https://americas.managersofwealth.com/ Mon, 08 Dec 2025 23:30:16 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65560/motley-fool-wealth-management-to-join-apollon-in-2026-deal Client services will be broadened under the new partnership Wealth and Asset Management News Aggregation Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65547/wealth-management-for-the-2030s-ai-alternatives-and-next-gen-clients Among the topics discussed were the adoption of AI tools to increase productivity and enhance client communication, as well as the development of knowledge in digital assets and tokenized products Wealth and Asset Management News Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65548/sei-drives-sustained-momentum-across-global-wealth-management-markets Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth Wealth and Asset Management News Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65549/broadridgeamprsquos-distributed-ledger-repo-platform-processes-368-billion-in-average-daily-trade-volumes-in-november November 2025 ADV up 466% Year Over Year, Highlighting the Rapid Adoption of Tokenized Settlement Wealth and Asset Management News Aggregation Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65550/good-news-wealth-management-here-come-the-insurance-companies While traditional wealth managers have focused on investment performance and asset accumulation, a fundamental shift is occurring in what clients actually want. Wealth and Asset Management News Aggregation Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65551/summit-financial-invests-in-ivy-wealth-management Summit Financial’s minority-stake investment in Ivy Wealth Management adds $500m in client assets. Wealth and Asset Management News Aggregation Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65552/vanguard-plans-to-expand-in-miami-to-target-latin-american-wealth-ampndash-report Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months. Wealth and Asset Management News Aggregation Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65553/bank-of-america-expands-crypto-access-for-wealth-management-clients The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team. Wealth and Asset Management News Aggregation Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65554/flex-raises-60m-series-b-to-scale-ai-private-bank The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows. Wealth and Asset Management News Aggregation Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65556/us-markets-could-advance-in-2026-despite-headwinds-says-rbc-wealth-management Banking group sees room for stock and economic growth, even with caution advised. Wealth and Asset Management News Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65566/bny-announces-2026-managing-director-promotions These colleagues are helping to drive BNY forward and position the company at the forefront of financial markets. People Moves News Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65569/jpmorganchase-names-todd-combs-to-head-strategic-investment-group-of-security-and-resiliency-initiative-company-also-announces-external-advisory-council-to-inform-sriamprsquos-strategy-and-investment-priorities Todd Combs to lead firm’s efforts to make direct equity investments of an initial $10 billion as part of its $1.5 trillion initiative to address pressing needs in key sectors from critical minerals to frontier technologies People Moves News Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65555/caceis-strengthens-us-presence-with-appointment-of-antoinette-behan-as-director She reports to Cyril Schopfer, Country Managing Director, USA at CACEIS. People Moves News Aggregation Team Thursday, December 04, 2025 12:00 am https://americas.managersofwealth.com/article/65543/everest-appoints-new-actuary-and-risk-chief “Katy and Attila are exceptional leaders whose global experience, technical acumen, and strategic vision reflect the caliber of talent Everest continues to attract,” said Jim Williamson, Everest President and CEO. People Moves News Aggregation Team Thursday, December 04, 2025 12:00 am https://americas.managersofwealth.com/article/65545/jpmorganamp039s-tech-team-hired-an-amazon-director-and-pfizer-executive-as-mds It's a finance homecoming for Truax, who previously spent three and a half years at Bank of America building consumer branch management applications. People Moves News Team Thursday, December 04, 2025 12:00 am https://americas.managersofwealth.com/article/65542/rbc-wealth-management-president-tom-sagissor-to-step-down Divisional directors Pat Vaughan and Wally Chapman have been promoted to co-lead the private client group. People Moves News Aggregation Team Thursday, December 04, 2025 12:00 am https://americas.managersofwealth.com/article/65546/10b-wealth-consulting-group-hires-former-emigrant-executive-as-cfo Jason Ehrlich will help the firm ramp up M&A initiatives, as it seeks to reach $50 billion AUA in the next five to 10 