https://americas.managersofwealth.com/ Thu, 29 Jan 2026 13:49:41 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, January 29, 2026 12:00 am https://americas.managersofwealth.com/article/65951/four-ubs-financial-advisor-teams-in-the-southeast-region-ranked-1-by-forbesshook-research The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms. Wealth and Asset Management News Team Thursday, January 29, 2026 12:00 am https://americas.managersofwealth.com/article/65952/apollo-provides-ampeuro900-million-refinancing-for-pan-european-logistics-and-industrial-portfolio-owned-by-cerberus-and-arrow-capital-partners Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base Wealth and Asset Management News Team Thursday, January 29, 2026 12:00 am https://americas.managersofwealth.com/article/65953/sei-reports-fourth-quarter-2025-financial-results Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%. Wealth and Asset Management News Aggregation Team Thursday, January 29, 2026 12:00 am https://americas.managersofwealth.com/article/65954/newedge-advisors-snags-two-firms-managing-19b-in-combined-assets NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee. Wealth and Asset Management News Team Thursday, January 29, 2026 12:00 am https://americas.managersofwealth.com/article/65955/brown-brothers-harriman-and-simcorp-forge-strategic-alliance Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers Wealth and Asset Management News Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65938/fratarcangeli-wealth-management-secures-no-1-spot-on-forbesamp039-best-in-state-wealth-management-teams Firm is the highest-ranked team in Southeast Michigan for the fourth consecutive year Wealth and Asset Management News Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65941/morgan-stanley-closes-acquisition-of-equityzen “With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies Wealth and Asset Management News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65944/goldmans-sachs-buys-stake-in-amppound3bn-advice-firm-the-private-office TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review. Wealth and Asset Management News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65945/morgan-stanley-and-rothschild-ampamp-co-lead-european-mampampa-financial-advisory-in-2025 Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart. Wealth and Asset Management News Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65948/corient-strengthens-west-coast-presence-with-the-addition-of-palo-alto-advisory-business The transaction deepens Corient’s presence in California and reinforces its growing footprint in Silicon Valley. Wealth and Asset Management News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65937/citigroupamprsquos-raghavan-reshuffles-corporate-banking-leadership Marangon, who had been chief country officer for Brazil, will relocate to New York, while Rizvi will move to London. People Moves News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65939/alta-vera-global-capital-advisors-appoints-michael-vaknin-as-cio The hire marks a key step for Alta Vera, an independent wealth management firm founded in 2025 by two former executives from J.P. Morgan and Merrill Lynch People Moves News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65942/rothschild-ampamp-co-strengthens-wealth-management Rothschild & Co is further expanding its client services in Latin America, relying on experienced executives from its international private banking division. People Moves News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65943/bny-reshuffles-executive-team-to-streamline-wealth-and-markets-divisions Adam Vos will become global head of Wealth Solutions; Jim Crowley as executive vice chair; Laide Majiyagbe will head Markets. People Moves News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65946/jp-morgan-payments-names-zachary-anderson-chief-data-and-analytics-officer Before NatWest he spent 12 years at gaming firm Electronic Arts and also had stints at JD Power and car manufacturer Nissan. People Moves News Aggregation Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65947/traydstream-bags-former-citi-trade-head-ahearn Prior to that, he also held senior executive roles at ABN Amro in Chicago, where he ran the US trade franchise and led financial institutions coverage within the global trade department. People Moves News Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65926/goldman-sachs-announces-leadership-updates “The opportunity to continue to grow our franchise across AWM is a core strategic objective for the firm, and this group of leaders will help us advance our goals as we continue to build a global, scaled AWM platform.” People Moves News Aggregation Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65930/wells-fargo-hires-former-aws-exec-faraz-shafiq-to-lead-ai-innovation As head of AI products and solutions, Wells Fargo says Shafiq "will oversee the vision, roadmap, and development for enterprise-wide, AI-powered products". People Moves News Aggregation Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65931/zachery-anderson-joins-jp-morgan-payments-as-chief-data-and-analytics-officer Anderson moves from NatWest, where he has served as chief data and analytics officer, and head of open banking, personalisation, and AI since 2020. People Moves News Aggregation Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65936/hightower-coo-leaves-amid-continued-c-suite-changes Hightower COO Michael DiBiasio has left the role after less than two years since joining from Morgan Stanley, according to regulatory filings. People Moves News Aggregation Team Monday, January 26, 2026 12:00 am https://americas.managersofwealth.com/article/65915/labour-groups-push-mps-to-force-cra-disclosure-on-offshore-tax-evasion Greater transparency is critical to protecting the integrity of the tax system Legal, Regulation & Compliance News Aggregation Team Monday, January 26, 2026 12:00 am https://americas.managersofwealth.com/article/65918/trumpamp039s-jpmorgan-lawsuit-underscores-his-growing-clash-with-wall-street The move underscores how large financial institutions, expected to be major winners of Trump's sweeping deregulatory agenda Legal, Regulation & Compliance News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65879/brazilamp039s-haddad-proposes-expanding-central-bank-oversight-to-investment-funds Brazil's federal police have pointed to the use of investment funds with cascading structures in their investigation Legal, Regulation & Compliance News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65855/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65858/can-a-former-advisor-win-a-fight-with-the-securities-and-exchange-commission Former insurance agent Dean Vagnozzi claims SEC has dragged his name and reputation through the mud. Legal, Regulation & Compliance News Aggregation Team Tuesday, January 13, 2026 12:00 am https://americas.managersofwealth.com/article/65813/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65807/ciro-launches-new-proficiency-model-and-first-official-exams New exam-based framework arrives for advisors as CIRO reshapes proficiency standards Legal, Regulation & Compliance News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65720/canadians-need-to-pay-150-or-more-in-exit-fees-just-to-leave-their-bank-ampmdash-td-bank-is-the-latest-to-hike-transfer-out-fees Service fees and financial advice costs will increase over time — to reflect the higher cost of goods and service; however, transfer-out fees are not service fees. Legal, Regulation & Compliance News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65701/ex-merrill-broker-sentenced-to-two-years-prison-ordered-to-pay-24-mln-restitution Rajesh Markan, who had logged over two decades in the industry, pleaded guilty in April to one count of securities fraud and reached a settlement in June with the Securities and Exchange Commission in a related civil case. Legal, Regulation & Compliance News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65698/sec-charges-whatsapp-group-operators-with-14m-crypto-scam According to the complaint, fraudsters posed as experienced financial professionals and encouraged retail investors to trade on allegedly fake crypto asset platforms. Legal, Regulation & Compliance News Team Thursday, January 29, 2026 12:00 am https://americas.managersofwealth.com/article/65950/wells-fargo-wealth-ampamp-investment-management-launches-internal-proxy-voting-system Expands partnership with Broadridge to support administration of its new, proprietary voting service FinTech News Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65940/mackenzie-investments-partners-with-sei-to-expand-us-institutional-presence Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies FinTech News Aggregation Team Saturday, January 24, 2026 12:00 am https://americas.managersofwealth.com/article/65913/merrill-edge-customers-say-platform-is-safe-easy-to-use Merrill Edge is one of IBD's 10 Best Online Brokers for 2026. FinTech News Aggregation Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65893/alliancebernstein-uses-ai-to-break-down-investment-barriers The divide between discretionary and systematic investing is narrowing, and the future belongs to those who combine both approaches, claims US house AllianceBernstein FinTech News Aggregation Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65896/casca-appoints-william-mills-agency-to-boost-ai-lending-visibility The company argues that many SMEs face limited access to affordable capital not because of weak credit profiles, but due to outdated systems at traditional lenders or higher-cost options from alternative providers. FinTech News Aggregation Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65899/smbc-winds-down-digital-us-bank-jenius Sumitomo