https://americas.managersofwealth.com/ Tue, 14 Jul 2026 17:02:06 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67293/affiliated-advisors-named-a-finalist-in-wealth-managementamp039s-2026-wealthies-awards-for-independent-integrated-growth-platforms Equity Uplift initiative recognized for helping advisors build more scalable, transferable, and valuable practices Wealth and Asset Management News Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67294/jtc-and-asset-class-launch-jtc-one-in-the-us-for-private-markets-firms Asset Class supports fundraising, digital onboarding, investor portals, portfolio reporting and fund administration integrations. Wealth and Asset Management News Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67295/miga-deutsche-bank-partner-to-increase-trade-finance-in-frontier-and-emerging-markets-with-eur-1-billion-guarantee-platform The platform represents a significant milestone for MIGA as its first standalone, programmatic trade finance portfolio guarantee platform with a global commercial bank. Wealth and Asset Management News Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67296/caprock-announces-acquisition-of-venturi-private-wealth Teams will unify under the Caprock brand, bringing added talent, expanded family office capabilities and enhanced service to ultra-high-net-worth clients Wealth and Asset Management News Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67298/wealth-enhancement-announces-acquisition-of-wealthshield-partners-and-madison-oaks-wealth-partners-with-over-993-million-in-client-assets This partnership brings the firm’s total client assets to more than $158.2 billion. Wealth and Asset Management News Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67284/churchill-asset-management-and-seviora-close-approximately-400-million-collateralized-fund-obligation-combining-us-and-asian-private-capital-strategies Providing institutional investors with diversified access to private capital opportunities across geographies and strategies Wealth and Asset Management News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67285/wealth-manager-to-open-cincinnati-west-side-flagship-office Kersting, founding partner of the firm, said the group wanted to take advantage of the revitalization of Cleves. Wealth and Asset Management News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67270/forbes-ranks-pence-wealth-managementamprsquos-laila-pence-no-1-among-southern-california-women-advisors The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies. Wealth and Asset Management News Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67271/first-financial-bankshares-renames-wealth-company-to-first-financial-wealth-management The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months. Wealth and Asset Management News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67272/with-more-people-and-larger-fortunes-the-uhnw-wealth-transfer-takes-on-new-complexity Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors. Wealth and Asset Management News Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67292/family-office-partners-expands-into-houston-with-addition-of-patrick-keller-and-andrew-c-keller The expansion strengthens Family Office Partners’ integrated family office model in a key growth market for entrepreneurial and ultra-high-net-worth families. People Moves News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67297/my-investment-path-strengthens-its-wealth-management-team-with-a-new-hire The Miami-based RIA expects Tomás Ulloa to play a key role in expanding the company's business in Latin America People Moves News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67302/bank-of-america-builds-out-regional-investment-banking-teams The addition of eight new managing directors and one vice chair is set to expand the bank's regional investment banking division across nine US cities. People Moves News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67281/citi-hires-two-senior-advisors-from-banco-do-brasil-for-miami-team The firm has added Vanessa Keller and Rodrigo Noschese, two veteran advisors with extensive experience serving international clients. People Moves News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67282/vontobel-sfa-taps-swiss-banker-to-run-miami-in-reshuffle Alongside the new role for Gian Reto Naegeli, Vontobel Swiss Financial Advisors has consolidated Americas coverage and opened in Los Angeles. People Moves News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67287/bank-of-america-hires-nine-senior-investment-bankers-to-target-us-middle-market The business ⁠also retained its top investment banking ranking among global commercial banking clients for the third consecutive year, while ​growing its market share year over year, BofA said. People Moves News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67289/floridaamp039s-pibank-names-francesc-noguera-as-ceo Florida-headquartered neobank and Intercredit Bank subsidiary Pibank has named Francesc Noguera as its CEO People Moves News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67274/pibank-usa-names-francesc-noguera-ceo-amid-shift-to-digital-first-banking-model The digital banking transition marks the formal evolution of Intercredit Bank, N.A. into the Pibank brand, a move designed to meet modern consumer demands