Managers of Wealth - Americas https://americas.managersofwealth.com/ Sat, 19 Jul 2025 00:50:36 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64365/masttro-partners-with-arch-to-enrich-alternative-investments-reporting-and-total-portfolio-visualization-for-ultra-high-net-worth-families Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments Wealth and Asset Management RBC Wealth Management partners d1g1t for performance and risk analytics tech News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64368/rbc-wealth-management-partners-d1g1t-for-performance-and-risk-analytics-tech RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans. Wealth and Asset Management Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64372/maridea-expands-midwest-presence-with-strategic-acquisition-of-pinnacle-wealth-management Green Sail Capital Partners acted as the exclusive sell-side advisor to Pinnacle. Wealth and Asset Management Brookfield and Google Sign Hydro Framework Agreement to Deliver up to 3,000 MW of Homegrown Energy in the United States News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64352/brookfield-and-google-sign-hydro-framework-agreement-to-deliver-up-to-3000-mw-of-homegrown-energy-in-the-united-states The World’s Largest Framework Agreement for the Purchase of Hydroelectricity Wealth and Asset Management Man Group to acquire Bardin Hill News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64353/man-group-to-acquire-bardin-hill Based in New York City, Bardin Hill is an opportunistic and performing credit manager. Wealth and Asset Management Schwab Reports Overall Growth for RIAs, With Capacity Issues Emerging News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64361/schwab-reports-overall-growth-for-rias-with-capacity-issues-emerging Charles Schwab’s annual RIA survey showed strong growth for AUM, revenue and clients, but that demand is creating capacity and talent strains. Wealth and Asset Management Atlas acquires RIA firm Central Wealth Management News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64340/atlas-acquires-ria-firm-central-wealth-management As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas Wealth and Asset Management Morgan Stanley profits rise 15% as wealth and trading divisions shine News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64342/morgan-stanley-profits-rise-15-as-wealth-and-trading-divisions-shine Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter Wealth and Asset Management Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64344/eton-solutions-secures-58m-series-c-to-bring-ai-driven-wealth-management-technology-to-the-worldamprsquos-leading-family-offices-pes-and-funds The funding comes as Eton Solutions experiences rapid growth. Wealth and Asset Management Bluespring Wealth Partners Merger Creates $865M AUM Firm News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64348/bluespring-wealth-partners-merger-creates-865m-aum-firm Existing Bluespring partner firms, Hickory Asset Management and Ritter Daniher Financial Advisory, combine to strengthen Ohio-based presence Wealth and Asset Management NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64366/newedge-wealth-welcomes-patrick-mcglothin-as-part-of-southeast-expansion Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market People Moves Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64367/wealth-consulting-group-launches-advisory-board-with-former-envestnet-emigrant-execs Joining the newly created advisory board are Stuart DePina and Jason Ehrlich. People Moves Hightower Names Scott Hadley as New Chief Advisory Officer News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64370/hightower-names-scott-hadley-as-new-chief-advisory-officer The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer People Moves Canaccord Wealth ESG head Patrick Thomas exits News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64371/canaccord-wealth-esg-head-patrick-thomas-exits Thomas departs the firm he started his career with 15 years ago. People Moves Motley Fool Wealth Management Appoints Director of Financial Planning News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64374/motley-fool-wealth-management-appoints-director-of-financial-planning Rosh’s appointment comes as Fool Wealth continues to expand its leadership People Moves TD Bank Promotes Johnson To Retail Market President Of Mid-South Metro News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64355/td-bank-promotes-johnson-to-retail-market-president-of-mid-south-metro Johnson joined TD in 2003 People Moves Archway Appoints New President of Fund Administration to Support Growth and Client Innovation News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64356/archway-appoints-new-president-of-fund-administration-to-support-growth-and-client-innovation Archway has seen significant demand for its fund administration services People Moves Ocorian continues to build US momentum with new appointment News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64357/ocorian-continues-to-build-us-momentum-with-new-appointment She brings more than 20 years’ experience in senior business development roles People Moves SC Ventures Appoints Lisa Pollina as Vice Chairman, Americas News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64359/sc-ventures-appoints-lisa-pollina-as-vice-chairman-americas Pollina to support SC Ventures and CIB in expanding strategic partnerships and client relationships across the region. People Moves JPMorgan appoints new leaders at its North America corporate banking unit, memo says News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64360/jpmorgan-appoints-new-leaders-at-its-north-america-corporate-banking-unit-memo-says Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business. People Moves TD Asset Management Inc. Announces the Termination of the TD Global Carbon Credit Index ETF News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64378/td-asset-management-inc-announces-the-termination-of-the-td-global-carbon-credit-index-etf Prior to the Termination Date, TDAM will, to the extent reasonably possible, sell and convert the assets of the Terminating ETF to cash. Legal, Regulation & Compliance Linklaters advises Ontario Teachers’ Pension Plan Board on its acquisition of DONTE GROUP News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64358/linklaters-advises-ontario-teachersamprsquo-pension-plan-board-on-its-acquisition-of-donte-group The investment Linklaters facilitated reflects Ontario Teachers’ conviction in DONTE GROUP Legal, Regulation & Compliance Trump and the US labour market News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64347/trump-and-the-us-labour-market The administration has even suggested that ‘naturalized’ US citizens – those with citizenship but not through birth – may be at risk of deportation. Legal, Regulation & Compliance Trump’s One Big Beautiful Bill Act Ends SEC Fund Used For In-House Tech Needs News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64315/trumpamprsquos-one-big-beautiful-bill-act-ends-sec-fund-used-for-in-house-tech-needs The agency established the Reserve Fund in the wake of the Great Financial Crisis. Legal, Regulation & Compliance Bank of America Advisor Banned After Stealing $2.58 Million From NFL Player News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64316/bank-of-america-advisor-banned-after-stealing-258-million-from-nfl-player According to the police, Williams received $435,000 from Graham’s checking account between October 2019 and September 2021. Legal, Regulation & Compliance Meta investors, Zuckerberg to square off at $8 billion trial over alleged privacy violations News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64321/meta-investors-zuckerberg-to-square-off-at-8-billion-trial-over-alleged-privacy-violations Shareholders want Zuckerberg and the other defendants to reimburse the company for more than $8 billion in fines Legal, Regulation & Compliance Morgan Stanley, Goldman to Settle Lawsuit Over Archegos Trades News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64322/morgan-stanley-goldman-to-settle-lawsuit-over-archegos-trades The investors, led by Frank Capital Partners, sued months after Archegos’ collapse Legal, Regulation & Compliance Brazil’s Central Bank hack spills into crypto as $40m laundered via Bitcoin, Ethereum, and stablecoins News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64254/brazilamprsquos-central-bank-hack-spills-into-crypto-as-40m-laundered-via-bitcoin-ethereum-and-stablecoins According to local news outlet g1 Globo, Roque later helped build a system to enable the theft for an additional $1,800. Legal, Regulation & Compliance Banks urge US Treasury to hit ground running in ending paper cheques News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64246/banks-urge-us-treasury-to-hit-ground-running-in-ending-paper-cheques The executive order is described in the letter as ‘mark[ing] a pivotal step forward in public-private collaboration to deliver faster, more secure, and modern payment solutions Legal, Regulation & Compliance Amundi warns US stablecoin policy could destabilise global payments system News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64236/amundi-warns-us-stablecoin-policy-could-destabilise-global-payments-system JPMorgan expects the amount of stablecoins in circulation to roughly double to $500 billion in the next few years, although some estimates have put it as high as $2 trillion. Legal, Regulation & Compliance Crypto theft is booming as criminals increasingly turn to physical attacks News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64373/crypto-theft-is-booming-as-criminals-increasingly-turn-to-physical-attacks The total amount of crypto stolen from both platforms and individuals is nearing $3 billion amid