Mitsui is to wind down its digital-only US banking subsidiary Jenius Bank. FinTech News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65871/revolut-applies-for-peru-banking-licence Peru is the fifth Latin American market targeted by the firm, following announcements in Brazil, Colombia, Argentina and Mexico, where in October it was granted a banking license. FinTech News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65869/bank-of-america-revamps-alphabet-stock-after-google-enters-two-key-partnerships "After careful evaluation, Apple determined Google's AI technology provides ‌the most capable foundation for Apple Foundation Models," Google said. FinTech News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65847/casca-named-banking-and-financial-services-winner-in-the-2026-big-innovation-awards CEO and co-founder, Lukas Haffer, was recognized in the Banking and Financial Services category for Innovative Individuals FinTech News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65802/fmo-and-smbc-americas-tap-fenergo-for-onboarding-tech Irish fintech Fenergo reveals it has expanded its portfolio of clients, partnering with a development bank for the first time. FinTech News Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65949/cibc-asset-management-inc-announces-ticker-symbol-change-for-cibc-active-investment-grade-floating-rate-bond-etf The investment objectives, strategies and existing name, as outlined in the prospectus, remain the same. Alternative Investments News Aggregation Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65932/the-little-tiny-hedge-funds-managing-tens-of-billions The most remarkable part of its story, however, is how few people it reached that point with. Alternative Investments News Aggregation Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65933/ria-northrock-adds-ameriprise-team-overseeing-500m By recruiting five-person team Martin & Associates, Sammons Financial-owned RIA NorthRock Partners jumps to over $11B in AUM. Alternative Investments News Aggregation Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65934/wall-street-pushes-solo-401ks-as-more-americans-work-for-themselves The likes of JPMorgan and Betterment are racing to offer solo 401(k)s to a new cohort Alternative Investments News Aggregation Team Tuesday, January 27, 2026 12:00 am https://americas.managersofwealth.com/article/65935/goldman-to-pay-ceo-solomon-47m-for-2025 Goldman’s disclosure comes a day after JPMorgan Chase announced a $43 million pay package for CEO Jamie Dimon. Alternative Investments News Aggregation Team Monday, January 26, 2026 12:00 am https://americas.managersofwealth.com/article/65920/volatility-fuels-rise-of-direct-indexing-and-private-markets-in-high-net-worth-portfolios Customization and private markets reshape high-net-worth portfolio strategy. Alternative Investments News Team Friday, January 23, 2026 12:00 am https://americas.managersofwealth.com/article/65908/pave-finance-integrates-with-fidelity-to-automate-wealth-management-for-rias The wealth management space is set to double in size2 over the next decade, and independent RIAs have the potential to claim vast swathes of market share. Alternative Investments News Team Friday, January 23, 2026 12:00 am https://americas.managersofwealth.com/article/65912/helping-eb-5-stand-out-from-other-visa-programs Industry leaders are engaged in raising awareness among Congressional leaders to reauthorize the program, ideally with a permanent version, to allow EB-5 to continue impacting American communities. Alternative Investments News Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65901/fixed-income-etf-use-and-product-development-efforts-accelerate Advisor familiarity is driving flows; ETF issuers respond to unmet demand Alternative Investments News Team Wednesday, January 21, 2026 12:00 am https://americas.managersofwealth.com/article/65884/state-street-and-qnb-group-sign-strategic-agreement-to-launch-new-custody-servicing-model Strengthening State Street’s Growth in Qatar and QNB’s International Presence Alternative Investments News Aggregation Team Monday, January 26, 2026 12:00 am https://americas.managersofwealth.com/article/65925/bank-of-america-bonuses-are-out-they-may-be-moderately-good Pre-Christmas, BofA people told us they were expecting a wild 59% increase in their bonuses. This seems unlikely. Investment Banking News Aggregation Team Wednesday, January 21, 2026 12:00 am https://americas.managersofwealth.com/article/65888/vis-raghavanamp039s-latest-ex-jpmorgan-hire-isnamp039t-like-the-others-davos-is-making-ceos-nervous-about-saying-the-wrong-thing Like many of Raghavan's recent hires, he's previously worked at JPMorgan; unlike many, he’s gone from banking, to industry and then back again. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65874/jim-cramer-on-goldman-and-other-major-banks-ampldquoit-takes-a-lot-to-get-these-stocks-out-of-their-tailspinamprdquo The Goldman Sachs Group, Inc. provides financial services, including investment banking, asset and wealth management, and banking solutions. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65875/us-banks-are-big-on-asia-hiring-in-2026 At Morgan Stanley, overall revenues in Asia grew by 50% over the last two years, as non-US revenues grew to 25% of the bank's total income. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65878/banking-recruitmentamp039s-same-sorry-story-more-candidates-fewer-jobs M&A revenues soared in the fourth quarter of 2026 and are expected to keep on growing. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65863/jpmorganamp039s-new-team-has-the-hottest-investment-banking-graduate-jobs-interviews-at-a-london-trading-firm-are-all-about-subtext The Wall Street Journal reported on Friday that the bank will be building out a 'Private Capital Advisory and Solutions' team, known in some banks as PCA units. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65864/jpmorgan-confirms-trump-assertion-that-bank-ceo-dimon-was-not-offered-fed-chair-job Trump in a Truth Social post on Saturday denied ‌that report, and JPMorgan later affirmed the president's assertion. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65867/bank-of-america-flags-10-potential-market-surprises-for-2026 The committee sees room for upside in the U.S. economy, with real GDP growth potentially reaching 2.5 percent or higher in 2026. Investment Banking News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65846/morgan-stanley-fourth-quarter-and-full-year-2025-earnings-results The Firm reported record net revenues of $70.6 billion and net income of $16.9 billion with strong results across our business segments, demonstrating the strength of our Integrated Firm. Investment Banking News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65804/us-bank-earnings-season-kicks-off-with-jpmorgan-citi-and-goldman Major US banks report fourth quarter results this week, with trading revenues expected to offset pressure on lending margins. Investment Banking News Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65898/emerging-asset-managers-partnering-for-growth-and-success-on-the-first-mile At PwC, we understand the unique challenges emerging asset managers face as they enter the asset management industry. Comment, Analysis & Research News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65836/advisors-using-new-tools-to-free-up-time-for-wealthy-clients-blackrock-survey-says The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65822/why-global-elites-are-choosing-ultra-private-usd-5-million-plus-homes-in-miami Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65825/top-residence-and-citizenship-programs-for-migrating-millionaires This is no longer a peripheral phenomenon at the margins of global mobility — it has become a defining mechanism through which capital, talent, and opportunity are being reallocated among jurisdictions. Comment, Analysis & Research News Aggregation Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65828/blackrock-to-trim-around-1-of-global-headcount-ampndash-report The announcement comes as part of the firm’s customary review intended to enhance operational efficiency. Comment, Analysis & Research News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65806/the-180-trillion-paradox-soaring-us-household-wealth-sinking-financial-confidence Yet survey data show that roughly two-thirds of Americans report living paycheck to paycheck Comment, Analysis & Research News Aggregation Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65771/nicolampograve-di-giacomo-head-of-family-office-at-banor-on-trends-in-the-asset-management-industry This deep-dive conversation provided invaluable insights for ultra-high-net-worth families, investors, and finance professionals. Comment, Analysis & Research News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65733/raymond-james-business-owners-prioritize-unlocking-concentrated-wealth-to-pursue-new-ventures Resulting data from Raymond James’ survey of over 500 owners of privately-held businesses Comment, Analysis & Research News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65734/us-economy-braces-for-slow-uneven-growth-in-2026 Economists see inflation, labour constraints, rising competition weighing on world's largest economy Comment, Analysis & Research News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65719/big-banks-enjoy-stealth-bailouts The Federal Reserve Bank of New York (NYFed), acting like a financial Santa Claus to recklessly naughty bankers, delivered $17 billion in cash to an unknown bank or banks at 8 AM the morning after Christmas. Comment, Analysis & Research News Aggregation Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65843/mosaic-builds-out-global-transactional-tax-risk-team The group distinguishes itself in complex