-for-megadeals Trump's tariff policies, kicked off by his self-styled "Liberation Day" on April 2, cast a chill over the markets Alternative Investments JPMorgan delivers blunt warning on S&P 500 News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64272/jpmorgan-delivers-blunt-warning-on-sampampp-500 This wild card might ruin the party. Investment Banking Confirmed: Wells Fargo leaves all of America stunned, don't miss out on this News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64252/confirmed-wells-fargo-leaves-all-of-america-stunned-donamp039t-miss-out-on-this Wells Fargo unexpectedly announces the account for savers that thousands of Americans have been demanding for years Investment Banking The Securities That Banks Are Backing Away News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64258/the-securities-that-banks-are-backing-away At the same time, preferred managers have received more cash to invest this year, as investors pile into higher-yielding assets that can perform well when rates are cut. Investment Banking Canada’s rise attractive to investment firm Jefferies News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64249/canadaamprsquos-rise-attractive-to-investment-firm-jefferies Manley says historically, the Canadian economy has been more akin to Australia than the US because it has such a strong base in natural resources. Investment Banking Wells Fargo Announces 12.5% Dividend Increase Pending Board Approval News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64234/wells-fargo-announces-125-dividend-increase-pending-board-approval Wells Fargo's planned increase in its Q3 2025 dividend and share buyback program are likely to further solidify its position as a shareholder-centric company and potentially improve investor sentiment. Investment Banking JPMorgan's chart questioning Deutsche Bank and HSBC's long-term performance News Aggregation Team Thursday, June 19, 2025 1:00 am https://americas.managersofwealth.com/article/64109/jpmorganamp039s-chart-questioning-deutsche-bank-and-hsbcamp039s-long-term-performance JPM’s closest competitor, Capital One, has posted three such years in the last decade; Morgan Stanley has posted two; Goldman Sachs and UBS have posted on each. JPMorgan itself has posted seven. Investment Banking U.S. Bank’s Kedia outlines strategy to rev up growth News Aggregation Team Friday, June 13, 2025 1:00 am https://americas.managersofwealth.com/article/64063/us-bankamprsquos-kedia-outlines-strategy-to-rev-up-growth The Minneapolis-based lender, facing pressure to deliver stronger results, is working to deepen relationships with customers and transform its payments business, the CEO said Wednesday. Investment Banking ‘You would have to anoint me’: JPMorgan’s Dimon would love to be president News Aggregation Team Thursday, June 12, 2025 1:00 am https://americas.managersofwealth.com/article/64047/amplsquoyou-would-have-to-anoint-meamprsquo-jpmorganamprsquos-dimon-would-love-to-be-president The Wall Street executive made the comments during a wide-ranging interview at a technology conference during which he said he would love to be US president, but did not want to run for office. Investment Banking Citi to Set Aside More Money for Potential Losses on Loans News Aggregation Team Wednesday, June 11, 2025 1:00 am https://americas.managersofwealth.com/article/64032/citi-to-set-aside-more-money-for-potential-losses-on-loans Banks build reserves for future risks based on macroeconomic indicators Investment Banking Goldman Sachs is cutting 317 jobs in New York News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64023/goldman-sachs-is-cutting-317-jobs-in-new-york This month, it's cutting several hundred jobs in New York City. Investment Banking Should investors bet against DEI? What to know about new anti-'woke' index fund News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64268/should-investors-bet-against-dei-what-to-know-about-new-anti-amp039wokeamp039-index-fund The next couple years are going to decide if this strategy is a success. Comment, Analysis & Research How chivalry is destroying the careers of women in finance News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64256/how-chivalry-is-destroying-the-careers-of-women-in-finance Equally deadly to a female analyst is a soft touch. Comment, Analysis & Research Warren Buffett Owns 9 Ultra-High-Yield Dividend Stocks. Here's the Best of the Bunch. News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64257/warren-buffett-owns-9-ultra-high-yield-dividend-stocks-hereamp039s-the-best-of-the-bunch Kraft Heinz's dividend yield isn't so high because the company has increased its dividend payout. Comment, Analysis & Research