https://americas.managersofwealth.com/ Mon, 17 Aug 2026 15:41:48 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Monday, August 17, 2026 1:00 am https://americas.managersofwealth.com/article/67596/apollo-stock-and-other-wealth-management-names-tied-to-california-tax-risk This article walks through three U.S. financial stocks connected to that story and how this backdrop might matter for your watchlist. Wealth and Asset Management News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67583/citi-investor-services-wins-us380-billion-middle-office-mandate-from-aegon-asset-management As Citi realizes opportunities with asset managers globally, the mandate underscores Citi’s ambitions to scale growth on Aladdin Wealth and Asset Management News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67588/succession-governance-and-the-next-generation-in-us-family-offices The structures, governance frameworks and legal documentation put in place now will determine whether wealth is preserved or dissipated across the generational transition. Wealth and Asset Management News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67589/pictet-wealth-management-advises-cutting-us-treasuries-and-dollar-holdings Kelvin Tay, the bank's chief investment officer in Asia, said that structurally higher inflation and government deficits reinforce the idea of buying assets that governments cannot print. Wealth and Asset Management News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67590/ubs-upgrades-michael-page-to-amp039buyamp039-on-hopes-of-earnings-recovery The stock has climbed roughly 43% from its April lows but remains down about 14% so far this year, against an average 17% gain for peers. Wealth and Asset Management News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67591/why-family-meetings-are-becoming-key-to-uhnw-estate-planning Advisors say blending informal gatherings with clear ground rules helps UHNW families discuss legacy, values and wealth transfer Wealth and Asset Management News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67570/public-alternative-asset-managers-see-wealth-aum-rise In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel. Wealth and Asset Management News Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67571/phoenix-based-ubs-advisor-team-the-schultz-group-recognized-on-barronamprsquos-top-250-private-wealth-management-teams-list-for-second-consecutive-year The 2026 Top 250 Private Wealth Management Teams annual ranking spotlight the nation’s best wealth managers and raise standards in the industry. Wealth and Asset Management News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67572/wealth-managers-cut-fees-to-win-aiamprsquos-paper-millionaires The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client Wealth and Asset Management News Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67573/tise-reports-h1-2026-listing-results-sets-records-for-total-number-and-value-of-listings The total market value of listed securities reached a record £813 billion at 30 June 2026, an increase of 4.7% YoY. Wealth and Asset Management News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67584/city-national-bank-appoints-two-new-leaders-to-expand-private-bank-and-wealth-management-capabilities-and-accelerate-growth Darcy Roennfeldt Joins as Head of Trust & Estate Services; Shannon Patterson Saltos Joins as Head of Private Bank, Eastern Region People Moves News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67586/featured-mover-sean-killen-fulton-private-bank He has been with Fulton for over 25 years in a variety of leadership roles for teams serving consumers and small businesses through the bank’s financial centers. People Moves News Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67578/jon-steele-and-brendan-ryan-join-berenson-ampamp-company-as-senior-managing-partners-to-co-lead-the-firmamprsquos-expansion Veteran investment bankers have demonstrated track records as best-in-class dealmakers and franchise builders People Moves News Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67581/arden-trust-company-announces-new-president Veteran trust and wealth management leader to guide Arden Trust's next chapter of growth and advisor-focused innovation People Moves News Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67559/fiduciary-trust-company-appoints-doris-meister-as-chief-executive-officer Leadership transition builds on a 140-year legacy of trusted client service People Moves News Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67561/prudential-advisors-welcomes-ameriprise-advisor-to-nj-wealth-partners