https://americas.managersofwealth.com/ Tue, 23 Dec 2025 20:26:20 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65684/will-the-us-dollar-dip-further-as-americaamp039s-rate-advantage-fades They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs. Wealth and Asset Management News Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65685/wealth-enhancement-to-acquire-dent-wealth-advisors-an-independent-ria-with-over-340-million-in-client-assets This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion. Wealth and Asset Management News Aggregation Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65690/cba-to-repay-68m-in-fees-to-low-income-customers CBA elected to make the repayments after the Australian Securities and Investments Commission issued a critical report in July about the impact of bank fees on customers receiving Australian government concession payments. Wealth and Asset Management News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65676/private-markets-global-opportunity-and-the-future-of-private-wealth EQT partner, private wealth leader on the reality of today’s private markets Wealth and Asset Management News Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65681/kirk-badii-named-finalist-for-2025-wealth-manager-of-the-year-in-the-southwest-region-by-investmentnews Independent financial advisor Kirk Badii recognized for fiduciary leadership and long-term wealth management for ultra-high-net-worth families Wealth and Asset Management News Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65663/new-ai-tool-solves-complex-asset-management-challenges-as-great-wealth-transfer-accelerates While stocks and real estate transfer with relative ease, unique personal property bottlenecks an orderly settlement. Wealth and Asset Management News Aggregation Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65664/blackstonerevolut-in-talks-to-collaborate-on-wealth-management-ampndash-report The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide. Wealth and Asset Management News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65651/wipfli-wealth-management-executives-bullish-on-growth-for-next-year But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm. Wealth and Asset Management News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65652/great-wealth-transfer-drives-rise-in-multi-generational-planning Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates. Wealth and Asset Management News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65656/wealth-managers-merge-at-rapid-pace-and-pwc-sees-even-more-ahead Reduced financing costs due to the Federal Reserve’s rate cuts have boosted activity, according to the PwC report. Wealth and Asset Management News Aggregation Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65686/rfg-chief-growth-officer-abby-salameh-steps-down Salameh cited personal reasons for her departure, including travel, and is searching for her next opportunity in wealth management. People Moves News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65675/rockefeller-snags-3-billion-ubs-team-in-florida-and-california The group caps a record year of recruiting for Rockefeller, which added 37 teams in 2025. People Moves News Aggregation Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65665/northern-trust-announces-leadership-changes Bellows, who will continue as EMEA president, joined Northern Trust in 2011 and has held a number of leadership positions, including head of global fund services for EMEA and country head for Ireland. People Moves News Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65666/b-riley-securities-strengthens-investment-banking-leadership-with-senior-hire Mr. Monfort brings more than two decades of experience as a senior investment banker and trusted advisor People Moves News Aggregation Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65669/goldman-sachs-names-software-investment-banking-group-co-head-ampndash-report Cayne will jointly lead the software banking practice alongside Joe Porter in London and Jason Rowe in New York. People Moves News Aggregation Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65671/mariner-independent-hires-former-iaa-exec-to-lead-advisor-growth Topaz Morrison has joined Mariner Independent as the platform's director of advisor growth and engagement. People Moves News Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65654/sei-honors-founder-alfred-p-west-jr-as-he-retires-from-executive-chairman-role-after-57-years-of-innovation Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition People Moves News Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65655/northern-trust-announces-leadership-changes All three leaders will report to Chief Executive Officer Michael O’Grady. Gibson and Pickett will join Bellows as members of the Northern Trust Leadership Team. People Moves News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65660/aspenamprsquos-justin-camara-joins-cfc-to-lead-us-growth-strategy Expected to start his new role in the first quarter of 2026, Camara brings nearly three decades of industry experience to the insurer. People Moves News Aggregation Team Wednesday, December 17, 2025 12:00 am https://americas.managersofwealth.com/article/65638/head-of-raymond-james-financial-services-departs Shannon Reid is pursuing an opportunity outside of Raymond James after nearly two decades with the firm; Midwest division director David Sisemore will serve as interim president while the firm searches for a permanent replacement. People Moves 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 Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65508/trump-frees-new-york-private-equity-executive-who-defrauded-victims-of-16b The news was announced on Thanksgiving by Trump’s “pardon czar” Legal, Regulation & Compliance News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65491/us-agencies-issue-final-capital-rule-for-banks The new rule aims to address disincentives for banks to engage in lower-risk activities, including intermediating in US Treasury markets. Legal, Regulation & Compliance News Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65476/four-key-changes-to-charitable-giving-are-coming-in-2026 New tax laws will affect your charitable giving strategy in the new year. Learn how to make the most of your giving now—before year-end. Legal, Regulation & Compliance News Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65688/finastra-expands-global-footprint-with-new-offices-in-the-us-and-india The company also confirmed plans to expand its existing office space in Pune, one of its largest global engineering hubs. FinTech News Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65668/sofi-launches-fully-reserved-stablecoin-to-power-financial-infrastructure-for-banks-fintechs-and-enterprise-partners With the launch of SoFiUSD, SoFi is the first national bank to issue a stablecoin on a public, permissionless blockchain FinTech News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65661/thread-bank-secures-305m-funding-to-support-embedded-banking-strategy Through the embedded banking strategy, Thread aims to provide “digital branches” embedded within partner platforms. FinTech News Aggregation Team Wednesday, December 17, 2025 12:00 am https://americas.managersofwealth.com/article/65636/visa-launches-stablecoin-settlement-in-the-us Visa has launched stablecoin settlement in the US, letting issuers and acquirers settle in Circle's USDC token. FinTech News Aggregation Team Monday, December 15, 2025 12:00 am https://americas.managersofwealth.com/article/65621/openai-is-the-2025-yahoo-finance-company-of-the-year "And we've seen ... a lot of the ecosystem really start to move toward us to help us create this future." FinTech News Aggregation Team Friday, December 12, 2025 12:00 am https://americas.managersofwealth.com/article/65608/jp-morgan-arranges-us-commercial-paper-issuance-for-galaxy-holdings-on-solana The token facilitates delivery-versus-payment settlement of the primary issuance. FinTech News Team Tuesday, December 09, 2025 12:00 am https://americas.managersofwealth.com/article/65577/pnc-first-major-bank-to-launch-direct-bitcoin-access-for-clients-powered-by-coinbaseamp039s-crypto-as-a-service-infrastructure Strategic Partnership Empowers PNC Private Bank Clients with Bitcoin Trading FinTech News Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65561/canadian-fintech-tuhk-inc-founded-by-ethoca-and-nudata-security-veterans-raises-us6-million-seed-round-led-by-fintop-with-lloyds-banking-group-and-capital-one-ventures The platform aims to revolutionize payments by enabling secure, real-time collaboration among merchants, banks, and service providers to combat the global US$10.5 trillion cybercrime threat. FinTech News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65565/bank-of-america-broadens-access-to-crypto-funds Merrill Lynch is the latest to allow advisors to recommend crypto ETPs, and follows a move earlier this week by Vanguard to lift its ban on crypto funds. FinTech News Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65568/citizens-financial-survey-finds-ai-investment-accelerating-as-companies-capture-greater-efficiency-gains AI adoption is driving measurable ROI and emerging as a key factor in private equity decisions FinTech News Aggregation Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65689/florida-insurer-recognises-gallagher-re Stephen Weinstein, Mangrove’s chief executive, said: “Mangrove was built on the belief that strong partnerships create strong outcomes. Alternative Investments News Aggregation Team Tuesday, December 23, 2025 12:00 am https://americas.managersofwealth.com/article/65692/integrated-partners-rfg-and-coldstream-hail-2025-growth-records The firm reported $23.8 billion in assets under advisement as of September 30. Alternative Investments News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65677/wealth-enhancement-pens-3-deals-ep-wealth-expands-in-phoenix In addition, MCF Advisors makes its first acquisition since the WPCG stake and DayMark sells a minority stake to Constellation. Alternative Investments News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65679/bullish-equity-analyst-consensus-is-a-worry-for-some-investors Such lockstep views are generally considered a contrarian signal — when everyone’s leaning the same way, the imbalance often rights itself. Alternative Investments News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65680/trian-general-catalyst-to-buy-janus-henderson-for-74b Trian already owns 20.6% of Janus Henderson’s shares. Alternative Investments News Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65682/coherent-solutions-closes-strategic-investment-led-by-icelake The company builds and modernizes digital products and platforms for growing scale-ups and established global brands. Alternative Investments News Aggregation Team Friday, December 19, 2025 12:00 am https://americas.managersofwealth.com/article/65674/bank-of-america-says-investors-dangerously-low-on-cash-triggering-ominous-signal-for-markets Current levels are well beneath that threshold, the report notes. Alternative Investments News Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65653/blackstone-and-phoenix-financial-announce-partnership Under the agreement, Phoenix and Blackstone will collaborate across a range of credit strategies Alternative Investments News Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65658/man-group-expands-us-wealth-offering-with-launch-of-two-additional-etfs The actively managed Funds, which will be listed today on Nasdaq, seek to provide capital growth over the medium to long-term and bring the firm’s ETF offering in the US wealth market to four Funds. Alternative Investments News Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65659/onepoint-bfg-wealth-partners-achieves-major-growth-milestones-adds-to-leadership-bench-and-expands-national-platform-in-2025 OnePoint BFG also successfully executed a comprehensive rebrand designed to strengthen advisor alignment, culture and client experience. Alternative Investments 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 Friday, December 12, 2025 12:00 am https://americas.managersofwealth.com/article/65610/wells-fargo-hiring-spree-fuels-investment-banking-ambitions The momentum in investment banking comes as Wall Street executives express optimism Investment Banking News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65563/canada-needs-an-open-finance-roadmap-not-just-open-banking Canada’s 2026 open banking launch is a milestone, but without a broader open finance plan, consumers and small businesses will miss out on real affordability gains. Investment Banking News Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65507/wells-fargo-turns-to-an-ai-chief-as-the-bank-redraws-its-workforce-and-structure He credits his time at ING for reinforcing the need for simplicity in digital banking, and his experience at JPMorgan for exposing him to the risks that come with large-scale systems. Investment Banking News Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65479/generational-group-named-investment-banking-firm-of-the-year-at-the-24th-annual-mampampa-advisor-awards Congratulations to our teams across Generational for earning this respected award. Investment Banking News Aggregation Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65482/tragic-death-of-ampquotamazingampquot-ex-goldman-sachs-md-in-bike-accident It's understood that Seier died in a bike accident in the Exuma district of the Bahamas. Investment Banking News Aggregation Team Wednesday, November 26, 2025 12:00 am https://americas.managersofwealth.com/article/65483/canadian-banks-fully-valued-ahead-of-q4-says-jefferies-downgrading-rbc-and-td Jefferies said it expects a solid fourth quarter in the context of the broader environment. Investment Banking News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65413/natixis-corporate-ampamp-investment-banking-provides-260-million-to-refinance-upper-west-side-multifamily-property AIRE also features nearly 37,000 SF of predominantly medically anchored commercial space. Investment Banking News Team 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 Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65502/swiss-gold-and-rolex-gifts-to-trump-arouse-amplsquodisgustamprsquo-in-europe Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland Comment, Analysis & Research News Aggregation Team Monday, December 01, 2025 12:00 am https://americas.managersofwealth.com/article/65509/the-great-wealth-transfer-how-advisors-can-build-loyalty-across-generations For many advisors, the Great Wealth Transfer represents both an extraordinary opportunity and a significant risk. Comment, Analysis & Research News Aggregation Team Friday, November 28, 2025 12:00 am https://americas.managersofwealth.com/article/65493/us-banks-announce-uk-expansion-projects-hours-after-budget JP Morgan and Goldman Sachs reveal plans for London and Birmingham as sector is spared tax rises Comment, Analysis & Research News Team Tuesday, November 25, 2025 12:00 am https://americas.managersofwealth.com/article/65466/the-great-unbuilding-rethinking-water-infrastructure Built to regulate rivers, supply energy and store water for growing cities, America’s dams have stood as symbols of its technological prowess for over a century. Comment, Analysis & Research News Team Friday, November 21, 2025 12:00 am https://americas.managersofwealth.com/article/65439/new-york-art-life-magazine-to-feature-exclusive-interview-with-maya-walton-patel-the-superyacht-uuhnw-chef The celebrated chef on crafting bespoke culinary experiences for the "Special Bracket" of global billionaires. Comment, Analysis & Research News 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 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 Wednesday, October 01, 2025 1:00 am https://americas.managersofwealth.com/article/65006/brazilamprsquos-lending-growth-slows-amid-high-rates Credit expansion cools as interest rates impact Latin America's largest economy Retail Banking News Team Wednesday, September 17, 2025 1:00 am https://americas.managersofwealth.com/article/64889/bbva-expands-instant-payments-to-inbound-cross-border-transfers-from-outside-the-eurozone BBVA has launched a new service that enables financial institutions outside Europe to send payments to Spain in just seconds, at any time of day and on any day of the year. Retail Banking News Aggregation Team Monday, September 15, 2025 1:00 am https://americas.managersofwealth.com/article/64863/zacks-industry-outlook-highlights-bank-of-new-york-mellon-truist-financial-and-northern-trust This, along with modest economic growth, will lead to a slight rise in loan demand. Retail Banking News 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