https://americas.managersofwealth.com/ Sat, 21 Dec 2024 11:38:37 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62659/investcloud-introduces-private-markets-accountamptrade-a-wealth-management-first Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management Wealth and Asset Management News Aggregation Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62658/orion-lands-deal-to-acquire-summit-wealth As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit. Wealth and Asset Management News Aggregation Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62660/wealth-managers-seek-to-break-down-philanthropy-barriers Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts Wealth and Asset Management News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62663/frontier-asset-management-selects-sei-to-launch-active-etfs Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers Wealth and Asset Management News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62669/jp-morgan-wealth-management-ranks-1-in-jd-power-digital-experience-study P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study The firm leads competitors in self-directed and full-service investor satisfaction in website and app Wealth and Asset Management News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62671/orion-announces-agreement-to-acquire-summit-wealth-systems-reed-colley-to-join-as-president-of-orion-advisor-technology Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University. Wealth and Asset Management News Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62648/btg-pactualamprsquos-mariana-oiticica-steers-private-banking-through-generational-change As global interest rates decline, investors generally adopt a more favorable outlook on the broader economic environment Wealth and Asset Management News Aggregation Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62649/despite-fomc-market-reaction-asset-managers-still-favour-risk-assets BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025. Wealth and Asset Management News Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62652/etico-financial-partners-with-betasmartz-to-redefine-wealth-management-for-independent-advisors This collaboration represents a significant step forward for the RIA market Wealth and Asset Management News Aggregation Team Tuesday, December 17, 2024 12:00 am https://americas.managersofwealth.com/article/62621/younger-high-net-worth-americans-are-more-likely-to-prefer-living-wealth-transfers-says-schwab Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive. Wealth and Asset Management News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62661/kingswood-us-adds-14-billion-with-recruitment-of-28-financial-advisors Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand. People Moves News Aggregation Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62662/jefferies-ousts-team-of-miami-wealth-advisers-over-improper-cash-transfers Bank cites ‘impermissible’ transfers, improper communications People Moves News Aggregation Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62664/leadership-changes-at-cetera-as-taylor-prepares-for-retirement Firm names wealth management successor and a new hire. People Moves News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62667/associated-bank-welcomes-four-additional-relationship-managers Stacy Quick is expected to join Associated as Senior Vice President People Moves News Aggregation Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62647/mfs-adds-to-its-emd-team The US investment manager has hired a former Columbia Threadneedle emerging markets debt specialist. People Moves News Aggregation Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62650/josampeacute-bandera-joins-the-wealth-management-division-of-btg-pactual Bandera has been working with the Wealth Management division of the Brazilian institution since November, based in Miami, Florida. People Moves News Aggregation Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62644/raymond-james-beacon-pointe-add-firms An Ohio-based trio of advisors managing about $995 million joined Raymond James from Merrill Lynch, while Beacon Pointe Advisors snagged two teams in Boston and Dallas totaling more than $600 million. People Moves News Aggregation Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62645/everest-promotes-executive-to-lead-north-america-insurance-field-operations The Bermuda-based company said he will report to Bill Hazelton, executive vice president of Everest Insurance® and president of North America Insurance. People Moves News Team Monday, December 16, 2024 12:00 am https://americas.managersofwealth.com/article/62612/broadridge-appoints-ashima-ghei-as-chief-financial-officer Ghei holds an undergraduate degree in Economics from Delhi University and an MBA from Indian Institute of Management Calcutta. People Moves News Aggregation Team Friday, December 13, 2024 12:00 am https://americas.managersofwealth.com/article/62604/bank-of-america-gave-its-big-citi-hire-its-critical-credit-job It hasn't hired any new traders. It has given its existing big credit traders some even bigger jobs. People Moves News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62665/aampampo-shearman-advises-andera-partners-on-strategic-partnership-with-new-york-life-investments-and-candriam The transaction remains subject to customary consultation with the relevant employee representative bodies and regulatory approvals. Legal, Regulation & Compliance News Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62657/10-ways-the-us-treasury-central-clearing-rule-impacts-technology By future proofing their technology platforms, financial services firms can turn a compliance mandate into a competitive advantage. Legal, Regulation & Compliance News Team Tuesday, December 17, 2024 12:00 am https://americas.managersofwealth.com/article/62614/keycorp-and-scotiabank-receive-regulatory-approval-to-complete-strategic-minority-investment The Board of Governors of the Federal Reserve System (the "Federal Reserve") approved the approximately 10% remaining investment by Scotiabank Legal, Regulation & Compliance News Aggregation Team Thursday, November 28, 2024 12:00 am https://americas.managersofwealth.com/article/62468/synapse-partner-banks-hit-with-lawsuit-over-fund-mismanagement The four banks – Evolve, AMG National Trust, American Bank and Lineage – were sued Friday, after thousands of consumers were left without access to their funds post-Synapse collapse. Legal, Regulation & Compliance News Team Wednesday, November 27, 2024 12:00 am https://americas.managersofwealth.com/article/62451/former-chief-investment-officer-of-global-bond-investment-firm-charged-with-over-600-million-investment-adviser-fraud Ken Leech, Former Chief Investment Officer of Western Asset Management, Charged With Fraudulent Scheme to Favor Certain Clients at the Expense of Others Legal, Regulation & Compliance News Aggregation Team Monday, November 25, 2024 12:00 am https://americas.managersofwealth.com/article/62432/us-insurers-to-benefit-from-nearmap-peril-models-following-approval-in-27-jurisdictions The models were completed in collaboration with Milliman Appleseed Legal, Regulation & Compliance News Aggregation Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62391/northstar-financial-boss-pleads-guilty-to-money-laundering Lindberg bought Bermuda-based Northstar Financial Services in 2018. A year later, Lindberg was accused of wire fraud in the US. Legal, Regulation & Compliance News Aggregation Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62398/archegosamp039-bill-hwang-to-be-sentenced-for-massive-us-fraud Collapse of Hwang's fund cost banks $10 billion Legal, Regulation & Compliance News Aggregation Team Thursday, November 14, 2024 12:00 am https://americas.managersofwealth.com/article/62343/fincen-warns-banks-about-deepfake-threat Crooks are not just using deepfakes to circumvent ID authentication Legal, Regulation & Compliance News Team Wednesday, November 13, 2024 12:00 am https://americas.managersofwealth.com/article/62333/cftc-regulation-47-update-what-you-need-to-know The amendment to Regulation 4.7 is a long-anticipated milestone that increases the financial thresholds for QEP eligibility Legal, Regulation & Compliance News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62670/state-department-federal-credit-union-sdfcu-launches-new-digital-banking-platform This evolution in digital banking reflects SDFCU's commitment to serving members with unparalleled effectiveness. FinTech News Aggregation Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62651/binanceus-plans-to-restore-usd-services-in-early-2025-ampmdash-interim-ceo Binance CEO Richard Teng recently said it was “premature” to discuss the exchange’s return to the US. FinTech News Aggregation Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62653/wall-street-exchange-taps-terrapay-to-boost-cross-border-payments WSE’s collaboration with TerraPay enhances financial accessibility for individuals and businesses, especially those who rely on cross-border payments to support family members, pay for services or conduct business internationally. FinTech News Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62637/broadridge-collaboration-with-ccri-expands-clearfi-platform-adding-crypto-sustainability-data Comprehensive solution for clients required to disclose sustainability metrics and generate whitepapers as per EU MiCA regulation FinTech News Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62638/sei-announces-strategic-partnership-with-pension-insurance-corporation Streamlines Bulk Transfer of Benefits into SEI Master Trust among Buy-Out Arrangements FinTech News Aggregation Team Tuesday, December 17, 2024 12:00 am https://americas.managersofwealth.com/article/62626/10-key-stories-on-ai-and-wealth-management-in-2024 By the end of 2024, seemingly every financial technology company offered some sort of AI functionality, whether anyone on the user side asked for it or not. FinTech News Team Thursday, December 12, 2024 12:00 am https://americas.managersofwealth.com/article/62582/sei-acquires-lifeyield New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities FinTech News Team Tuesday, December 10, 2024 12:00 am https://americas.managersofwealth.com/article/62561/sei-and-phillies-kick-off-contest-for-mural-at-citizens-bank-park Mural Reinforces Shared Commitment to Community, Local Artists Invited to Submit Concepts by February 14, 2025 FinTech News Team Monday, December 09, 2024 12:00 am https://americas.managersofwealth.com/article/62541/fv-bank-becomes-first-us-digital-bank-to-offer-traditional-and-digital-asset-services The expansion builds on FV Bank’s successful integration of Circle’s USDC in September 2021. FinTech News Team Monday, December 09, 2024 12:00 am https://americas.managersofwealth.com/article/62546/broadridge-announces-first-of-its-kind-ai-powered-algorithm-insights-service This is the first and only solution of its kind, using advanced AI to leverage public and private data to understand the liquidity landscape, particularly potential dark fill location. FinTech News Team Saturday, December 21, 2024 12:00 am https://americas.managersofwealth.com/article/62672/state-street-announces-three-additional-bank-partnerships-to-support-minority-depository-institutions-and-community-development-financial-institutions Latest placements mark the completion of the firm’s $100 million initiative that launched earlier in 2024 Alternative Investments News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62666/setting-up-a-business-in-the-united-states The US has a uniquely large and affluent domestic market that makes it attractive to businesses worldwide. Alternative Investments News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62668/captrust-welcomes-campbell-wealth-management-ampamp-trunorth-wealth-partners Campbell is unapologetically a growth-minded organization, just like CAPTRUST. Alternative Investments News Aggregation Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62655/captrust-adds-197b-in-double-deal Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners. Alternative Investments News Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62656/summit-financial-finishes-2024-strong-with-minority-stake-in-gordon-asset-management-representing-over-13-billion-in-combined-advisory-and-retirement-plan-assets Summit amplifies presence in the Southeast, bolstering expertise in qualified retirement plans Alternative Investments News Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62639/payroll-provider-remote-enables-companies-to-pay-contractors-with-stablecoins Contractor management is one of the fastest-growing capabilities of the Remote platform as businesses shift toward tapping global talent pools and adopting more flexible workforce models. Alternative Investments News Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62640/corient-to-acquire-hm-payson-maineamprsquos-largest-registered-investment-advisor Portland-based firm with $7.9 billion in assets and 170-year legacy to join Corient, expanding its presence in the U.S. Northeast Alternative Investments News Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62641/ma-asset-management-announces-the-launch-of-interval-fund-ma-specialty-credit-income-fund-scisx The Fund aims to deliver attractive risk-adjusted returns through various market cycles while providing daily pricing, monthly income distributions and quarterly repurchases. Alternative Investments News Aggregation Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62643/merit-acquires-pacific-northwest-firm-overseeing-773m-in-assets The Oregon firm will expand its retirement and group insurance offerings using new technology from Merit. Alternative Investments News Aggregation Team Tuesday, December 17, 2024 12:00 am https://americas.managersofwealth.com/article/62616/why-wall-street-says-bank-stocks-are-a-top-play-for-2025 The catalysts are clear: a strong economy, expectations of deregulation under President-elect Donald Trump, attractive valuations, and lower interest rates. Alternative Investments News Aggregation Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62646/the-niche-banking-job-that-lost-its-appeal-but-might-be-coming-back-again-how-to-forecast-the-effect-of-ai-on-your-job Then people began to realise that being identified with progressive causes can make you enemies as well as friends Investment Banking News Aggregation Team Monday, December 09, 2024 12:00 am https://americas.managersofwealth.com/article/62550/the-top-ten-ideal-boutique-investment-bank-employers-2024 All of these banks are big, with huge balance sheets and tens of thousands of global employees. But there is another type of bank that is disproportionately popular with voters: the boutique investment bank. Investment Banking News Team Tuesday, December 03, 2024 12:00 am https://americas.managersofwealth.com/article/62484/houlihan-lokey-to-present-at-the-goldman-sachs-2024-us-financial-services-conference Access to a live webcast of the presentation in listen-only mode will be available through the “Investor Relations” section of the Company’s website, www.hl.com. Investment Banking News Aggregation Team Tuesday, December 03, 2024 12:00 am https://americas.managersofwealth.com/article/62502/the-launch-of-a-new-renewable-energy-investment-bank The bank also arranged a $130 million corporate raise for Novel Energy Solutions Investment Banking News Aggregation Team Thursday, November 28, 2024 12:00 am https://americas.managersofwealth.com/article/62465/jpmorgan-chase-declared-worldamprsquos-most-amplsquotoo-big-to-failamprsquo-bank-as-bank-of-americaamprsquos-global-systemic-importance-drops-report The FSB categorizes G-SIB banks into buckets based on their systemic importance, with each corresponding to a specific additional capital requirement. Investment Banking News Aggregation Team Monday, November 25, 2024 12:00 am https://americas.managersofwealth.com/article/62429/the-top-ten-ideal-employers-in-financial-services-in-2024-25 Bank of America ranks third this year Investment Banking News Aggregation Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62371/citi-bankers-fear-vis-raghavanamprsquos-jpmorgan-hiring-aspirations-are-being-unleashed Mangla and Raghavan worked together at JPMorgan. Investment Banking News Aggregation Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62372/jpmorgan-is-the-ideal-employer-in-financial-services-2024 It’s hard to understate the scale with which JPMorgan won the vote this year. Investment Banking News Aggregation Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62373/the-banks-that-wonamprsquot-be-able-to-afford-bonuses-in-2024 Based on BCG's definition, these universal banks would include Barclays, Deutsche Bank, and BNP Paribas, among others. Investment Banking News Aggregation Team Thursday, November 14, 2024 12:00 am https://americas.managersofwealth.com/article/62348/the-investment-bank-job-that-has-a-minimum-bench-press-requirement https://www.efinancialcareers.com/news/investment-bank-bench-press Investment Banking News Team Friday, December 20, 2024 12:00 am https://americas.managersofwealth.com/article/62602/what-are-some-of-the-current-challenges-for-mental-health-in-the-workplace What are some of the current challenges for mental health in the workplace? Comment, Analysis & Research News Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62642/wealthmanagementcom-announces-the-ampquotten-to-watch-in-2025ampquot This year's individuals represent a diverse range of expertise, from innovative financial technology to transformative wealth strategies Comment, Analysis & Research News Aggregation Team Tuesday, December 17, 2024 12:00 am https://americas.managersofwealth.com/article/62631/top-bank-risks-for-2025 New and persistent bank risks’ interconnectedness elevate overall risk. Comment, Analysis & Research News Team Monday, December 16, 2024 12:00 am https://americas.managersofwealth.com/article/62608/cross-border-retirement-planning-a-guide-for-navigating-us-and-uk-pension-systems It is essential to recognise key characteristics, plan types, and financial strategies to optimise retirement savings and income. Comment, Analysis & Research News Aggregation Team Monday, December 16, 2024 12:00 am https://americas.managersofwealth.com/article/62613/the-next-generation-of-banking How TD Bank is transforming branch locations to meet evolving customer needs Comment, Analysis & Research News Aggregation Team Monday, December 16, 2024 12:00 am https://americas.managersofwealth.com/article/62617/jpmorgan-consumer-banking-boss-marianne-lake-on-trump-the-fed-and-2025 The hope is that lending and dealmaking churn higher while a new Republican administration loosens some rules for banks Comment, Analysis & Research News Aggregation Team Monday, December 16, 2024 12:00 am https://americas.managersofwealth.com/article/62619/the-oversight-of-us-banks-could-be-in-for-some-big-changes-under-trump One came from billionaire Trump supporter Elon Musk, who is leading the so-called Department of Government Efficiency (DOGE) alongside Vivek Ramaswamy. Comment, Analysis & Research News Team Friday, December 13, 2024 12:00 am https://americas.managersofwealth.com/article/62595/state-street-global-advisors-study-finds-assets-in-model-portfolios-rising-as-advisors-focus-on-efficiency-holistic-planning-and-client-satisfaction Investors who have assets in models are more satisfied with their advisor Comment, Analysis & Research News Team Friday, December 13, 2024 12:00 am https://americas.managersofwealth.com/article/62596/oomnitza-doubles-down-on-asset-integrity-security-and-usability-with-its-recent-product-release-of-its-modern-it-asset-management-platform New features deliver measurable business value by maximizing efficiency, ensuring information security, and unlocking profitability through technology asset management Comment, Analysis & Research News Aggregation Team Friday, December 13, 2024 12:00 am https://americas.managersofwealth.com/article/62603/how-us-banks-must-overcome-broken-data-to-achieve-their-version-of-open-banking The majority of US banks are unprepared for open banking. Comment, Analysis & Research News Team Thursday, December 19, 2024 12:00 am https://americas.managersofwealth.com/article/62654/grant-thorntonamprsquos-partho-ghatak-named-a-amplsquotop-global-chief-information-security-officeramprsquo-by-cyber-defense-magazine Ghatak possesses more than 20 years of experience leading technology implementations and information security efforts. Tax News Team Wednesday, December 11, 2024 12:00 am https://americas.managersofwealth.com/article/62577/zedra-joins-forces-with-leading-us-fund-solutions-provider-gryphon Both companies will work closely together to ensure a smooth transition for all clients and employees. Tax News Aggregation Team Tuesday, December 03, 2024 12:00 am https://americas.managersofwealth.com/article/62495/rediscovered-us-tax-treaty-finds-new-home-in-national-archives The treaty was a pivotal document, underpinning Bermuda's success as a premier insurance and reinsurance hub. Tax News Aggregation Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62397/allworth-boosts-tax-services-with-acquisition-of-bay-area-cpa-firm “CCA has an exceptional tax team that will help us meet that demand and better serve our clients.” Tax News Aggregation Team Thursday, November 07, 2024 12:00 am https://americas.managersofwealth.com/article/62280/65b-callan-family-office-launches-tax-overlay-program The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program. Tax News Aggregation Team Wednesday, October 09, 2024 1:00 am https://americas.managersofwealth.com/article/62000/irs-whistleblowersamp039-74-million-payout-shows-two-years-of-reform The IRS program for years has endured criticism about low payouts and rising process times. Tax News Aggregation Team Wednesday, October 02, 2024 1:00 am https://americas.managersofwealth.com/article/61932/the-legal-framework-for-the-united-states-and-united-kingdom-cross-border-tax-compliance Under the treaty, various types of earnings, such as dividends, interest and royalties, are charged only in the country of residence or at reduced rates in each location. Tax News Team Wednesday, September 25, 2024 1:00 am https://americas.managersofwealth.com/article/61875/cardinal-point-wealth-management-warns-of-major-estate-tax-exemption-changes-in-2025 The TCJA temporarily doubled the federal estate tax exemption Tax News Aggregation Team Tuesday, September 24, 2024 1:00 am https://americas.managersofwealth.com/article/61860/redw-advisors-ampamp-cpas-acquires-hatcher-financial The acquisition increases REDW's Phoenix office team to 114 members and nearly 350 across its broader network. Tax News Team Thursday, September 12, 2024 1:00 am https://americas.managersofwealth.com/article/61752/asset-reality-and-taxbit-partner-to-enhance-digital-asset-seizure-and-management New partnership brings industry-leading expertise and comprehensive asset management solutions to streamline the manual process of asset seizures. Tax News Team Wednesday, December 18, 2024 12:00 am https://americas.managersofwealth.com/article/62636/b2b-digital-payments-plaer-keo-world-expands-to-brazil Through a partnership agreement with BTG Pactual Bank S.A., the largest investment bank in Latin America, KEO World will expand its operations in the Brazilian market. Retail Banking News Team Tuesday, December 17, 2024 12:00 am https://americas.managersofwealth.com/article/62622/global-finance-names-the-worldamprsquos-best-trade-finance-providers-2025 Criteria for choosing the winners included: transaction volume, scope of global coverage, customer service, competitive pricing and innovative technologies. Retail Banking News Aggregation Team Friday, December 06, 2024 12:00 am https://americas.managersofwealth.com/article/62525/the-bankeramprsquos-bank-of-the-year-awards-2024 With challenging economic conditions and rising geopolitical risk, strong and safe banking markets are all the more important Retail Banking News Aggregation Team Tuesday, November 26, 2024 12:00 am https://americas.managersofwealth.com/article/62444/mastercard-and-jp-morgan-to-streamline-b2b-payments-with-blockchain This collaboration aims to streamline cross-border business transactions by offering a faster and more transparent settlement process, reducing friction and enhancing the efficiency of commercial transactions. Retail Banking News Team Friday, November 22, 2024 12:00 am https://americas.managersofwealth.com/article/62420/bny-to-manage-us-department-of-the-treasuryamp039s-largest-prepaid-debit-card-program-for-federal-benefits-direct-expressampreg With a strong focus on customer experience and an expansive suite of services tailored to the program's customer base Retail Banking News Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62389/bmo-recognized-for-digital-innovation-customer-experience-and-delivery-excellence-with-five-global-retail-banking-innovation-awards These awards are yet another recognition of BMO's commitment to tangible innovation Retail Banking News Aggregation Team Thursday, November 14, 2024 12:00 am https://americas.managersofwealth.com/article/62341/strivr-unveils-off-the-shelf-xr-solution-to-support-retail-banking-training-needs Strivr suggests that, to meet job demands as well as customer expectations, associates need effective training tools. Retail Banking News Aggregation Team Tuesday, November 05, 2024 12:00 am https://americas.managersofwealth.com/article/62253/bank-of-america-announces-more-rewards-day-for-nov-7 These rewards will be applied to the first $2,500 in purchases, 5,000 points and 5,000 bonus miles. Retail Banking News Team Thursday, October 31, 2024 12:00 am https://americas.managersofwealth.com/article/62210/klarivis-announces-2024-banking-on-brilliance-award-winners List highlights top data-driven, innovation-minded women in community bank leadership Retail Banking News Team Thursday, September 26, 2024 1:00 am https://americas.managersofwealth.com/article/61880/versabank-recognized-for-continuing-leadership-in-banking-technology Bank Named CIO Awards Canada Winner by IDC and CIO Retail Banking 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 News Team Friday, September 27, 2024 1:00 am https://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS News Aggregation Team Thursday, September 05, 2024 1:00 am https://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS News Team Thursday, August 22, 2024 1:00 am https://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS News Team Monday, August 12, 2024 1:00 am https://americas.managersofwealth.com/article/61467/standard-chartered-launches-esg-linked-cash-account Latest addition to the Bank’s suite of Transaction Banking Cash solutions rewards clients for meeting material ESG-related targets Planet SOS News Aggregation Team Thursday, August 01, 2024 1:00 am https://americas.managersofwealth.com/article/61372/rbcamprsquos-35m-green-initiative-targets-70-emissions-cut-by-2035 The project, scheduled to start in spring 2025, is expected to reduce the bank’s onsite carbon emissions by 10,000 tonnes, contributing to a 70% reduction in total branch emissions. Planet SOS News Aggregation Team Monday, July 22, 2024 1:00 am https://americas.managersofwealth.com/article/61258/the-great-climate-change-wealth-transfer-is-here The great climate change Politics and profit are making it harder to kick our fossil fuel addictiontransfer is here Planet SOS News Team Wednesday, June 26, 2024 1:00 am https://americas.managersofwealth.com/article/61022/corporatesamprsquo-supply-chain-scope-3-emissions-are-26-times-higher-than-their-operational-emissions These figures highlight that the challenge of effectively measuring Scope 3 emissions is widespread and spans industries Planet SOS News Team Friday, June 14, 2024 1:00 am https://americas.managersofwealth.com/article/60917/esg-in-securitized-credit-finding-clarity-within-complexity Now is the time to maintain momentum and engage. Planet SOS