https://americas.managersofwealth.com/ Tue, 15 Sep 2026 20:08:22 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67833/newedge-capital-group-continues-nationwide-expansion-of-newedge-wealth RIA Opens First Office in Minnesota Led by Team of Experienced Advisors Serving UHNW and HNW Across the Region Wealth and Asset Management News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67837/hadrius-ai-governance-selected-by-ritholtz-wealth-management-to-enable-firmwide-claude-deployment Agentic compliance infrastructure provider selected by national RIA to modernize communications archiving and deploy AI governance purpose-built for SEC and FINRA oversight Wealth and Asset Management News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67838/alphacore-seeds-family-office-division-with-5b-streamline-acquisition Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients. Wealth and Asset Management News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67843/pcm-encore-surpasses-2-billion-in-client-aum-expands-integrated-family-office-platform Continues to scale integrated family office platform with direct investment, tax, estate and other wealth management solutions designed to help clients address the full complexity of their financial lives Wealth and Asset Management News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67845/ty-j-young-wealth-management-acquires-bethel-retirement-planning-expanding-annuity-advisor-succession-platform As Bethel prepares for retirement, he selected Ty J. Young Wealth Management to provide continuity for his clients and ensure they continue receiving personalized service and support. Wealth and Asset Management News Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67823/2026-wealth-management-industry-awards-celebrate-record-breaking-year-and-the-innovators-advancing-financial-advice The 12th annual Wealthies honored sustained excellence, emerging leaders and technology-driven innovation before more than 600 industry executives in New York City Wealth and Asset Management News Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67824/broadridge-expands-next-gen-digital-assets-capabilities-to-us-wealth-management-firms Unified platform enables advisor-led and self-directed access to cryptocurrencies and tokenized assets alongside traditional investments Wealth and Asset Management News Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67814/citi-wealth-debuts-the-specialist-collection-from-citi-wealth A New Network that Connects Clients with Trusted Specialists Across Lifestyle and Operational Needs Wealth and Asset Management News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67816/family-offices-grow-up-the-ultra-rich-build-their-own-institutions Family offices have become some of the most active investors in global markets. Here is why the ultra-rich are building their own institutions and where the money now flows. Wealth and Asset Management News Team Thursday, September 10, 2026 1:00 am https://americas.managersofwealth.com/article/67803/hightower-signature-wealth-expands-with-addition-of-16b-aum-boston-hill-advisors The transaction advances Hightower’s continued expansion of HTSW with established advisory practices seeking greater scale and centralized capabilities. Wealth and Asset Management News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67834/esparza-joins-wilde-wealth-management-group Based in the Deer Valley Airpark, Esparza will continue serving clients from his long-time Esparza Group office People Moves News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67839/megan-neace-joins-florida-trust-wealth-management Neace has extensive experience interpreting trust instruments, wills and other estate planning documents. People Moves News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67840/third-coast-bank-expands-corporate-banking-leadership Names Bernie Lacayo Head of Corporate Banking People Moves News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67841/winthrop-wealth-welcomes-scott-cohen-and-robert-abendroth-as-wealth-advisors Cohen and Abendroth join Winthrop Wealth's multi-generational team of advisors, adding to the firm's experience in retirement and financial planning. People Moves News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67844/alex-wells-selected-as-zurich-us-ceo Former President of U.S. Middle Market to lead commercial insurance provider’s U.S. business as Sierra Signorelli departs. People Moves News Aggregation Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67826/jp-morgan-private-bank-names-nelle-miller-and-william-sinclair-co-ceos-of-us-private-bank Both executives bring substantial institutional experience to the leadership structure. People Moves News Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67828/state-street-announces-leadership-for-alpha-and-enterprise-operations-and-technology Mostapha Tahiri Named President of State Street Alpha; Ann Fogarty Named Enterprise Chief Operating Officer People Moves News Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67811/pallas-capital-welcomes-emily-richard-cfa-a-rising-force-in-next-gen-wealth-management Pallas Capital is prepared to empower Emily with valuable resources and growth opportunities, propelling her career further in the industry. People Moves News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67812/jp-morgan-hires-wells-advisor-managing-533m-in-palo-alto Pourya Naeimi joined the bank’s traditional brokerage unit, J.P. Morgan Advisors, on September 4 along with client associate Brian Hackmeister People Moves News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67815/juliana-herrmann-joins-ubs-international-to-strengthen-its-business-with-latin-american-clients Prior to joining J.P. Morgan's private banking business, she worked for over a decade in its Latin America Investment Banking division. People Moves News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67820/pension-reforms-key-to-deeper-capital-markets The bottom line is that pension depth and market depth often move together, and most of Europe has plenty of work to do. Legal, Regulation & Compliance News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67771/washington-state-considers-ria-insurance-mandate An organization of investors' attorneys supports the regulation, arguing it could address the continued issue of unpaid arbitration awards. Legal, Regulation & Compliance News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67651/sec-proposes-regulation-crypto-assets The new rules will allow offerings of up to $5 million during a four-year period, and offerings of $75 million during a 12-month period. Issuers would be subject to reporting and disclosure requirements. Legal, Regulation & Compliance News Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67550/crainamprsquos-new-york-business-names-sheppard-new-york-attorneys-to-2026-ampldquonotable-leaders-in-accounting-consulting-and-lawamprdquo Crain’s New York Business Legal, Regulation & Compliance News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67523/the-supreme-court-quietly-killed-sec-independence It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67485/young-hnw-clients-are-choosing-experiences-over-assets-ampmdash-can-advisors-keep-up Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that's forcing advisors to rethink how they plan Legal, Regulation & Compliance News Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67466/brad-rude-ampamp-cameron-edmiston-wells-fargo-advisors-face-10mm-complaint The pending complaint alleges damages of $10 million. Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67470/capital-one-says-it-closed-over-300-trump-organization-accounts-after-anti-money-laundering-probe Capital One first notified the Trump Organization of its intention to close more than 300 affiliated bank accounts in March 2021 Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67472/fed-and-fdic-ease-bank-insider-lending-rules-in-latest-deregulatory-push The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks. Legal, Regulation & Compliance News Aggregation Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67456/ai-lawsuits-surge-to-dominate-securities-class-action-filings-in-2026 Artificial intelligence is no longer just reshaping investment portfolios, it is reshaping the litigation landscape around them. Legal, Regulation & Compliance News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67832/anthropic-launches-claude-for-financial-advisors Its new product includes connectors to custodians, asset managers and wealth technology providers FinTech News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67842/ai-regulation-faces-political-deadlock-as-calls-grow-for-congress-to-act In the US, however, new safety legislation on AI is unlikely anytime soon. FinTech News Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67822/ssampampc-enhances-wealth-management-offerings-with-black-diamond-ai Black Diamond AI is part of SS&C's broader AI strategy, built on the SS&C AI Gateway governance platform and designed to interoperate with SS&C WorkHQ FinTech News Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67825/nu-partners-with-sygnum-to-launch-nu-global With Sygnum infrastructure integrated into Nu Global systems, Nu delivers regulated digital asset services to its clients in Switzerland and international markets. FinTech News Aggregation Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67830/openai-just-came-for-wall-streetamprsquos-junior-bankers-morgan-stanley-helped-build-the-thing 24/7 Wall St has helped investors make money for over two decades FinTech News Team Thursday, September 10, 2026 1:00 am https://americas.managersofwealth.com/article/67808/us-bank-launches-usbdc-stablecoin The launch demonstrates the bank's ability to move funds on-chain while leveraging traditional banking system controls and risk management FinTech News Team Wednesday, September 09, 2026 1:00 am https://americas.managersofwealth.com/article/67792/broadridge-launches-dlx-an-always-on-digital-asset-infrastructure-platform-for-tokenized-markets