Investing as US slowdown, European awakening, reshuffle the outlook News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64217/investing-as-us-slowdown-european-awakening-reshuffle-the-outlook The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption. Comment, Analysis & Research Thunes research reveals top growth drivers in consumer cross-border payments News Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64197/thunes-research-reveals-top-growth-drivers-in-consumer-cross-border-payments Report reveals transformative potential of emerging payment technologies such as stablecoins and open banking in meeting consumer needs Comment, Analysis & Research Canadian retirees are being told to withdraw this shockingly low amount in 2025 — here’s why News Aggregation Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64200/canadian-retirees-are-being-told-to-withdraw-this-shockingly-low-amount-in-2025-ampmdash-hereamprsquos-why Amid rising costs, volatile markets and new prospects for inflation, a lower rate could disrupt the way many retirees think about their financial strategies. Comment, Analysis & Research US Watch - Why tariffs will not unleash the next inflation wave News Team Thursday, June 26, 2025 1:00 am https://americas.managersofwealth.com/article/64176/us-watch-why-tariffs-will-not-unleash-the-next-inflation-wave The reality has been much milder until now. Core goods CPI prices have risen by 0.15% between January and May this year. Comment, Analysis & Research New report highlights evolving investment suitability practices in Canada News Team Wednesday, June 25, 2025 1:00 am https://americas.managersofwealth.com/article/64150/new-report-highlights-evolving-investment-suitability-practices-in-canada The study, conducted by Canada’s Financial Wellness Lab in collaboration with Ortec Finance, provides insights into current industry practices, challenges, and areas for improvement. Comment, Analysis & Research Organic Growth Will Be a Defining Advantage as Financial Wealth Hits Record-High $305 Trillion News Team Tuesday, June 24, 2025 1:00 am https://americas.managersofwealth.com/article/64140/organic-growth-will-be-a-defining-advantage-as-financial-wealth-hits-record-high-305-trillion What defines winners today is no longer exposure to market performance or the ability to poach senior bankers Comment, Analysis & Research Canada appears to be losing appeal for millionaires, report reveals News Aggregation Team Tuesday, June 24, 2025 1:00 am https://americas.managersofwealth.com/article/64141/canada-appears-to-be-losing-appeal-for-millionaires-report-reveals Demand weakens along with other traditional destinations for wealth migrants Comment, Analysis & Research Trump ‘big beautiful’ bill gives top 1% biggest tax cuts in these states 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 US ‘revenge tax’ bites the dust News Aggregation Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64193/us-amplsquorevenge-taxamprsquo-bites-the-dust At issue was the OECD Pillar 2, the global minimum tax agreement that the US, although a party to, had refused to implement. Tax The eternal dilemma of how to tax the super-rich 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 Grant Thornton West Coast leaders recognized in leading regional awards 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 Brazil's finance minister links potential IOF tax tweak to financial tax overhaul 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 Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order 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 Three reasons why News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax US Sales Tax Rules Explained: A Practical Guide for European Companies News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax How should central banks respond to US tariffs? The RBA provides some clues News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63669/integrated-partners-adopts-risr-to-enhance-comprehensive-planning-for-business-owners RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners Tax CaixaBank issues USD 3 billion in its first triple-tranche transaction in the U.S. market News Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64186/caixabank-issues-usd-3-billion-in-its-first-triple-tranche-transaction-in-the-us-market The bank has issued three senior non-preferred bonds of USD 1 billion each, with maturities of 11, 6, and 4 years, respectively, all with a call option allowing for early redemption one year prior to maturity. Retail Banking TD Bank Announces Redemption of Non-Cumulative 5-Year Rate Reset Class A First Preferred Shares, Series 7 (NVCC) News Team Tuesday, June 24, 2025 1:00 am