https://americas.managersofwealth.com/ Sat, 18 Apr 2026 02:23:06 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66588/craigs-acquires-polson-higgs-wealth-management Following the acquisition, phwealth will continue to operate its business as usual, alongside Craigs’ nationwide advisory network, as a Craigs company. Wealth and Asset Management News Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66589/mesirow-wealth-management-recognized-with-multiple-2026-best-in-state-wealth-advisor-awards This honor is based on both quantitative and qualitative factors, focusing on advisors who encompass best practices in their approach to working with clients. Wealth and Asset Management News Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66590/sterling-neblett-named-to-forbes-best-in-state-wealth-advisors-list This follows Sterling's 2025 recognition on the Top 250 RIAs list. Wealth and Asset Management News Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66592/northern-trust-builds-tokenized-asset-custody-capabilities-on-the-canton-network The Canton Network is a public blockchain designed for regulated financial market participants, with a focus on privacy, compliance, and interoperability. Wealth and Asset Management News Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66593/asa-expands-private-banking-operations-across-the-us-and-latin-america-appoints-senior-leadership The initiative strengthens ASA's presence in key markets and reinforces its commitment to serving high-net-worth individuals across the Americas. Wealth and Asset Management News Aggregation Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66598/rising-market-risk-drives-wealth-management-windfalls-for-morgan-stanley-bofa Revenue at Morgan Stanley’s wealth business grew 16% year-over-year to $8.5 billion, and net income rose 34% to $2.1 billion. Wealth and Asset Management News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66576/global-wealth-management-earns-back-to-back-recognition-on-usa-todayamp039s-best-financial-advisors-list Florida-Based Firm Is the Only Advisor in Fort Lauderdale in Its AUM Category Wealth and Asset Management News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66577/icapitalampreg-and-envestnet-expand-strategic-partnership-to-incorporate-alternatives-and-structured-investments-within-unified-managed-accounts Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework Wealth and Asset Management News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66579/wealth-enhancement-announces-acquisition-of-fullcircle-wealth-an-independent-ria-with-over-268-million-in-client-assets This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion. Wealth and Asset Management News Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66566/sei-launches-digital-onboarding-solution-for-collective-investment-trusts SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem Wealth and Asset Management News Aggregation Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66591/raymond-james-appoints-new-coo-for-private-client-group Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty. People Moves News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66578/first-horizon-bank-director-appointment-strengthens-private-client-banking-in-new-orleans In her new role, Moisio will help drive First Horizon’s private banking strategy in the New Orleans market, focusing on deepening client relationships and expanding tailored financial solutions for individuals and families with complex financial nee People Moves News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66583/falcon-wealth-planning-appoints-david-lynch-as-managing-director 35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships. People Moves News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66585/osaic-expands-technology-leadership-with-appointment-of-stacie-nabedrick New role supports continued platform innovation and scalable growth across advisor network People Moves News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66563/jp-morgan-welcomes-a-new-banker-and-managing-director Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile People Moves News Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66564/hightower-appoints-roberto-stewart-as-president-and-chief-business-officer His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service. People Moves News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66565/highvern-and-permian-appoints-new-head-of-funds-americas “There is a clear opportunity to build on the strong platform in Cayman and further enhance the group’s offering for clients in the Americas,” she said. People Moves News Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66567/barclays-research-appoints-sahana-athreya-as-global-head-of-data-science-ampamp-applied-ai In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows. People Moves News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66572/citiamp039s-ex-goldman-sachs-global-co-head-of-infrastructure-is-going Citi insiders say Leyenaar Huntingford decided to leave. People Moves News Team Tuesday, April 14, 2026 1:00 am https://americas.managersofwealth.com/article/66554/ubs-announces-leadership-appointments-reimagined-offices-in-the-southeast-us Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period. People Moves News Aggregation Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66597/sec-charges-day-trader-with-running-43-million-ponzi-like-scheme He promised up to 40% returns. The SEC says he never had a single profitable year. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66575/canadian-banking-regulator-to-review-big-banksamp039-private-credit-exposure Banks are increasing the use of NBFIs, or non-bank financial institutions, to provide credit protection on their lending portfolios using synthetic risk ​transfers and other arrangements. Legal, Regulation & Compliance News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66513/wall-street-watchdogs-pull-back-amid-trumpamprsquos-deregulatory-push President Trump’s push for deregulation is reshaping finance, from crypto to banking, sparking concerns over risks and regulatory gaps. Legal, Regulation & Compliance News Team Tuesday, March 31, 2026 1:00 am https://americas.managersofwealth.com/article/66468/handler-law-llp-named-2026-best-estates-ampamp-trusts-law-firm-in-the-united-states-at-private-asset-management-awards Further recognized with shortlistings in multiple categories at the 2026 Family Wealth Report Awards Legal, Regulation & Compliance News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66434/court-upholds-133m-finra-award-against-stifel The order agrees with a magistrate judge’s recommendation last month that the court deny Stifel’s motion to vacate the award. Legal, Regulation & Compliance News Aggregation Team Monday, March 23, 2026 12:00 am https://americas.managersofwealth.com/article/66394/brazil-freezes-crypto-tax-rules The consultation now on hold would have addressed the additional foreign exchange dimension introduced by the central bank's November classification. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am https://americas.managersofwealth.com/article/66325/banking-regulators-plan-to-ease-some-capital-requirements The Federal Reserve and other financial regulators will soon release proposals to loosen some planned rules on how much capital banks must hold in reserve to mitigate risks. Legal, Regulation & Compliance News Aggregation Team Friday, March 13, 2026 12:00 am https://americas.managersofwealth.com/article/66324/ex-merrill-broker-clears-record-of-amplsquospuriousamprsquo-customer-claim The clients had questioned whether Mariash had acted in their best interest when advising them on the transfer and purchase of equity indexed and variable annuities, according to the award. Legal, Regulation & Compliance News Aggregation Team Monday, March 09, 2026 12:00 am https://americas.managersofwealth.com/article/66279/nyse-fined-9-million-by-sec-over-trading-glitch The Securities and Exchange Commission has fined the New York Stock Exchange $9 million for a trading glitch that disrupted opening auctions for more than 2,800 securities. Legal, Regulation & Compliance News Aggregation Team Friday, March 06, 2026 12:00 am https://americas.managersofwealth.com/article/66273/house-subcommittee-considers-bill-to-fold-finra-into-sec During a hearing before the House Committee on Financial Services, lawyers testified on the effectiveness of FINRA, as the committee considers a bill to transfer the agency's responsibilities to the SEC. Legal, Regulation & Compliance News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66581/wells-fargo-advisors-ranks-1-in-jd-power-digital-experience-study Wells Fargo Advisors leads competitors in full-service investor satisfaction in app and website. FinTech News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66584/fis-leads-core-banking-modernization-for-second-straight-year-everest-group-core-banking-report-finds The recognition affirms FIS's position as the partner financial institutions trust to navigate one of the most consequential technology transitions in the industry's history. FinTech News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66569/bank-of-america-tech-chief-shares-ai-strategy-focus Chief Technology and Information Officer Hari Gopalkrishnan described how the bank is advancing its AI journey during the Semafor World Economy 2026 event. FinTech News Aggregation Team Tuesday, April 14, 2026 1:00 am https://americas.managersofwealth.com/article/66555/finny-launches-ai-tool-hunter-for-financial-advisors FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors FinTech News Team Tuesday, April 14, 2026 1:00 am https://americas.managersofwealth.com/article/66556/grant-thornton-survey-a-widening-amplsquoai-proof-gapamprsquo-is-emerging-but-well-governed-ai-is-showing-results More than three quarters of senior leaders lack full confidence they could pass an AI governance audit, and only 12% say their workforce is truly AI-ready — putting returns and accountability at risk FinTech News Aggregation Team Wednesday, April 08, 2026 1:00 am https://americas.managersofwealth.com/article/66516/investsuite-launches-storyteller-in-us-market InvestSuite unveils StoryTeller, an AI-powered tool for advisors to create personalized portfolio narratives, meant to enhance client engagement and retention. FinTech News Team Tuesday, March 31, 2026 1:00 am https://americas.managersofwealth.com/article/66458/rbc-says-its-focus-on-ai-is-paying-dividends Royal Bank of Canada is betting that AI implementation will drive much of its future growth. FinTech News Team Tuesday, March 31, 2026 1:00 am https://americas.managersofwealth.com/article/66459/data-sovereignty-in-a-borderless-world With over 130 countries now enforcing data protection laws, organisations must navigate a patchwork of requirements governing how data is collected, stored, processed, and transferred. FinTech News Aggregation Team Monday, March 30, 2026 1:00 am https://americas.managersofwealth.com/article/66449/infosys-acquires-stratus-to-boost-insurance-capabilities Stratus brings a team of more than 450 professionals and established capabilities as a partner of Guidewire Software, delivering end-to-end services across PolicyCenter, ClaimCenter, and BillingCenter platforms. FinTech News Aggregation Team Wednesday, March 25, 2026 12:00 am https://americas.managersofwealth.com/article/66418/dimon-warns-on-ai-job-losses-calls-for-government-business-incentives JPMorgan Chase CEO Jamie Dimon warned that artificial intelligence could cost U.S. jobs. FinTech News Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66594/president-and-ceo-alex-david-named-to-wealth-solutions-reportamprsquos-top-black-industry-leaders-of-2026 David is one of five industry leaders selected for this distinction. Alternative Investments News Aggregation Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66596/bipartisan-retirement-reform-should-now-address-investment-access Even after the progress made from SECURE 1.0 and 2.0 legislation, the landscape of retirement plans – particularly around collective investment trusts, 401(k)s, and 403(b) plans – remains lopsided. Alternative Investments News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66570/icapital-envestnet-expand-uma-access-for-alternatives-structured-products Envestnet advisors can now integrate iCapital’s alternative investments into UMA portfolios, streamlining access to private market solutions. Alternative Investments News Aggregation Team Monday, April 13, 2026 1:00 am https://americas.managersofwealth.com/article/66542/uk-state-backed-fund-nest-invests-amppound450mn-in-us-private-credit Workplace pension scheme targets 30% allocation to private markets by 2030 despite growing strains on asset class Alternative Investments News Aggregation Team Monday, April 13, 2026 1:00 am https://americas.managersofwealth.com/article/66546/modern-wealth-management-acquires-12b-legacy-wealth-management The firm offers financial planning, investment management, estate and tax planning, and retirement planning to ultra-high-net-worth clients, including pilots, professional guardians, and trustees. Alternative Investments News Aggregation Team Monday, April 13, 2026 1:00 am https://americas.managersofwealth.com/article/66547/state-of-alaska-department-of-revenue-sells-191010-shares-of-wells-fargo-ampamp-company-wfc Legacy Bridge LLC boosted its holdings in Wells Fargo & Company by 3.0% in the 4th quarter. Alternative Investments News Aggregation Team Monday, April 13, 2026 1:00 am https://americas.managersofwealth.com/article/66548/canadian-asset-manager-lands-388bn-for-new-secondaries-fund Market for secondaries continues to grow Alternative Investments News Team Friday, April 10, 2026 1:00 am https://americas.managersofwealth.com/article/66536/corient-announces-acquisition-of-vivaldi-capital-management Firm strengthens its private partnership model and adds $5.6 billion in client assets Alternative Investments News Aggregation Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66525/us-banks-could-release-320-billion-in-capital-with-new-draft-rules-analysts-say Morgan ​Stanley expects the banks to begin giving preliminary ranges of capital ​they will be able to release once the rules are implemented, during the first-quarter ‌earnings ⁠calls. Alternative Investments News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66526/state-street-expands-long-partnership-with-thornburg-to-support-new-etf-share-classes The announcement marks only the second active ETF share-class servicing mandate in the US, with State Street serving as provider, underscoring momentum among active managers seeking greater flexibility in how they deliver their strategies to investors. Alternative Investments News Aggregation Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66599/bank-of-america-earnings-release-q1-2026 Provision for credit losses of $1.3 billion decreased from $1.5 billion in 1Q25 and was relatively flat to 4Q25 Investment Banking News Aggregation Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66600/us-bank-earnings-shine-as-trading-desks-post-record-quarter JPMorgan Chase, Goldman Sachs, and Bank of America all reported Q1 results that exceeded Wall Street expectations. Investment Banking News Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66587/bank-of-america-reports-first-quarter-2026-financial-results A Form 8-K containing Bank of America's financial results is also available Investment Banking News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66571/bank-of-americaamp039s-fixed-income-traders-can-look-with-schadenfreude-at-goldman-sachs BofA's Debt Capital Markets business didn’t do much better, just 2.7% up, while Citi and JPMorgan's DCM revenues fell a few percent and Morgan Stanley and Goldman Sachs' nudged up. Investment Banking News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66573/bank-of-america-joins-big-bank-peers-in-reporting-rising-profits-calls-us-economy-amp039resilientamp039 Investment banking and trading revenue rose 21% and 13%, respectively. Investment Banking News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66574/jpmorgan-and-other-big-banks-see-profits-rise-as-dimon-warns-of-amp039increasingly-complex-set-of-risksamp039 All of JPMorgan’s major business lines surpassed or met analyst expectations. Investment Banking News Team Monday, April 13, 2026 1:00 am https://americas.managersofwealth.com/article/66544/bny-announces-redemption-of-fixed-rate-floating-rate-callable-senior-bank-notes-due-2027 Each series of Bank Notes will be redeemed for a redemption price equal to 100% of the principal amount of such series of Bank Notes plus any accrued and unpaid interest thereon to, but excluding, the Bank Notes Redemption Date. Investment Banking News Aggregation Team Tuesday, April 07, 2026 1:00 am https://americas.managersofwealth.com/article/66500/morgan-stanleyamp039s-new-fintech-banking-head-is-from-bankingamp039s-most-nomadic-team Morgan Stanley may be reorganizing its fintech ranks in anticipation of a bumper year for fintech. Investment Banking News Aggregation Team Wednesday, April 01, 2026 1:00 am https://americas.managersofwealth.com/article/66474/jpmorganamprsquos-jamie-dimon-has-a-plan-to-rescue-the-american-dream The biggest US bank announced another new program, and the latest venture is aimed at expanding economic opportunity in local communities across the country. Investment Banking News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66431/new-york-cityamprsquos-investment-banks-are-shrinking-while-paying-more Average salaries increased by 7.3% on 2024, average bonuses increased by 6%, and average (total) compensation increased by 6.9%. Investment Banking News Aggregation Team Friday, April 17, 2026 1:00 am https://americas.managersofwealth.com/article/66595/goldman-sachsamp039-highest-paid-traders-made-a-mistake-hedge-funds-are-back-and-need-top-pms-more-than-ever Their mistake was forgivable, but maybe not if you're being paid for immaculate foresight. Comment, Analysis & Research News Aggregation Team Wednesday, April 15, 2026 1:00 am https://americas.managersofwealth.com/article/66568/donamp039t-buy-it-build-it-how-top-firms-create-advisor-training-programs-to-develop-talent Wealth managers explain how building the better advisor training program ultimately makes them more competitive. Comment, Analysis & Research News Team Tuesday, April 14, 2026 1:00 am https://americas.managersofwealth.com/article/66559/prospera-financial-services-showcases-family-office-capabilities-at-forum Two-day event focuses on advanced strategies for UHNW clients Comment, Analysis & Research News Team Monday, April 13, 2026 1:00 am https://americas.managersofwealth.com/article/66545/what-does-fed-policy-mean-for-investors Investors with excess cash looking to "phase in" to markets can consider utilizing periods of volatility. Comment, Analysis & Research News Aggregation Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66524/latin-america-and-the-caribbean-growth-slows-in-2026-world-bank-says “The central ambition should be clear: create quality jobs that power growth and lift productivity.” Comment, Analysis & Research News Aggregation Team Wednesday, March 25, 2026 12:00 am https://americas.managersofwealth.com/article/66420/opinion-private-wealth-firms-are-struggling Sales, marketing, capital deployment and more — 7 mistakes they keep making Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am https://americas.managersofwealth.com/article/66404/new-york-state-force-stores-to-accept-cash They also cannot charge consumers a higher price if they pay in cash. Comment, Analysis & Research News Aggregation Team Tuesday, March 24, 2026 12:00 am https://americas.managersofwealth.com/article/66409/leadership-lessons-from-two-sides-of-the-wealth-management-industry The lessons are universal. Comment, Analysis & Research News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66384/goldman-sachs-to-make-performance-based-staff-cuts-in-april-reuters Goldman Sachs will axe a small number of underperforming staff in April, Reuters reported on Thursday. Comment, Analysis & Research News Aggregation Team Wednesday, March 18, 2026 12:00 am https://americas.managersofwealth.com/article/66362/the-role-of-women-in-modern-family-offices Women are expected to inherit a significant share of this wealth due to demographic trends such as longevity and intra-spousal transfers. Comment, Analysis & Research News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66580/tax-day-is-a-reminder-of-americaamprsquos-unequal-tax-system-but-we-can-fix-it There is no justification for a regressive system in which the super-rich contribute less than the rest of us Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66582/taxstatus-expands-on-integration-with-adviceai TaxStatus is building on its integration with Advice.ai, giving advisor clients free access to 12 tax planning strategies Tax News Team Friday, March 27, 2026 12:00 am https://americas.managersofwealth.com/article/66445/pkf-oamprsquoconnor-davies-announces-collaboration-with-asseta-ai-to-support-family-office-modernization Organization to serve as preferred accounting and implementation partner for AI-driven financial platform Tax News Aggregation Team Thursday, March 26, 2026 12:00 am https://americas.managersofwealth.com/article/66435/californians-want-to-tax-billionaires-theyamp039re-threatening-to-leave Proponents are collecting signatures to get the tax on the November ballot. Tax News Aggregation Team Wednesday, March 25, 2026 12:00 am https://americas.managersofwealth.com/article/66416/breaking-down-barriers-to-international-tax-enforcement U.S. financial intelligence units need better access to tax data. Tax News Aggregation Team Monday, March 16, 2026 12:00 am https://americas.managersofwealth.com/article/66339/working-americansamp039-tax-cut-act-revenue-and-distributional-effects Under the alternative maximum tax, eligible filers compute their income tax under both the standard rate schedule and an alternative calculation, then pay whichever amount is lower. Tax News Aggregation Team Monday, March 02, 2026 12:00 am https://americas.managersofwealth.com/article/66221/canadaamprsquos-job-growth-stalls-big-six-banks-exceed-earning-expectations-and-trump-tariffs-business-and-investing-stories-for-the-week-of-march-1 They expect legal challenges to the tariffs, specifically, a new round of lawsuits to emerge in the coming weeks. Tax News Aggregation Team Tuesday, February 24, 2026 12:00 am https://americas.managersofwealth.com/article/66168/april-launches-integrated-tax-platform-for-wealth-managers It purports to give advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process. Tax News Aggregation Team Monday, February 23, 2026 12:00 am https://americas.managersofwealth.com/article/66163/tax-refunds-jump-14-over-last-year A few weeks into filing season, the IRS has received just over 32 million returns and issued nearly 13 million refunds Tax News Aggregation Team Thursday, February 12, 2026 12:00 am https://americas.managersofwealth.com/article/66080/progressive-california-lawmakersamprsquo-new-tax-proposal-targets-international-corporations The effort, which would rewrite tax law for multinational corporations crafted during Gov. Ronald Reagan’s tenure, could raise \$3 billion to $4 billion annually at a time when the Legislature faces a budget deficit and federal cuts threaten social Tax News Aggregation Team Thursday, April 16, 2026 1:00 am https://americas.managersofwealth.com/article/66586/us-bancorp-profit-jumps-on-interest-income-fee-revenue-boost Fee revenue was also a bright spot. It surged 6.9% in the quarter as the bank benefited from robust ​capital markets activity. Retail Banking News Team Thursday, April 09, 2026 1:00 am https://americas.managersofwealth.com/article/66527/valor-econampocircmico-and-el-economista-highlight-latam-as-a-jp-morgan-payments-innovation-hub Global Co-Heads Max Neukirchen and Umar Farooq discuss Brazil’s and Mexico’s growing role in cross-border and real-time payments with key regional media Retail Banking News Team Thursday, April 02, 2026 1:00 am https://americas.managersofwealth.com/article/66489/bmo-named-one-of-the-2026-worldamp039s-most-ethical-companiesampreg-for-the-ninth-consecutive-year MO is the only bank in Canada, and one of only three worldwide, to be honoured. Retail Banking News Aggregation Team Friday, March 20, 2026 12:00 am https://americas.managersofwealth.com/article/66381/ppro-integrates-cash-app-pay-for-us-merchants-targeting-younger-consumers Cash App Pay allows customers to pay directly from their Cash App balance, a linked bank account, or a debit card, without requiring a physical card. Retail Banking News Team Thursday, March 19, 2026 12:00 am https://americas.managersofwealth.com/article/66369/banks-strengthen-mobile-account-opening-and-debit-card-controls-while-delegated-access-emerges-for-retail-customers-to-safeguard-vulnerable-populations U.S. Bank Continues as Overall Leader in Keynova Group's Mobile Banker Scorecard; Bank of America and U.S. Bank Tie for Top Mobile App Retail Banking News Team Wednesday, March 18, 2026 12:00 am https://americas.managersofwealth.com/article/66365/jp-morgan-payments-rolls-out-virtual-b2b-card-in-europe European corporates can now access J.P. Morgan Payments’ expertise through its virtual card offerings to optimize their working capital by automating payment creation and reconciliation. Retail Banking News Team Tuesday, March 10, 2026 12:00 am https://americas.managersofwealth.com/article/66291/lemfi-secures-bank-of-canada-registration The milestone is a key moment in LemFi’s ongoing quest to reinforce trust through compliance, but also serves the company’s mission to build the full stack of financial services that move with people across borders. Retail Banking News Aggregation Team Friday, March 06, 2026 12:00 am https://americas.managersofwealth.com/article/66271/robinhood-takes-on-amex-with-695-a-year-platinum-credit-card Robinhood, which began life as a stock trading app, claims more than 700,000 gold card users, with over $10 billion in annualised spending. Retail Banking News Aggregation Team Thursday, March 05, 2026 12:00 am https://americas.managersofwealth.com/article/66255/revolut-applies-for-us-national-bank-charter The filing was announced on 5 March 2026 and marks a significant step in the company's North American expansion strategy. Retail Banking News Aggregation Team Thursday, February 26, 2026 12:00 am https://americas.managersofwealth.com/article/66197/national-bank-of-canadaamp039s-profit-gets-a-lift-from-canadian-western-deal Peer Bank of Nova Scotia beat profit estimates on Tuesday, supported by strong growth across segments. Retail Banking News Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65980/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS 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