https://americas.managersofwealth.com/ Thu, 17 Jul 2025 20:45:28 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64352/brookfield-and-google-sign-hydro-framework-agreement-to-deliver-up-to-3000-mw-of-homegrown-energy-in-the-united-states The World’s Largest Framework Agreement for the Purchase of Hydroelectricity Wealth and Asset Management News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64353/man-group-to-acquire-bardin-hill Based in New York City, Bardin Hill is an opportunistic and performing credit manager. Wealth and Asset Management News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64361/schwab-reports-overall-growth-for-rias-with-capacity-issues-emerging Charles Schwab’s annual RIA survey showed strong growth for AUM, revenue and clients, but that demand is creating capacity and talent strains. Wealth and Asset Management News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64340/atlas-acquires-ria-firm-central-wealth-management As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas Wealth and Asset Management News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64342/morgan-stanley-profits-rise-15-as-wealth-and-trading-divisions-shine Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter Wealth and Asset Management News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64344/eton-solutions-secures-58m-series-c-to-bring-ai-driven-wealth-management-technology-to-the-worldamprsquos-leading-family-offices-pes-and-funds The funding comes as Eton Solutions experiences rapid growth. Wealth and Asset Management News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64348/bluespring-wealth-partners-merger-creates-865m-aum-firm Existing Bluespring partner firms, Hickory Asset Management and Ritter Daniher Financial Advisory, combine to strengthen Ohio-based presence Wealth and Asset Management News Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64324/quants-and-the-future-of-wealth-management-and-financial-advice Advisors increasingly need to address multiple, sometimes competing financial goals across retirement planning, liquidity needs, and legacy aspirations. Wealth and Asset Management News Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64327/willow-bend-wealth-management-a-300-million-texas-practice-joins-merritt-point-wealth-advisors This partnership marks a key milestone in Merritt Point’s continued expansion and long-term commitment to supporting elite independent financial advisors across the country. Wealth and Asset Management News Aggregation Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64333/us-bank-earnings-live-citi-profits-jump-as-trading-investment-banking-wealth-management-units-register-growth Flurry of financial sector reports expected to show investment banking still in the doldrums for another quarter Wealth and Asset Management News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64355/td-bank-promotes-johnson-to-retail-market-president-of-mid-south-metro Johnson joined TD in 2003 People Moves News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64356/archway-appoints-new-president-of-fund-administration-to-support-growth-and-client-innovation Archway has seen significant demand for its fund administration services People Moves News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64357/ocorian-continues-to-build-us-momentum-with-new-appointment She brings more than 20 years’ experience in senior business development roles People Moves News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64359/sc-ventures-appoints-lisa-pollina-as-vice-chairman-americas Pollina to support SC Ventures and CIB in expanding strategic partnerships and client relationships across the region. People Moves News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64360/jpmorgan-appoints-new-leaders-at-its-north-america-corporate-banking-unit-memo-says Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business. People Moves News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64362/achintya-mangla-finally-hired-his-colleague-from-jpmorgan-for-a-big-job-at-citi Aloke Gupte is leaving JPMorgan and joining Citi. People Moves News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64364/osaic-moves-advice-wealth-evp-greg-cornick-to-oversee-wealth-solutions Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure. People Moves News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64339/blackstone-poaches-jpm-private-bankamp039s-multi-asset-head Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business. People Moves News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64343/justin-blower-exits-schroders-pw-for-new-life-in-north-carolina The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW. People Moves