tax issues and operates on a one-team global platform Tax News Aggregation Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65844/will-californiaamprsquos-amplsquobillionaire-taxamprsquo-trigger-an-uhnw-exodus-wealth-managers-weigh-in With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon? Tax News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65657/tax-reform-expected-to-push-brazilian-wealthy-to-invest-more-abroad Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines Tax News Aggregation Team Thursday, December 11, 2025 12:00 am https://americas.managersofwealth.com/article/65599/tariff-revenue-dipped-slightly-in-november-after-trump-pulled-back-on-grocery-store-duties The downward tick in tariff revenue breaks a streak that began earlier this year Tax News Aggregation Team Thursday, December 11, 2025 12:00 am https://americas.managersofwealth.com/article/65601/indianapolis-tax-focused-firm-launches-ria-with-dynasty Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors. Tax News Aggregation Team Wednesday, December 10, 2025 12:00 am https://americas.managersofwealth.com/article/65587/proposed-wealth-tax-targets-billionaires-to-fill-california-health-care-gap With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65489/cetera-financial-specialists-adds-callero-capital-management Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65492/grant-thornton-advisors-adds-puerto-rico-brazil-and-poland-firms As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses. Tax News Team Thursday, November 20, 2025 12:00 am https://americas.managersofwealth.com/article/65424/broadridge-and-xceptor-partner-to-transform-global-tax-reclaims-and-asset-servicing-operations New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing Tax News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65417/the-tariff-genie-will-not-go-back-in-the-bottle The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA). Tax News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65831/us-bancorp-to-acquire-btig Bolt-on acquisition to expand markets-based product set and revenues and enhance support for institutional clients Retail Banking News Aggregation Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65778/chase-to-take-over-apple-credit-card-from-goldman-sachs Under the terms of the agreement, the purchase of the portfolio is estimated to bring over $20 billion of card balances to the Chase platform. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65708/deep-dive-bank-of-americaamprsquos-consumer-banking-machine This operation spans everything from basic checking accounts and credit cards to digital platforms and wealth management tie-ins. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65709/us-remains-top-debtor-of-taiwan-banks-for-41st-straight-quarter Data released over the weekend showed Taiwanese banks' exposure to the U.S. rose US$4.03 billion, or 2.07 percent, from the end of June to US$198.896 billion at the end of September. Retail Banking News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65683/these-are-the-3-best-banks-in-the-united-states-according-to-their-customers Capital One tops the list for the sixth consecutive year. Retail Banking News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65562/prometeo-launches-name-match-to-expand-us-bank-account-ownership-verification The rollout reflects growing demand for stronger pre-payment controls in a payment environment where fraud attempts and misdirected transfers continue to rise. Retail Banking News Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65527/powering-the-future-of-embedded-finance-bmo-launches-north-american-payment The result? Real-time statuses, greater automation and a seamless experience – all without the need to switch between systems. Retail Banking News Aggregation Team Tuesday, November 25, 2025 12:00 am https://americas.managersofwealth.com/article/65472/scotiabank-approved-to-swap-part-of-latin-american-operations-for-stake-in-colombiaamprsquos-davivienda The Canadian bank announced the agreement in January to swap the operations for a 20 per cent stake in the Colombian financial institution. Retail Banking News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65419/fampeacutelix-collaborates-with-mastercard-to-accelerate-usampndashtoampndashlatin-america-remittances Félix will leverage Mastercard Move to deliver faster, more transparent, and secure payment experiences for individuals and families. Retail Banking News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65326/canadaamprsquos-2025-budget-plan-includes-new-stablecoin-rules-real-time-rail-launch The budget outlined a clear focus on developing Canada’s core banking systems, expanding digital remittance options, and fostering competition in financial services. Retail Banking 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 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