a spike in attacks on individual crypto wallets. FinTech Cetera introduces new AI platform for financial advisors News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64379/cetera-introduces-new-ai-platform-for-financial-advisors IntelligenceEngine is Cetera's branded version of Share of Wallet Suite, featuring a connected ecosystem of proprietary and third-party tools. FinTech Analysis-Institutional investors warm to crypto but demand still nascent News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64380/analysis-institutional-investors-warm-to-crypto-but-demand-still-nascent The House also passed two other key bills related to cryptocurrencies, both of which will now go to the U.S. Senate. FinTech Viva Finance lands $220m to expand access to credit across the US News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64354/viva-finance-lands-220m-to-expand-access-to-credit-across-the-us Since launching its lending platform in 2020, Viva claims to have originated over $250 million in payroll-deducted loans. FinTech Bitcoin Price Prediction: Bank of America Names BTC Best Currency – Is Institutional Accumulation Accelerating? News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64317/bitcoin-price-prediction-bank-of-america-names-btc-best-currency-ampndash-is-institutional-accumulation-accelerating US-based Bitcoin ETFs recorded over $1 billion in daily inflows for two consecutive days, a first since their January 2024 launch. FinTech JP Morgan to charge fintechs for customer data News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64323/jp-morgan-to-charge-fintechs-for-customer-data Fintechs wanting access to banks' customers' data may have to pay for the privilege, according to a report from Bloomberg on US bank JP Morgan. FinTech Orion Innovation Successfully Implements Temenos' Digital Banking Platform for BNI News Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64305/orion-innovation-successfully-implements-temenosamp039-digital-banking-platform-for-bni As financial institutions continue to innovate and digitize, Orion remains a trusted partner in delivering scalable, forward-thinking solutions powered by Temenos technology. FinTech Bank of Montreal launches biometric mobile authentication system News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64306/bank-of-montreal-launches-biometric-mobile-authentication-system At the same time with BMO’s security system announcement, BioConnect has upgraded to its flagship multimodal biometric authentication platform. FinTech JPMorgan’s Dimon warns AI will disrupt jobs and companies News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64309/jpmorganamprsquos-dimon-warns-ai-will-disrupt-jobs-and-companies Dimon also identified several factors contributing to inflation, including tariffs, immigration policy, and deficits. FinTech Bitcoin's new record lifts industry stocks ahead of 'Crypto Week' in Washington News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64313/bitcoinamp039s-new-record-lifts-industry-stocks-ahead-of-amp039crypto-weekamp039-in-washington This is a sharp reversal of fortune for a sector that had once threatened to flee offshore, citing a hostile environment and heavy-handed enforcement in the U.S. FinTech TD Asset Management Inc. announces mergers and terminations to its investment fund line-up News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64377/td-asset-management-inc-announces-mergers-and-terminations-to-its-investment-fund-line-up None of the Discontinuing Funds or Continuing Funds will bear any of the costs or expenses of the Mergers. Such costs will be borne by TDAM. Alternative Investments Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64381/innovative-cpa-group-launches-ria-to-capture-client-wealth-management-demand Connecticut-based Innovative CPA Group has launched an RIA arm offering wealth management, including alternative investments. Alternative Investments Elevation Points Stakes $1B Raymond James Breakaway News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64346/elevation-points-stakes-1b-raymond-james-breakaway Two second-generation advisors and their fathers are starting up the $1 billion Waycrest Wealth with a minority investment from Elevation Point. Alternative Investments Ethos and Origin Partner to Offer Free Budgeting and Wealth Management News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64349/ethos-and-origin-partner-to-offer-free-budgeting-and-wealth-management New benefit gives Ethos policyholders access to Origin’s AI-driven personal finance management platform, including budgeting and financial planning, as well as spend and investment tracking Alternative Investments Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64350/ex-intel-ceo-backs-trumpamp039s-sovereign-wealth-fund-plan-ampmdash-and-says-it-can-help-the-us-keep-up-with-china-in-the-tech-race He argued private markets can't provide