https://americas.managersofwealth.com/ Tue, 20 Jan 2026 13:38:55 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65848/sage-advisors-joins-apollon-wealth-managementamprsquos-growing-national-organization This addition expands Apollon’s presence in the Midwest and reflects the firm’s continued commitment to partnering with relationship-driven advisory practices. Wealth and Asset Management News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65849/asset-and-wealth-managers-face-a-profitability-paradox The industry keeps growing—and in both assets and revenue—but profit margins are shrinking. Here’s how firms can adapt. Wealth and Asset Management News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65851/goldman-sachs-reports-2025-full-year-and-fourth-quarter-earnings-results Net revenues were $13.45 billion and net earnings were $4.62 billion for the fourth quarter of 2025. Wealth and Asset Management News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65852/raymond-james-to-acquire-clark-capital-management Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds. Wealth and Asset Management News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65853/swiss-bank-ubs-closer-to-getting-national-bank-charter-for-us-franchise UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad. Wealth and Asset Management News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65854/morgan-stanley-boasts-big-wealth-revenue-boosts-mirroring-other-wirehouses Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost. Wealth and Asset Management News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65838/asset-managers-intensify-product-development-efforts New Cerulli research highlights active ETFs, private markets distribution, and tokenization stretching product development resources Wealth and Asset Management News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65839/blackrock-reports-full-year-2025-diluted-eps-of-3531-or-4809-as-adjusted 7 million additional shares authorized for repurchase under existing repurchase program by Board of Directors Wealth and Asset Management News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65841/13b-breakaway-harbor-view-private-wealth-embarks-on-path-to-independence-via-partnership-with-elevation-point Rapidly Growing Atlanta Practice Leverages Independence to Access Advanced Tools and Resources, Enhancing Client Solutions and Accelerating Growth Wealth and Asset Management News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65842/steward-partners-closes-a-landmark-2025-with-nearly-4-billion-in-new-assets-propelling-growth-and-continued-national-expansion Advisors nationwide are flocking to Steward Partners for scale, flexibility, and long-term partnership Wealth and Asset Management News Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65859/ubs-hires-financial-advisor-jeff-miller-in-bellevue-wa The Miller Group will be the latest addition to the UBS Pacific Northwest Market People Moves News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65861/cetin-duransoy-steps-down-as-raisin-us-ceo Amid the leadership transition, Raisin US has also confirmed with FinTech Futures the appointment of former UBS executive Michael Blum as executive chairman of the regional division. People Moves News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65850/sei-appoints-paul-lehman-to-lead-bank-asset-management-distribution Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Evolution People Moves News Aggregation Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65837/world-investment-advisors-jpmorgan-private-bank-name-senior-hires World hires former Osaic exec as new CFO to steer growth; JPMorgan recruits investment strategist from Bloomberg. People Moves News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65840/wellington-management-appoints-alex-behm-to-strengthen-secondaries-capabilities Alex will oversee the development and management of the secondary investment capabilities for the firm’s Venture Growth Evergreen platform People Moves News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65823/hightower-appoints-bob-lavigne-as-chief-compliance-officer Prior to joining Hightower, Lavigne served as Vice President and Chief Compliance Officer at Edelman Financial Engines. People Moves News Aggregation Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65829/robertson-leaves-barclaysamprsquo-prime-services-in-new-york Head of prime derivatives services unit departs after seven years with the bank for Carbon Point People Moves News Aggregation Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65830/markel-appoints-preeti-gureja-as-chief-risk-officer-us-ampamp-bermuda Gureja brings more than 20 years of industry experience People Moves News Aggregation Team Tuesday, January 13, 2026 12:00 am https://americas.managersofwealth.com/article/65810/alliancebernstein-appoints-onur-erzan-as-president-key-step-in-strategic-transformation AllianceBernstein names Onur Erzan as President, reinforcing leadership, innovation and global growth across asset management and private wealth. People Moves News Team Tuesday, January 13, 2026 12:00 am https://americas.managersofwealth.com/article/65819/brighton-jones-promotes-melinda-torres-to-chief-marketing-officer Melinda joined Brighton Jones in March 2025 People Moves News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65855/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65858/can-a-former-advisor-win-a-fight-with-the-securities-and-exchange-commission Former insurance agent Dean Vagnozzi claims SEC has dragged his name and reputation through the mud. Legal, Regulation & Compliance News Aggregation Team Tuesday, January 13, 2026 12:00 am https://americas.managersofwealth.com/article/65813/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65807/ciro-launches-new-proficiency-model-and-first-official-exams New exam-based framework arrives for advisors as CIRO reshapes proficiency standards Legal, Regulation & Compliance