for seamless digital access. People Moves News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67277/mampampt-bank-promotes-dave-dreverman-hilarie-lynn M&T Bank operates 38 branches and employs 356 people in Central New York People Moves News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67279/citizens-president-coughlin-assumes-expanded-role Brendan has consistently shown he can take on broader responsibilities and deliver impressive results People Moves News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67299/betterment-faces-class-action-lawsuit-over-cash-sweep-accounts A New Jersey client claims the robo advisor profited by sweeping excess cash into deposit accounts with participating banks that did not generate interest. Legal, Regulation & Compliance News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67288/bank-of-canada-expected-to-hold-key-interest-rate-at-225 Along with Wednesday’s interest rate decision, the Bank of Canada will reveal its latest economic and inflation forecasts. Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am https://americas.managersofwealth.com/article/67221/insurers-allege-bank-of-america-cleared-1m-in-flagged-transfers Two insurers already paid the claim - now they want the bank to cover every cent Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am https://americas.managersofwealth.com/article/67222/brazilian-banks-may-tighten-client-checks-after-us-move Designation of PCC and Comando Vermelho as terrorist groups could lead financial institutions to take a stricter stance on risk Legal, Regulation & Compliance News Aggregation Team Friday, July 03, 2026 1:00 am https://americas.managersofwealth.com/article/67225/edelman-financial-engines-to-appeal-decision-in-mariner-lawsuit The wealth management firm is taking its case to a federal appeals court after a judge ruled that Edelman hadn't established its trade-secrets case against Mariner. Legal, Regulation & Compliance News Aggregation Team Wednesday, July 01, 2026 1:00 am https://americas.managersofwealth.com/article/67204/advisors-still-have-questions-on-trump-accounts-ahead-of-july-4-launch Regulators have made some progress. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67175/scb-freeze-denies-16-banks-capital-relief Lower DFAST depletion would have cut buffers for many, but First Citizens avoids higher SCB Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67178/jpmorgan-sues-advisor-who-jumped-to-morgan-stanley Brian Krauthamer was a private client advisor at a JPMorgan bank branch in Florida. Legal, Regulation & Compliance News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67181/big-six-bank-fined-425-million-for-inaccurate-credit-card-statements The bank refunded $22.4 million and donated $299,000 to customers it could not locate Legal, Regulation & Compliance News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67128/aampampo-shearman-advises-on-bank-of-montrealamprsquos-usd275-billion-medium-term-notes-offering Bank of Montreal is the eighth-largest bank in North America by assets Legal, Regulation & Compliance News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67301/rbc-expands-credit-derivatives-trading-as-ai-debt-fuels-hedging The expansion coincides with record debt issuance from Big Tech companies to help fund artificial intelligence projects FinTech News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67273/circle-soars-after-securing-us-trust-bank-approval-in-crypto-expansion The approval adds to a growing list of crypto firms seeking federal banking licenses as the industry moves into the regulated financial system. FinTech News Team Thursday, July 09, 2026 1:00 am https://americas.managersofwealth.com/article/67260/broadridge-delivers-next-generation-reconciliation-platform-to-raiffeisen-bank-international International bank selects BRx Match to support growing transaction volumes and ISO 20022 compliance across global markets FinTech News Aggregation Team Wednesday, July 08, 2026 1:00 am https://americas.managersofwealth.com/article/67250/pncamp039s-new-mobile-app-delivers-an-intuitive-personalized-experience-to-help-clients-seamlessly-manage-their-day-to-day-financial-lives A Personalized, Customizable Experience Powered by Secure, Scalable Technology FinTech News Team Tuesday, July 07, 2026 1:00 am https://americas.managersofwealth.com/article/67240/broadridgeamprsquos-distributed-ledger-repo-processes-75-trillion-in-june June 2026 ADV reaches $357 billion; DLR market data now available to Bloomberg Terminal subscribers FinTech News Aggregation Team Thursday, July 02, 2026 1:00 am https://americas.managersofwealth.com/article/67212/over-140-banking-and-tech-giants-team-up-to-launch-open-usd-stablecoin Backed by over 140 companies including Visa, Stripe, and Google, the Open Standard consortium aims to challenge centralised token issuance through zero-fee minting and shared reserve revenues. FinTech News Aggregation Team Wednesday, July 01, 2026 1:00 am https://americas.managersofwealth.com/article/67203/us-digital-asset-firm-falconx-lands-eu-mica-approval The California-based prime broker will use the approval to passport its digital asset trading, financing, and custody services to financial institutions among all 27 EU member states. FinTech News Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67173/bny-expands-relationship-with-circle-and-adds-to-institutional-grade-stablecoin-enablement-services BNY to Provide Comprehensive Stablecoin Services Combining Custody with Mint and Burn Capabilities FinTech News Team Friday, June 26, 2026 1:00 am https://americas.managersofwealth.com/article/67161/banktech-ventures-deploys-more-than-15m-in-early-stage-fintechs-spanning-ai-and-stablecoin-solutions Strategic investment fund enters its fifth year, growing beyond $150M managed and with more than 125 participating banks FinTech News Aggregation Team Friday, June 26, 2026 1:00 am https://americas.managersofwealth.com/article/67167/luma-financial-technologies-and-td-securities-to-bring-enhanced-structured-products-management-to-canadian-investment-professionals New relationship brings lifecycle management, analytics and performance reporting capabilities to investment professionals across Canada’s premier wealth management firms FinTech News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67300/carson-group-creates-home-office-teams-for-w-2-independent-ria-channels One of the most active RIA acquirers has recently created dedicated business lines for its W-2 and independent channels to help focus team members and drive growth, according to CEO Burt White. Alternative Investments News Aggregation Team Tuesday, July 14, 2026 1:00 am https://americas.managersofwealth.com/article/67303/creative-planning-rebrands-sageview-post-acquisition The mega-RIA has integrated SageView Advisory Group into its retirement division and rebranded it under the name Creative Planning Institutional Consulting. Alternative Investments News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67286/pimco-sees-first-cracks-in-the-private-credit-boom At first glance, corporate bonds appear expensive. Credit spreads are close to historical lows. Alternative Investments News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67278/verizon-lockheed-martin-to-outsource-pensions-to-goldman-sachs-asset-management The agreements represent a combined $70 billion in OCIO mandates. Alternative Investments News Team Wednesday, July 08, 2026 1:00 am https://americas.managersofwealth.com/article/67258/northern-trust-appointed-to-support-invescoamprsquos-new-index-tracking-mutual-fund-range Supporting Invesco’s Distribution of Synthetic Replication Capabilities to European Mutual Fund Investors Alternative Investments News Team Tuesday, July 07, 2026 1:00 am https://americas.managersofwealth.com/article/67241/113-ameriprise-financial-advisors-named-to-the-advisorhub-ampldquoadvisors-to-watchamprdquo-lists Backed by a longstanding, trusted brand, these capabilities help advisors grow faster, work more efficiently and deliver an exceptional client experience.” Alternative Investments News Team Tuesday, July 07, 2026 1:00 am https://americas.managersofwealth.com/article/67242/bartholomew-ampamp-company-launches-hybrid-ria-marking-the-next-step-in-its-long-term-growth-strategy The new RIA structure strengthens the firm’s operating platform and enhances its ability to serve clients while preserving the disciplined approach and personalized service that has defined Bartholomew & Company for more than three decades. Alternative Investments News Team Tuesday, July 07, 2026 1:00 am https://americas.managersofwealth.com/article/67244/aspyre-wealth-partners-celebrates-team-growth-and-new-office-in-overland-park Kansas City financial planning and wealth management firm grows professional team serving executives, emerging leaders, and high-earning families. Alternative Investments News Team Tuesday, July 07, 2026 1:00 am https://americas.managersofwealth.com/article/67245/retirement-ampamp-wealth-at-alliant-expands-with-acquisition-of-retirement-solution-group Strategic acquisition expands retirement plan consulting expertise and enhances client solutions nationwide Alternative Investments News Team Tuesday, July 07, 2026 1:00 am https://americas.managersofwealth.com/article/67246/td-asset-management-inc-and-icapital-network-canada-ltd-collaborate-to-bring-a-global-real-estate-strategy-to-eligible-canadian-accredited-investors The launch builds on the firms' existing relationship supporting Canadian private wealth channels and marks the second strategy introduced in Canada through iCapital's platform. Alternative Investments News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67290/rothschildamprsquos-investment-bankers-arenamprsquot-paid-what-you-think-they-are Average pay at Goldman Sachs International, for example, was a monstrous $963k in 2025, up from $795k on average in 2024. Investment Banking News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67275/regions-expands-investment-banking-through-the-acquisition-of-the-frazer-lanier-company "By welcoming experienced bankers from Frazer Lanier to the Regions family, we are connecting Regions' clients with even greater capabilities while advancing our long-term strategy for growth." Investment Banking News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67180/jefferies-reports-earnings-before-the-big-banks That's because its quarter ends one month earlier than those other banks -- in this case, May 31. Investment Banking News Team Thursday, June 25, 2026 1:00 am https://americas.managersofwealth.com/article/67155/goldman-sachs-statement-on-comprehensive-capital-analysis-and-review-2026-results