https://americas.managersofwealth.com/ Sat, 10 Jan 2026 09:11:50 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65781/bank-of-america-advisers-get-green-light-for-bitcoin Bank of America has allowed its 15,000 advisers to consider bitcoin ETF allocations for its wealth management clients for the first time this month. Wealth and Asset Management News Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65783/simcorp-and-msci-expand-collaboration-to-streamline-investment-managersamprsquo-access-to-private-market-data Buy-side firms using SimCorp One will gain access to MSCI’s managed data collection service and industry-leading private capital datasets - empowering SimCorp clients with actionable data, intelligence and operational efficiency. Wealth and Asset Management News Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65787/ubs-advisor-team-hollenbaugh-rukeyser-safro-ampamp-williams-ranked-4-on-forbes-americaamprsquos-top-private-wealth-management-teams-list The team ranked #4 nationally, making it the highest ranked UBS team on the list and marking the third consecutive year that the team has been named to the list. Wealth and Asset Management News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65790/jpmorgan-abandons-proxy-advisers-and-turns-to-ai The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector. Wealth and Asset Management News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65791/apex-and-allfunds-partner-on-offshore-investment-access The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system. Wealth and Asset Management News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65792/battistelli-holland-wealth-management-group-of-stifel-named-to-forbesamprsquo-best-in-state-wealth-management-teams-list-for-third-consecutive-year The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing. Wealth and Asset Management News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65769/meet-our-forbesshook-2026-best-in-state-wealth-management-teams 14 Oppenheimer Teams Named Best-In-State Wealth and Asset Management News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65766/record-29-william-blair-teams-named-by-forbes-as-best-in-state William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities. Wealth and Asset Management News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65767/citi-wealth-releases-macroeconomic-and-markets-view-for-1q-2026 Staying Grounded in a Noisy World Wealth and Asset Management News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65768/northern-trust-asset-management-delivers-direct-indexing-solution-on-envestnet-platform Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies Wealth and Asset Management News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65782/choreo-hires-edelman-alum-as-wealth-head Erik Merkau is the third Edelman executive in the last year to decamp for Illinois-based Choreo. People Moves News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65784/tokio-marine-highland-hires-oral-as-coo Previously, he was chief information officer at CNA for nine years and held senior positions at Bank of America and ABN AMRO. People Moves News Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65786/independent-wealth-management-firm-sentinel-trust-company-lba-announces-the-promotion-of-five-senior-officers The company focuses on delivering personal attention to each family to meet their distinctive needs and complex challenges. People Moves News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65788/ubs-team-with-660-million-joins-rbc-in-los-angeles They are joined by support staff Misty Escobedo, Bahraam Foroughi and Michael Lerian. People Moves News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65793/blackrock-names-new-international-cio-for-fundamental-equities The unit will have a new 'dual CIO' arrangement spanning UK and US offices. People Moves News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65794/merrill-team-with-18-billion-jumps-to-wells-fargo-finet-on-long-island Palermo first registered with Pruco Securities Corp. in 1999 and worked at two firms before joining Merrill in 2007 from JPMorgan Chase & Co., according to BrokerCheck. People Moves News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65795/john-hearne-joins-first-horizonamprsquos-huntsville-private-banking-team His leadership will help our associates deliver tailored solutions and exceptional service to Huntsville’s private banking clients,” said Ginger Harper, Private Banking Group Manager for First Horizon Bank. People Moves News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65765/envestnet-inc-appoints-sue-burton-as-chief-marketing-officer-to-accelerate-growth-and-reimagine-the-digital-experience She has been charged with building an integrated marketing engine, strengthening Envestnet's market leadership People Moves News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65770/morgan-stanleyamprsquos-top-wealth-advisers-faced-internal-probe-before-exit Garth Hu and Cathy Ding oversaw $4 billion and left to start their own firm amid concerns the Wall Street bank ultimately raised with the corporate regulator. People Moves News Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65777/certuity-expands-national-leadership-team-with-strategic-advisor-appointments-across-key-markets “These strategic additions reflect our continued investment in experienced leadership and growing our national presence in key markets,” said Rich Bursek, President and Partner of Certuity. People Moves 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 Team Monday, December 15, 2025 12:00 am https://americas.managersofwealth.com/article/65623/danske-bank-confirms-conclusion-of-us-department-of-justice-probation As communicated in Company announcement no. 16/2022, Danske Bank was placed on corporate probation for three years from 13 December 2022 until 13 December 2025 Legal, Regulation & Compliance 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 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, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65711/disrupting-fintech-jayesh-kumar-replaces-broken-banking-stacks-with-ai-agentic-orchestration They discuss how unifying operations not only reduces fraud and compliance risks but ultimately gives time back to employees. FinTech News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65694/ai-is-reshaping-bankingampmdashbut-not-causing-a-jobs-wipeout For example, despite Wall Street’s headline-grabbing layoffs this year, overall headcount across banking and finance has remained relatively stable. FinTech News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65695/sec-charges-crypto-platforms-and-investment-clubs-over-social-media-scam