News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65720/canadians-need-to-pay-150-or-more-in-exit-fees-just-to-leave-their-bank-ampmdash-td-bank-is-the-latest-to-hike-transfer-out-fees Service fees and financial advice costs will increase over time — to reflect the higher cost of goods and service; however, transfer-out fees are not service fees. Legal, Regulation & Compliance News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65701/ex-merrill-broker-sentenced-to-two-years-prison-ordered-to-pay-24-mln-restitution Rajesh Markan, who had logged over two decades in the industry, pleaded guilty in April to one count of securities fraud and reached a settlement in June with the Securities and Exchange Commission in a related civil case. Legal, Regulation & Compliance News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65698/sec-charges-whatsapp-group-operators-with-14m-crypto-scam According to the complaint, fraudsters posed as experienced financial professionals and encouraged retail investors to trade on allegedly fake crypto asset platforms. Legal, Regulation & Compliance News Aggregation Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65672/finra-new-york-firm-missed-amp039glaring-red-flagsamp039-of-churning According to a complaint filed this week, Spartan Capital Securities raised about one-third of its overall revenue from excessive trading Legal, Regulation & Compliance News Aggregation Team Wednesday, December 17, 2025 12:00 am https://americas.managersofwealth.com/article/65650/sec-finds-some-advisors-still-missing-ad-rule-disclosure-requirements In the agency’s latest risk alert related to the marketing rule amendments from several years ago, SEC staff found that some firms fail to provide mandated disclosures when testimonials and endorsements are used. Legal, Regulation & Compliance News Aggregation Team Monday, December 15, 2025 12:00 am https://americas.managersofwealth.com/article/65622/us-bank-regulator-allows-five-digital-asset-firms-to-launch-trust-banks Comptroller Jonathan V. Gould hailed the decisions as a big boost for banking. Legal, Regulation & Compliance News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65869/bank-of-america-revamps-alphabet-stock-after-google-enters-two-key-partnerships "After careful evaluation, Apple determined Google's AI technology provides ‌the most capable foundation for Apple Foundation Models," Google said. FinTech News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65847/casca-named-banking-and-financial-services-winner-in-the-2026-big-innovation-awards CEO and co-founder, Lukas Haffer, was recognized in the Banking and Financial Services category for Innovative Individuals FinTech News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65802/fmo-and-smbc-americas-tap-fenergo-for-onboarding-tech Irish fintech Fenergo reveals it has expanded its portfolio of clients, partnering with a development bank for the first time. FinTech News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65772/broadridge-invests-in-deepsee-further-harnessing-agentic-ai-to-transform-post-trade-operations Investment accelerates innovation in capital markets, enhancing efficiency, compliance, and client service– starting with AI-powered email orchestration FinTech News Team Wednesday, January 07, 2026 12:00 am https://americas.managersofwealth.com/article/65756/barclays-invests-in-ubyx-to-advance-digital-money-connectivity Ubyx provides a global clearing system for tokenised deposits and stablecoins FinTech News Aggregation Team Wednesday, January 07, 2026 12:00 am https://americas.managersofwealth.com/article/65759/morgan-stanley-joins-bitcoin-etf-rush-why-thatamprsquos-bullish-for-price-in-2026 Bitcoin price is hovering around $93,000, down 26% from its all-time high set in October. FinTech News Team Tuesday, January 06, 2026 12:00 am https://americas.managersofwealth.com/article/65747/broadridge-completes-acquisition-of-acolin-unlocking-seamless-cross-border-distribution-and-enhanced-data-driven-solutions-for-clients The acquisition expands Broadridge’s distribution solutions for asset managers FinTech News Aggregation Team Friday, January 02, 2026 12:00 am https://americas.managersofwealth.com/article/65729/finastra-expands-global-footprint-with-new-us-and-india-offices The company also confirmed plans to expand its existing office space in Pune, one of its largest global engineering hubs. FinTech News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65716/mobile-wallet-trends-for-banks-to-watch-in-2026 "As digital becomes the default, both online and in-store transactions are increasingly dominated by wallets and instant payments, reshaping the payment mix and challenging legacy infrastructure," Capgemini wrote. FinTech News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65718/us-banks-accelerate-bitcoin-and-blockchain-adoption-shift Recently, a huge shift toward crypto digital assets indicates users’ expectations and coming future of digital currencies. FinTech News Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65860/state-street-completes-first-eurex-repo-trade-for-mn State Street can now enable the buy-side to access the liquidity benefits of clearing, without some of the onerous onboarding, operational, and custodial requirements of a direct membership of a Central Securities Depository. Alternative Investments News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65862/raymond-james-breakaway-launches-ria-in-chicago The team, led by Benjamin Cohen, has created Cohen Capital Advisors, with Fidelity and Schwab as custodians. Alternative Investments News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65865/retirement-plan-sponsors-slow-walk-private-asset-adoption-new-report-finds The selling points of private investments are potentially higher returns over time and diversification. Alternative Investments News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65866/aig-to-leverage-cvcamprsquos-investment-expertise-in-new-strategic-partnership Concurrently, AIG intends to allocate up to $2 billion to SMAs and Funds managed by CVC, with an initial $1 billion to be deployed through 2026. Alternative Investments