The firm intends to increase its common dividend from $4.50 to $5.00 per share beginning July 1, 2026 Investment Banking News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67115/jpmorgan-urges-investors-to-ride-equity-wave-through-late-2026 Heavy investment linked to AI and steady consumer spending should help the expansion continue even with sticky inflation, the company said. Investment Banking News Aggregation Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67089/donamp039t-disparage-the-ubs-us-mampampa-bankers-who-are-hard-at-work When it does, UBS's US M&A bankers will undoubtedly be criticised once again on a popular forum for their poor showing in M&A. Investment Banking News Aggregation Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67076/wells-fargo-raises-year-end-sampampp-500-target-on-stronger-earnings-outlook It added that geopolitical tensions have eased after the Iran agreement, helping reduce macro uncertainty that had weighed on markets. Investment Banking News Aggregation Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67066/the-top-bank-of-america-hiring-exec-offers-job-tips-for-charlotte-area-grads Their work includes consumer, investment and corporate banking. Investment Banking News Aggregation Team Monday, June 01, 2026 1:00 am https://americas.managersofwealth.com/article/66939/citi-opens-representative-office-in-guyana The expansion of our unparalleled global network marks a milestone for Citi. Investment Banking News Aggregation Team Friday, May 29, 2026 1:00 am https://americas.managersofwealth.com/article/66938/bofaamprsquos-moynihan-says-merrill-can-still-make-recruiting-math-work “The external hires have gotten so expensive that we sort of laid off that,” Moynihan told an audience at the Bernstein Strategic Decisions Conference. Investment Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67291/what-drives-change-in-401k-plans Advisors are driven by revenue, competitive advantage and client demand. Comment, Analysis & Research News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67276/the-new-york-fed-dug-through-3000-bank-runs-and-found-a-surprising-reason-banks-actually-fail A bank run occurs when large numbers of depositors withdraw their money simultaneously because they fear a bank could fail. Comment, Analysis & Research News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67280/is-bank-of-new-york-mellon-corporation-bny-fully-priced-after-its-alight-solutions-partnership After a 65.62% 1 year total shareholder return and a shift into larger cap value and growth indices Comment, Analysis & Research News Aggregation Team Wednesday, July 08, 2026 1:00 am https://americas.managersofwealth.com/article/67251/high-wealth-isnamprsquot-a-shield-from-inflation-so-whatamprsquos-driving-up-costs-for-hnw-lifestyles New report shines a light on wealthy population and reveals where their living costs are highest. Comment, Analysis & Research News Aggregation Team Wednesday, July 01, 2026 1:00 am https://americas.managersofwealth.com/article/67201/central-banks-think-the-us-has-become-riskier-they-plan-to-sell-dollars-and-buy-gold The findings represent the latest indication of a global shift away from the dollar, often referred to as “de-dollarization Comment, Analysis & Research News Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67176/family-offices-turning-to-ampldquopurpose-of-wealthamprdquo-to-prepare-the-next-generation-new-alti-tiedemann-global-and-campden-wealth-research-finds Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family offices, largely driven by a desire to guide the next g Comment, Analysis & Research News Aggregation Team Friday, June 26, 2026 1:00 am https://americas.managersofwealth.com/article/67163/what-are-your-wealthiest-clients-spending-their-money-on-these-days New report shines a light on the global luxury spending trends Comment, Analysis & Research News Team Thursday, June 25, 2026 1:00 am https://americas.managersofwealth.com/article/67148/next-phase-of-stock-gains-could-come-from-a-broader-range-of-opportunities In fact, while CIO remains confident in the AI growth story, they also expect that the next phase of stock gains will come from a broader range of opportunities. Comment, Analysis & Research News Team Thursday, June 25, 2026 1:00 am https://americas.managersofwealth.com/article/67150/architecting-the-future The Forces Redefining the Family Office Comment, Analysis & Research News Team Tuesday, June 23, 2026 1:00 am https://americas.managersofwealth.com/article/67133/the-retail-shift-reshaping-private-markets-84-of-firms-move-in-but-scale-brings-new-strain-state-street-survey-shows Nearly eight in ten respondents cite liquidity management as a key challenge Comment, Analysis & Research News Team Tuesday, June 30, 2026 1:00 am https://americas.managersofwealth.com/article/67193/irs-tightens-fbar-penalties-for-2026-clear-start-tax-warns-holders-of-foreign-accounts-to-review-filing-obligations The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings. Tax News Aggregation Team Friday, June 26, 2026 1:00 am https://americas.managersofwealth.com/article/67169/where-investment-returns-meet-tax-returns-part-ii-overcoming-impediments For wealth firms willing to offer more integrated tax services have several options to solve for lack of