years. People Moves News Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65525/northern-trust-wealth-management-appoints-eric-freedman-as-chief-investment-officer Freedman succeeds Katie Nixon, who now leads the high-growth Northeast Region People Moves News Aggregation Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65528/jpmorgan-hires-two-senior-bankers-to-expand-mid-cap-investment-banking Rosenfeld brings nearly 20 years of M&A advisory experience focused on the consumer sector. People Moves News Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65530/new-york-life-investments-names-matt-mosca-as-global-head-of-institutional-distribution Mosca will lead New York Life Investments’ institutional business strategy and distribution globally, reporting to Chief Executive Officer Naïm Abou-Jaoudé. People Moves News Aggregation Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65533/fed-data-suggests-central-bank-has-stopped-losing-money Since November 5, the size of the Fed’s so-called deferred asset has gotten smaller, moving from $243.8 billion to $243.2 billion on November 26. Legal, Regulation & Compliance News Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65503/budget-boost-for-uk-wealth-managers Plus, NYC pension warning, UK borrowing and Salvador Dalí at the Shapero Modern Legal, Regulation & Compliance News Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65504/what-do-fed-rate-cuts-mean-for-investors We believe the resumption of the Fed's rate-cutting cycle increases the imperative for investors to put cash to work. Legal, Regulation & Compliance News Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65508/trump-frees-new-york-private-equity-executive-who-defrauded-victims-of-16b The news was announced on Thanksgiving by Trump’s “pardon czar” Legal, Regulation & Compliance News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65491/us-agencies-issue-final-capital-rule-for-banks The new rule aims to address disincentives for banks to engage in lower-risk activities, including intermediating in US Treasury markets. Legal, Regulation & Compliance News Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65476/four-key-changes-to-charitable-giving-are-coming-in-2026 New tax laws will affect your charitable giving strategy in the new year. Learn how to make the most of your giving now—before year-end. Legal, Regulation & Compliance News Team Thursday, November 20, 2025 12:00 am https://americas.managersofwealth.com/article/65435/state-street-announces-successful-alpha-implementation-for-ninety-one This implementation builds on a strategic relationship established in 2004 Legal, Regulation & Compliance News Aggregation Team Thursday, November 13, 2025 12:00 am https://americas.managersofwealth.com/article/65370/fired-lpl-rep-faces-22-month-finra-suspension-after-secretly-borrowing-50k-from-clients The advisor, formerly with DA Davidson, also repeatedly failed to tell his employers about outside securities accounts he maintained at another Finra member firm. Legal, Regulation & Compliance News Aggregation Team Wednesday, November 12, 2025 12:00 am https://americas.managersofwealth.com/article/65357/fsi-urges-sec-chair-to-end-regulation-by-enforcement In a letter to Paul Atkins, FSI CEO Dale Brown urged the agency not to follow the same game plan with cryptocurrencies as it did with off-channel communications and fund share classes with previous administrations. Legal, Regulation & Compliance News Aggregation Team Monday, November 10, 2025 12:00 am https://americas.managersofwealth.com/article/65338/bank-of-america-sued-over-not-paying-workers-for-pc-boot-up-time-in-proposed-class-action-lawsuit Lawsuit alleges hourly workers weren’t paid for computer start-up tasks required before clocking in. Legal, Regulation & Compliance News Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65561/canadian-fintech-tuhk-inc-founded-by-ethoca-and-nudata-security-veterans-raises-us6-million-seed-round-led-by-fintop-with-lloyds-banking-group-and-capital-one-ventures The platform aims to revolutionize payments by enabling secure, real-time collaboration among merchants, banks, and service providers to combat the global US$10.5 trillion cybercrime threat. FinTech News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65565/bank-of-america-broadens-access-to-crypto-funds Merrill Lynch is the latest to allow advisors to recommend crypto ETPs, and follows a move earlier this week by Vanguard to lift its ban on crypto funds. FinTech News Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65568/citizens-financial-survey-finds-ai-investment-accelerating-as-companies-capture-greater-efficiency-gains AI adoption is driving measurable ROI and emerging as a key factor in private equity decisions FinTech News Aggregation Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65535/ai-companiesamp039-safety-practices-fail-to-meet-global-standards-study-shows The study comes amid heightened public concern about the societal impact of smarter-than-human systems capable of reasoning and logical thinking, after several cases of suicide and self-harm were tied to AI chatbots. FinTech News Aggregation Team Tuesday, December 02, 2025 12:00 am https://americas.managersofwealth.com/article/65518/nevis-bags-35m-to-build-ai-for-wealth-management The company, founded less than a year ago, develops technology aimed at freeing advisors from time-consuming administrative tasks. FinTech News Aggregation Team Tuesday, December 02, 2025 12:00 am https://americas.managersofwealth.com/article/65524/range-raises-60m-series-c-to-accelerate-ai-driven-wealth-management The U.S. wealth management industry manages over $90 trillion in assets, yet just 1% of Americans have worked with a financial advisor FinTech News Aggregation Team Friday, November 28, 2025 12:00 am https://americas.managersofwealth.com/article/65496/wall-st-week-ahead-investors-on-watch-for-ai-economic-updates-as-us-stocks-steady Equities are poised to maintain this sensitivity, investors said, after concerns about overheated valuations took some of the steam out of a trade that has propelled markets higher this year. FinTech News Aggregation Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65478/crypto-crash-ruins-thanksgiving-for-retail-traders-once-again Bitcoin is currently on track for its worst month since 2022, with smaller tokens facing similar declines. FinTech News Team Tuesday, November 25, 2025 12:00 am https://americas.managersofwealth.com/article/65469/advanced-wealth-management-apps-and-websites-continue-to-score-points-with-customers-in-canada TD Ranks Highest in Wealth Management Digital Experience Satisfaction in Advised Investor Segment, Wealthsimple Ranks Highest in DIY Investor Segment FinTech News Aggregation Team Monday, November 24, 2025 12:00 am https://americas.managersofwealth.com/article/65453/strategy-and-bitcoin-supporters-call-for-amplsquoboycottamprsquo-of-jp-morgan “Crash JP Morgan and buy Strategy and BTC,” Bitcoin advocate Max Keiser said, as the online boycott movement gained steam. FinTech News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65564/bank-of-america-says-this-corner-of-the-market-is-the-best-amp039run-it-hotamp039-trade-for-investors-in-2026 "We say long commodities the best 'run it hot' trade in '26, and long despised oil/energy without question the best 'run-it-hot' contrarian trade," the team said. Alternative Investments News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65567/retail-investors-who-have-a-significant-stake-must-be-disappointed-along-with-institutions-after-stocklandamp039s-asxsgp-market-cap-dropped-by-au507m Every investor in Stockland should be aware of the most powerful shareholder groups. With 52% stake, retail investors possess the maximum shares in the company. Alternative Investments News Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65557/smartleaf-asset-management-surpasses-675-billion-in-assets-under-management SAM represents a new type of sub-advisor, a new type of TAMP. Alternative Investments News Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65558/patria-to-buy-majority-stake-in-brazilian-clo-manager-solis-investimentos Patria partner José Augusto Teixeira said the acquisition strengthens the firm’s position in a “large, underserved and rapidly growing” credit market Alternative Investments News Team Friday, December 05, 2025 12:00 am https://americas.managersofwealth.com/article/65559/t-rowe-price-transitions-to-charles-riveramprsquos-enterprise-multi-asset-investment-management-platform This latest milestone marks the transition from proprietary infrastructure to Charles River’s cloud-based platform, delivering enhanced efficiency and scalability. Alternative Investments News Aggregation Team Thursday, December 04, 2025 12:00 am https://americas.managersofwealth.com/article/65537/bill-gates-to-unveil-major-investment-at-abu-dhabi-finance-week-as-global-leaders-converge Asset managers and global investors managing $63tn in AUMs set to attend four-day annual showcase Alternative Investments News Aggregation Team Thursday, December 04, 2025 12:00 am https://americas.managersofwealth.com/article/65544/sifma-encouraged-by-sec-plan-to-ease-path-for-small-company-ipos During an annual state of the industry briefing, SIFMA leaders backed SEC Chair Paul Atkins’ call for easier reporting requirements for smaller companies to help facilitate more IPOs, along with fewer regulatory burdens for already public companies. Alternative Investments News Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65529/janes-capital-partners-advises-american-casting-company-on-its-strategic-investment-by-arcline The Company’s rapid prototyping capabilities and end‑to‑end process control establish ACC as a trusted supplier on the most demanding aerospace and defense programs, from marquee aircraft engines to next-generation unmanned systems. Alternative Investments News Aggregation Team Tuesday, December 02, 2025 12:00 am https://americas.managersofwealth.com/article/65522/private-credit-and-life-insurers-is-there-a-problem At present, however, there are three major concerns around these holdings. Alternative Investments News Team Tuesday, December 02, 2025 12:00 am https://americas.managersofwealth.com/article/65523/goldman-sachs-announces-agreement-to-acquire-innovator-capital-management Acquisition will add $28 billion in assets under supervision (AUS)1 to Goldman Sachs Asset Management’s broad range of custom portfolio solutions and active ETF capabilities Alternative Investments News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65563/canada-needs-an-open-finance-roadmap-not-just-open-banking Canada’s 2026 open banking launch is a milestone, but without a broader open finance plan, consumers and small businesses will miss out on real affordability gains. Investment Banking News Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65507/wells-fargo-turns-to-an-ai-chief-as-the-bank-redraws-its-workforce-and-structure He credits his time at ING for reinforcing the need for simplicity in digital banking, and his experience at JPMorgan for exposing him to the risks that come with large-scale systems. Investment Banking News Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65479/generational-group-named-investment-banking-firm-of-the-year-at-the-24th-annual-mampampa-advisor-awards Congratulations to our teams across Generational for earning this respected award. Investment Banking News Aggregation Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65482/tragic-death-of-ampquotamazingampquot-ex-goldman-sachs-md-in-bike-accident It's understood that Seier died in a bike accident in the Exuma district of the Bahamas. Investment Banking News Aggregation Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65483/canadian-banks-fully-valued-ahead-of-q4-says-jefferies-downgrading-rbc-and-td Jefferies said it expects a solid fourth quarter in the context of the broader environment. Investment Banking News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65413/natixis-corporate-ampamp-investment-banking-provides-260-million-to-refinance-upper-west-side-multifamily-property AIRE also features nearly 37,000 SF of predominantly medically anchored commercial space. Investment Banking News Team Thursday, November 13, 2025 12:00 am https://americas.managersofwealth.com/article/65366/santander-and-blackrock-launch-the-first-electronic-market-for-mexican-repo-in-collaboration-with-tradeweb It is an innovation at the Latin American level that improves efficiency and transparency for Mexican repo markets. Investment Banking News Aggregation Team Thursday, November 13, 2025 12:00 am https://americas.managersofwealth.com/article/65368/managing-directors-in-investment-banks-are-making-a-lot-of-money-but-not-that-much Analysis of data from our the H1b database showed that the average managing director in investment banking (where identifiable) made an average salary of $400k or so. Investment Banking News Team Wednesday, November 12, 2025 12:00 am https://americas.managersofwealth.com/article/65355/citi-tops-jd-power-mortgage-origination-satisfaction-study Citi won the #1 ranking in J.D. Power’s 2025 U.S. Mortgage Origination Satisfaction StudySM Investment Banking News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65328/citadel-securities-raided-goldman-sachs-jpmorgan-ampamp-morgan-stanley-for-its-new-business Luger himself comes from JPMorgan, where he was head of the high touch equities business in New York until September 2025. Investment Banking News Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65502/swiss-gold-and-rolex-gifts-to-trump-arouse-amplsquodisgustamprsquo-in-europe Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland Comment, Analysis & Research News Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65509/the-great-wealth-transfer-how-advisors-can-build-loyalty-across-generations For many advisors, the Great Wealth Transfer represents both an extraordinary opportunity and a significant risk. Comment, Analysis & Research News Aggregation Team Friday, November 28, 2025 12:00 am https://americas.managersofwealth.com/article/65493/us-banks-announce-uk-expansion-projects-hours-after-budget JP Morgan and Goldman Sachs reveal plans for London and Birmingham as sector is spared tax rises Comment, Analysis & Research News Team Tuesday, November 25, 2025 12:00 am https://americas.managersofwealth.com/article/65466/the-great-unbuilding-rethinking-water-infrastructure Built to regulate rivers, supply energy and store water for growing cities, America’s dams have stood as symbols of its technological prowess for over a century. Comment, Analysis & Research News Team Friday, November 21, 2025 12:00 am https://americas.managersofwealth.com/article/65439/new-york-art-life-magazine-to-feature-exclusive-interview-with-maya-walton-patel-the-superyacht-uuhnw-chef The celebrated chef on crafting bespoke culinary experiences for the "Special Bracket" of global billionaires. Comment, Analysis & Research News Team Monday, November 17, 2025 12:00 am https://americas.managersofwealth.com/article/65390/us-growth-leadership-neutral-rates-unpredictable-geopolitics-and-the-accelerating-ai-race-set-to-shape-2026 EFG expects the United States to be the fastest-growing advanced economy in 2026. Comment, Analysis & Research News Aggregation Team Thursday, November 13, 2025 12:00 am https://americas.managersofwealth.com/article/65365/bank-of-america-inside-the-modern-family-office-complexity-innovation-and-a-generational-shift Generational transitions, economic optimism, and rapid technological advancements are reshaping how family offices manage and preserve multigenerational wealth. Comment, Analysis & Research News Aggregation Team Monday, November 10, 2025 12:00 am https://americas.managersofwealth.com/article/65335/why-some-401k-plans-still-resist-auto-features And how RPAs can help move the needle. Comment, Analysis & Research News Aggregation Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65315/will-mamdaniamprsquos-proposed-millionaire-tax-save-or-sink-new-york-city Zohran Mamdani won over New York City voters by promising to make the city more affordable with a rent freeze and free services funded in part with an added tax on the rich. Comment, Analysis & Research News Team Friday, November 07, 2025 12:00 am https://americas.managersofwealth.com/article/65322/when-small-businesses-struggle-canada-struggles-is-your-bank-ready-to-step-up Recent survey results highlight key banking challenges for Canada’s small- and medium-sized businesses (SMBs), and how banks can elevate their services. Comment, Analysis & Research 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 Monday, November 17, 2025 12:00 am https://americas.managersofwealth.com/article/65394/switzerland-seals-deal-slashing-us-tariffs The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy. Tax News Aggregation Team Thursday, October 02, 2025 1:00 am https://americas.managersofwealth.com/article/65016/irs-is-about-to-relax-tax-rules-for-crypto-giants-in-the-us This new guidance responds to significant pushback from companies like MicroStrategy and Coinbase. Tax News Aggregation Team Thursday, September 25, 2025 1:00 am https://americas.managersofwealth.com/article/64956/facet-brings-tax-prep-services-to-subscription-members Facet has white-labeled technology from april, an embedded year-round tax platform, to bring tax prep and tax filing capabilities to its flat-fee membership plans. Tax News Aggregation Team Tuesday, September 23, 2025 1:00 am https://americas.managersofwealth.com/article/64933/oecd-warns-tariffs-will-hit-us-economic-growth-hard So far, the OECD said, many companies have absorbed much of the shock by taking hits to their profit margins and using up existing inventories. Tax News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64727/trump-tariffs-live-updates-brazil-moves-to-retaliate-against-trump-tariffs-de-minimis-exemption-ends The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars. Tax News Team Tuesday, July 29, 2025 1:00 am https://americas.managersofwealth.com/article/64467/us-eu-trade-deal-3-things-to-know The deal lands just ahead of the U.S.-imposed August 1 tariff pause deadline Tax 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 Team Monday, October 27, 2025 12:00 am https://americas.managersofwealth.com/article/65214/wells-fargo-backs-south-dallas-growth-with-68-million-in-grants Funding will support entrepreneurs, housing, workforce training, and renovations of commercial property like the iconic Forest Theater Retail Banking News Aggregation Team Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65006/brazilamprsquos-lending-growth-slows-amid-high-rates Credit expansion cools as interest rates impact Latin America's largest economy Retail Banking News Team Wednesday, September 17, 2025 1:00 am https://americas.managersofwealth.com/article/64889/bbva-expands-instant-payments-to-inbound-cross-border-transfers-from-outside-the-eurozone BBVA has launched a new service that enables financial institutions outside Europe to send payments to Spain in just seconds, at any time of day and on any day of the year. Retail Banking News Aggregation Team Monday, September 15, 2025 1:00 am https://americas.managersofwealth.com/article/64863/zacks-industry-outlook-highlights-bank-of-new-york-mellon-truist-financial-and-northern-trust This, along with modest economic growth, will lead to a slight rise in loan demand. Retail Banking News Team Wednesday, August 20, 2025 1:00 am https://americas.managersofwealth.com/article/64650/small-business-checkpoint-a-case-of-the-hiring-hiccups Overall small business hiring fell for the third consecutive month in July as cost pressures and business uncertainty increased. 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