News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65868/regulatory-volatility-keeps-jpmorgan-cautious-on-capital-one-financial-cof While the target hike was positive, JPMorgan flagged elevated near-term volatility for card issuers following U.S. President Donald Trump’s proposal to cap credit card interest rates at 10% for one year. Alternative Investments News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65856/community-financial-system-inc-significantly-expands-its-wealth-management-services-with-acquisition-of-clearpoint-federal-bank-ampamp-trust The all-cash transaction is valued at $40 million Alternative Investments News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65857/retirement-savings-hit-record-481t-as-americans-keep-investing New data reveals surging IRA and 401(k) balances powering historic growth in US retirement wealth. Alternative Investments News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65826/deutsche-bank-expands-support-for-paypal-to-strengthen-global-payment-capabilities This collaboration builds on the considerable volume that Deutsche Bank already processes annually for PayPal, providing scalability and resilience. Alternative Investments News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65832/fidelis-capital-selects-opto-investments-to-elevate-its-private-markets-program-for-uhnw-families Multi-family office leverages Opto platform to expand private markets access, deliver more personalized investments for ultra-high-net-worth client base Alternative Investments News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65833/retail-channel-marketshare-gains-ground-nearing-parity-with-institutional Retail and institutional channel assets reach all-time high Alternative Investments News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65863/jpmorganamp039s-new-team-has-the-hottest-investment-banking-graduate-jobs-interviews-at-a-london-trading-firm-are-all-about-subtext The Wall Street Journal reported on Friday that the bank will be building out a 'Private Capital Advisory and Solutions' team, known in some banks as PCA units. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65864/jpmorgan-confirms-trump-assertion-that-bank-ceo-dimon-was-not-offered-fed-chair-job Trump in a Truth Social post on Saturday denied ‌that report, and JPMorgan later affirmed the president's assertion. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65867/bank-of-america-flags-10-potential-market-surprises-for-2026 The committee sees room for upside in the U.S. economy, with real GDP growth potentially reaching 2.5 percent or higher in 2026. Investment Banking News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65846/morgan-stanley-fourth-quarter-and-full-year-2025-earnings-results The Firm reported record net revenues of $70.6 billion and net income of $16.9 billion with strong results across our business segments, demonstrating the strength of our Integrated Firm. Investment Banking News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65804/us-bank-earnings-season-kicks-off-with-jpmorgan-citi-and-goldman Major US banks report fourth quarter results this week, with trading revenues expected to offset pressure on lending margins. Investment Banking News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65785/goldman-sachs-md-the-latest-to-join-jane-street-in-banking-legal-and-compliance-hiring-spree Though the firm has a reputation for hiring young talent, it has uncharacteristically opted for experience in this case, bringing in a number of senior professionals from investment banks. Investment Banking News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65735/citi-board-approves-plan-to-sell-ao-citibank-to-renaissance-capital The deal to sell AO Citibank, which conducts Citi’s remaining operations in Russia, is expected to close in the first half of 2026. Investment Banking News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65737/bank-of-america-ceo-says-he-hired-2000-recent-gen-z-grads-from-200000-applications-and-many-are-scared-about-the-future We want to drive more growth. Investment Banking News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65717/citi-to-take-us11-bil-loss-on-russian-business-unit-sale Citigroup had been scaling back its business in the country even before Russian President Vladimir Putin invaded Ukraine in 2022. Investment Banking News Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65705/jpmorgan-chase-considers-foray-into-institutional-crypto-trading This makes the introduction of an institutional trading desk for crypto an expensive risk. Investment Banking News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65836/advisors-using-new-tools-to-free-up-time-for-wealthy-clients-blackrock-survey-says The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65822/why-global-elites-are-choosing-ultra-private-usd-5-million-plus-homes-in-miami Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65825/top-residence-and-citizenship-programs-for-migrating-millionaires This is no longer a peripheral phenomenon at the margins of global mobility — it has become a defining mechanism through which capital, talent, and opportunity are being reallocated among jurisdictions. Comment, Analysis & Research News Aggregation Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65828/blackrock-to-trim-around-1-of-global-headcount-ampndash-report The announcement comes as part of the firm’s customary review intended to enhance operational efficiency. Comment, Analysis & Research News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65806/the-180-trillion-paradox-soaring-us-household-wealth-sinking-financial-confidence Yet survey data show that roughly two-thirds of Americans report living paycheck to paycheck Comment, Analysis & Research News Aggregation Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65771/nicolampograve-di-giacomo-head-of-family-office-at-banor-on-trends-in-the-asset-management-industry This deep-dive conversation provided invaluable insights for ultra-high-net-worth families, investors, and finance professionals. Comment, Analysis & Research News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65733/raymond-james-business-owners-prioritize-unlocking-concentrated-wealth-to-pursue-new-ventures Resulting data from Raymond James’ survey of over 500 owners of privately-held businesses Comment, Analysis & Research News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65734/us-economy-braces-for-slow-uneven-growth-in-2026 Economists see inflation, labour constraints, rising competition weighing on world's largest economy Comment, Analysis & Research News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65719/big-banks-enjoy-stealth-bailouts The Federal Reserve Bank of New York (NYFed), acting like a financial Santa Claus to recklessly naughty bankers, delivered $17 billion in cash to an unknown bank or banks at 8 AM the morning after Christmas. Comment, Analysis & Research News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65699/us-economy-grows-at-fastest-pace-in-two-years But while that has led to sharp swings in some areas, such as imports and exports, the underlying economy has maintained solid momentum, outperforming many forecasts. Comment, Analysis & Research 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 Aggregation Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65844/will-californiaamprsquos-amplsquobillionaire-taxamprsquo-trigger-an-uhnw-exodus-wealth-managers-weigh-in With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon? Tax News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65657/tax-reform-expected-to-push-brazilian-wealthy-to-invest-more-abroad Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines Tax News Aggregation Team Thursday, December 11, 2025 12:00 am https://americas.managersofwealth.com/article/65599/tariff-revenue-dipped-slightly-in-november-after-trump-pulled-back-on-grocery-store-duties The downward tick in tariff revenue breaks a streak that began earlier this year Tax News Aggregation Team Thursday, December 11, 2025 12:00 am https://americas.managersofwealth.com/article/65601/indianapolis-tax-focused-firm-launches-ria-with-dynasty Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors. Tax News Aggregation Team Wednesday, December 10, 2025 12:00 am https://americas.managersofwealth.com/article/65587/proposed-wealth-tax-targets-billionaires-to-fill-california-health-care-gap With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65489/cetera-financial-specialists-adds-callero-capital-management Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65492/grant-thornton-advisors-adds-puerto-rico-brazil-and-poland-firms As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses. Tax News Team Thursday, November 20, 2025 12:00 am https://americas.managersofwealth.com/article/65424/broadridge-and-xceptor-partner-to-transform-global-tax-reclaims-and-asset-servicing-operations New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing Tax News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65417/the-tariff-genie-will-not-go-back-in-the-bottle The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA). Tax News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65831/us-bancorp-to-acquire-btig Bolt-on acquisition to expand markets-based product set and revenues and enhance support for institutional clients Retail Banking News Aggregation Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65778/chase-to-take-over-apple-credit-card-from-goldman-sachs Under the terms of the agreement, the purchase of the portfolio is estimated to bring over $20 billion of card balances to the Chase platform. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65708/deep-dive-bank-of-americaamprsquos-consumer-banking-machine This operation spans everything from basic checking accounts and credit cards to digital platforms and wealth management tie-ins. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65709/us-remains-top-debtor-of-taiwan-banks-for-41st-straight-quarter Data released over the weekend showed Taiwanese banks' exposure to the U.S. rose US$4.03 billion, or 2.07 percent, from the end of June to US$198.896 billion at the end of September. Retail Banking News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65683/these-are-the-3-best-banks-in-the-united-states-according-to-their-customers Capital One tops the list for the sixth consecutive year. Retail Banking News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65562/prometeo-launches-name-match-to-expand-us-bank-account-ownership-verification The rollout reflects growing demand for stronger pre-payment controls in a payment environment where fraud attempts and misdirected transfers continue to rise. Retail Banking News Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65527/powering-the-future-of-embedded-finance-bmo-launches-north-american-payment The result? Real-time statuses, greater automation and a seamless experience – all without the need to switch between systems. Retail Banking News Aggregation Team Tuesday, November 25, 2025 12:00 am https://americas.managersofwealth.com/article/65472/scotiabank-approved-to-swap-part-of-latin-american-operations-for-stake-in-colombiaamprsquos-davivienda The Canadian bank announced the agreement in January to swap the operations for a 20 per cent stake in the Colombian financial institution. Retail Banking News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65419/fampeacutelix-collaborates-with-mastercard-to-accelerate-usampndashtoampndashlatin-america-remittances Félix will leverage Mastercard Move to deliver faster, more transparent, and secure payment experiences for individuals and families. Retail Banking News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65326/canadaamprsquos-2025-budget-plan-includes-new-stablecoin-rules-real-time-rail-launch The budget outlined a clear focus on developing Canada’s core banking systems, expanding digital remittance options, and fostering competition in financial services. Retail Banking 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 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