Christopher Grella joins Prudential Advisors, continues trajectory of practice growth and enhanced client experience People Moves News Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67564/mampampt-bank-appoints-head-of-ai-engineering In his new role, Bedhu will be responsible for leading the engineering, platforms, architecture, and governance capabilities for AI innovation and adoption across the bank. People Moves News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67568/christopheramprsquos-haven-appoints-andrea-longo-carter-to-the-board-of-directors Andrea Longo Carter Brings Extensive Financial, Governance and Community Leadership Experience to Christopher’s Haven Board People Moves News Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67544/former-stanford-athlete-osiris-st-brown-joins-rbc-wealth-management-as-financial-advisor St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves. People Moves News Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67545/northern-trust-wealth-management-appoints-candice-nakagawa-as-family-office-solutions-managing-director-for-the-west-region Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity. People Moves News Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67550/crainamprsquos-new-york-business-names-sheppard-new-york-attorneys-to-2026-ampldquonotable-leaders-in-accounting-consulting-and-lawamprdquo Crain’s New York Business Legal, Regulation & Compliance News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67523/the-supreme-court-quietly-killed-sec-independence It is unrealistic to think that the SEC can be unaffected by a fundamental transformation in how the federal government operates. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 04, 2026 1:00 am https://americas.managersofwealth.com/article/67485/young-hnw-clients-are-choosing-experiences-over-assets-ampmdash-can-advisors-keep-up Millennial and Gen Z investors are redefining wealth through travel, dining, and flexibility — and that's forcing advisors to rethink how they plan Legal, Regulation & Compliance News Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67466/brad-rude-ampamp-cameron-edmiston-wells-fargo-advisors-face-10mm-complaint The pending complaint alleges damages of $10 million. Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67470/capital-one-says-it-closed-over-300-trump-organization-accounts-after-anti-money-laundering-probe Capital One first notified the Trump Organization of its intention to close more than 300 affiliated bank accounts in March 2021 Legal, Regulation & Compliance News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67472/fed-and-fdic-ease-bank-insider-lending-rules-in-latest-deregulatory-push The proposals extend a wave of regulatory relief in 2026 that has already loosened capital requirements for community banks. Legal, Regulation & Compliance News Aggregation Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67456/ai-lawsuits-surge-to-dominate-securities-class-action-filings-in-2026 Artificial intelligence is no longer just reshaping investment portfolios, it is reshaping the litigation landscape around them. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67446/trumpamprsquos-court-losses-leave-taxpayers-facing-millions-in-legal-fees Federal agencies can be required to pay attorneys' fees when they lose in court under a 1980 law meant to ensure individuals, small businesses and nonprofits aren't priced out of suing the government. Legal, Regulation & Compliance News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67448/finra-rbcamprsquos-aml-rules-risked-missing-red-flags According to the brokerage regulator, flawed surveillance systems at RBC Capital Markets’ wealth management division failed to detect suspicious transactions that should have triggered alerts. Legal, Regulation & Compliance News Aggregation Team Friday, July 24, 2026 1:00 am https://americas.managersofwealth.com/article/67394/court-denies-merrillamprsquos-attempt-to-restart-openarcdynasty-lawsuit The federal judge denied a temporary restraining order, but according to court documents, the case paused last fall Legal, Regulation & Compliance News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67587/franklin-templeton-keeps-ai-overweight-despite-tech-volatility In its latest Asset Allocation Views, the asset manager said July’s market swings had reset technology valuations and moderated investor sentiment after signs of excessive optimism. FinTech News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67592/citigroupamp039s-consumer-cards-to-acquire-fintech-kard Its embedded, machine