the long-term capital US tech breakthroughs need. Alternative Investments True North Advisors Expands West Coast Presence with Acquisition of Blue Investment Partners News Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64337/true-north-advisors-expands-west-coast-presence-with-acquisition-of-blue-investment-partners Strategic Transaction Adds $353M in AUM, Enhancing Investment Opportunities and Accelerating Growth in Northern California Alternative Investments The Mather Group, Brand Asset Management announce deals News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64310/the-mather-group-brand-asset-management-announce-deals Consolidation continues in US wealth management industry. Alternative Investments Merrill Ordered to Pay Clients Nearly $3.7M Over PE Investments News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64314/merrill-ordered-to-pay-clients-nearly-37m-over-pe-investments The FINRA panel also unanimously declined to expunge the customer dispute from the record of the former Merrill advisor involved in the matter, although she wasn’t named as a party to the arbitration. Alternative Investments Partners Group opens office in Miami News Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64288/partners-group-opens-office-in-miami The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23. Alternative Investments L&G and Blackstone announce strategic partnership to accelerate growth ambitions News Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64293/lampampg-and-blackstone-announce-strategic-partnership-to-accelerate-growth-ambitions L&G’s annuities business will leverage Blackstone’s private credit origination platform to access a pipeline of diversified investment-grade assets, predominantly from the US. Alternative Investments Santander is building out a US energy team with Credit Suisse credentials News Aggregation Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64375/santander-is-building-out-a-us-energy-team-with-credit-suisse-credentials Rollins joined Nomura from Credit Suisse in 2022, where he was a director in its midstream & low carbon fuels team. Investment Banking JPMorgan, Citi, Wells Fargo exceed investment banking forecasts; Barclays fined £42mn for financial crime risk failures News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64341/jpmorgan-citi-wells-fargo-exceed-investment-banking-forecasts-barclays-fined-amppound42mn-for-financial-crime-risk-failures The results came as all three banks beat earnings forecasts. Investment Banking Wells Fargo profit beats estimates, cut to interest income forecast weighs on shares News Aggregation Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64335/wells-fargo-profit-beats-estimates-cut-to-interest-income-forecast-weighs-on-shares Wells Fargo said lower interest income in its markets business led to the NII forecast cut. Investment Banking Investment banking set to extend worst run in over a decade News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64318/investment-banking-set-to-extend-worst-run-in-over-a-decade Big US banks have relied on traders for at least 75% of their Wall Street revenues for more than three years Investment Banking US bank earnings Q2 2025: JPMorgan, Goldman Sachs & Bank of America News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64320/us-bank-earnings-q2-2025-jpmorgan-goldman-sachs-ampamp-bank-of-america Major US banks report quarterly results this week Investment Banking Bank of America to add 500 new branches in 4 years News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64308/bank-of-america-to-add-500-new-branches-in-4-years Apart from the new branches, more than 1,500 existing locations would be redesigned with new technology, furnishings and layouts, Bank of America said. Investment Banking US bank profits to climb on stronger trading, investment banking News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64311/us-bank-profits-to-climb-on-stronger-trading-investment-banking Investment banking activity has picked up in the second half of this quarter and dealmakers are more optimistic about the rest of the year. Investment Banking Goldman Sachs Expands South Korea Portfolio with 1.9 Billion USD Hotel Acquisition News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64312/goldman-sachs-expands-south-korea-portfolio-with-19-billion-usd-hotel-acquisition The hotel is currently operated by a subsidiary of the prominent South Korean hotel group, Seohansa. Investment Banking Goldman Sachs' new oaths apply to junior bankers who can be fired without warning News Aggregation Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64300/goldman-sachsamp039-new-oaths-apply-to-junior-bankers-who-can-be-fired-without-warning They're only for juniors in the investment banking division. Investment Banking JPMorgan delivers blunt warning on S&P 500 News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64272/jpmorgan-delivers-blunt-warning-on-sampampp-500 