The investment clubs and platforms then allegedly offered 'Security Token Offerings' that were purportedly issued by legitimate businesses. FinTech News Aggregation Team Friday, January 09, 2026 12:00 am https://americas.managersofwealth.com/article/65789/state-street-supports-columbia-threadneedle-ucits-etf-launch The first active exchange-traded funds issued by Columbia Threadneedle Investments in Europe Alternative Investments News Team Wednesday, January 07, 2026 12:00 am https://americas.managersofwealth.com/article/65755/morgan-stanley-capital-partners-completes-the-sale-of-alliance-technical-group These initiatives broadened Alliance’s capabilities, enhanced its technical depth, and positioned the company as a differentiated partner to customers navigating increasingly complex environmental standards. Alternative Investments News Aggregation Team Wednesday, January 07, 2026 12:00 am https://americas.managersofwealth.com/article/65761/blackrock-why-etfs-have-new-heights-to-reach Despite market volatility, exchange-traded funds continue to soar. Alternative Investments News Team Tuesday, January 06, 2026 12:00 am https://americas.managersofwealth.com/article/65752/combined-insurance-unveils-new-chubb-benefits-brand Enhanced identity achieves greater clarity and consistency with the global Chubb brand Alternative Investments News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65736/commerce-bancshares-concludes-acquisition-of-finemark Upon the merger, Commerce Bancshares reported total assets of around $36bn and assets under administration of $90bn. Alternative Investments News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65738/greystone-financial-group-llc-has-1531-million-holdings-in-the-bank-of-new-york-mellon-corporation-bk Several other hedge funds and other institutional investors also recently made changes to their positions in BK. Alternative Investments News Team Friday, January 02, 2026 12:00 am https://americas.managersofwealth.com/article/65723/john-hancock-financial-opportunities-fund-notice-to-shareholders-ampndash-sources-of-distribution-under-section-19a The Fund estimates that it has distributed more than its income and net realized capital gains; therefore, a portion of your distribution may be a return of capital. Alternative Investments News Team Friday, January 02, 2026 12:00 am https://americas.managersofwealth.com/article/65724/first-financial-bancorp-announces-the-completion-of-its-acquisition-of-bankfinancial First Financial adds BankFinancial's strong core deposit franchise, with 18 financial centers in the area, plus its regional and national commercial loan, lease and deposit lines of business. Alternative Investments News Aggregation Team Friday, January 02, 2026 12:00 am https://americas.managersofwealth.com/article/65725/credicorp-to-buy-floridaamprsquos-bank-helm-for-us180mil The company agreed to buy Helm Bank USA for US$180mil. Alternative Investments News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65715/what-the-biggest-banks-are-predicting-for-the-us-economy-in-2026 When bankers talk “moderate growth” and “uncertainty,” they’re often saying even less than you'd think Alternative Investments 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 Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65707/jim-cramer-calls-goldman-sachs-a-ampldquofavoriteamprdquo-of-his These companies earn a lot more money when the White House isn’t blocking mergers or heavily scrutinizing new IPOs.” Investment Banking News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65700/citigroup-or-bank-of-america-which-big-bank-is-the-better-2026-bet They provide diversified financial services, including commercial banking, investment banking, wealth management and retail banking, and are prominent, systemically important institutions with a global footprint. Investment Banking News Aggregation Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65691/bank-of-america-to-increase-bonuses-for-investment-bankers The company is also planning to expand the investment banking division’s overall bonus pool after the increase in deal activity this year. Investment Banking News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65662/goldman-sachs-opens-rift-in-a-top-investment-banking-team-what-happened-to-the-best-people-at-a-failed-hedge-fund While resources and financials are reasonably fixed targets, the boundaries of tech banking keep changing – once upon a time it was more commonly known as “TMT”, for technology, media and telecoms. Investment Banking News Aggregation Team Monday, December 15, 2025 12:00 am https://americas.managersofwealth.com/article/65624/wells-fargo-expands-investment-banking-operations Hiring spree and M&A efforts boost Wells Fargo's market position Investment Banking 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 Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65687/report-explores-the-adjacent-markets-that-are-fuelling-investment-opportunities-in-womenamprsquos-professional-sports Beyond the game, a rapidly evolving business sector fuels growth and returns in the women’s sports ecosystem. Comment, Analysis & Research News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65678/ten-best-metro-areas-for-millennial-wealth-growth Austin tops the list, and North Carolina places two areas in the top 10. Comment, Analysis & Research News Aggregation Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65673/bcg-60-of-firms-faced-ai-enabled-cyberattacks-last-year This lag in adoption exposes organizations to increasingly sophisticated threats, as AI accelerates attack tactics like ransomware, phishing, and emerging techniques such as deepfake video fraud. Comment, Analysis & Research News Aggregation Team Monday, December 15, 2025 12:00 am https://americas.managersofwealth.com/article/65619/how-much-richer-jeff-bezos-has-gotten-over-the-last-5-years The word “billionaire” isn’t something just anyone can claim — only 3,028 people have that distinction. “Multibillionaire” is even more exclusive, and among the very top is Jeff Bezos. Comment, Analysis & Research News Team Thursday, December 11, 2025 12:00 am https://americas.managersofwealth.com/article/65596/t-rowe-priceamp039s-inaugural-global-retirement-survey-finds-one-third-of-savers-expect-to-work-in-retirement New global study surveys workers across multiple regions, offering new insight into behaviors, priorities, and challenges of retirement savers worldwide Comment, Analysis & Research 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 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, 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 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 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