News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64345/seia-hires-financial-planning-lead-from-fidelity Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity. People Moves News Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64358/linklaters-advises-ontario-teachersamprsquo-pension-plan-board-on-its-acquisition-of-donte-group The investment Linklaters facilitated reflects Ontario Teachers’ conviction in DONTE GROUP Legal, Regulation & Compliance News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64347/trump-and-the-us-labour-market The administration has even suggested that ‘naturalized’ US citizens – those with citizenship but not through birth – may be at risk of deportation. Legal, Regulation & Compliance News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64315/trumpamprsquos-one-big-beautiful-bill-act-ends-sec-fund-used-for-in-house-tech-needs The agency established the Reserve Fund in the wake of the Great Financial Crisis. Legal, Regulation & Compliance News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64316/bank-of-america-advisor-banned-after-stealing-258-million-from-nfl-player According to the police, Williams received $435,000 from Graham’s checking account between October 2019 and September 2021. Legal, Regulation & Compliance News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64321/meta-investors-zuckerberg-to-square-off-at-8-billion-trial-over-alleged-privacy-violations Shareholders want Zuckerberg and the other defendants to reimburse the company for more than $8 billion in fines Legal, Regulation & Compliance News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64322/morgan-stanley-goldman-to-settle-lawsuit-over-archegos-trades The investors, led by Frank Capital Partners, sued months after Archegos’ collapse Legal, Regulation & Compliance News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64254/brazilamprsquos-central-bank-hack-spills-into-crypto-as-40m-laundered-via-bitcoin-ethereum-and-stablecoins According to local news outlet g1 Globo, Roque later helped build a system to enable the theft for an additional $1,800. Legal, Regulation & Compliance News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64246/banks-urge-us-treasury-to-hit-ground-running-in-ending-paper-cheques The executive order is described in the letter as ‘mark[ing] a pivotal step forward in public-private collaboration to deliver faster, more secure, and modern payment solutions Legal, Regulation & Compliance News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64236/amundi-warns-us-stablecoin-policy-could-destabilise-global-payments-system JPMorgan expects the amount of stablecoins in circulation to roughly double to $500 billion in the next few years, although some estimates have put it as high as $2 trillion. Legal, Regulation & Compliance News Aggregation Team Thursday, July 03, 2025 1:00 am https://americas.managersofwealth.com/article/64238/trump-calls-on-us-central-bank-head-to-quit-immediately Despite the president's continued criticism of Mr Powell, he said earlier this year that had "no intention of firing him". Legal, Regulation & Compliance News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64354/viva-finance-lands-220m-to-expand-access-to-credit-across-the-us Since launching its lending platform in 2020, Viva claims to have originated over $250 million in payroll-deducted loans. FinTech News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64317/bitcoin-price-prediction-bank-of-america-names-btc-best-currency-ampndash-is-institutional-accumulation-accelerating US-based Bitcoin ETFs recorded over $1 billion in daily inflows for two consecutive days, a first since their January 2024 launch. FinTech News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64323/jp-morgan-to-charge-fintechs-for-customer-data Fintechs wanting access to banks' customers' data may have to pay for the privilege, according to a report from Bloomberg on US bank JP Morgan. FinTech News Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64305/orion-innovation-successfully-implements-temenosamp039-digital-banking-platform-for-bni As financial institutions continue to innovate and digitize, Orion remains a trusted partner in delivering scalable, forward-thinking solutions powered by Temenos technology. FinTech News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64306/bank-of-montreal-launches-biometric-mobile-authentication-system At the same time with BMO’s security system announcement, BioConnect has upgraded to its flagship multimodal biometric authentication platform. FinTech News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64309/jpmorganamprsquos-dimon-warns-ai-will-disrupt-jobs-and-companies Dimon also identified several factors contributing to inflation, including tariffs, immigration