This wild card might ruin the party. Investment Banking How to get a job in private equity News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64363/how-to-get-a-job-in-private-equity Private equity funds invest in large companies that are held privately – that is, not listed on public markets. Comment, Analysis & Research Why the 'forgotten generation' is a powerful force in wealth management, consumerism News Aggregation Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64330/why-the-amp039forgotten-generationamp039-is-a-powerful-force-in-wealth-management-consumerism Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges. Comment, Analysis & Research Millennials say they need $847,000 to feel ‘comfortable’ financially. Here’s how much Gen Z, Gen X and boomers want. News Aggregation Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64296/millennials-say-they-need-847000-to-feel-amplsquocomfortableamprsquo-financially-hereamprsquos-how-much-gen-z-gen-x-and-boomers-want Here’s how much money you need to have saved, according to your age, to achieve financial comfort Comment, Analysis & Research 125 immigrant billionaires now hold $1.3 trillion of America's wealth News Aggregation Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64302/125-immigrant-billionaires-now-hold-13-trillion-of-americaamp039s-wealth Immigrants now hold 14 per cent of US billionaire slots and run Meta's AI lab, showing how deeply foreign talent shapes America's wealth and tech innovation Comment, Analysis & Research Should investors bet against DEI? What to know about new anti-'woke' index fund News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64268/should-investors-bet-against-dei-what-to-know-about-new-anti-amp039wokeamp039-index-fund The next couple years are going to decide if this strategy is a success. Comment, Analysis & Research How chivalry is destroying the careers of women in finance News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64256/how-chivalry-is-destroying-the-careers-of-women-in-finance Equally deadly to a female analyst is a soft touch. Comment, Analysis & Research Warren Buffett Owns 9 Ultra-High-Yield Dividend Stocks. Here's the Best of the Bunch. News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64257/warren-buffett-owns-9-ultra-high-yield-dividend-stocks-hereamp039s-the-best-of-the-bunch Kraft Heinz's dividend yield isn't so high because the company has increased its dividend payout. Comment, Analysis & Research Investing as US slowdown, European awakening, reshuffle the outlook News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64217/investing-as-us-slowdown-european-awakening-reshuffle-the-outlook The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption. Comment, Analysis & Research Thunes research reveals top growth drivers in consumer cross-border payments News Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64197/thunes-research-reveals-top-growth-drivers-in-consumer-cross-border-payments Report reveals transformative potential of emerging payment technologies such as stablecoins and open banking in meeting consumer needs Comment, Analysis & Research Canadian retirees are being told to withdraw this shockingly low amount in 2025 — here’s why News Aggregation Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64200/canadian-retirees-are-being-told-to-withdraw-this-shockingly-low-amount-in-2025-ampmdash-hereamprsquos-why Amid rising costs, volatile markets and new prospects for inflation, a lower rate could disrupt the way many retirees think about their financial strategies. Comment, Analysis & Research Trump ‘big beautiful’ bill gives top 1% biggest tax cuts in these states News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64245/trump-amplsquobig-beautifulamprsquo-bill-gives-top-1-biggest-tax-cuts-in-these-states Some households stand to get a much bigger tax benefit. Tax US ‘revenge tax’ bites the dust News Aggregation Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64193/us-amplsquorevenge-taxamprsquo-bites-the-dust At issue was the OECD Pillar 2, the global minimum tax agreement that the US, although a party to, had refused to implement. Tax The eternal dilemma of how to tax the super-rich News Aggregation Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax Grant Thornton West Coast leaders recognized in leading regional awards News Team Friday, June 20, 2025 1:00 am https://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax Brazil's finance minister links potential IOF tax tweak to financial tax overhaul News Aggregation Team Tuesday, June 03, 2025 1:00 am https://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order 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 Three reasons why 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 US Sales Tax Rules Explained: A Practical Guide for European Companies 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 How should central banks respond to US tariffs? The RBA provides some clues 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 Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners 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 U.S. Bancorp reports second quarter 2025 results News Team Friday, July 18, 2025 1:00 am https://americas.managersofwealth.com/article/64376/us-bancorp-reports-second-quarter-2025-results Net revenue of $7,004 million, an increase of 2.0% year-over-year, including an increase of 4.6% in fee revenue Retail Banking CaixaBank issues USD 3 billion in its first triple-tranche transaction in the U.S. market News Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64186/caixabank-issues-usd-3-billion-in-its-first-triple-tranche-transaction-in-the-us-market The bank has issued three senior non-preferred bonds of USD 1 billion each, with maturities of 11, 6, and 4 years, respectively, all with a call option allowing for early redemption one year prior to maturity. Retail Banking TD Bank Announces Redemption of Non-Cumulative 5-Year Rate Reset Class A First Preferred Shares, Series 7 (NVCC) News Team Tuesday, June 24, 2025 1:00 am https://americas.managersofwealth.com/article/64142/td-bank-announces-redemption-of-non-cumulative-5-year-rate-reset-class-a-first-preferred-shares-series-7-nvcc The redemption has been approved by the Office of the Superintendent of Financial Institutions. Retail Banking Payments fintech Navro acquires first US licence News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64021/payments-fintech-navro-acquires-first-us-licence The technology is designed to address the various cross-border payments challenges currently faced by businesses in the US, such as the high transaction costs and lengthy timescales associated with Swift. Retail Banking Citi keeps hiring Bank of America's treasury managing directors News Aggregation Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64012/citi-keeps-hiring-bank-of-americaamp039s-treasury-managing-directors Citi just recruited Alan Donald, BofA's head of treasury business initiatives and execution, into a similar role. Retail Banking Citi needs new DCM bankers after Goldman Sachs’ curious hire News Aggregation Team Thursday, June 05, 2025 1:00 am https://americas.managersofwealth.com/article/63985/citi-needs-new-dcm-bankers-after-goldman-sachsamprsquo-curious-hire Citi may now need to do the same thing. Retail Banking Metropolitan Commercial Bank Wins Prestigious "Editors' Choice" Award at the Banking Tech Awards USA News Team Wednesday, June 04, 2025 1:00 am https://americas.managersofwealth.com/article/63974/metropolitan-commercial-bank-wins-prestigious-ampquoteditorsamp039-choiceampquot-award-at-the-banking-tech-awards-usa This distinction highlights MCB’s innovation in Digital Onboarding and Omnichannel Banking, reinforcing its position as a leader in financial innovation. Retail Banking Forsaken Citi banker finds JPMorgan home as US banks add disgruntled talent. Best bank to work for in a financial crisis News Aggregation Team Monday, June 02, 2025 1:00 am https://americas.managersofwealth.com/article/63953/forsaken-citi-banker-finds-jpmorgan-home-as-us-banks-add-disgruntled-talent-best-bank-to-work-for-in-a-financial-crisis Late last year, though, Giatrakos was shunted out of that role by Sid Punshi, the former co-head of the financial sponsors group for EMEA at JPMorgan. Retail Banking Bank of Montreal tops profit estimates, US business shows signs of recovery 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 Americans’ credit card debt falls, but past-due student loans drag on credit scores 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 HSBC Joins Wall Street-Led Exodus From Net-Zero Alliance 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 Latin American banking is reinventing itself with a focus on sustainability 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 Banks boost fossil fuel financing for the first time since 2021 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 The beginning of climate change pushback? 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 Canada Banks Keep Climate Pledges as Rival RBC Drops Targets 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 Streamlining ESG due diligence and reporting for leading UK private equity firm 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 ESG support at record low with investors 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 Trump’s climate policy and its impact on investments 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 Can clarity from regulators, ratings help investors grasp ESG? 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 BBVA CIB reinforces its commitment to Brazil as a key driver in its expansion and leadership in sustainability 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