https://americas.managersofwealth.com/ Fri, 09 May 2025 04:48:19 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63744/ubs-survey-shows-wealthy-women-and-the-next-generation-feel-unprepared-for-the-great-wealth-transfer The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition. Wealth and Asset Management News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63745/experienced-tax-specialists-at-chase-buchanan-wealth-management-reflect-on-the-changing-2025-global-economic-landscape Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes Wealth and Asset Management News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63746/bbva-opens-its-third-international-private-banking-hub-in-spain-following-the-us-and-switzerland The new unit, based in Madrid, has 5 professionals dedicated to international clients Wealth and Asset Management News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63754/first-rate-launches-alts-data-management-solution-to-revolutionize-wealth-management-operations As wealth management firms increasingly turn to alternative assets to diversify and enhance client portfolios, the complexity of managing data across multiple asset types can become overwhelming. Wealth and Asset Management News Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63734/venturi-private-wealth-partners-with-opto-investments-to-expand-private-markets-program-strengthen-family-office-services $3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering Wealth and Asset Management News Aggregation Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63735/lori-rabinowitz-named-to-forbesamprsquo-best-in-state-wealth-advisors Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. Wealth and Asset Management News Aggregation Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63719/mercer-finalises-secor-asset-management-purchase More than 40 SECOR employees from New York and London joined Mercer as part of the acquisition. Wealth and Asset Management News Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63721/ubs-advisors-mark-binder-and-craig-chiate-named-to-forbes-best-in-state-wealth-advisors-list Craig Chiate ranked #3 in the Los Angeles Private Wealth category and Mark Binder was recognized as #2 in Southern California Private Wealth. Wealth and Asset Management News Aggregation Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63722/edelman-buys-cahill-wealth-management Cahill Wealth Management oversees around $426m in assets for 125 clients. Wealth and Asset Management News Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63725/brookfield-asset-management-announces-record-first-quarter-results Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy Wealth and Asset Management News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63749/rsm-announces-strategic-leadership-appointments-to-accelerate-growth-and-innovation Strategic Appointments Advance Firm’s Leadership Position for the Middle Market People Moves News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63752/blackburn-joins-liquidnet-to-head-up-global-multi-asset-offering During his tenure at UBS, Blackburn served as chief operating officer for the sell-side global cash equities business, and most recent headed up the UBS Execution Hub. People Moves News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63755/rbc-hires-financial-services-banker-antenberg-from-barclays He will join RBC Capital Markets in August as a managing director and vice chairman of the global financial institutions group in New York People Moves News Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63737/waverton-and-london-ampamp-capital-appoints-nick-hammond-to-lead-the-private-wealth-and-us-private-wealth-businesses Hammond joins from the 1762 division of RBC Brewin Dolphin People Moves News Aggregation Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63738/kearny-bank-names-persaud-retail-relationship-manager-in-north-bergen In her new role, she is overseeing all aspects of the branch’s sales and operations. People Moves News Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63739/parcion-private-wealth-expands-leadership-team-with-appointment-of-veteran-executives National Search Yields New Chief Investment Officer and Chief Operating Officer to Support Growth People Moves News Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63741/nordwand-capital-deepens-investment-expertise-with-appointment-of-patrick-mcginnis Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs People Moves News Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63720/americana-partners-strengthens-houston-presence-with-addition-of-local-team-of-industry-veterans Former Morgan Stanley Advisors Bring Decades Of Experience And Deep Relationships In The Ultra-High-Net-Worth Space People Moves News Aggregation Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63724/blackstone-taps-former-lazard-leader-jennifer-abate-to-head-ria-wealth-unit The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space. People Moves News Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63729/john-marshall-bank-hires-john-ashkar-as-svp-director-of-business-banking-to-lead-business-banking-team Mr. Ashkar will lead the Bank’s business banking team People Moves News Aggregation Team Thursday, May 01, 2025 1:00 am https://americas.managersofwealth.com/article/63693/us-bank-deregulation-a-near-term-neutral-but-poses-longer-term-risks Conversely, streamlining regulatory agencies or updated Basel III Endgame capital framework will require inter-agency cooperation, stakeholder buy-in and in some cases, legislation. Legal, Regulation & Compliance News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63671/decision-notice-ciro-sanctions-gary-edmond-perron-and-cumberland-private-wealth-management-inc As part of the settlement, Gary Perron admitted to having failed to disclose and seek pre-approval for activities related to the transfer of shares Legal, Regulation & Compliance News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63674/fed-independence-concerns-ease Fed independence concerns ease Legal, Regulation & Compliance News Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63660/wells-fargo-confirms-termination-of-2018-cfpb-compliance-consent-order Wells Fargo is a different and stronger company today Legal, Regulation & Compliance News Aggregation Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63612/ukamprsquos-fca-to-open-first-ever-offices-in-us-and-australia Major international investors ‘want easier access to us’ Legal, Regulation & Compliance News Aggregation Team Wednesday, April 16, 2025 1:00 am https://americas.managersofwealth.com/article/63610/lpl-expands-legal-battle-against-ameriprise-in-new-lawsuit LPL claims Ameriprise “has sunk to a new low” by sending out allegedly “misleading” notifications about a data breach. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 09, 2025 1:00 am https://americas.managersofwealth.com/article/63547/sec-to-review-aum-threshold-for-state-advisors Uyeda said the number of advisors had grown by about 45% to 15,411 since Dodd-Frank’s compliance date in 2012. Legal, Regulation & Compliance News Aggregation Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63497/santander-secures-canadian-banking-license Santander, which has 168 million customers globally, has a major presence in the Americas, and is also a more prominent lender in the U.S. than other European competitors. Legal, Regulation & Compliance News Aggregation Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63499/appeals-court-overturns-93m-decision-against-commonwealth The decision in the case initially filed by the SEC in 2019 comes the same week that LPL Financial announced it would acquire Commonwealth Financial Network in a $2.7 billion cash deal. Legal, Regulation & Compliance News Aggregation Team Tuesday, March 25, 2025 12:00 am https://americas.managersofwealth.com/article/63404/cambridge-investment-research-associates-to-pay-15m-in-sec-revenue-sharing-conflicts-case The SEC accused Cambridge Investment Research's RIA business of “breaching its fiduciary duty” in recommending certain mutual funds and money market sweep funds. Legal, Regulation & Compliance News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63747/growing-need-for-operational-and-cyber-resilience-dominates-concerns-among-financial-services-industry Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge FinTech News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63750/citi-wins-american-bankeramp039s-innovation-of-the-year-award Citi Token Services was named “Innovation of the Year” by American Banker in the On-Chain Finance category FinTech News Aggregation Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63736/captivesimple-launches-new-captive-insurance-platform CaptiveSimple said that its SaaS platform is delivered via a scalable web interface FinTech News Aggregation Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63727/jpmorgan-says-ai-helped-boost-sales-add-clients-in-market-turmoil The volatility prompted individual investors to call their bankers seeking advice, Erdoes told Reuters. FinTech News Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63728/broadridge-upgrades-opsgpt-for-post-trade-processing A strong data foundation is central to implement successful AI powered automation throughout the trade lifecycle. FinTech News Aggregation Team Monday, May 05, 2025 1:00 am https://americas.managersofwealth.com/article/63715/blackrock-discusses-bitcoin-as-strategic-asset-too-risky-not-to-own Bitcoin is flipping the institutional narrative as Blackrock warns it’s no longer about risk exposure—but the greater risk of missing out on crypto’s unstoppable financial ascent. FinTech News Team Wednesday, April 30, 2025 1:00 am https://americas.managersofwealth.com/article/63677/zest-aiamp039s-credit-decisioning-and-fraud-detection-now-seamlessly-integrated-with-temenos-loan-origination-solution AI-Automated Underwriting and Fraud Detection Helps Banks and Credit Unions in U.S. to Compete with Fintechs While Expanding Lending Access FinTech News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63667/onedigital-financial-selects-broadridge-technology-to-grow-retirement-practice-and-enhance-advisor-efficiency The partnership brings Broadridge’s data aggregation, monitoring, reporting, and proprietary fund scoring capabilities to OneDigital’s national platform. FinTech News