policy, and deficits. FinTech News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64313/bitcoinamp039s-new-record-lifts-industry-stocks-ahead-of-amp039crypto-weekamp039-in-washington This is a sharp reversal of fortune for a sector that had once threatened to flee offshore, citing a hostile environment and heavy-handed enforcement in the U.S. FinTech News Aggregation Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64289/wells-fargo-boosts-chicago-technology-banking-team-with-investment-in-talent This action demonstrates how Wells Fargo is using technology hiring to improve client services and innovation in one of the nation’s leading financial centres. FinTech News Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64295/mantl-becomes-first-fintech-to-offer-plaid-layer The MANTL–Plaid Layer integration gives regional and community financial institutions the same instant onboarding experience offered by leading neobanks FinTech News Team Wednesday, July 09, 2025 1:00 am https://americas.managersofwealth.com/article/64285/ripple-selects-bny-to-custody-ripple-usd-reserves Demonstrates Shared Commitment to building Financial Infrastructure for the Future FinTech News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64346/elevation-points-stakes-1b-raymond-james-breakaway Two second-generation advisors and their fathers are starting up the $1 billion Waycrest Wealth with a minority investment from Elevation Point. Alternative Investments News Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64349/ethos-and-origin-partner-to-offer-free-budgeting-and-wealth-management New benefit gives Ethos policyholders access to Origin’s AI-driven personal finance management platform, including budgeting and financial planning, as well as spend and investment tracking Alternative Investments News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64350/ex-intel-ceo-backs-trumpamp039s-sovereign-wealth-fund-plan-ampmdash-and-says-it-can-help-the-us-keep-up-with-china-in-the-tech-race He argued private markets can't provide the long-term capital US tech breakthroughs need. Alternative Investments News Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64337/true-north-advisors-expands-west-coast-presence-with-acquisition-of-blue-investment-partners Strategic Transaction Adds $353M in AUM, Enhancing Investment Opportunities and Accelerating Growth in Northern California Alternative Investments News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64310/the-mather-group-brand-asset-management-announce-deals Consolidation continues in US wealth management industry. Alternative Investments News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64314/merrill-ordered-to-pay-clients-nearly-37m-over-pe-investments The FINRA panel also unanimously declined to expunge the customer dispute from the record of the former Merrill advisor involved in the matter, although she wasn’t named as a party to the arbitration. Alternative Investments News Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64288/partners-group-opens-office-in-miami The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23. Alternative Investments News Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64293/lampampg-and-blackstone-announce-strategic-partnership-to-accelerate-growth-ambitions L&G’s annuities business will leverage Blackstone’s private credit origination platform to access a pipeline of diversified investment-grade assets, predominantly from the US. Alternative Investments News Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64294/halo-investing-expands-suite-of-investment-capabilities-with-launch-of-advanced-wealth-solutions Designed for the modern advisor, the offering empowers financial professionals to scale their practice and deepen client relationships with institutional-caliber investment capabilities Alternative Investments News Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64297/composition-wealth-adds-two-advisory-teams-reaches-95b-in-aum National wealth management firm's two new advisory teams strengthen Bay Area presence and enter Columbus, Ohio market Alternative Investments News Aggregation Team Wednesday, July 16, 2025 1:00 am https://americas.managersofwealth.com/article/64341/jpmorgan-citi-wells-fargo-exceed-investment-banking-forecasts-barclays-fined-amppound42mn-for-financial-crime-risk-failures The results came as all three banks beat earnings forecasts. Investment Banking News Aggregation Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64335/wells-fargo-profit-beats-estimates-cut-to-interest-income-forecast-weighs-on-shares Wells Fargo said lower interest income in its markets business led to the NII forecast cut. Investment Banking News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64318/investment-banking-set-to-extend-worst-run-in-over-a-decade Big US banks have relied on traders for at least 75% of their Wall Street revenues for more than three years Investment Banking News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64320/us-bank-earnings-q2-2025-jpmorgan-goldman-sachs-ampamp-bank-of-america Major US banks report quarterly results this week Investment Banking News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64308/bank-of-america-to-add-500-new-branches-in-4-years Apart from the new branches, more than 1,500 existing locations would be redesigned with new technology, furnishings and layouts, Bank of America said. Investment Banking News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64311/us-bank-profits-to-climb-on-stronger-trading-investment-banking Investment banking activity has picked up in the second half of this quarter and dealmakers are more optimistic about the rest of the year. Investment Banking News Aggregation Team Friday, July 11, 2025 1:00 am https://americas.managersofwealth.com/article/64312/goldman-sachs-expands-south-korea-portfolio-with-19-billion-usd-hotel-acquisition The hotel is currently operated by a subsidiary of the prominent South Korean hotel group, Seohansa. Investment Banking News Aggregation Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64300/goldman-sachsamp039-new-oaths-apply-to-junior-bankers-who-can-be-fired-without-warning They're only for juniors in the investment banking division. Investment Banking News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64272/jpmorgan-delivers-blunt-warning-on-sampampp-500 This wild card might ruin the party. Investment Banking News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64252/confirmed-wells-fargo-leaves-all-of-america-stunned-donamp039t-miss-out-on-this Wells Fargo unexpectedly announces the account for savers that thousands of Americans have been demanding for years Investment Banking News Aggregation Team Thursday, July 17, 2025 1:00 am https://americas.managersofwealth.com/article/64363/how-to-get-a-job-in-private-equity Private equity funds invest in large companies that are held privately – that is, not listed on public markets. Comment, Analysis & Research News Aggregation Team Tuesday, July 15, 2025 1:00 am https://americas.managersofwealth.com/article/64330/why-the-amp039forgotten-generationamp039-is-a-powerful-force-in-wealth-management-consumerism Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges. Comment, Analysis & Research News Aggregation Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64296/millennials-say-they-need-847000-to-feel-amplsquocomfortableamprsquo-financially-hereamprsquos-how-much-gen-z-gen-x-and-boomers-want Here’s how much money you need to have saved, according to your age, to achieve financial comfort Comment, Analysis & Research News Aggregation Team Thursday, July 10, 2025 1:00 am https://americas.managersofwealth.com/article/64302/125-immigrant-billionaires-now-hold-13-trillion-of-americaamp039s-wealth Immigrants now hold 14 per cent of US billionaire slots and run Meta's AI lab, showing how deeply foreign talent shapes America's wealth and tech innovation Comment, Analysis & Research News Aggregation Team Tuesday, July 08, 2025 1:00 am https://americas.managersofwealth.com/article/64268/should-investors-bet-against-dei-what-to-know-about-new-anti-amp039wokeamp039-index-fund The next couple years are going to decide if this strategy is a success. Comment, Analysis & Research News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64256/how-chivalry-is-destroying-the-careers-of-women-in-finance Equally deadly to a female analyst is a soft touch. Comment, Analysis & Research News Aggregation Team Monday, July 07, 2025 1:00 am https://americas.managersofwealth.com/article/64257/warren-buffett-owns-9-ultra-high-yield-dividend-stocks-hereamp039s-the-best-of-the-bunch Kraft Heinz's dividend yield isn't so high because the company has increased its dividend payout. Comment, Analysis & Research News Team Wednesday, July 02, 2025 1:00 am https://americas.managersofwealth.com/article/64217/investing-as-us-slowdown-european-awakening-reshuffle-the-outlook The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption. Comment, Analysis & Research News Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64197/thunes-research-reveals-top-growth-drivers-in-consumer-cross-border-payments Report reveals transformative potential of emerging payment technologies such as stablecoins and open banking in meeting consumer needs Comment, Analysis & Research News Aggregation Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64200/canadian-retirees-are-being-told-to-withdraw-this-shockingly-low-amount-in-2025-ampmdash-hereamprsquos-why Amid rising costs, volatile markets and new prospects for inflation, a lower rate could disrupt the way many retirees think about their financial strategies. Comment, Analysis & Research News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64245/trump-amplsquobig-beautifulamprsquo-bill-gives-top-1-biggest-tax-cuts-in-these-states Some households stand to get a much bigger tax benefit. Tax News Aggregation Team Monday, June 30, 2025 1:00 am https://americas.managersofwealth.com/article/64193/us-amplsquorevenge-taxamprsquo-bites-the-dust At issue was the OECD Pillar 2, the global minimum tax agreement that the US, although a party to, had refused to implement. Tax News Aggregation Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax News Team Friday, June 20, 2025 1:00 am https://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax News Aggregation Team Tuesday, June 03, 2025 1:00 am https://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63669/integrated-partners-adopts-risr-to-enhance-comprehensive-planning-for-business-owners RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners Tax News Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64186/caixabank-issues-usd-3-billion-in-its-first-triple-tranche-transaction-in-the-us-market The bank has issued three senior non-preferred bonds of USD 1 billion each, with maturities of 11, 6, and 4 years, respectively, all with a call option allowing for early redemption one year prior to maturity. Retail Banking News Team Tuesday, June 24, 2025 1:00 am https://americas.managersofwealth.com/article/64142/td-bank-announces-redemption-of-non-cumulative-5-year-rate-reset-class-a-first-preferred-shares-series-7-nvcc The redemption has been approved by the Office of the Superintendent of Financial Institutions. Retail Banking News Aggregation Team Tuesday, June 10, 2025 1:00 am https://americas.managersofwealth.com/article/64021/payments-fintech-navro-acquires-first-us-licence The technology is designed to address the various cross-border payments challenges currently faced by businesses in the US, such as the high transaction costs and lengthy timescales associated with Swift. Retail Banking News Aggregation Team Monday, June 09, 2025 1:00 am https://americas.managersofwealth.com/article/64012/citi-keeps-hiring-bank-of-americaamp039s-treasury-managing-directors Citi just recruited Alan Donald, BofA's head of treasury business initiatives and execution, into a similar role. Retail Banking News Aggregation Team Thursday, June 05, 2025 1:00 am https://americas.managersofwealth.com/article/63985/citi-needs-new-dcm-bankers-after-goldman-sachsamprsquo-curious-hire Citi may now need to do the same thing. Retail Banking News Team Wednesday, June 04, 2025 1:00 am https://americas.managersofwealth.com/article/63974/metropolitan-commercial-bank-wins-prestigious-ampquoteditorsamp039-choiceampquot-award-at-the-banking-tech-awards-usa This distinction highlights MCB’s innovation in Digital Onboarding and Omnichannel Banking, reinforcing its position as a leader in financial innovation. Retail Banking News Aggregation Team Monday, June 02, 2025 1:00 am https://americas.managersofwealth.com/article/63953/forsaken-citi-banker-finds-jpmorgan-home-as-us-banks-add-disgruntled-talent-best-bank-to-work-for-in-a-financial-crisis Late last year, though, Giatrakos was shunted out of that role by Sid Punshi, the former co-head of the financial sponsors group for EMEA at JPMorgan. Retail Banking News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63909/bank-of-montreal-tops-profit-estimates-us-business-shows-signs-of-recovery In the U.S., loan loss reserves were smaller compared to the prior quarter Retail Banking News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63842/americansamprsquo-credit-card-debt-falls-but-past-due-student-loans-drag-on-credit-scores The latest snapshot of how economy-powering consumers are managing their debt loads was released Tuesday by the Federal Reserve Bank of New York Retail Banking News Team Wednesday, April 30, 2025 1:00 am https://americas.managersofwealth.com/article/63682/wells-fargo-ampamp-company-announces-common-stock-dividend-and-new-40-billion-common-stock-repurchase-program The program will be executed consistent with the company’s internal capital adequacy framework that considers current market conditions, regulatory capital requirements, and other risk factors. Retail Banking 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 News Team Tuesday, October 22, 2024 1:00 am https://americas.managersofwealth.com/article/62122/bbva-cib-reinforces-its-commitment-to-brazil-as-a-key-driver-in-its-expansion-and-leadership-in-sustainability This team already serves more than 50 clients and has participated in major transactions such as the bond issues of Nexa Planet SOS