https://americas.managersofwealth.com/ Thu, 29 May 2025 11:53:15 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63902/jpmorgan-chase-is-heading-upmarket-to-woo-americaamprsquos-millionaires It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions. Wealth and Asset Management News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63905/citi-handlowy-announces-agreement-to-sell-consumer-banking-business-in-poland-to-velobank-sa Transaction marks last of the announced international consumer sales as part of Citi’s strategic refresh Wealth and Asset Management News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63891/us-bank-named-official-banking-and-wealth-management-partner-of-premier-lacrosse-league-and-womenamprsquos-lacrosse-league Multi-Year Partnership Marks Strategic Investment in the Sport’s Growth Trajectory Wealth and Asset Management News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63895/ritholtz-wealth-management-moves-chicago-office-to-the-salt-shed The new office will serve as a second headquarters for the RIA and a blueprint for other Ritholtz locations. Wealth and Asset Management News Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63879/morgan-stanley-names-11-individuals-as-their-makers-class-of-2025 Nominations were solicited from employees across Morgan Stanley Wealth Management. Wealth and Asset Management News Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63866/impact-investing-how-to-align-your-wealth-goals-with-the-desire-for-positive-change This type of investing can bring families together around shared values while offering the potential for financial returns. Wealth and Asset Management News Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63874/lpl-financial-and-momentum-wealth-partners-welcome-beacon-financial Based in Toledo, Ohio, Beacon Financial is led by Principal Owner and CEO Greg Kopan Wealth and Asset Management News Aggregation Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63856/osaic-unveils-vision-for-the-future-of-wealth-management-at-nxt-2025 Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice Wealth and Asset Management News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63847/jp-morgan-private-bank-releases-2025-mid-year-global-investment-outlook Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti Wealth and Asset Management News Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63831/ubs-advisor-teams-in-florida-named-to-barronamprsquos-top-250-private-wealth-teams-list The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. Wealth and Asset Management News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63903/ashton-thomas-private-wealth-welcomes-new-team-in-san-francisco Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor. People Moves News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63904/wale-adebayo-joins-jp-morgan-private-bank-in-birmingham He joins the firm from Merrill Lynch. People Moves News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63908/henry-brandts-giesen-appointed-global-co-chair-of-dentonsamprsquo-family-office-and-high-net-worth-group He is general counsel and strategic advisor to single and multi-family offices and family enterprises. People Moves News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63913/citi-hires-merrillamprsquos-meraz-for-regional-role-in-california Until August, Frank Consalo, Citi’s head of national sales, will oversee the California market, according to the memo. People Moves News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63914/amplify-appoints-industry-veteran-mark-fischer-as-first-coo Fischer's over 30-year career includes stints at JP Morgan Chase, State Street, and Charles Schwab. People Moves News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63915/advisor-moves-ex-focus-wealth-manager-hops-to-stratos-affiliate-lpl-welcomes-former-rbc-advisor A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry. People Moves News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63890/canaccord-genuity-expands-calgary-office-with-senior-investment-advisor-hire Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move People Moves News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63892/aviva-appoints-new-chief-claims-officer John Lally will take on the role on June 2 People Moves News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63894/awim-adds-head-of-international-wealth-management Aisa Wealth & Investment Management (AWIM) has appointed Jez Bezant as Head of International Wealth Management People Moves News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63896/twenty-four-wealth-welcomes-wealth-manager-chiraag-kirpalani Kirpalani will be based at Twenty Four Wealth's Darien, CT headquarters at 320 Boston Post Road, Darien, CT 06820. People Moves News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63910/why-you-shouldnamprsquot-focus-on-tariffs-when-expanding-to-the-us Businesses don’t expand to the US for the short term. Legal, Regulation & Compliance News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63893/belgian-data-transfers-to-us-amplsquobreach-gdpramprsquo The transfers at issue were made under bilateral agreements between some EU states and the US that cover the US Foreign Account Tax Compliance Act (FATCA). Legal, Regulation & Compliance News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63876/dozens-of-houston-based-wealth-management-employees-to-be-laid-off-by-ny-based-firm Atria Wealth Solutions plans to lay off more than 50 Houston employees. Legal, Regulation & Compliance News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63838/bank-of-america-ordered-to-pay-540-million-in-long-running-lawsuit-from-the-fdic Back in 2017, the FDIC accused Bank of America of refusing to pay over $500 million in assessments Legal, Regulation & Compliance 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 Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63907/broadridge-and-novisto-address-rising-demand-for-sustainability-data-management-and-reporting-platforms Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting FinTech News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63883/major-us-banks-consider-join-stablecoin-venture The move follows US regulatory action towards stablecoin regulation FinTech News Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63884/some-us-banks-explore-venturing-into-crypto-with-joint-stablecoin-wsj-reports Stablecoins, a type of cryptocurrency designed to maintain a constant value, usually pegged to a fiat currency such as the U.S. dollar, are commonly used by crypto traders to move funds between tokens. FinTech News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63885/td-bank-to-lay-off-2-of-staff-in-restructuring Chun commented: "We are structurally reducing costs across the bank by taking a disciplined look at our operations and processes to find opportunities to automate and to re-engineer them. FinTech News Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63868/trinitybridge-expands-strategic-partnership-with-sei-for-cloud-cybersecurity-and-network-services SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA FinTech News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63873/worldpay-expands-into-colombia-to-boost-e-commerce-and-global-payment-access The move is part of Worldpay’s broader strategy to expand its footprint across Latin America. FinTech News Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63858/canadian-investors-rethink-spending-and-investment-decisions-amid-global-trade-wars-new-broadridge-survey-reveals Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments. FinTech News Aggregation Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63859/bank-of-america-qr-sign-ins-by-business-clients-increased-60 More than 40,000 business clients around the world use CashPro to manage their treasury FinTech News Aggregation Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63846/ubs-shuts-down-robo-adviser-ampldquoadvice-advantageamprdquo The exit follows industry trend as major firms retreat from unprofitable automated investing platforms FinTech News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63849/capital-bank-launches-new-digital-banking-platform-in-partnership-with-q2-advancing-innovation-and-customer-focused-growth The upgrade delivers a secure, modern experience for business customers and marks a major step in the Bank’s ongoing digital evolution. FinTech News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63911/nyc-pensions-sell-5b-in-private-equity-secondaries-to-blackstone The sale received interest from more than 80 potential bidders. Alternative Investments News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63912/global-banks-need-bold-transformation-to-unlock-growth-in-a-fast-shifting-landscape Most banks are frustrated with slow value realization from AI and GenAI. Alternative Investments News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63887/summit-adds-partner-firms-from-raymond-james-northwestern-mutual Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial. Alternative Investments News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63888/ackmanamp039s-hedge-fund-pershing-square-bets-on-amazon-exits-canadian-pacific With a value of over $2 trillion, Amazon is one of the world's most valuable companies and has long featured on Ackman's list of most admired businesses. Alternative Investments News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63871/acquisition-of-specialist-real-estate-investment-manager-ip-generation Julian Biggins, Joint CEO of MA Financial, said: “IP Generation has an impressive track-record in securing assets, raising capital and delivering strong returns to its investors. Alternative Investments News Aggregation Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63860/steward-partners-adds-700m-georgia-based-mooreamprsquos-wealth Steward Partner’s latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moore’s Wealth. Alternative Investments News Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63864/iq-eq-acquires-us-based-south-watch-llc The South Watch partners, Paul Timmins, Kirby Richards and David Loescher, will continue to lead the business ensuring continuity of the day-to-day delivery of services for its clients. Alternative Investments News Aggregation Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63848/capital-one-finalizes-35-billion-discover-purchase The deal, finalized Sunday (May 18), creates the largest credit card issuer in terms of loan volume in the U.S. Alternative Investments News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63850/hines-private-wealth-solutions-successfully-completes-194-million-dst DST offering was designed with investors’ wealth preservation and estate planning needs in mind Alternative Investments News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63851/proptech-innovator-roofstock-launches-short-term-rental-management-division-with-investment-in-casago This strategic expansion reflects Roofstock’s commitment to delivering a unified platform of proprietary data and institutional-grade tools for real estate investors of all sizes to research, acquire, manage, and optimize rental properties—whe Alternative Investments News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63886/115000-people-have-left-goldman-sachs-few-do-this-next CompaniesMarketCap, a public data tracker, estimates that there are 5,522 companies in the world with a market capitalization of at least $1bn. Investment Banking News Aggregation Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63855/jpmorgan-expects-dealmaking-fees-to-drop-keeps-ceo-succession-plans-steady The combination of inflation and large fiscal deficits may constrain the available policy responses in ways that further increase the risk. Investment Banking News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63840/jpmorgan-upgrades-emerging-market-equities-as-sino-us-trade-war-eases J.P.Morgan remains positive on India, Brazil, the Philippines, Chile, the UAE, Greece, and Poland within emerging markets, and sees a promising opportunity in China, particularly in technology stocks. Investment Banking News Team Thursday, May 15, 2025 1:00 am https://americas.managersofwealth.com/article/63810/abn-amro-meespierson-foresees-economic-slowdown-reduces-equity-position The tariffs remain high even now that the first trade agreements have been signed, ABN AMRO MeesPierson notes. Investment Banking News Aggregation Team Tuesday, May 13, 2025 1:00 am https://americas.managersofwealth.com/article/63786/jpmorgan-lifts-china-growth-forecasts-after-amp039surprisingly-positiveamp039-us-deal "We no longer expect the (Chinese) government to introduce additional fiscal stimulus later this year," they also added. Investment Banking 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 Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63872/what-banks-should-expect-with-trump-tax-bill-back-on-track Those who broke from party lines against the package are calling for increased cuts to Medicaid and other programs Comment, Analysis & Research News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63877/half-of-canadians-unprepared-for-wealth-transfer Many are missing a critical financial safeguard, study shows Comment, Analysis & Research News Aggregation Team Tuesday, May 13, 2025 1:00 am https://americas.managersofwealth.com/article/63784/what-to-look-for-and-what-to-avoid-in-umas Despite increased popularity, the promise of UMAs has only been partially realized. Comment, Analysis & Research News Team Monday, May 12, 2025 1:00 am https://americas.managersofwealth.com/article/63774/the-future-of-banking-is-intelligent-but-riskier-than-ever-study-reveals Banks must enable adaptable risk management into every layer of their digital and operational transformations Comment, Analysis & Research News Aggregation Team Monday, May 12, 2025 1:00 am https://americas.managersofwealth.com/article/63777/trump-plans-to-accept-luxury-747-amplsquogiftamprsquo-from-qatar-to-use-as-air-force-one The ‘flying palace’ would possibly be the most expensive gift ever received by the US government Comment, Analysis & Research 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, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax 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, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63909/bank-of-montreal-tops-profit-estimates-us-business-shows-signs-of-recovery In the U.S., loan loss reserves were smaller compared to the prior quarter Retail Banking News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63842/americansamprsquo-credit-card-debt-falls-but-past-due-student-loans-drag-on-credit-scores The latest snapshot of how economy-powering consumers are managing their debt loads was released Tuesday by the Federal Reserve Bank of New York Retail Banking 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 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