Aggregation Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63656/blackrockamprsquos-ibit-nears-600000-btc-as-etf-reserve-growth-accelerates With approximately 19.85 million BTC currently in circulation, IBIT commands 2.97% of the outstanding supply. FinTech News Aggregation Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63658/caitlin-long-slams-us-fed-over-stablecoin-policy-favoring-big-banks While relaxing some crypto guidelines, the Fed preserves a policy blocking banks from direct crypto engagement, says Caitlin Long. FinTech News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63751/global-wealth-management-named-on-usa-todayamp039s-best-financial-advisory-firms-2025-list-1-advisory-firm-in-southeast-florida This recognition follows recent strategic growth milestones for GWM, including opening a new office in Palm Beach County and its expansion into Florida's West Coast with the acquisition of Gulf Coast Financial Planning in Lakewood Ranch/Sarasota. Alternative Investments News Team Wednesday, May 07, 2025 1:00 am https://americas.managersofwealth.com/article/63743/37-billion-merger-launches-balefire-a-new-brand-and-business-growth-strategy The new entity brings together over 60 professionals with complementary skillsets, offering comprehensive wealth management, strategic tax planning, and corporate solutions. Alternative Investments News Aggregation Team Tuesday, May 06, 2025 1:00 am https://americas.managersofwealth.com/article/63730/investment-roundup-hamilton-lane-launches-vc-fund-gsam-custom-publicprivate-model-portfolios-go-live In addition, Venturi Private Wealth taps Opto to bolster its private markets investment management capabilities. Alternative Investments News Aggregation Team Monday, May 05, 2025 1:00 am https://americas.managersofwealth.com/article/63712/mariner-expands-in-ohio-with-hyre-personal-wealth-advisors This acquisition establishes Mariner's second office in Columbus and eighth location in Ohio. Alternative Investments News Aggregation Team Monday, May 05, 2025 1:00 am https://americas.managersofwealth.com/article/63713/wells-fargo-nu-holdings-garner-heavy-retail-buzz-over-past-week-ampmdash-hereamprsquos-why The bank also cleared its twelfth consent order since 2019 earlier last week in its latest bid to lift a $1.95 trillion asset cap imposed on the bank by the Federal Reserve in 2018 due to its compliance issues. Alternative Investments News Aggregation Team Monday, May 05, 2025 1:00 am https://americas.managersofwealth.com/article/63714/worldamprsquos-largest-asset-manager-buys-13-million-nio-shares-in-q1 Despite the quarterly increase, BlackRock’s overall stake in Nio has declined significantly throughout 2024. Alternative Investments News Aggregation Team Monday, May 05, 2025 1:00 am https://americas.managersofwealth.com/article/63716/ackmanamp039s-pershing-square-to-boost-howard-hughes-stake-with-900-mln-investment Howard Hughes had rejected Ackman's previous offer of $900 million for 10 million shares Alternative Investments News Aggregation Team Monday, May 05, 2025 1:00 am https://americas.managersofwealth.com/article/63717/key-2025-strategies-for-business-growth-in-south-florida Despite the widespread optimism, local businesses should remain cautious as the economy adjusts to new tariffs. Alternative Investments News Aggregation Team Friday, May 02, 2025 1:00 am https://americas.managersofwealth.com/article/63704/a-j-gallagher-sees-net-earnings-hit-709m-in-q1amprsquo25-on-strong-segment-growth Meanwhile, net earnings in the firm’s risk management segment in Q1 2025 were $41.1 million, up from $39.3 million in Q1 2024. Alternative Investments News Team Friday, May 02, 2025 1:00 am https://americas.managersofwealth.com/article/63705/chubb-zurich-national-indemnity-launch-excess-casualty-facility This facility coverage solution will be available in the U.S. and will begin underwriting business immediately with coverage effective starting July 1, 2025. Alternative Investments News Team Thursday, May 01, 2025 1:00 am https://americas.managersofwealth.com/article/63696/2025-specialty-asset-management-outlook-released-by-bank-of-america Amid elevated long-term interest rates and persistent inflation, investors turn to real assets to help mitigate market risk Investment Banking News Aggregation Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63668/boutique-bank-pjt-is-stacking-up-on-partners-as-it-cuts-heads-and-pay The bank now has 129 partners, an 8% increase on the number at the end of 2024. Investment Banking News Aggregation Team Friday, April 25, 2025 1:00 am https://americas.managersofwealth.com/article/63646/state-street-reports-39-surge-in-q1-2025-profit The company has reported $3.28bn in revenue in Q1 2025, a 5% increase from $3.13bn in Q1 2024. Investment Banking News Aggregation Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63622/top-10-biggest-us-banks-by-assets-data-drop Cincinnati-headquartered U.S. Bank ranks fifth with $662.9 billion in consolidated assets. Investment Banking News Team Tuesday, April 15, 2025 1:00 am https://americas.managersofwealth.com/article/63596/goldman-sachs-reports-2025-first-quarter-earnings-per-common-share-of-1412-and-annualized-return-on-common-equity-of-169 