https://americas.managersofwealth.com/ Fri, 06 Feb 2026 14:47:27 GMT part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66017/better-than-expected-growth-points-to-a-stable-us-european-outlook Despite the continuing impacts of US tariffs on consumers and trade, we expect global growth to stay close to potential, and broadly stable compared with 2025’s levels. Wealth and Asset Management News Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66018/broadridge-reports-second-quarter-fiscal-2026-results Reaffirming FY'26 guidance including Recurring revenue growth constant currency, Adjusted Operating income margin, and Closed sales Wealth and Asset Management News Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66020/a-notable-17-northwestern-mutual-advisors-recognized-among-industryamp039s-best-on-latest-forbes-lists Advisors who appear on Forbes' annual lists stand out in the industry, with honorees receiving acclaim for their client service, adherence to ethical standards, and other quantitative metrics including revenue and assets under management. Wealth and Asset Management News Aggregation Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66024/margins-under-pressure-eyamprsquos-jun-li-on-why-asset-managementamprsquos-growth-story-is-changing AWM leader explains why asset managers face shrinking margins despite AUM growth, and how clarity, focused transformation and adaptability will define the industry’s next winners Wealth and Asset Management News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66000/summit-wealth-group-announces-merger-with-premier-private-wealth Merger will Launch Summit Family Office Services to Meet Increased Demand from Ultra-High-Net-Worth Families Wealth and Asset Management News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66001/brookfield-asset-management-announces-record-2025-results-and-15-dividend-increase Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025 Wealth and Asset Management News Aggregation Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66002/canaccord-genuity-wins-seven-investment-trust-broking-clients-after-hiring-stifel-team Two traders are thought to have made the move from Stifel following cuts by the US investment banking and wealth management group in its UK capital markets business last year. Wealth and Asset Management News Aggregation Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66003/how-rbc-wealth-management-uses-ai-in-their-talent-pipelines AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity Wealth and Asset Management News Aggregation Team Tuesday, February 03, 2026 12:00 am https://americas.managersofwealth.com/article/65993/family-offices-place-big-bets-on-ai-alternatives-and-governance-jpmorgan-reveals Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps. Wealth and Asset Management News Team Tuesday, February 03, 2026 12:00 am https://americas.managersofwealth.com/article/65994/jp-morgan-private-bank-releases-2026-global-family-office-report Global Study Reveals How Family Offices Are Bridging Ambition and Execution Wealth and Asset Management News Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66014/certuityamprsquos-rich-bursek-announces-four-hires-to-support-growth-and-technology-initiatives Under the leadership of President and Partner Rich Bursek, Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced four strategic additions to its team. These appointments reflect Certuity&am People Moves News Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66016/ashton-thomas-private-wealth-welcomes-advisor-collin-rigler-reinforcing-firmamprsquos-model-and-growth-strategy-in-key-markets Mr. Rigler joins Ashton Thomas from Alex. Brown People Moves News Aggregation Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66019/insigneo-hires-btg-pactual-duo-to-expand-brazil-coverage-from-miami Insigneo has recruited former BTG Pactual managing directors Renato Bisconcini and Renato Rizzatti to bolster its Brazil-focused UHNW offering from its Miami office. People Moves News Aggregation Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66023/citi-private-bank-strengthens-its-latin-america-team-with-new-bankers With these appointments, Citi Private Bank continues to strengthen its team in Latin America, a key region within its growth strategy in the HNW and UHNW segment People Moves News Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66026/cifc-asset-management-bolsters-its-investor-solutions-leadership-with-strategic-hires Senior Additions Bolster the Firm’s Relationships with Global Institutional Investors People Moves News Aggregation Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66006/paypal-names-hpamp039s-enrique-lores-as-new-ceo Lores succeeds Alex Chriss, who has led PayPal since 2023. People Moves News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66013/beacon-pointe-advisors-welcomes-three-teams-to-its-national-platform The firm expands its advisory services to clients across multiple markets, with approximately $62 billion in assets under advisement. People Moves News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66012/apex-group-names-jay-cipriano-as-chief-strategy-officer Jay will join in April 2026 People Moves News Team Tuesday, February 03, 2026 12:00 am https://americas.managersofwealth.com/article/65989/first-horizon-wealth-management-welcomes-eric-teal-as-chief-investment-officer He brings proven leadership People Moves News Team Tuesday, February 03, 2026 12:00 am https://americas.managersofwealth.com/article/65990/lazard-asset-management-expands-credit-platform-with-new-head-of-leveraged-loans-and-high-yield Industry veteran Gordon McKemie joins to build leveraged loans capability and broaden income and credit solutions for clients People Moves News Aggregation Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65985/nubank-advances-us-launch-with-occ-approval Nubank is now in the "bank organisation phase" after first filing for a US national bank charter last September, and plans to open a regional bank within the next 18 months. Legal, Regulation & Compliance News Aggregation Team Monday, January 26, 2026 12:00 am https://americas.managersofwealth.com/article/65915/labour-groups-push-mps-to-force-cra-disclosure-on-offshore-tax-evasion Greater transparency is critical to protecting the integrity of the tax system Legal, Regulation & Compliance News Aggregation Team Monday, January 26, 2026 12:00 am https://americas.managersofwealth.com/article/65918/trumpamp039s-jpmorgan-lawsuit-underscores-his-growing-clash-with-wall-street The move underscores how large financial institutions, expected to be major winners of Trump's sweeping deregulatory agenda Legal, Regulation & Compliance News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65879/brazilamp039s-haddad-proposes-expanding-central-bank-oversight-to-investment-funds Brazil's federal police have pointed to the use of investment funds with cascading structures in their investigation Legal, Regulation & Compliance News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65855/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65858/can-a-former-advisor-win-a-fight-with-the-securities-and-exchange-commission Former insurance agent Dean Vagnozzi claims SEC has dragged his name and reputation through the mud. Legal, Regulation & Compliance News Aggregation Team Tuesday, January 13, 2026 12:00 am https://americas.managersofwealth.com/article/65813/trumpamprsquos-plan-to-cap-credit-card-interest-rates-alarms-bank-shareholders Trump’s post is just that – a message on a social media platform. Legal, Regulation & Compliance News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65807/ciro-launches-new-proficiency-model-and-first-official-exams New exam-based framework arrives for advisors as CIRO reshapes proficiency standards Legal, Regulation & Compliance News Aggregation Team Tuesday, December 30, 2025 12:00 am https://americas.managersofwealth.com/article/65720/canadians-need-to-pay-150-or-more-in-exit-fees-just-to-leave-their-bank-ampmdash-td-bank-is-the-latest-to-hike-transfer-out-fees Service fees and financial advice costs will increase over time — to reflect the higher cost of goods and service; however, transfer-out fees are not service fees. Legal, Regulation & Compliance News Aggregation Team Wednesday, December 24, 2025 12:00 am https://americas.managersofwealth.com/article/65701/ex-merrill-broker-sentenced-to-two-years-prison-ordered-to-pay-24-mln-restitution Rajesh Markan, who had logged over two decades in the industry, pleaded guilty in April to one count of securities fraud and reached a settlement in June with the Securities and Exchange Commission in a related civil case. Legal, Regulation & Compliance News Team Tuesday, February 03, 2026 12:00 am https://americas.managersofwealth.com/article/65992/advisors-signal-desire-for-more-technology-and-product-education-to-drive-growth-in-new-study-from-broadridge-and-fsi The study shows a clear increase in investor interest across non-traditional investment categories FinTech News Team Thursday, January 29, 2026 12:00 am https://americas.managersofwealth.com/article/65950/wells-fargo-wealth-ampamp-investment-management-launches-internal-proxy-voting-system Expands partnership with Broadridge to support administration of its new, proprietary voting service FinTech News Team Wednesday, January 28, 2026 12:00 am https://americas.managersofwealth.com/article/65940/mackenzie-investments-partners-with-sei-to-expand-us-institutional-presence Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie’s Global Quantitative Equity Strategies FinTech News Aggregation Team Saturday, January 24, 2026 12:00 am https://americas.managersofwealth.com/article/65913/merrill-edge-customers-say-platform-is-safe-easy-to-use Merrill Edge is one of IBD's 10 Best Online Brokers for 2026. FinTech News Aggregation Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65893/alliancebernstein-uses-ai-to-break-down-investment-barriers The divide between discretionary and systematic investing is narrowing, and the future belongs to those who combine both approaches, claims US house AllianceBernstein FinTech News Aggregation Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65896/casca-appoints-william-mills-agency-to-boost-ai-lending-visibility The company argues that many SMEs face limited access to affordable capital not because of weak credit profiles, but due to outdated systems at traditional lenders or higher-cost options from alternative providers. FinTech News Aggregation Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65899/smbc-winds-down-digital-us-bank-jenius Sumitomo Mitsui is to wind down its digital-only US banking subsidiary Jenius Bank. FinTech News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65871/revolut-applies-for-peru-banking-licence Peru is the fifth Latin American market targeted by the firm, following announcements in Brazil, Colombia, Argentina and Mexico, where in October it was granted a banking license. FinTech News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65869/bank-of-america-revamps-alphabet-stock-after-google-enters-two-key-partnerships "After careful evaluation, Apple determined Google's AI technology provides ‌the most capable foundation for Apple Foundation Models," Google said. FinTech News Team Friday, January 16, 2026 12:00 am https://americas.managersofwealth.com/article/65847/casca-named-banking-and-financial-services-winner-in-the-2026-big-innovation-awards CEO and co-founder, Lukas Haffer, was recognized in the Banking and Financial Services category for Innovative Individuals FinTech News Aggregation Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66015/patria-investments-eyes-us-expansion-with-wp-global-acquisition Patria manages more than $51 billion in assets across five core asset classes and operates more than 35 investment strategies spanning over 100 products. Alternative Investments News Aggregation Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66021/ameriprise-adds-28b-in-deal-with-huntington-bankamp039s-wealth-division Huntington Bank will shift assets under its bank-owned broker/dealer, RIA and insurance agency to Ameriprise’s institutional group. Alternative Investments News Aggregation Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66022/captrust-adds-24bn-in-assets-with-meritage-purchase Meritage serves high-net-worth clients and institutions such as retirement plans, endowments, and foundations. Alternative Investments News Team Thursday, February 05, 2026 12:00 am https://americas.managersofwealth.com/article/66025/nine-nonprofits-evolving-to-meet-community-needs-named-citizensamprsquo-2026-champions-in-action Each organization to receive $50,000, volunteer engagement, and promotional support to strengthen community impact Alternative Investments News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66004/santander-to-acquire-webster-bank-for-122-billion-allowing-the-group-to-achieve-18-rote-in-the-us-by-2028-while-creating-a-stronger-more-competitive-bank-for-customers A stronger bank for customers and communities Alternative Investments News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66007/financial-advisors-increasingly-leverage-cois-to-capture-new-client-growth Collaboration with CPAs, attorneys, and other professionals strengthens client acquisition and enhances practice capabilities Alternative Investments News Aggregation Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66010/jack-henry-second-quarter-profit-rises-on-strong-bank-tech-demand The company's revenue rose ⁠7.9% to $619.3 million in ‌the reported quarter. Revenue from services and support increased 7.1%, while processing rose 9.1%. Alternative Investments News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66008/prudential-financial-inc-announces-full-year-and-fourth-quarter-2025-results Net income attributable to Prudential Financial, Inc. was $905 million ($2.55 per Common share) for the fourth quarter of 2025 Alternative Investments News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66009/clearstead-advisors-announces-acquisition-of-the-clarius-group Deal Expands Family Office Capabilities for Ultra-High-Net-Worth Clients Alternative Investments News Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66011/ep-wealth-advisors-continues-southwest-expansion-with-acquisition-of-longview-asset-management Expanding EP Wealth’s presence in New Mexico through a new partnership Alternative Investments News Aggregation Team Monday, January 26, 2026 12:00 am https://americas.managersofwealth.com/article/65925/bank-of-america-bonuses-are-out-they-may-be-moderately-good Pre-Christmas, BofA people told us they were expecting a wild 59% increase in their bonuses. This seems unlikely. Investment Banking News Aggregation Team Wednesday, January 21, 2026 12:00 am https://americas.managersofwealth.com/article/65888/vis-raghavanamp039s-latest-ex-jpmorgan-hire-isnamp039t-like-the-others-davos-is-making-ceos-nervous-about-saying-the-wrong-thing Like many of Raghavan's recent hires, he's previously worked at JPMorgan; unlike many, he’s gone from banking, to industry and then back again. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65874/jim-cramer-on-goldman-and-other-major-banks-ampldquoit-takes-a-lot-to-get-these-stocks-out-of-their-tailspinamprdquo The Goldman Sachs Group, Inc. provides financial services, including investment banking, asset and wealth management, and banking solutions. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65875/us-banks-are-big-on-asia-hiring-in-2026 At Morgan Stanley, overall revenues in Asia grew by 50% over the last two years, as non-US revenues grew to 25% of the bank's total income. Investment Banking News Aggregation Team Tuesday, January 20, 2026 12:00 am https://americas.managersofwealth.com/article/65878/banking-recruitmentamp039s-same-sorry-story-more-candidates-fewer-jobs M&A revenues soared in the fourth quarter of 2026 and are expected to keep on growing. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65863/jpmorganamp039s-new-team-has-the-hottest-investment-banking-graduate-jobs-interviews-at-a-london-trading-firm-are-all-about-subtext The Wall Street Journal reported on Friday that the bank will be building out a 'Private Capital Advisory and Solutions' team, known in some banks as PCA units. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65864/jpmorgan-confirms-trump-assertion-that-bank-ceo-dimon-was-not-offered-fed-chair-job Trump in a Truth Social post on Saturday denied ‌that report, and JPMorgan later affirmed the president's assertion. Investment Banking News Aggregation Team Monday, January 19, 2026 12:00 am https://americas.managersofwealth.com/article/65867/bank-of-america-flags-10-potential-market-surprises-for-2026 The committee sees room for upside in the U.S. economy, with real GDP growth potentially reaching 2.5 percent or higher in 2026. Investment Banking News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65846/morgan-stanley-fourth-quarter-and-full-year-2025-earnings-results The Firm reported record net revenues of $70.6 billion and net income of $16.9 billion with strong results across our business segments, demonstrating the strength of our Integrated Firm. Investment Banking News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65804/us-bank-earnings-season-kicks-off-with-jpmorgan-citi-and-goldman Major US banks report fourth quarter results this week, with trading revenues expected to offset pressure on lending margins. Investment Banking News Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65979/what-does-fed-policy-mean-for-investors The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors. Comment, Analysis & Research News Aggregation Team Monday, February 02, 2026 12:00 am https://americas.managersofwealth.com/article/65988/final-weeks-until-bank-of-america-closes-all-3600-branches-across-the-us-for-24-hours-in-total-blackout BANK of America is set to shutter all of its branches in a 24 hour total blackout. Comment, Analysis & Research News Team Thursday, January 22, 2026 12:00 am https://americas.managersofwealth.com/article/65898/emerging-asset-managers-partnering-for-growth-and-success-on-the-first-mile At PwC, we understand the unique challenges emerging asset managers face as they enter the asset management industry. Comment, Analysis & Research News Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65836/advisors-using-new-tools-to-free-up-time-for-wealthy-clients-blackrock-survey-says The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65822/why-global-elites-are-choosing-ultra-private-usd-5-million-plus-homes-in-miami Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities. Comment, Analysis & Research News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65825/top-residence-and-citizenship-programs-for-migrating-millionaires This is no longer a peripheral phenomenon at the margins of global mobility — it has become a defining mechanism through which capital, talent, and opportunity are being reallocated among jurisdictions. Comment, Analysis & Research News Aggregation Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65828/blackrock-to-trim-around-1-of-global-headcount-ampndash-report The announcement comes as part of the firm’s customary review intended to enhance operational efficiency. Comment, Analysis & Research News Aggregation Team Monday, January 12, 2026 12:00 am https://americas.managersofwealth.com/article/65806/the-180-trillion-paradox-soaring-us-household-wealth-sinking-financial-confidence Yet survey data show that roughly two-thirds of Americans report living paycheck to paycheck Comment, Analysis & Research News Aggregation Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65771/nicolampograve-di-giacomo-head-of-family-office-at-banor-on-trends-in-the-asset-management-industry This deep-dive conversation provided invaluable insights for ultra-high-net-worth families, investors, and finance professionals. Comment, Analysis & Research News Aggregation Team Monday, January 05, 2026 12:00 am https://americas.managersofwealth.com/article/65733/raymond-james-business-owners-prioritize-unlocking-concentrated-wealth-to-pursue-new-ventures Resulting data from Raymond James’ survey of over 500 owners of privately-held businesses Comment, Analysis & Research News Aggregation Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65843/mosaic-builds-out-global-transactional-tax-risk-team The group distinguishes itself in complex tax issues and operates on a one-team global platform Tax News Aggregation Team Thursday, January 15, 2026 12:00 am https://americas.managersofwealth.com/article/65844/will-californiaamprsquos-amplsquobillionaire-taxamprsquo-trigger-an-uhnw-exodus-wealth-managers-weigh-in With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy be on the horizon? Tax News Aggregation Team Thursday, December 18, 2025 12:00 am https://americas.managersofwealth.com/article/65657/tax-reform-expected-to-push-brazilian-wealthy-to-invest-more-abroad Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines Tax News Aggregation Team Thursday, December 11, 2025 12:00 am https://americas.managersofwealth.com/article/65599/tariff-revenue-dipped-slightly-in-november-after-trump-pulled-back-on-grocery-store-duties The downward tick in tariff revenue breaks a streak that began earlier this year Tax News Aggregation Team Thursday, December 11, 2025 12:00 am https://americas.managersofwealth.com/article/65601/indianapolis-tax-focused-firm-launches-ria-with-dynasty Storen Financial was previously affiliated with LPL Financial and Brass Tax Wealth Management, an RIA recently acquired by Waverly Advisors. Tax News Aggregation Team Wednesday, December 10, 2025 12:00 am https://americas.managersofwealth.com/article/65587/proposed-wealth-tax-targets-billionaires-to-fill-california-health-care-gap With those cuts targeting Medicaid and other public health programs, advocates of the ballot measure say the state’s healthcare infrastructure is at serious risk. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65489/cetera-financial-specialists-adds-callero-capital-management Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners. Tax News Aggregation Team Thursday, November 27, 2025 12:00 am https://americas.managersofwealth.com/article/65492/grant-thornton-advisors-adds-puerto-rico-brazil-and-poland-firms As with most private equity purchases, Grant Thornton US was split into legally separate audit and consulting businesses. Tax News Team Thursday, November 20, 2025 12:00 am https://americas.managersofwealth.com/article/65424/broadridge-and-xceptor-partner-to-transform-global-tax-reclaims-and-asset-servicing-operations New integrated solution automates withholding tax relief and reclaims processes, minimising risk and enhancing compliance across global markets within Asset Servicing Tax News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65417/the-tariff-genie-will-not-go-back-in-the-bottle The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA). Tax News Aggregation Team Wednesday, February 04, 2026 12:00 am https://americas.managersofwealth.com/article/66005/santander-bolsters-us-presence-with-122bn-webster-bank-deal Once completed in H2 2026, the acquisition will position Santander among the top ten US banks, with assets totalling $327 billion. Retail Banking News Team Wednesday, January 14, 2026 12:00 am https://americas.managersofwealth.com/article/65831/us-bancorp-to-acquire-btig Bolt-on acquisition to expand markets-based product set and revenues and enhance support for institutional clients Retail Banking News Aggregation Team Thursday, January 08, 2026 12:00 am https://americas.managersofwealth.com/article/65778/chase-to-take-over-apple-credit-card-from-goldman-sachs Under the terms of the agreement, the purchase of the portfolio is estimated to bring over $20 billion of card balances to the Chase platform. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65708/deep-dive-bank-of-americaamprsquos-consumer-banking-machine This operation spans everything from basic checking accounts and credit cards to digital platforms and wealth management tie-ins. Retail Banking News Aggregation Team Monday, December 29, 2025 12:00 am https://americas.managersofwealth.com/article/65709/us-remains-top-debtor-of-taiwan-banks-for-41st-straight-quarter Data released over the weekend showed Taiwanese banks' exposure to the U.S. rose US$4.03 billion, or 2.07 percent, from the end of June to US$198.896 billion at the end of September. Retail Banking News Aggregation Team Monday, December 22, 2025 12:00 am https://americas.managersofwealth.com/article/65683/these-are-the-3-best-banks-in-the-united-states-according-to-their-customers Capital One tops the list for the sixth consecutive year. Retail Banking News Aggregation Team Monday, December 08, 2025 12:00 am https://americas.managersofwealth.com/article/65562/prometeo-launches-name-match-to-expand-us-bank-account-ownership-verification The rollout reflects growing demand for stronger pre-payment controls in a payment environment where fraud attempts and misdirected transfers continue to rise. Retail Banking News Team Wednesday, December 03, 2025 12:00 am https://americas.managersofwealth.com/article/65527/powering-the-future-of-embedded-finance-bmo-launches-north-american-payment The result? Real-time statuses, greater automation and a seamless experience – all without the need to switch between systems. Retail Banking News Aggregation Team Tuesday, November 25, 2025 12:00 am https://americas.managersofwealth.com/article/65472/scotiabank-approved-to-swap-part-of-latin-american-operations-for-stake-in-colombiaamprsquos-davivienda The Canadian bank announced the agreement in January to swap the operations for a 20 per cent stake in the Colombian financial institution. Retail Banking News Team Wednesday, November 19, 2025 12:00 am https://americas.managersofwealth.com/article/65419/fampeacutelix-collaborates-with-mastercard-to-accelerate-usampndashtoampndashlatin-america-remittances Félix will leverage Mastercard Move to deliver faster, more transparent, and secure payment experiences for individuals and families. Retail Banking News 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