https://americas.managersofwealth.com/article/64142/td-bank-announces-redemption-of-non-cumulative-5-year-rate-reset-class-a-first-preferred-shares-series-7-nvcc The redemption has been approved by the Office of the Superintendent of Financial Institutions. Retail Banking Payments fintech Navro acquires first US licence News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64021/payments-fintech-navro-acquires-first-us-licence The technology is designed to address the various cross-border payments challenges currently faced by businesses in the US, such as the high transaction costs and lengthy timescales associated with Swift. Retail Banking Citi keeps hiring Bank of America's treasury managing directors News Aggregation Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64012/citi-keeps-hiring-bank-of-americaamp039s-treasury-managing-directors Citi just recruited Alan Donald, BofA's head of treasury business initiatives and execution, into a similar role. Retail Banking Citi needs new DCM bankers after Goldman Sachs’ curious hire News Aggregation Team Thursday, June 05, 2025 1:00 am https://americas.managersofwealth.com/article/63985/citi-needs-new-dcm-bankers-after-goldman-sachsamprsquo-curious-hire Citi may now need to do the same thing. Retail Banking Metropolitan Commercial Bank Wins Prestigious "Editors' Choice" Award at the Banking Tech Awards USA News Team Wednesday, June 04, 2025 1:00 am https://americas.managersofwealth.com/article/63974/metropolitan-commercial-bank-wins-prestigious-ampquoteditorsamp039-choiceampquot-award-at-the-banking-tech-awards-usa This distinction highlights MCB’s innovation in Digital Onboarding and Omnichannel Banking, reinforcing its position as a leader in financial innovation. Retail Banking Forsaken Citi banker finds JPMorgan home as US banks add disgruntled talent. Best bank to work for in a financial crisis News Aggregation Team Monday, June 02, 2025 1:00 am https://americas.managersofwealth.com/article/63953/forsaken-citi-banker-finds-jpmorgan-home-as-us-banks-add-disgruntled-talent-best-bank-to-work-for-in-a-financial-crisis Late last year, though, Giatrakos was shunted out of that role by Sid Punshi, the former co-head of the financial sponsors group for EMEA at JPMorgan. Retail Banking Bank of Montreal tops profit estimates, US business shows signs of recovery News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63909/bank-of-montreal-tops-profit-estimates-us-business-shows-signs-of-recovery In the U.S., loan loss reserves were smaller compared to the prior quarter Retail Banking Americans’ credit card debt falls, but past-due student loans drag on credit scores News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63842/americansamprsquo-credit-card-debt-falls-but-past-due-student-loans-drag-on-credit-scores The latest snapshot of how economy-powering consumers are managing their debt loads was released Tuesday by the Federal Reserve Bank of New York Retail Banking Wells Fargo & Company Announces Common Stock Dividend and New $40 Billion Common Stock Repurchase Program News Team Wednesday, April 30, 2025 1:00 am https://americas.managersofwealth.com/article/63682/wells-fargo-ampamp-company-announces-common-stock-dividend-and-new-40-billion-common-stock-repurchase-program The program will be executed consistent with the company’s internal capital adequacy framework that considers current market conditions, regulatory capital requirements, and other risk factors. Retail Banking Latin American banking is reinventing itself with a focus on sustainability 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 Banks boost fossil fuel financing for the first time since 2021 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 The beginning of climate change pushback? 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 Canada Banks Keep Climate Pledges as Rival RBC Drops Targets 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 Streamlining ESG due diligence and reporting for leading UK private equity firm 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 ESG support at record low with investors 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 Trump’s climate policy and its impact on investments 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 Can clarity from regulators, ratings help investors grasp ESG? 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 BBVA CIB reinforces its commitment to Brazil as a key driver in its expansion and leadership in sustainability 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 The Power of Collaborative Vision: Five Years and Nearly $10 Trillion Dollars Later on a Net-Zero Journey 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