Diluted earnings per common share (EPS) was $14.12 and annualized return on average common shareholders’ equity (ROE) was 16.9% for the first quarter of 2025. Investment Banking News Aggregation Team Tuesday, April 15, 2025 1:00 am https://americas.managersofwealth.com/article/63598/bank-of-america-boosts-profit-on-trading-gains-interest-income Equities trading jumped 17% to a record $2.2 billion, while fixed income, currencies and commodities trading revenue jumped 5% to $3.5 billion, propelling its markets revenue to the highest in more than a decade. Investment Banking News Aggregation Team Tuesday, April 15, 2025 1:00 am https://americas.managersofwealth.com/article/63599/wells-fargo-expands-technology-banking-team-amid-tech-sector-growth The growth of the Technology Banking team, which is part of Wells Fargo Commercial Banking’s Specialized Industries group, is being driven by the U.S. tech sector’s growth Investment Banking News Team Friday, April 11, 2025 1:00 am https://americas.managersofwealth.com/article/63576/bny-reports-first-quarter-2025-results Management will host a conference call and simultaneous live audio webcast at 11:00 a.m. ET today. Investment Banking News Aggregation Team Monday, April 07, 2025 1:00 am https://americas.managersofwealth.com/article/63518/goldman-sachs-raises-odds-of-us-recession-to-45-second-hike-in-a-week That, though, is higher than Wells Fargo Investment Institute's (WFII) 1% growth forecast, while J.P.Morgan estimates a 0.3% contraction, on a quarterly basis. Investment Banking News Aggregation Team Monday, March 31, 2025 1:00 am https://americas.managersofwealth.com/article/63461/goldman-raises-odds-of-us-recession-to-35 Trump said on Sunday his reciprocal tariffs, to be announced this week, would include all countries and not a more limited number, rattling financial markets globally over fears of an economic slowdown. Investment Banking News Aggregation Team Thursday, April 24, 2025 1:00 am https://americas.managersofwealth.com/article/63635/nickel-digital-study-with-institutional-investors-and-wealth-managers-predicts-strong-growth-in-tokenisation The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years. Comment, Analysis & Research News Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63619/us-household-total-financial-wealth-exceeds-90-trillion Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele Comment, Analysis & Research News Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63623/the-rise-of-the-outsourced-cco-why-investment-advisers-are-making-the-switch The modernization of the global workforce has transformed how the industry approaches compliance leadership. Comment, Analysis & Research News Aggregation Team Wednesday, April 16, 2025 1:00 am https://americas.managersofwealth.com/article/63601/citi-wealth-says-amp039strategy-is-workingamp039-as-net-new-assets-surge The division reported a 489% surge in its new investment assets in the fourth quarter. Comment, Analysis & Research News Team Tuesday, April 15, 2025 1:00 am https://americas.managersofwealth.com/article/63595/market-psychology-a-roadmap-for-rebuilding-confidence The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks. Comment, Analysis & Research News Team Wednesday, April 09, 2025 1:00 am https://americas.managersofwealth.com/article/63540/letter-from-america-us-market-update The US presents us with both an immense opportunity and a significant challenge—one that we are well-positioned to address. Comment, Analysis & Research News Aggregation Team Wednesday, April 09, 2025 1:00 am https://americas.managersofwealth.com/article/63542/will-mortgage-rates-ever-be-3-again When will mortgage rates finally drop back down near the 3% mark? Comment, Analysis & Research News Aggregation Team Wednesday, April 09, 2025 1:00 am https://americas.managersofwealth.com/article/63545/the-female-jpmorgan-banker-whose-cash-bonus-is-twice-as-big-as-jamie-dimonamp039s If JPMorgan's ROTCE is between 6% and 18% in years one to three, then Dimon will receive 0-150% of his award, depending upon where JPMorgan's ROTCE ranks relative to rivals'. Comment, Analysis & Research News Team Tuesday, April 08, 2025 1:00 am https://americas.managersofwealth.com/article/63536/digital-wealth-management-platforms-market-disruptions-the-1859-billion-opportunity-vendors-canamp039t-afford-to-miss Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030 Comment, Analysis & Research News Team Friday, April 04, 2025 1:00 am https://americas.managersofwealth.com/article/63513/younger-do-it-yourself-investors-in-canada-seek-human-financial-advice-in-uncertain-economy-jd-power-finds National Bank Financial and Wealthsimple Rank Highest in Their Respective Segment Comment, Analysis & Research 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 News Team Monday, April 07, 2025 1:00 am https://americas.managersofwealth.com/article/63521/tech-investment-on-the-rise-as-economic-optimism-fades After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%. Tax News Aggregation Team Friday, March 28, 2025 12:00 am https://americas.managersofwealth.com/article/63446/wall-street-straps-in-for-trumpamprsquos-tariff-reveal-sees-no-end-to-fog-of-uncertainty