DLX is the operating system for tokenized finance, combining multi-chain enablement, a programmable smart contract composer, 24/7 transaction capabilities, integrated distribution, and institutional-grade workflow orchestration across traditional and on-c FinTech News Team Wednesday, September 09, 2026 1:00 am https://americas.managersofwealth.com/article/67797/celtic-bank-selects-jack-henry-to-support-business-banking-and-fintech-tech-stack The bank selected Jack Henry's modern core processing platform, along with a suite of technology solutions. FinTech News Aggregation Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67777/wealthselect-increases-value-tilt-in-portfolios There have been no changes to the headline asset allocation across the WealthSelect Managed and Responsible Portfolios FinTech News Aggregation Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67780/paytech-awards-usa-nominations-deadline-extended-to-18-september The deadline for entries for the prestigious PayTech Awards USA has been extended - submit your nominations today! FinTech News Aggregation Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67827/canada-investment-summit-opens-amid-energy-sovereignty-push Prime Minister Mark Carney courts global capital in Toronto as a Fraser Institute report urges bold action on export diversification Alternative Investments News Aggregation Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67831/bank-of-america-sends-strong-warning-to-stock-market-investors Investors are moving money out, and the shift happened fast. Alternative Investments News Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67787/pnc-workplace-advantage-to-help-employers-strengthen-benefit-offerings-while-supporting-employeesamp039-financial-confidence The new PNC program elevates workplace banking with meaningful rewards and personalized financial support and education Alternative Investments News Aggregation Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67788/whatamp039s-powering-bank-of-americaamp039s-strong-capital-return-strategy Net interest income (NII) rose 9%, while growth in trading, asset-management and investment banking (IB) fees further strengthened the company's earnings base. Alternative Investments News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67772/bank-of-america-boosts-its-stake-in-abivax Bank of America (BofA) told the AMF that it crossed above, on September 2, 2026, indirectly through the companies it controls, the 5% thresholds of Abivax's share capital and voting rights. Alternative Investments News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67776/evercore-expects-softer-third-quarter-investment-banking-and-trading-guidance Margin balances remained relatively stable despite some deleveraging associated with artificial intelligence-related positions during July. Alternative Investments News Aggregation Team Friday, September 04, 2026 1:00 am https://americas.managersofwealth.com/article/67763/new-mountain-exits-lincoln-investment-stake During the period of ownership, New Mountain worked with the Forst family on plans to update the company’s operating systems. Alternative Investments News Aggregation Team Friday, September 04, 2026 1:00 am https://americas.managersofwealth.com/article/67765/ty-j-young-wealth-management-acquires-washington-based-insurance-firm This is at least the third annuity book acquisition the company has announced in three weeks Alternative Investments News Team Thursday, September 03, 2026 1:00 am https://americas.managersofwealth.com/article/67749/central-family-advisors-joins-with-prime-quadrant-expanding-multi-family-office-presence-in-new-york Both firms are independently operated and committed to fiduciary, unbiased advice for the families they serve. Alternative Investments News Team Thursday, September 03, 2026 1:00 am https://americas.managersofwealth.com/article/67752/summit-wealth-group-moves-into-pacific-northwest-with-224m-oregon-deal Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states. Alternative Investments News Aggregation Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67829/morgan-stanleyamp039s-investment-banking-revenue-soars-58-amid-ai-tool-development Morgan Stanley's management highlighted that AI will be one of the two defining themes of 2026 Investment Banking News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67821/ampquoti-ran-a-team-full-of-talented-banking-mds-i-had-to-fire-them-as-they-wouldnamp039t-leaveampquot A strong manager encourages people to move on, or creates new roles for them to move into. Investment Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67781/morgan-stanleyamp039s-10m-bankers-beat-goldman-sachsamp039-10m-bankers-the-most-exhausting-job-at-jpmorgan Morgan Stanley's technology bankers may therefore be feeling pretty sane now. Investment Banking News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67775/jp-morgan-still-sees-upside-in-sinch-after-share-price-surge The bank expects high single-digit