learning-powered personalization and matching capabilities simplify rewards for issuers, deliver meaningful value to customers and help brands reach high-intent consumers with measurable outcomes. FinTech News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67594/missionsquare-to-add-personal-wealth-management-offering The $73.6 billion retirement firm is adding wealth services in response to feedback from plan participants. FinTech News Team Monday, August 10, 2026 1:00 am https://americas.managersofwealth.com/article/67534/finster-ai-secures-investment-from-ubs-to-advance-ai-innovation-in-investment-banking Investment reflects a focus on AI-native infrastructure supporting research, advisory, and capital markets workflows FinTech News Aggregation Team Monday, August 10, 2026 1:00 am https://americas.managersofwealth.com/article/67531/zuckerbergamprsquos-ai-vision-collides-with-metaamprsquos-135bn-spending-reality A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case. FinTech News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67517/wells-fargo-outlines-tokenised-deposits-launch-for-corporate-payments The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. FinTech News Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67504/scotiabank-equips-employees-with-ai-powered-knowledge-agents-through-scotia-intelligence As Scotiabank has moved from experimentation to enterprise-wide scale, its AI strategy has remained anchored in three strategic themes: elevating client experiences, delivering speed and efficiency, and enhancing risk management. FinTech News Aggregation Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67506/advisors-not-algorithms-still-drive-financial-fulfillment-says-edward-jonesamprsquo-david-chubak Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors FinTech News Aggregation Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67507/the-diamond-podcast-for-financial-advisors-ryan-belanger-on-why-ai-matters-now-to-rias Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use. FinTech News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67496/ray-dalio-thinks-the-ai-boom-is-starting-to-look-familiar History suggests those two ideas can coexist. A technology can change the world while many of the investments tied to it ultimately disappoint. FinTech News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67576/vanguard-launches-customizable-model-portfolios-for-advisors New model portfolios give financial advisors flexibility to personalize client allocations while keeping expense ratios at a fraction of the industry average. Alternative Investments News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67566/us-blockchain-fintech-chaince-digital-agrees-162m-share-sale With each share valued at $0.58, the fintech has agreed to sell 30,560,000 shares to "certain investors", per a company statement. Alternative Investments News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67567/national-bank-of-canada-partners-multifonds-to-consolidate-fund-and-etf-services The Canadian bank joins a partner portfolio which also includes Citi, HSBC, and Standard Chartered. Alternative Investments News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67569/merit-financial-advisors-acquires-900m-commonwealth-team With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets. Alternative Investments News Aggregation Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67552/us-bank-erebor-nears-15bn-funding-round-at-8bn-valuation-ampndash-report The new valuation would represent a sharp increase from earlier this year Alternative Investments News Aggregation Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67553/wall-streetamp039s-biggest-bank-just-raised-its-expectations-for-the-stock-market The strategists also increased their guidance for earnings per share to $365 in 2026, representing a 35% boost compared to last year, and $420 for 2027, which would be a 15% rise versus this year's estimate. Alternative Investments News Aggregation Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67554/rbc-reopens-us10-billion-zero-tech-bond-fund-with-deals-surging The RBC fund doesn’t own any debt of hyperscalers or software, hardware and IT services companies Alternative Investments News Team Monday, August 10, 2026 1:00 am https://americas.managersofwealth.com/article/67536/bank-of-america-expands-partnership-with-big-brothers-big-sisters-of-essex-hudson-ampamp-union-counties-to-grow-mentoring-and-workforce-development-programming Nationally Recognized as Big Brothers Big Sisters of America’s “Agency of the Year,” B B B S E H UBBBSEHU Will Connect Thousands of New Jersey Youth Annually to Career Pathways, Higher Education, and Economic Opportunities with B of AsBo Alternative Investments News Team Monday, August 10, 2026 1:00 am https://americas.managersofwealth.com/article/67537/seia-continues-to-evolve-to-meet-the-increasingly-complex-needs-of-high-net-worth-clients-through-expanded-tax-and-family-office-capabilities The firm launches SEIA Tax Services, expands family office capabilities and introduces a refreshed brand identity to support a more integrated, specialized planning experience. Alternative Investments News Team Thursday, August 06, 2026 1:00 am https://americas.managersofwealth.com/article/67509/northern-trust-pension-universe-data-canadian-pension-plan-returns-rise-in-q2 The Canadian bond market also finished the quarter in positive territory. Alternative Investments News Aggregation Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67346/bank-of-america-2026-workplace-benefits-report This year’s study finds that workers’ financial well-being hit a three-year high, even as cost-of-living pressures persist. Investment Banking News Aggregation Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67337/north-americaamprsquos-best-investment-bank-2026-morgan-stanley Completing 229 M&A deals in the Americas, leading more equity offerings and IPOs than any rival Investment Banking News Aggregation Team Wednesday, July 15, 2026 1:00 am https://americas.managersofwealth.com/article/67311/morgan-stanley-beats-profit-estimates-on-dealmaking-boost-strong-trading Among the notable deals in the quarter, the bank acted as a financial advisor on Fertitta Entertainment's agreement to buy Caesars Entertainment in a deal valued at $17.6 billion. Investment Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67290/rothschildamprsquos-investment-bankers-arenamprsquot-paid-what-you-think-they-are Average pay at Goldman Sachs International, for example, was a monstrous $963k in 2025, up from $795k on average in 2024. Investment Banking News Aggregation Team Friday, July 10, 2026 1:00 am https://americas.managersofwealth.com/article/67275/regions-expands-investment-banking-through-the-acquisition-of-the-frazer-lanier-company "By welcoming experienced bankers from Frazer Lanier to the Regions family, we are connecting Regions' clients with even greater capabilities while advancing our long-term strategy for growth." Investment Banking News Aggregation Team Monday, June 29, 2026 1:00 am https://americas.managersofwealth.com/article/67180/jefferies-reports-earnings-before-the-big-banks That's because its quarter ends one month earlier than those other banks -- in this case, May 31. Investment Banking News Team Thursday, June 25, 2026 1:00 am https://americas.managersofwealth.com/article/67155/goldman-sachs-statement-on-comprehensive-capital-analysis-and-review-2026-results The firm intends to increase its common dividend from $4.50 to $5.00 per share beginning July 1, 2026 Investment Banking News Aggregation Team Friday, June 19, 2026 1:00 am https://americas.managersofwealth.com/article/67115/jpmorgan-urges-investors-to-ride-equity-wave-through-late-2026 Heavy investment linked to AI and steady consumer spending should help the expansion continue even with sticky inflation, the company said. Investment Banking News Aggregation Team Wednesday, June 17, 2026 1:00 am https://americas.managersofwealth.com/article/67089/donamp039t-disparage-the-ubs-us-mampampa-bankers-who-are-hard-at-work When it does, UBS's US M&A bankers will undoubtedly be criticised once again on a popular forum for their poor showing in M&A. Investment Banking News Aggregation Team Tuesday, June 16, 2026 1:00 am https://americas.managersofwealth.com/article/67076/wells-fargo-raises-year-end-sampampp-500-target-on-stronger-earnings-outlook It added that geopolitical tensions have eased after the Iran agreement, helping reduce macro uncertainty that had weighed on markets. Investment Banking News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67577/the-amplsquo20-ruleamprsquo-behind-giorgos-tsetisamprsquo-blueprint-for-a-new-kind-of-family-office The Great Things formula and 20% giving minimum were inspired by the economics of venture capital and private equity Comment, Analysis & Research News Aggregation Team Thursday, August 13, 2026 1:00 am https://americas.managersofwealth.com/article/67582/estate-planning-is-an-ongoing-service-not-a-one-time-event Advisors celebrate National Make a Will Month by describing how ongoing estate reviews and wealth transfer talks build trust and grow client relationships Comment, Analysis & Research News Aggregation Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67542/philanthropy-in-the-age-of-ai Make sure the institutions your client plans to support offer flexibility and adaptability for future scenarios. Comment, Analysis & Research News Aggregation Team Tuesday, August 11, 2026 1:00 am https://americas.managersofwealth.com/article/67551/us-bank-flags-potential-blowback-from-debanking-inquiries At least three other lenders have warned investors of consequences over the past year, but unlike U.S. Bank, those institutions have either been sued or called out publicly by President Trump. Comment, Analysis & Research News Aggregation Team Wednesday, August 05, 2026 1:00 am https://americas.managersofwealth.com/article/67488/privacy-amplsquoan-asymmetrical-riskamprsquo-for-the-rich-the-chauffeur-service-taking-on-the-city-of-new-york High-end ride-hailing service Wheely believes New York City rule requiring every journey to be logged could put ultra-wealthy clients in danger Comment, Analysis & Research News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67463/what-ultra-wealthy-families-do-differently-with-money-according-to-a-ubs-private-wealth-advisor Trusts, family meetings, and honest conversations with kids: inside the habits that keep big fortunes from disappearing Comment, Analysis & Research News Aggregation Team Thursday, July 30, 2026 1:00 am https://americas.managersofwealth.com/article/67445/when-to-take-profits-the-signals-advisors-use-to-reduce-client-exposure Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone is never the reason Comment, Analysis & Research News Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67421/canadiansamp039-confidence-in-spotting-fraud-may-be-increasing-their-risk-td-survey Almost all (89%) feel confident they can spot fraud, but more than half (52%) admit to risky behaviours Comment, Analysis & Research News Aggregation Team Monday, July 27, 2026 1:00 am https://americas.managersofwealth.com/article/67408/what-big-bank-earnings-just-revealed-about-the-health-of-the-us-consumer The fear is that the U.S. economy could be tipped into a recession, as strained consumers are forced to pull back. Comment, Analysis & Research News Aggregation Team Thursday, July 23, 2026 1:00 am https://americas.managersofwealth.com/article/67385/first-they-make-you-work-weekends-then-they-let-you-go-the-other-unfortunate-job-in-banks But another class of jobs in banks can also be miserable and they pay a lot less than being a junior investment banker: technology and data remediation. Comment, Analysis & Research News Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67585/tether-completes-the-largest-inaugural-financial-audit-in-history KPMG U.S. issues unqualified audit opinion on Tether’s 2025 financial statements – the most positive form of opinion an independent auditor can issue Tax News Aggregation Team Friday, August 14, 2026 1:00 am https://americas.managersofwealth.com/article/67593/kpmg-counted-every-gold-bar-tether-lands-its-first-full-audit-after-years-of-doubt For a firm that spent years batting away doubts over whether its USDt token is truly backed one-to-one, it is a symbolic win. Tax News Aggregation Team Wednesday, August 12, 2026 1:00 am https://americas.managersofwealth.com/article/67565/google-co-founder-sergey-brin-spending-more-than-100-million-fighting-california-wealth-tax Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires. Tax News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67514/why-wealth-taxes-always-fail Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution. Tax News Aggregation Team Monday, August 03, 2026 1:00 am https://americas.managersofwealth.com/article/67473/nycamp039s-pied-ampagrave-terre-tax-rollout-leaves-frustrated-longtime-owners-fighting-bills Thousands of primary homeowners claim to have been wrongly flagged for a levy meant for second-home owners, sparking a scramble over exemptions. Tax News Team Friday, July 31, 2026 1:00 am https://americas.managersofwealth.com/article/67460/aampampm-tax-policy-quarterly-outlook-q2-2026 The publication also provides a comprehensive overview of key tax policy and controversy updates across regions, offering practical insights into jurisdictional trends and legislative changes. Tax News Aggregation Team Friday, July 24, 2026 1:00 am https://americas.managersofwealth.com/article/67395/fidelity-widens-sma-lineup-as-tax-optimization-reshapes-wealth-advice New custom and model strategies target advisors chasing scale in a managed account market approaching $17 trillion. Tax News Team Monday, July 20, 2026 1:00 am https://americas.managersofwealth.com/article/67349/assetmark-tax-management-services-surpass-10-billion-in-tax-managed-assets Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice Tax News Team Thursday, July 16, 2026 1:00 am https://americas.managersofwealth.com/article/67326/tax-optimization-becomes-new-battleground-for-wealth-manager-differentiation Cerulli finds platform sponsors increasingly prioritizing tax management capabilities as firms seek more reliable sources of post-tax alpha Tax News Team Tuesday, June 30, 2026 1:00 am https://americas.managersofwealth.com/article/67193/irs-tightens-fbar-penalties-for-2026-clear-start-tax-warns-holders-of-foreign-accounts-to-review-filing-obligations The annual obligation to report foreign financial accounts gets more attention with each passing year as the federal government adjusts penalties for inflation and intensifies enforcement on undisclosed offshore holdings. Tax News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67518/thredd-powers-pliantamprsquos-us-expansion-with-visa-card-launch The new solution, launching this Autumn using Wells Fargo's proprietary blockchain platform, will allow clients to move funds between accounts, subsidiaries, and counterparties with constant availability. Retail Banking News Aggregation Team Friday, August 07, 2026 1:00 am https://americas.managersofwealth.com/article/67520/klarna-live-on-jp-morgan-payments-in-us Industry data cited in the announcement suggests that more than one in four Americans are more inclined to finish a purchase when flexible payment options are shown at checkout. Retail Banking News Aggregation Team Tuesday, July 28, 2026 1:00 am https://americas.managersofwealth.com/article/67420/profit-at-major-brazilian-banks-expected-to-rise-in-q2 But rising loan defaults are also set to give bank earnings a more cautious tone Retail Banking News Aggregation Team Friday, July 17, 2026 1:00 am https://americas.managersofwealth.com/article/67332/the-great-bank-migration-banking-loyalty-must-now-be-earned As US consumers increasingly switch banks in search of better rates, digital experiences and transparency, Alastair Wood discusses how financial institutions must continuously earn customer loyalty by delivering value and building stronger, more personali Retail Banking News Team Thursday, July 09, 2026 1:00 am https://americas.managersofwealth.com/article/67264/klarna-submits-application-for-us-banking-license Klarna has operated as a licensed bank in Europe since 2017 and serves U.S. customers through valued partner banks. Retail Banking News Aggregation Team Monday, June 22, 2026 1:00 am https://americas.managersofwealth.com/article/67119/deluxe-to-acquire-payments-processor-celero-for-625m The all-cash deal, financed with new debt and Deluxe’s revolving credit facility, is expected to close in Q3 2026 and would fold Celero’s 55,000 merchants Retail Banking News Aggregation Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67098/banks-bring-bnpl-rivalry The debit card has become the latest battleground between banks and fintechs over installment lending. Retail Banking News Team Thursday, June 18, 2026 1:00 am https://americas.managersofwealth.com/article/67101/checkalt-joins-us-bank-connected-partnership-network-to-expand-access-to-integrated-receivables-solutions Marketplace links U.S. Bank clients with third-party payment and treasury solutions that are fully integrated with the bank’s systems Retail Banking News Team Monday, June 15, 2026 1:00 am https://americas.managersofwealth.com/article/67067/fifth-third-bank-celebrates-168-years-of-innovation-and-service-as-america-approaches-250th-birthday Nation's ninth-largest bank reflects on its history of firsts as the country prepares to mark its semiquincentennial Retail Banking News Team Monday, June 01, 2026 1:00 am https://americas.managersofwealth.com/article/66944/rbc-announces-expansion-of-vancouver-banking-and-innovation-hub Supported by 1,000 high-quality jobs in B.C., the hub will help advance RBC's AI ambitions Retail Banking News Aggregation Team Monday, July 13, 2026 1:00 am https://americas.managersofwealth.com/article/67283/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS News Team Tuesday, May 19, 2026 1:00 am https://americas.managersofwealth.com/article/66847/california-sb-253-emissions-reporting-deadlines-are-approaching For many organisations, the immediate challenge will be establishing reliable emissions inventories capable of supporting regulatory disclosure and future assurance requirements. Planet SOS 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