The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022. Tax News Team Wednesday, March 26, 2025 12:00 am https://americas.managersofwealth.com/article/63422/republican-tax-policy-plans-could-grow The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes Tax News Aggregation Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63352/taxpayers-come-clean When worried clients heard that, they came forward in droves. Tax News Team Saturday, March 15, 2025 12:00 am https://americas.managersofwealth.com/article/63331/successful-audit-once-again-proves-jtcamprsquos-solutions-are-secure Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020), Tax News Aggregation Team Wednesday, March 12, 2025 12:00 am https://americas.managersofwealth.com/article/63308/us-tariffs-a-structural-shift-reshaping-global-trade-and-asset-allocation The economic impact of tariffs is inherently stagflationary. Tax News Aggregation Team Tuesday, March 11, 2025 12:00 am https://americas.managersofwealth.com/article/63289/rsm-to-use-arch-for-private-markets-investment-management The middle market consultancy and accounting firm will integrate Arch into its family office data management platform. Tax News Team Friday, March 07, 2025 12:00 am https://americas.managersofwealth.com/article/63261/forest-systems-and-summitas-announce-strategic-partnership-to-enhance-wealth-management-security-and-efficiency This partnership will integrate Forest Systems' comprehensive financial reporting platform with Summitas' secure digital collaboration tools Tax News Team Tuesday, February 18, 2025 12:00 am https://americas.managersofwealth.com/article/63115/uk-inheritance-tax-changes-how-the-us-uk-treaty-could-protect-some-americans For dual nationals, if none of the above lead to a clear answer, the US and UK tax authorities will agree between them how to tax the individual. Tax News Team Wednesday, 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 News Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63654/truist-first-bank-to-begin-revolutionizing-bill-pay-with-alias-based-request-for-payment-via-the-rtpampreg-network The solution will ultimately enable businesses to offer faster, simpler, more secure, and cost-effective bill payments. Retail Banking News Aggregation Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63657/flagstar-plans-to-hire-80-to-90-more-commercial-bankers-this-year The bank reported another quarterly loss, although executives are targeting profitability in the fourth quarter. Retail Banking News Aggregation Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63384/wall-street-pay-guru-forecasts-a-disappointing-year-for-bonuses Banks risk sinking into a "cultural malaise" born of the return to work, threats from AI and the waning of righteousness of ESG and DEI issues. Retail Banking News Team Friday, March 07, 2025 12:00 am https://americas.managersofwealth.com/article/63263/signature-bank-achieves-record-profitability-in-2024-expands-wealth-management-and-strengthens-industry-leadership Our team has a great deal to be proud of as we reflect on our financial success in 2024 Retail Banking News Aggregation Team Thursday, March 06, 2025 12:00 am https://americas.managersofwealth.com/article/63249/scotiabank-pullback-signals-global-banking-shift-away-from-latin-america Scotiabank’s exit also fulfills a promise CEO Scott Thomson made in 2023 to refocus on more profitable North American markets. Retail Banking News Team Tuesday, March 04, 2025 12:00 am https://americas.managersofwealth.com/article/63231/fintech-cadence-and-visa-join-forces-to-support-payment-innovation-in-canada As part of the overall collaboration, Visa is one of the Champion Sponsors of the 2025 Fintech Drinks Series Retail Banking News Team Wednesday, February 26, 2025 12:00 am https://americas.managersofwealth.com/article/63187/consumers-continue-to-navigate-persistent-inflation-by-changing-life-plans-say-they-want-to-learn-new-money-behaviors-according-to-second-annual-wells-fargo-money-study For adults in the first half of their financial lives, these numbers are even higher, with 82% of Gen Z adults and 79% of Millennials cutting back. Retail Banking News Aggregation Team Tuesday, February 25, 2025 12:00 am https://americas.managersofwealth.com/article/63175/the-international-banker-2025-north-ampamp-south-american-awards-winners Banks are also now reporting more positive demand trends for CRE loans, further underscoring the brighter prospects for a sector badly damaged by rising interest rates in recent years. Retail Banking News Team Friday, February 21, 2025 12:00 am https://americas.managersofwealth.com/article/63147/citi-ceo-fraser-closes-pay-gap-to-peers-ifr The bank raised Fraser’s pay by 33% to $34.5mln Retail Banking News 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 News Team Tuesday, October 22, 2024 1:00 am https://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS News Team Friday, September 27, 2024 1:00 am https://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS News Aggregation Team Thursday, September 05, 2024 1:00 am https://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS News Team Thursday, August 22, 2024 1:00 am https://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS