https://americas.managersofwealth.com/ Thu, 21 Nov 2024 06:41:35 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62390/fieldpoint-private-bank-plans-to-move-hq-to-new-greenwich-location The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms. Wealth and Asset Management News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62377/leading-financial-services-firms-choose-broadridge-for-corporate-actions-and-income-processing Seamless integration across global markets and lines-of-business, enhanced operational efficiency through AI-driven automation, and advanced risk management capabilities. Wealth and Asset Management News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62378/stonex-wealth-management-expands-northeast-presence-with-acquisition-of-trust-advisory-group-ltd This strategic acquisition reinforces StoneX Wealth Management’s commitment to high-quality financial solutions and enhances its service reach into the Northeast. Wealth and Asset Management News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62379/asset-and-wealth-management-revolution-2024 Unleashing the transformative power of disruptive technology Wealth and Asset Management News Aggregation Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62380/morgan-stanley-courts-employees-of-near-ipo-companies-for-wealth-management Last week, the bank signed an agreement with Carta, a shareholder management company for startups backed by private equity and venture capital firms. Wealth and Asset Management News Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62363/julius-baer-succession-planning-is-the-leading-family-topic Intergenerational wealth transfer and succession planning has moved up from second place [in 2023] to emerge as this year’s top family-related topic across every single region Wealth and Asset Management News Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62365/pontera-and-oppenheimer-partner-to-empower-holistic-wealth-management-that-incorporates-clientsamprsquo-401ks With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts. Wealth and Asset Management News Aggregation Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62366/wealth-management-industry-set-for-double-digit-growth-led-by-north-america Fintech firms will see strong gains but traditional wealth firms continue to lead Wealth and Asset Management News Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62353/bbva-best-private-bank-in-colombia-and-peru-and-best-customer-service-in-latin-america-according-to-the-banker The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy. Wealth and Asset Management News Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62354/zoe-wealth-reveals-latest-features-aimed-at-transforming-wealth-management Zoe allows advisors to provide an outstanding client experience and manage a growing volume of mass-affluent accounts without expanding headcount. Wealth and Asset Management News Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62394/manulife-president-ampamp-ceo-roy-gori-announces-his-intention-to-retire-in-may-2025 To support this transition, following Mr. Gori's retirement he has agreed to serve as an Advisor through August 31, 2025. People Moves News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62382/emissary-partners-welcomes-andrew-t-clarke-and-j-peter-donald Global Special Situations Firm for Family Offices Builds Capabilities with New Additions People Moves News Aggregation Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62385/jim-dicksonamprsquos-elevation-point-adds-execs-from-summit-bny-pershing In her new role at Elevation Point, Bloomgarden will be responsible for the firm’s digital marketing, website development, and branding and messaging efforts. People Moves News Aggregation Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62387/citizens-announces-key-leadership-appointments-for-consumer-banking-team New Heads of Mortgage, Consumer Lending and Retail Banking bring deep experience to accelerate ongoing transformation and meet customers’ evolving needs People Moves News Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62368/director-of-united-states-patent-and-trademark-office-kathi-vidal-to-rejoin-winston-ampamp-strawn Kathi is nationally recognized for leading and trying high-profile IP disputes. People Moves News Aggregation Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62369/wtw-names-hart-as-cyber-leader-for-peampampts-crb-na As the Cyber Leader, Hart will be responsible for cutting-edge cyber risk transfer solutions to private equity clients and their portfolio companies across North America. People Moves News Aggregation Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62351/this-new-goldman-sachs-partner-is-leading-the-bankamp039s-strategy-with-young-heirs-and-founders Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller. People Moves News Aggregation Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62352/us-ria-ep-wealth-advisors-appoints-new-coo Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams. People Moves News Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62358/veteran-ria-and-financial-services-leader-jorge-bernal-joins-ep-wealth-as-chief-operating-officer The addition of Bernal to EP Wealth’s executive team comes as the firm continues to refine and enhance its unique approach People Moves News Aggregation Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62360/pathstone-appoints-former-schwab-family-office-executive-as-chief-growth-officer Prior to Schwab, Brown was a senior leader at Fidelity Family Office Services People Moves 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 Aggregation Team Monday, November 11, 2024 12:00 am https://americas.managersofwealth.com/article/62303/invesco-advisers-hit-with-175m-sec-fine-for-misleading-esg-claims SEC claims that Invesco misled clients about portion of company-wide AUM incorporating ESG factors in investment decisions. Legal, Regulation & Compliance News Team Monday, November 11, 2024 12:00 am https://americas.managersofwealth.com/article/62308/us-compliance-acquires-hellman-ampamp-associates-inc Creator of Compliance as a Service (CaaS) expands its presence in the Colorado market Legal, Regulation & Compliance News Team Friday, November 08, 2024 12:00 am https://americas.managersofwealth.com/article/62289/sampampc-advises-royal-bank-of-canada-on-sec-registered-offering-of-1-billion-of-limited-recourse-capital-notes With total assets of C$2 trillion, RBC is the largest Canadian company by market capitalization and serves more than 18 million clients worldwide. Legal, Regulation & Compliance News Aggregation Team Friday, November 08, 2024 12:00 am https://americas.managersofwealth.com/article/62291/cfpb-charges-navy-federal-credit-union-95-million-for-overdraft-and-junk-fees Navy Federal would also charge overdraft fees Legal, Regulation & Compliance News Aggregation Team Thursday, November 07, 2024 12:00 am https://americas.managersofwealth.com/article/62275/the-fed-is-expected-to-cut-interest-rates-again-thursday-hereamprsquos-everything-you-need-to-know Trump was a frequent critic of Powell and the Fed during his first term Legal, Regulation & Compliance News Aggregation Team Wednesday, November 06, 2024 12:00 am https://americas.managersofwealth.com/article/62262/cs-espionage-legacy-keeps-ubs-lawyers-busy This sentence alone makes it clear what a confusing legal legacy the UBS lawyers have to deal with. Legal, Regulation & Compliance News Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62388/partners-group-introduces-new-infrastructure-evergreen-fund-in-canada Partners Group has run private markets focused evergreens since 2001 and is now expanding to additional asset classes for its evergreen solutions. FinTech News Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62392/northern-trust-taps-cloudmargin-for-new-collateral-management-system Northern Trust has launched an enhanced active collateral solution designed to help institutional investors manage their collateral more efficiently while meeting the demands of continual market change. FinTech News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62374/sbi-digital-markets-ubs-asset-management-and-chainlink-complete-pilot-for-automated-fund-administration-and-transfer-agency-using-smart-contracts SBI Digital Markets, UBS Asset Management, and Chainlink FinTech News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62375/westwood-wealth-management-partners-with-onevest-to-elevate-client-and-advisor-experience This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience. FinTech News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62376/fourcore-becomes-sponsor-of-global-blockchain-acquisition-corp-and-appoints-wealth-management-ceo Through this transaction, Fourcore becomes the sponsor of the publicly listed investment vehicle. FinTech News Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62367/advyzon-announces-auria-new-product-offering-for-family-offices-and-uhnw-clients Integrated solution from Advyzon Institutional redefines family wealth management FinTech News Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62350/introducing-the-us-wealthtech-landscape-report-2024 A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States. FinTech News Aggregation Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62357/ai-assistant-for-fas-gets-3m-in-seed-funding-round Zeplyn says its AI assistant saves advisors an average of 10 to 12 hours in note-taking and administrative work for client meetings. FinTech News Aggregation Team Tuesday, November 12, 2024 12:00 am https://americas.managersofwealth.com/article/62317/canadian-fintech-leader-neo-financial-announces-massive-fundraising-effort Neo Financial operates at the intersection of technology and finance, providing innovative financial products designed to offer Canadians viable alternatives to traditional banking. FinTech News Aggregation Team Monday, November 11, 2024 12:00 am https://americas.managersofwealth.com/article/62302/bitcoin-tops-82000-on-trump-optimism-yahoo-finance Trending tickers on Yahoo Finance include Tesla (TSLA), Coinbase Global (COIN), and Palantir Technologies (PLTR). FinTech News Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62393/state-street-global-advisors-forms-strategic-relationship-with-bridgewater-associates Together, these asset management leaders seek to widen investor access to alternative investment strategies Alternative Investments News Aggregation Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62395/robinhood-to-acquire-40b-aua-tradepmr Robinhood Markets has penned an agreement to acquire TradePMR Alternative Investments News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62381/sei-expands-sma-and-uma-solutions-with-suite-of-equity-and-fixed-income-strategies New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for Advisors Alternative Investments News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62383/brown-advisory-selects-sei-to-launch-first-etf SEI’s Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and Stability Alternative Investments News Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62384/spdrampreg-gold-shares-gldampreg-celebrates-20-years-as-state-street-global-advisors-survey-indicates-investors-have-increased-allocations-to-gold According to the survey, Millennial investors are playing a significant role in the growing demand for gold Alternative Investments News Aggregation Team Tuesday, November 19, 2024 12:00 am https://americas.managersofwealth.com/article/62386/vanguard-says-shareholders-can-vote-for-profits-over-esg-issues Asset manager gives investors greater say on proxy votes as it tries to navigate backlash to ‘woke’ policies Alternative Investments News Aggregation Team Monday, November 18, 2024 12:00 am https://americas.managersofwealth.com/article/62370/investing-in-real-estate-in-2025-the-trends-emerging-in-canada Canadian real estate companies are closely monitoring catalysts like declining interest rates Alternative Investments News Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62355/sei-launches-liquid-alternative-fund-in-canada Evolution of Asset Allocation Strategy Reflects Commitment to Diversification Alternative Investments News Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62356/kingswood-capital-management-acquires-branding-iron-holdings-a-leading-protein-provider This represents the latest investment for Kingswood in the food and beverage industry. Alternative Investments News Aggregation Team Thursday, November 14, 2024 12:00 am https://americas.managersofwealth.com/article/62342/novopayment-secures-20m-from-morgan-stanley-to-boost-fintech-innovations The company plans to utilize the fresh capital to further enhance its innovative platform and expand its footprint in the embedded finance market. Alternative Investments 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 Aggregation Team Thursday, November 07, 2024 12:00 am https://americas.managersofwealth.com/article/62281/morning-coffee-goldman-sachs-ampamp-jpmorgan-instruct-staff-on-new-trumpian-era-the-coolest-traders-on-election-night These statements exist not to convey any real information, but just to mark the passing of another significant event. Investment Banking News Aggregation Team Wednesday, November 06, 2024 12:00 am https://americas.managersofwealth.com/article/62266/bank-of-new-york-mellonamp039s-swot-analysis-stock-poised-for-growth-amid-challenges This adjustment is attributed to better-than-anticipated performance in the Institutional Banking Division (IBD) deposits. Investment Banking News Aggregation Team Tuesday, November 05, 2024 12:00 am https://americas.managersofwealth.com/article/62252/the-citi-and-goldman-sachs-traders-bracing-for-the-night-of-their-lives 10 year Treasury yields are down in anticipation of a divided government and minimal fiscal stimulus. Investment Banking News Aggregation Team Monday, October 28, 2024 12:00 am https://americas.managersofwealth.com/article/62172/jpmorgan-cut-to-hold-from-buy-as-wells-fargo-bank-of-america-get-buy-ratings JPMorgan Chase’s stock was down 1% on Tuesday. Investment Banking News Aggregation Team Wednesday, October 23, 2024 1:00 am https://americas.managersofwealth.com/article/62132/jpmorgan-says-ex-adviser-trying-to-poach-250-million-book The New York-based bank alleges Wells Fargo “incentivized” Carruthers to breach the restrictions with financial inducements totaling more than $1 million to switch jobs. Investment Banking News Team Tuesday, October 22, 2024 1:00 am https://americas.managersofwealth.com/article/62124/first-american-bank-invests-in-the-miami-community-with-new-branch-location Conveniently Located Near Key Landmarks, New Branch Enhances Services for Hialeah Customers Investment Banking News Aggregation Team Wednesday, November 20, 2024 12:00 am https://americas.managersofwealth.com/article/62396/a-new-history-of-wealth-inequality-in-the-west Western households are richer in per capita terms than in the past. Comment, Analysis & Research News Team Friday, November 15, 2024 12:00 am https://americas.managersofwealth.com/article/62362/market-concentration-impact-ampamp-risks Growing Markets, US Dominance Comment, Analysis & Research News Team Thursday, November 14, 2024 12:00 am https://americas.managersofwealth.com/article/62349/only-49-of-canadians-believe-they-are-saving-enough-to-reach-their-long-term-goals-reveals-td But the younger generation is getting it right - Close to 7 in 10 (68%) Gen Z are investing consistently on a yearly basis – the highest across any age demographic Comment, Analysis & Research News Aggregation Team Tuesday, November 12, 2024 12:00 am https://americas.managersofwealth.com/article/62322/amplsquoamerica-firstamprsquo-is-already-reshaping-the-world-investors-must-act Days after the vote and ten weeks before the new administration takes office, Europe, Asia and the Middle East are already feeling the impact. Comment, Analysis & Research News Aggregation Team Monday, November 11, 2024 12:00 am https://americas.managersofwealth.com/article/62306/mortgage-and-refinance-rates-today-november-11-2024-30-year-rate-falls If you're interested in buying a home with a 30-year term, it could be a good time to buy — especially since it's unlikely that mortgage rates will fall significantly before the end of the year. Comment, Analysis & Research News Aggregation Team Monday, November 11, 2024 12:00 am https://americas.managersofwealth.com/article/62310/goldman-sachsamp039-95-new-partners-the-full-list Being a partner at Goldman Sachs is a big deal. Comment, Analysis & Research News Team Friday, November 08, 2024 12:00 am https://americas.managersofwealth.com/article/62293/how-the-us-election-results-could-affect-foreign-investors ZEDRA’s Global Expansion team of experts in the US is on hand to help you every step of the way Comment, Analysis & Research News Team Thursday, November 07, 2024 12:00 am https://americas.managersofwealth.com/article/62272/trumpamprsquos-clean-sweep-sets-up-an-amplsquoamerica-firstamprsquo-second-term This has far-reaching implications for the US and global economies, and consequently for international investors. Comment, Analysis & Research News Aggregation Team Wednesday, November 06, 2024 12:00 am https://americas.managersofwealth.com/article/62263/8-of-the-biggest-issues-facing-the-banking-industry-today USAA is another organization that has faced legal troubles this year. Comment, Analysis & Research News Aggregation Team Wednesday, November 06, 2024 12:00 am https://americas.managersofwealth.com/article/62265/raymond-jamesamp039-incoming-ceo-isnamp039t-hung-up-on-legacy-building Exposure to the firm’s inner workings made him a strong choice among a short list of internal candidates for consideration. Comment, Analysis & Research 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 Aggregation Team Thursday, September 12, 2024 1:00 am https://americas.managersofwealth.com/article/61757/canadian-government-owns-scots-property-via-tax-haven Aimco “invests globally on behalf of pension, endowment, insurance and government fund clients in Alberta” and manages £90bn in assets. Tax News Aggregation Team Monday, September 09, 2024 1:00 am https://americas.managersofwealth.com/article/61709/treasury-recovers-13-billion-in-unpaid-taxes-from-high-wealth-tax-dodgers In 2023 and 2024 the IRS launched a series of initiatives aimed at pursuing high-wealth individuals who have failed to pay their tax debts. Tax News Team Thursday, June 27, 2024 1:00 am https://americas.managersofwealth.com/article/61032/switzerland-and-united-states-agree-on-mutual-exchange-of-financial-account-data Implementation of the FATCA agreement requires national law to be amended. Tax 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 Wednesday, September 25, 2024 1:00 am https://americas.managersofwealth.com/article/61872/bank-of-america-to-open-165-new-branches-by-end-of-2026 The bank aims to open these new centres across 63 markets, with nearly 40 planned for this year, adding to the more than 100 centres opened over the last two years. Retail Banking News Team Wednesday, September 18, 2024 1:00 am https://americas.managersofwealth.com/article/61801/global-finance-names-the-best-sme-banks-2025 Winners have also been named in 72 countries, territories and districts and six US regions. Retail Banking News Aggregation Team Tuesday, September 03, 2024 1:00 am https://americas.managersofwealth.com/article/61650/rbc-looks-at-hsbc-canada-acquisition-as-a-catalyst-for-ampldquoaccelerated-growthamprdquo RBC’s HSBC Canada deal positions it as the bank of choice for newcomers and commercial clients with international needs. Retail Banking News Aggregation Team Monday, September 02, 2024 1:00 am https://americas.managersofwealth.com/article/61636/wells-fargo-employee-found-dead-at-her-desk-4-days-after-clocking-in At 4:55 p.m., authorities declared Prudhomme dead at the scene, according to local outlets citing Tempe police. Retail Banking News Aggregation Team Thursday, August 08, 2024 1:00 am https://americas.managersofwealth.com/article/61436/nerdwallet-to-cut-workforce-by-15-as-part-of-restructuring-plan-to-reduce-operating-expenses The company revealed the restructuring plan with the publication of its Q2 2024 financial results Retail Banking 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 News Aggregation Team Friday, June 14, 2024 1:00 am https://americas.managersofwealth.com/article/60918/worldamprsquos-rich-channel-more-wealth-into-tackling-climate-change Family offices are making bigger investments into renewable energy, such as wind and solar power Planet SOS