growth Investment Banking News Aggregation Team Friday, September 04, 2026 1:00 am https://americas.managersofwealth.com/article/67759/jpmorgan-decides-to-get-tough-with-jane-street-former-hedge-fund-manager-and-boa-banker-might-be-the-next-jamie-dimon People familiar with the situation” suggest that there had been “internal tensions” at JPM Investment Banking News Aggregation Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67679/jpmorgan-targets-ai-driven-wealth-boom-eases-time-restrictions-on-pledged-loans-for-new-listings The bank shortened the waiting period for related services when SpaceX went public, and may extend this practice to the AI company Anthropic in the future. Investment Banking News Aggregation Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67346/bank-of-america-2026-workplace-benefits-report This year’s study finds that workers’ financial well-being hit a three-year high, even as cost-of-living pressures persist. Investment Banking News Aggregation Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67337/north-americaamprsquos-best-investment-bank-2026-morgan-stanley Completing 229 M&A deals in the Americas, leading more equity offerings and IPOs than any rival Investment Banking News Aggregation Team Wednesday, July 15, 2026 1:00 am https://americas.managersofwealth.com/article/67311/morgan-stanley-beats-profit-estimates-on-dealmaking-boost-strong-trading Among the notable deals in the quarter, the bank acted as a financial advisor on Fertitta Entertainment's agreement to buy Caesars Entertainment in a deal valued at $17.6 billion. Investment Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67290/rothschildamprsquos-investment-bankers-arenamprsquot-paid-what-you-think-they-are Average pay at Goldman Sachs International, for example, was a monstrous $963k in 2025, up from $795k on average in 2024. Investment Banking News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67836/northern-trust-survey-asset-managers-sharpen-focus-on-core-capabilities-to-drive-growth Global Survey Reveals Increased Outsourcing, Heightened Cost Discipline, and Broader Adoption of AI As Asset Managers Refine Their Growth Strategies Comment, Analysis & Research News Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67813/sei-research-indicates-71-of-wealthy-investors-offer-advisors-an-untapped-opportunity-to-manage-more-of-their-assets Findings Reveal Opportunities for Advisors to Drive Organic Growth by Reducing Tax Drag, Enabling Asset Consolidation, and Delivering More Personalized Advice Comment, Analysis & Research News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67819/interest-rates-could-rise-again-across-the-world-ampndash-hereamp039s-why Other central banks are also responding, with the US and the UK poised to make interest-rate decisions next week. Comment, Analysis & Research News Aggregation Team Thursday, September 10, 2026 1:00 am https://americas.managersofwealth.com/article/67801/bill-gatesamp039-business-jet-fleet-explained While public headlines target high-profile executives for their flight frequency, managing such a valuable aviation portfolio requires rigorous corporate structuring, asset diversification, and operational risk mitigation. Comment, Analysis & Research News Aggregation Team Friday, September 04, 2026 1:00 am https://americas.managersofwealth.com/article/67757/family-offices-are-winning-over-peamprsquos-rising-talent Earlier opportunities to collect carried interest and a better work-life balance are pulling junior talent away from traditional private equity jobs. Comment, Analysis & Research News Team Friday, September 04, 2026 1:00 am https://americas.managersofwealth.com/article/67764/us-payrolls-defy-expectations-with-162000-jobs-added-in-august For markets, the message is equally mixed. Comment, Analysis & Research News Aggregation Team Tuesday, September 01, 2026 1:00 am https://americas.managersofwealth.com/article/67730/central-bank-independence-is-facing-its-biggest-stress-test-of-this-century For anyone born after the 1970s, central bank independence has felt like part of the permanent architecture of modern governance. Comment, Analysis & Research News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67715/lunar-economy-could-be-worth-566-billion-who-gets-there-first A new Deloitte report maps the business case for the moon, projecting hundreds of billions in economic value, with some big winners. Comment, Analysis & Research News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67694/robert-rizzo-highlights-family-officesamprsquo-expanding-role-in-private-equity-deals-in-mergers-ampamp-acquisitions Robert also highlighted the appeal of direct investing for family offices, which can provide greater control over investments and more favorable economics by eliminating the fees associated with investing through a private equity fund. Comment, Analysis & Research News Aggregation Team Wednesday, August 26, 2026 1:00 am https://americas.managersofwealth.com/article/67692/wells-fargo-hits-17-18-rotce-target-can-it-sustain-the-momentum A key catalyst is the removal of the Federal Reserve's asset cap in June 2025 Comment, Analysis & Research News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67774/trump-makes-false-claim-about-bank-of-canada-while-defending-canada-tariffs Trump claimed Canada allows its banks to operate in the United States while blocking American banks from Canada Tax News Aggregation Team Tuesday, August 18, 2026 1:00 am https://americas.managersofwealth.com/article/67616/billionaire-mark-cuban-blasts-amplsquoinsaneamprsquo-ro-khanna-wealth-tax-proposal For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares. Tax News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67585/tether-completes-the-largest-inaugural-financial-audit-in-history KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue Tax News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67593/kpmg-counted-every-gold-bar-tether-lands-its-first-full-audit-after-years-of-doubt For a firm that spent years batting away doubts over whether its USDt token is truly backed one-to-one, it is a symbolic win. Tax News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67565/google-co-founder-sergey-brin-spending-more-than-100-million-fighting-california-wealth-tax Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires. Tax News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67514/why-wealth-taxes-always-fail Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution. Tax News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67473/nycamp039s-pied-ampagrave-terre-tax-rollout-leaves-frustrated-longtime-owners-fighting-bills Thousands of primary homeowners claim to have been wrongly flagged for a levy meant for second-home owners, sparking a scramble over exemptions. Tax News Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67460/aampampm-tax-policy-quarterly-outlook-q2-2026 The publication also provides a comprehensive overview of key tax policy and controversy updates across regions, offering practical insights into jurisdictional trends and legislative changes. Tax News Aggregation Team Friday, July 24, 2026 1:00 am https://americas.managersofwealth.com/article/67395/fidelity-widens-sma-lineup-as-tax-optimization-reshapes-wealth-advice New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion. Tax News Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67349/assetmark-tax-management-services-surpass-10-billion-in-tax-managed-assets Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice Tax News Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67818/two-cibc-leaders-recognized-among-wxnamp039s-top-100-most-powerful-women As a long-standing WXN Partner, CIBC remains committed to fostering an inclusive environment where women can thrive and lead at every level. Retail Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67784/billions-in-iranian-funds-continue-to-flow-through-us-banks Correspondent banking network allows Iran continued dollar-systems access Retail Banking News Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67785/first-citizens-bank-completes-branch-acquisition-expanding-presence-across-the-midwest-great-plains-and-west New First Citizens Bank clients will continue working with the local bankers and teams they know Retail Banking News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67713/royal-bank-of-canada-unifies-global-transaction-banking-business New co-leadership unifies RBC’s transaction banking capabilities across the bank to serve clients seamlessly across borders Retail Banking News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67707/td-bank-group-reports-third-quarter-2026-results Adjusted earnings and earnings per share were $4.7 billion and $2.77, up 21% and 26%, respectively, year-over-year. Retail Banking News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67668/republic-bancorp-named-to-american-bankeramprsquos-2026-top-performing-banks-list Banks recognized on this year’s list benefited from improved efficiency, strong lending performance, deposit growth and expanded net interest margins. Retail Banking News Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67656/citi-appointed-as-depositary-bank-for-agilyx-asaamprsquos-adr-program Citi Issuer Services is a leading provider of depositary receipt services. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67518/thredd-powers-pliantamprsquos-us-expansion-with-visa-card-launch The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67520/klarna-live-on-jp-morgan-payments-in-us Industry data cited in the announcement suggests that more than one in four Americans are more inclined to finish a purchase when flexible payment options are shown at checkout. Retail Banking News Aggregation Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67420/profit-at-major-brazilian-banks-expected-to-rise-in-q2 But rising loan defaults are also set to give bank earnings a more cautious tone Retail Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS 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