expertise, seasonal strains, and other challenges around tax prep work. Tax News Team Thursday, June 11, 2026 1:00 am https://americas.managersofwealth.com/article/67043/baker-tilly-announces-agreement-to-acquire-anchin-new-york-city-to-become-firm-headquarters Acquisition reinforces Baker Tilly's long-term commitment to New York and expands its presence in the world's leading financial center. Tax News Aggregation Team Wednesday, June 03, 2026 1:00 am https://americas.managersofwealth.com/article/66957/bernie-sanders-slams-system-letting-us-firms-use-malta-as-amp039tax-havenamp039-for-profit Senator says companies are shifting profits offshore Tax News Aggregation Team Thursday, May 28, 2026 1:00 am https://americas.managersofwealth.com/article/66914/when-federal-tax-breaks-stop-at-the-state-line The expansion of qualified small business stock is a prime example. Tax News Team Wednesday, May 13, 2026 1:00 am https://americas.managersofwealth.com/article/66797/investor-appetite-for-parametric-tax-optimized-ladder-strategy-reiterates-broader-focus-on-tax-management The study also found that clients increasingly focus on net buying power—the after-tax outcome—rather than headline returns. Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66580/tax-day-is-a-reminder-of-americaamprsquos-unequal-tax-system-but-we-can-fix-it There is no justification for a regressive system in which the super-rich contribute less than the rest of us Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66582/taxstatus-expands-on-integration-with-adviceai TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies Tax News Team Friday, March 27, 2026 12:00 am https://americas.managersofwealth.com/article/66445/pkf-oamprsquoconnor-davies-announces-collaboration-with-asseta-ai-to-support-family-office-modernization Organization to serve as preferred accounting and implementation partner for AI-driven financial platform Tax News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66435/californians-want-to-tax-billionaires-theyamp039re-threatening-to-leave Proponents are collecting signatures to get the tax on the November ballot. Tax News Team Thursday, July 09, 2026 1:00 am https://americas.managersofwealth.com/article/67264/klarna-submits-application-for-us-banking-license Klarna has operated as a licensed bank in Europe since 2017 and serves U.S. customers through valued partner banks. Retail Banking News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67098/banks-bring-bnpl-rivalry The debit card has become the latest battleground between banks and fintechs over installment lending. Retail Banking News Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67101/checkalt-joins-us-bank-connected-partnership-network-to-expand-access-to-integrated-receivables-solutions Marketplace links U.S. Bank clients with third-party payment and treasury solutions that are fully integrated with the bank’s systems Retail Banking News Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67067/fifth-third-bank-celebrates-168-years-of-innovation-and-service-as-america-approaches-250th-birthday Nation's ninth-largest bank reflects on its history of firsts as the country prepares to mark its semiquincentennial Retail Banking News Team Monday, June 01, 2026 1:00 am https://americas.managersofwealth.com/article/66944/rbc-announces-expansion-of-vancouver-banking-and-innovation-hub Supported by 1,000 high-quality jobs in B.C., the hub will help advance RBC's AI ambitions Retail Banking News Aggregation Team Tuesday, May 26, 2026 1:00 am https://americas.managersofwealth.com/article/66899/wells-fargo-must-pay-100m-to-help-homebuyers-after-discrimination-lawsuit-ampmdash-51-cities-are-eligible Wells Fargo has agreed to launch a $100 million borrower assistance program after settling a bombshell lawsuit that accused the company’s board of failing to properly oversee lending practices. Retail Banking News Aggregation Team Thursday, May 14, 2026 1:00 am https://americas.managersofwealth.com/article/66820/bunq-files-for-banking-licence-in-mexico The application would help the neobank expand its presence in the country and provide banking services to residents in Mexico. Retail Banking News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66586/us-bancorp-profit-jumps-on-interest-income-fee-revenue-boost Fee revenue was also a bright spot. It surged 6.9% in the quarter as the bank benefited from robust ​capital markets activity. Retail Banking News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66527/valor-econampocircmico-and-el-economista-highlight-latam-as-a-jp-morgan-payments-innovation-hub Global Co-Heads Max Neukirchen and Umar Farooq discuss Brazil’s and Mexico’s growing role in cross-border and real-time payments with key regional media Retail Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS News Team Tuesday, May 19, 2026 1:00 am https://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS News Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS News Aggregation Team Friday, November 21, 2025 12:00 am https://americas.managersofwealth.com/article/65447/advisors-warm-up-to-emerging-energy-plays-in-client-portfolios Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios. Planet SOS News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am https://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS