https://americas.managersofwealth.com/ Thu, 09 Apr 2026 20:55:34 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66520/the-signal-in-the-sell-off-wealth-managementamprsquos-value-in-the-ai-era The market reaction was immediate and telling. Wealth and Asset Management News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66523/marsh-strengthens-merceramprsquos-investments-leadership-to-drive-client-impact In this pivotal role, he will lead Mercer’s global Alternatives platform, comprising the global and regional investment teams focused on private-market asset classes, including private credit, private equity, real assets and hedge funds. Wealth and Asset Management News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66506/24b-ubs-breakaways-launches-evertern-wealth-to-target-uhnw-families-with-family-office-model Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit. Wealth and Asset Management News Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66507/jp-morgan-sets-new-record-with-533-advisors-on-forbes-2026-best-in-state-wealth-advisors-list Nine advisors also recognized as America’s Top Wealth Advisors Wealth and Asset Management News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66512/hightower-signature-to-acquire-32b-lexington-wealth-management Hightower Signature's latest deal will bring the division's AUM to more than $29 billion upon closing. Wealth and Asset Management News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66510/merit-adds-586m-in-assets-with-strategic-retirement-plans The acquired business retirement income planning and financial advice for clients moving from employment into retirement. Wealth and Asset Management News Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66511/broadridge-live-with-on-chain-governance-for-tokenized-equities-extending-market-infrastructure-into-digital-assets Galaxy pioneers full ownership rights across traditional and tokenized holdings Wealth and Asset Management News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66515/24b-ubs-team-forms-florida-firm-with-dynasty-backing Jason Stephens and Mic Lundon are launching Evertern Wealth in Naples, Fla., backed by Dynasty Financial Partners and serving high-net-worth clients. Wealth and Asset Management News Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66492/women-already-lead-the-great-wealth-transfer-and-their-influence-over-wealth-is-accelerating With the structure of wealth ownership rapidly transforming, the question for private banking is whether the support model is evolving at the same pace. Wealth and Asset Management News Aggregation Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66494/citi-sets-aggressive-targets-for-bankers-in-wealth-management-unit The aggressive goals reflect the ambitions of Andy Sieg, the head of Citi’s wealth business. Wealth and Asset Management News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66518/bmo-wealth-management-names-ali-nafii-to-lead-san-diego-market In his new role, Ali will focus on expanding BMO’s wealth management presence across the West Region People Moves News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66519/perigon-wealth-management-appoints-chief-people-officer-as-part-of-strategic-leadership-expansion Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and Growth People Moves News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66521/douglas-elliman-names-areeje-akhtar-oriol-chief-of-staff-to-president-and-ceo-michael-s-liebowitz Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership team People Moves News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66522/efg-expands-leadership-with-industry-expert-karl-nilsen-joining-as-vice-president-of-underwriting Prior to joining EFG, Karl served as Vice President of Underwriting and Risk Management at Smart AutoCare. People Moves News Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66509/oppenheimer-names-bill-farmer-managing-director-head-of-aerospace-ampamp-defense-technology-investment-banking Veteran dealmaker joins Technology group to expand coverage across a critical and growing sector People Moves News Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66493/focus-wealth-management-appoints-henry-kim-as-chief-financial-officer-and-head-of-compliance He also held the role of Director, Investment Finance at CPP Investments and began his career in Assurance and Advisory Services at Deloitte & Touche. People Moves News Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66495/archana-vemulapalli-joins-goldman-sachs-as-partner-and-head-of-ai-product-management-and-strategic-relations She will also lead strategic engagement with frontier AI labs and AI application providers. People Moves News Team Thursday, April 02, 2026 1:00 am https://americas.managersofwealth.com/article/66480/ncino-appoints-keith-kettell-as-chief-revenue-officer Kettell brings more than two decades of experience building and scaling go-to-market organizations in the technology and financial services sectors. People Moves News Aggregation Team Thursday, April 02, 2026 1:00 am https://americas.managersofwealth.com/article/66482/former-rehmann-operations-head-amy-flourry-joins-constellation-wealth Amy Flourry will join the Karl Heckenberg-founded firm to help its network of RIAs with data and technology integration. People Moves News Team Thursday, April 02, 2026 1:00 am https://americas.managersofwealth.com/article/66485/latham-adds-leading-data-ampamp-technology-transactions-partner-in-bay-area John McGaraghan advises technology‑driven companies on complex intellectual property, licensing, and commercial transactions. People Moves News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66513/wall-street-watchdogs-pull-back-amid-trumpamprsquos-deregulatory-push President Trump’s push for deregulation is reshaping finance, from crypto to banking, sparking concerns over risks and regulatory gaps. Legal, Regulation & Compliance News Team Tuesday, March 31, 2026 1:00 am https://americas.managersofwealth.com/article/66468/handler-law-llp-named-2026-best-estates-ampamp-trusts-law-firm-in-the-united-states-at-private-asset-management-awards Further recognized with shortlistings in multiple categories at the 2026 Family Wealth Report Awards Legal, Regulation & Compliance News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66434/court-upholds-133m-finra-award-against-stifel The order agrees with a magistrate judge’s recommendation last month that the court deny Stifel’s motion to vacate the award. Legal, Regulation & Compliance News Aggregation Team Monday, March 23, 2026 12:00 am https://americas.managersofwealth.com/article/66394/brazil-freezes-crypto-tax-rules The consultation now on hold would have addressed the additional foreign exchange dimension introduced by the central bank's November classification. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am https://americas.managersofwealth.com/article/66325/banking-regulators-plan-to-ease-some-capital-requirements The Federal Reserve and other financial regulators will soon release proposals to loosen some planned rules on how much capital banks must hold in reserve to mitigate risks. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am https://americas.managersofwealth.com/article/66324/ex-merrill-broker-clears-record-of-amplsquospuriousamprsquo-customer-claim The clients had questioned whether Mariash had acted in their best interest when advising them on the transfer and purchase of equity indexed and variable annuities, according to the award. Legal, Regulation & Compliance News Aggregation Team Monday, March 09, 2026 12:00 am https://americas.managersofwealth.com/article/66279/nyse-fined-9-million-by-sec-over-trading-glitch The Securities and Exchange Commission has fined the New York Stock Exchange $9 million for a trading glitch that disrupted opening auctions for more than 2,800 securities. Legal, Regulation & Compliance News Aggregation Team Friday, March 06, 2026 12:00 am https://americas.managersofwealth.com/article/66273/house-subcommittee-considers-bill-to-fold-finra-into-sec During a hearing before the House Committee on Financial Services, lawyers testified on the effectiveness of FINRA, as the committee considers a bill to transfer the agency's responsibilities to the SEC. Legal, Regulation & Compliance News Aggregation Team Thursday, March 05, 2026 12:00 am https://americas.managersofwealth.com/article/66260/brazilamprsquos-supreme-court-orders-the-arrest-of-former-head-of-banco-master Police said it was carrying out four arrest warrants and 15 search and seizure warrants issued by the Supreme Court in the states of Sao Paulo and Minas Gerais. Legal, Regulation & Compliance News Aggregation Team Monday, February 23, 2026 12:00 am https://americas.managersofwealth.com/article/66161/jpmorgan-fined-ampeuro1218-million-by-ecb-for-gross-neglience-in-risk-reporting As a result of the miscalculations, the bank reported higher capital ratios than it should have done, leaving the central bank in the dark as to its accurate risk exposure. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66516/investsuite-launches-storyteller-in-us-market InvestSuite unveils StoryTeller, an AI-powered tool for advisors to create personalized portfolio narratives, meant to enhance client engagement and retention. FinTech News Team Tuesday, March 31, 2026 1:00 am https://americas.managersofwealth.com/article/66458/rbc-says-its-focus-on-ai-is-paying-dividends Royal Bank of Canada is betting that AI implementation will drive much of its future growth. FinTech News Team Tuesday, March 31, 2026 1:00 am https://americas.managersofwealth.com/article/66459/data-sovereignty-in-a-borderless-world With over 130 countries now enforcing data protection laws, organisations must navigate a patchwork of requirements governing how data is collected, stored, processed, and transferred. FinTech News Aggregation Team Monday, March 30, 2026 1:00 am https://americas.managersofwealth.com/article/66449/infosys-acquires-stratus-to-boost-insurance-capabilities Stratus brings a team of more than 450 professionals and established capabilities as a partner of Guidewire Software, delivering end-to-end services across PolicyCenter, ClaimCenter, and BillingCenter platforms. FinTech News Aggregation Team Wednesday, March 25, 2026 12:00 am https://americas.managersofwealth.com/article/66418/dimon-warns-on-ai-job-losses-calls-for-government-business-incentives JPMorgan Chase CEO Jamie Dimon warned that artificial intelligence could cost U.S. jobs. FinTech News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66379/floridaamp039s-sunstate-bank-enhances-digital-investing-capabilities-with-investifi Sunstate plans to integrate InvestiFi's full suite of investing tools into its FIS core and digital banking platform. FinTech News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66380/clear-mountain-bank-opts-for-alkami-digital-banking-platform Clear Mountain Bank is preparing to complement the platform rollout with the Alkami Data and Marketing Solution. FinTech News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66382/nasdaq-gains-sec-approval-for-trading-tokenised-securities The only securities that will be permitted to be traded in tokenised form currently are stocks in the Russell 1000 Index, and exchange-traded funds tracking benchmarks such as the S&P 500 and Nasdaq 100. FinTech News Team Thursday, March 19, 2026 12:00 am https://americas.managersofwealth.com/article/66370/datalign-advisory-launches-custom-compliance-by-design-ai-agents-for-wealth-management-making-agentic-ai-accessible-to-every-advisory-firm Advisory firms of any size can now deploy custom, branded AI agents grounded in their own content, voice and data—powered by Datalign's compliance-by-design orchestration framework. FinTech News Aggregation Team Thursday, March 19, 2026 12:00 am https://americas.managersofwealth.com/article/66373/capital-is-shifting-into-digital-dollars-as-bitcoin-wilts As sentiment weakens, capital is flowing not just out of altcoins but also out of bitcoin and into stablecoins, which are essentially tokenized versions of the U.S. dollar. FinTech News Aggregation Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66525/us-banks-could-release-320-billion-in-capital-with-new-draft-rules-analysts-say Morgan ​Stanley expects the banks to begin giving preliminary ranges of capital ​they will be able to release once the rules are implemented, during the first-quarter ‌earnings ⁠calls. Alternative Investments News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66526/state-street-expands-long-partnership-with-thornburg-to-support-new-etf-share-classes The announcement marks only the second active ETF share-class servicing mandate in the US, with State Street serving as provider, underscoring momentum among active managers seeking greater flexibility in how they deliver their strategies to investors. Alternative Investments News Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66514/24-billion-advisory-team-launches-evertern-wealth-in-naples-florida Veteran Advisors Jason Stephens and Mic Lundon Establish Boutique Family Office Advisory Firm Serving High-Net-Worth Families Alternative Investments News Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66517/lgt-capital-partners-expands-us-venture-capital-platform-with-core-fund-investing-team-of-sapphire-partners Integration of US-based venture capital fund investment team strengthens LGT Capital Partners’ global venture platform and expands its US presence Alternative Investments News Aggregation Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66498/morgan-stanley-plans-private-credit-fund-even-as-investors-flee The nontraded vehicle enters a challenging market, as the private credit industry is facing its greatest liquidity squeeze to date. Alternative Investments News Aggregation Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66499/blackrock-files-to-challenge-invescoamprsquos-nasdaq-100-etf-monopoly Should it launch, IQQ would become one of just a handful of US-listed ETFs to solely track the Nasdaq 100. Alternative Investments News Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66501/mercer-advisors-expands-new-jersey-presence-with-addition-of-personal-financial-solutions Planning-focused firm brings approximately $150 million in client assets and nearly three decades of fiduciary service Alternative Investments News Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66502/prudential-advisors-welcomes-two-advisors-with-over-300m-in-assets Keith Loegering and Brian Montalbano join existing teams at Prudential Advisors to leverage greater independence, growth opportunities and enhanced client support. Alternative Investments News Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66503/merit-financial-advisors-acquires-strategic-retirement-plans-expands-presence-in-montana-and-wyoming Previously affiliated with Commonwealth Financial Network, Strategic Retirement Plans has built a strong reputation for helping clients transition confidently from their working years into retirement Alternative Investments News Aggregation Team Thursday, April 02, 2026 1:00 am https://americas.managersofwealth.com/article/66483/48-year-old-citi-rates-trader-unable-to-workout-during-war-the-man-with-the-worst-job-in-hedge-funds The way that you take advantage of volatile market conditions is to be one step ahead of the market. Alternative Investments News Aggregation Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66500/morgan-stanleyamp039s-new-fintech-banking-head-is-from-bankingamp039s-most-nomadic-team Morgan Stanley may be reorganizing its fintech ranks in anticipation of a bumper year for fintech. Investment Banking News Aggregation Team Wednesday, April 01, 2026 1:00 am https://americas.managersofwealth.com/article/66474/jpmorganamprsquos-jamie-dimon-has-a-plan-to-rescue-the-american-dream The biggest US bank announced another new program, and the latest venture is aimed at expanding economic opportunity in local communities across the country. Investment Banking News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66431/new-york-cityamprsquos-investment-banks-are-shrinking-while-paying-more Average salaries increased by 7.3% on 2024, average bonuses increased by 6%, and average (total) compensation increased by 6.9%. Investment Banking News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66383/jpmorgan-pilots-software-to-monitor-junior-bankersamp039-working-hours The heavy workloads endured by junior bankers has long been a concern within the industry. Investment Banking News Aggregation Team Thursday, March 19, 2026 12:00 am https://americas.managersofwealth.com/article/66376/jp-morgan-chase-unveils-star-studded-council-to-support-athletesamp039-financial-well-being The council, chaired by NBA Hall of Famer Dwayne Wade, will meet periodically to discuss the "unique financial needs of athletes and guide the development of programmes to address them", the bank says. Investment Banking News Aggregation Team Tuesday, March 17, 2026 12:00 am https://americas.managersofwealth.com/article/66345/jefferies-cut-its-london-pay-after-profits-rose-40 More impressively, its bottom-line income for the year reached £92m ($122m), a staggering 40% increase on the year before. Investment Banking News Aggregation Team Tuesday, March 17, 2026 12:00 am https://americas.managersofwealth.com/article/66348/banking-giant-opens-ballantyne-office-adding-over-500-jobs-in-charlotte “It’s also great for our people to have a place to call that’s ours, for morale, collaboration, that sense of community.” Investment Banking News Aggregation Team Thursday, March 05, 2026 12:00 am https://americas.managersofwealth.com/article/66259/morgan-stanley-is-cutting-jobs-goldman-sachs-will-probably-be-next-the-secret-police-at-citi Morgan Stanley and Goldman Sachs did it in 2025 and now we understand that Morgan Stanley and Goldman Sachs will do it again in 2026. Investment Banking News Aggregation Team Wednesday, March 04, 2026 12:00 am https://americas.managersofwealth.com/article/66242/bnp-paribas-made-some-changes-after-debatable-bonuses Sources say that John Hanisch, the head of US flow credit and global head of US securitized product trading at BNP Paribas, is leaving. Investment Banking News Aggregation Team Wednesday, March 04, 2026 12:00 am https://americas.managersofwealth.com/article/66247/former-wells-fargo-advisor-gets-three-years-for-real-estate-investment-scam Andrew Egber pleaded guilty to felony theft and securities fraud in Maryland federal court last week. In addition to Wells Fargo, Egber previously worked for Raymond James and UBS. Investment Banking News Aggregation Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66524/latin-america-and-the-caribbean-growth-slows-in-2026-world-bank-says “The central ambition should be clear: create quality jobs that power growth and lift productivity.” Comment, Analysis & Research News Aggregation Team Wednesday, March 25, 2026 12:00 am https://americas.managersofwealth.com/article/66420/opinion-private-wealth-firms-are-struggling Sales, marketing, capital deployment and more — 7 mistakes they keep making Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am https://americas.managersofwealth.com/article/66404/new-york-state-force-stores-to-accept-cash They also cannot charge consumers a higher price if they pay in cash. Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am https://americas.managersofwealth.com/article/66409/leadership-lessons-from-two-sides-of-the-wealth-management-industry The lessons are universal. Comment, Analysis & Research News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66384/goldman-sachs-to-make-performance-based-staff-cuts-in-april-reuters Goldman Sachs will axe a small number of underperforming staff in April, Reuters reported on Thursday. Comment, Analysis & Research News Aggregation Team Wednesday, March 18, 2026 12:00 am https://americas.managersofwealth.com/article/66362/the-role-of-women-in-modern-family-offices Women are expected to inherit a significant share of this wealth due to demographic trends such as longevity and intra-spousal transfers. Comment, Analysis & Research News Team Thursday, March 12, 2026 12:00 am https://americas.managersofwealth.com/article/66315/deloitte-ranked-the-strongest-and-most-valuable-professional-services-brand-in-the-world-by-brand-finance The report calculates brands’ value based on indicators such as market performance, marketing strategy and investment, as well as perception and reputation among clients, employees and other stakeholders. Comment, Analysis & Research News Team Monday, March 09, 2026 12:00 am https://americas.managersofwealth.com/article/66275/how-a-family-office-can-safeguard-your-legacy As families accumulate wealth across generations, the need for effective management and strategic planning becomes increasingly important. Comment, Analysis & Research News Team Friday, February 27, 2026 12:00 am https://americas.managersofwealth.com/article/66208/majority-of-family-offices-shunning-crypto-and-gold-jp-morgan Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan. Comment, Analysis & Research News Team Thursday, February 26, 2026 12:00 am https://americas.managersofwealth.com/article/66198/why-business-ownersamprsquo-biggest-planning-gap-comes-after-the-sale 25th February 2026 – As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning is creating one of the most significant advice opportunities in the market. Comment, Analysis & Research News Team Friday, March 27, 2026 12:00 am https://americas.managersofwealth.com/article/66445/pkf-oamprsquoconnor-davies-announces-collaboration-with-asseta-ai-to-support-family-office-modernization Organization to serve as preferred accounting and implementation partner for AI-driven financial platform Tax News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66435/californians-want-to-tax-billionaires-theyamp039re-threatening-to-leave Proponents are collecting signatures to get the tax on the November ballot. Tax News Aggregation Team Wednesday, March 25, 2026 12:00 am https://americas.managersofwealth.com/article/66416/breaking-down-barriers-to-international-tax-enforcement U.S. financial intelligence units need better access to tax data. Tax News Aggregation Team Monday, March 16, 2026 12:00 am https://americas.managersofwealth.com/article/66339/working-americansamp039-tax-cut-act-revenue-and-distributional-effects Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower. Tax News Aggregation Team Monday, March 02, 2026 12:00 am https://americas.managersofwealth.com/article/66221/canadaamprsquos-job-growth-stalls-big-six-banks-exceed-earning-expectations-and-trump-tariffs-business-and-investing-stories-for-the-week-of-march-1 They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks. Tax News Aggregation Team Tuesday, February 24, 2026 12:00 am https://americas.managersofwealth.com/article/66168/april-launches-integrated-tax-platform-for-wealth-managers It purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process. Tax News Aggregation Team Monday, February 23, 2026 12:00 am https://americas.managersofwealth.com/article/66163/tax-refunds-jump-14-over-last-year A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds Tax News Aggregation Team Thursday, February 12, 2026 12:00 am https://americas.managersofwealth.com/article/66080/progressive-california-lawmakersamprsquo-new-tax-proposal-targets-international-corporations The effort, which would rewrite tax law for multinational corporations crafted during Gov. Ronald Reagan’s tenure, could raise \$3 billion to $4 billion annually at a time when the Legislature faces a budget deficit and federal cuts threaten social Tax News Aggregation Team Friday, February 06, 2026 12:00 am https://americas.managersofwealth.com/article/66034/how-trumpamprsquos-child-tax-credit-changes-could-impact-your-refund-this-season Nearly 37 million returns claimed the child tax credit or credit for other dependents during tax year 2022, based on the latest IRS estimates. Tax 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 Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66527/valor-econampocircmico-and-el-economista-highlight-latam-as-a-jp-morgan-payments-innovation-hub Global Co-Heads Max Neukirchen and Umar Farooq discuss Brazil’s and Mexico’s growing role in cross-border and real-time payments with key regional media Retail Banking News Team Thursday, April 02, 2026 1:00 am https://americas.managersofwealth.com/article/66489/bmo-named-one-of-the-2026-worldamp039s-most-ethical-companiesampreg-for-the-ninth-consecutive-year MO is the only bank in Canada, and one of only three worldwide, to be honoured. Retail Banking News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66381/ppro-integrates-cash-app-pay-for-us-merchants-targeting-younger-consumers Cash App Pay allows customers to pay directly from their Cash App balance, a linked bank account, or a debit card, without requiring a physical card. Retail Banking News Team Thursday, March 19, 2026 12:00 am https://americas.managersofwealth.com/article/66369/banks-strengthen-mobile-account-opening-and-debit-card-controls-while-delegated-access-emerges-for-retail-customers-to-safeguard-vulnerable-populations U.S. Bank Continues as Overall Leader in Keynova Group's Mobile Banker Scorecard; Bank of America and U.S. Bank Tie for Top Mobile App Retail Banking News Team Wednesday, March 18, 2026 12:00 am https://americas.managersofwealth.com/article/66365/jp-morgan-payments-rolls-out-virtual-b2b-card-in-europe European corporates can now access J.P. Morgan Payments’ expertise through its virtual card offerings to optimize their working capital by automating payment creation and reconciliation. Retail Banking News Team Tuesday, March 10, 2026 12:00 am https://americas.managersofwealth.com/article/66291/lemfi-secures-bank-of-canada-registration The milestone is a key moment in LemFi’s ongoing quest to reinforce trust through compliance, but also serves the company’s mission to build the full stack of financial services that move with people across borders. Retail Banking News Aggregation Team Friday, March 06, 2026 12:00 am https://americas.managersofwealth.com/article/66271/robinhood-takes-on-amex-with-695-a-year-platinum-credit-card Robinhood, which began life as a stock trading app, claims more than 700,000 gold card users, with over $10 billion in annualised spending. Retail Banking News Aggregation Team Thursday, March 05, 2026 12:00 am https://americas.managersofwealth.com/article/66255/revolut-applies-for-us-national-bank-charter The filing was announced on 5 March 2026 and marks a significant step in the company's North American expansion strategy. Retail Banking News Aggregation Team Thursday, February 26, 2026 12:00 am https://americas.managersofwealth.com/article/66197/national-bank-of-canadaamp039s-profit-gets-a-lift-from-canadian-western-deal Peer Bank of Nova Scotia beat profit estimates on Tuesday, supported by strong growth across segments. Retail Banking News Aggregation Team Wednesday, February 18, 2026 12:00 am https://americas.managersofwealth.com/article/66124/us-commercial-banks-see-credit-spread-compression-into-2026 Industry deposits have fully recovered from the recent liquidity crisis and reached record levels. Retail Banking News Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am https://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am https://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS News Aggregation Team Tuesday, February 18, 2025 12:00 am https://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS 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