https://americas.managersofwealth.com/ Sat, 30 Aug 2025 11:06:40 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64717/sei-ceo-plots-wealth-private-assets-expansion Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans. Wealth and Asset Management News Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64718/ubs-advisor-daniel-green-named-to-the-forbes-top-next-gen-wealth-advisors-best-in-state-list Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes Wealth and Asset Management News Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64707/wealthspire-advisors-to-acquire-northern-california-based-marin-financial-advisors The relationship-focused firm joins Wealthspire to preserve continuity and expand client support Wealth and Asset Management News Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64708/altruist-welcomes-bone-fide-wealth-a-100m-millennial-focused-ria-to-its-platform Forward-thinking New York advisory firm chooses Altruist's modern custodian platform to enhance client experience and empower the next generation of investors Wealth and Asset Management News Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64699/royal-bank-of-canada-reports-third-quarter-2025-result All amounts are in Canadian dollars and are based on financial statements presented in compliance with International Accounting Standard 34 Interim Financial Reporting Wealth and Asset Management News Aggregation Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64703/cerulli-client-services-are-differentiators-with-hnw-and-uhnw-clients Wealth creation and concentration among HNW households have surged in recent years, leading to an industry-wide focus on capturing HNW assets by moving upmarket. Wealth and Asset Management News Aggregation Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64704/nicholas-wealth-management-playing-it-safe-with-a-twist The Atlanta-based RIA serves retirees, so it relies on a traditional 60/40 portfolio. Wealth and Asset Management News Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64706/northern-trust-selected-as-custodian-for-185-billion-state-of-new-mexico-educational-retirement-board-public-fund NMERB provides secure retirement benefits to active and retired employees of New Mexico public schools Wealth and Asset Management News Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64685/citi-wealth-launches-ampldquoadvisor-insightsamprdquo-pilot-and-ampldquoaskwealthamprdquo-ai-driven-ampldquogamechangersamprdquo-for-client-communications The AI-powered innovations mark a significant step forward in Citi Wealth’s AI, data, and technological capabilities Wealth and Asset Management News Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64673/sanctuary-wealth-welcomes-marksman-wealth-management San Antonio-based Firm to Drive Growth Through Sanctuary's Partnered Independence Model Wealth and Asset Management News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64719/ubs-adds-marampiacutea-ampaacutengeles-bonany-muampntildeoz-in-nyc-as-executive-director-ampamp-family-office-specialist-for-international-clients Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering People Moves News Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64720/focus-financial-partners-names-travis-danysh-as-chief-strategy-officer He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts. People Moves News Aggregation Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64713/305-million-commonwealth-team-jumps-to-raymond-james-in-ohio The team reports to 20-year Raymond James veteran David Sisemore, Midwest divisional director for RJFS, according to the announcement. People Moves News Aggregation Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64698/diagonal-investment-office-adds-eduardo-rehder-as-wealth-management-senior-vp “The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues People Moves News Aggregation Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64702/now-citi-hired-jpmorganamp039s-former-global-co-head-of-sponsors-private-side-sales It's thought that he's joining Citi as co-head of debt financing alongside Uday Malhotra. People Moves News Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64692/plainscapital-bank-welcomes-kameron-richards-as-senior-vice-president-wealth-management-market-manager-for-lubbock-region He will be based at the Bank’s 50th and University location in Lubbock. People Moves News Aggregation Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64694/newedge-wealth-recruits-613m-chicago-based-wells-fargo-team A four-person team led by David Chase becomes NewEdge Wealth's first outpost in Chicago. People Moves News Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64676/arrow-bank-announces-new-leadership-roles-within-corporate-lending As part of this strategic evolution, Ryan Case will now serve as Director of Corporate Banking People Moves News Aggregation Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64677/bofa-names-faiz-ahmad-mike-joo-as-co-heads-of-investment-banking-memo-says Bank of America's global investment banking revenue was ranked third-highest in 2025, according to Dealogic data in mid-August. People Moves News Aggregation Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64682/sec-names-appeals-court-judge-marine-vet-new-enforcement-director Judge Margaret Ryan will succeed Acting Director Sam Waldon People Moves News Aggregation Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64714/the-treasury-department-wants-us-banks-to-monitor-for-suspected-chinese-money-laundering-networks The Treasury contends that many of these people unknowingly work with cartels to bypass Chinese currency controls that restrict the renminbi exchange rate Legal, Regulation & Compliance News Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64715/brookline-bancorp-inc-merger-information-released-by-nasdaq Both companies have also secured shareholder approval for the merger. Legal, Regulation & Compliance News Aggregation Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64716/berkshire-ampamp-brookline-receive-regulatory-approvals-for-merger-of-equals-to-form-beacon-financial The regulatory approval process included approvals from the board of governors of the Federal Reserve System Legal, Regulation & Compliance News Aggregation Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64689/visa-halts-open-banking-operations-in-us-amid-regulatory-challenges The company has ceased its open-banking initiatives aimed at providing third parties access to customer account data. Legal, Regulation & Compliance News Aggregation Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64679/brazilamprsquos-supreme-court-meets-banks-after-ruling-shakes-markets Financial institutions, through industry associations, have intensified lobbying in Brasília to ease tensions as relations between Brazil and the United States remain strained. Legal, Regulation & Compliance News Aggregation Team Thursday, August 21, 2025 1:00 am https://americas.managersofwealth.com/article/64665/citiamprsquos-andy-sieg-investigated-by-outside-law-firm “Andy is a highly respected leader with more than 25 years operating at the most senior levels of the wealth management industry," the company said, in a statement. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 19, 2025 1:00 am https://americas.managersofwealth.com/article/64637/trinitybridge-sees-amp039soft-landing-rebootamp039-ahead-of-next-fed-decision Wealth manager retains equity overweight and looks to likes of Blackstone and Capital One for returns on expectation of rate cut. Legal, Regulation & Compliance News Aggregation Team Thursday, August 14, 2025 1:00 am https://americas.managersofwealth.com/article/64607/morgan-stanley-wins-deferred-compensation-arbitration-case Former Morgan Stanley rep Patrick T. O’Neill argued that the wirehouse’s deferred compensation plan forfeiture ran afoul of federal law. Legal, Regulation & Compliance News Aggregation Team Tuesday, August 12, 2025 1:00 am https://americas.managersofwealth.com/article/64579/florida-man-arrested-for-600k-fraud-targeting-haitian-investors New York Attorney General Letitia James said Marc Henry Menard "treated himself to luxury vacations and shopping trips at his victims' expense." Legal, Regulation & Compliance News Aggregation Team Tuesday, August 12, 2025 1:00 am https://americas.managersofwealth.com/article/64580/brazilamprsquos-central-bank-chief-says-monetary-policy-transmission-less-effective The central bank chief indicated that Brazil would need to implement several reforms Legal, Regulation & Compliance News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64723/aiamprsquos-future-canamprsquot-be-amplsquomade-in-americaamprsquo-alone Two-thirds of American AI start-ups have at least one immigrant founder. Attempting to nationalise AI while restricting foreign talent is self-defeating. FinTech News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64724/cftc-says-offshore-crypto-firms-have-path-to-bringing-on-us-users The agency issued an advisory clarifying how foreign platforms can register as so-called foreign boards of trade. FinTech News Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64709/fundbank-goes-live-with-temenos-to-power-its-global-expansion-into-the-us This deployment enables FundBank – a specialist in banking services to the asset management industry – to launch new products faster, elevate the digital experience, and scale efficiently. FinTech News Aggregation Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64712/vanguard-goes-big-on-crypto-thanks-to-the-index-fund-boom-it-unleashed-demo Vanguard is now the biggest backer of Strategy, the software firm that famously reinvented itself as a proxy for Bitcoin, due to index investing. FinTech News Aggregation Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64700/visa-reportedly-closes-us-open-banking-operations According to a statement from a Visa spokesperson reported by Reuters, the company is "focusing our open banking strategy in high-potential markets like Europe and Latin America". FinTech News Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64686/wells-fargo-adds-alternative-investments-to-unified-managed-account-programme All investing involves risk including the possible loss of principal. FinTech News Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64678/state-street-becomes-first-third-party-custodian-to-launch-on-jp-morganamprsquos-digital-debt-service The transaction also demonstrates the full integration of State Street’s capabilities across the investment lifecycle FinTech News Aggregation Team Thursday, August 21, 2025 1:00 am https://americas.managersofwealth.com/article/64663/citi-harnesses-ai-to-enhance-commercial-banking-platform The company said the move will improve the customer experience as well as streamline digital enhancements. FinTech News Aggregation Team Thursday, August 21, 2025 1:00 am https://americas.managersofwealth.com/article/64667/sofi-becomes-first-us-bank-to-harness-bitcoin-lightning-network The rollout will begin in Mexico before expanding to other regions where cross-border transfers are common FinTech News Team Wednesday, August 20, 2025 1:00 am https://americas.managersofwealth.com/article/64645/broadridge-acquires-signal-accelerating-global-digital-communications-expansion Growing expectations from both customers and regulators are driving the need to modernise and digitise the customer FinTech News Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64721/large-us-treasuries-holdings-in-the-cayman-islands-whatamprsquos-that-about Some industry associations counter that such measures could make markets more unstable if they prompt sudden deleveraging. Alternative Investments News Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64725/state-street-to-provide-range-of-investment-services-for-columbia-threadneedle-for-431-billion-in-assets We have enjoyed a successful decades-long relationship with Columbia Threadneedle Alternative Investments News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64726/david-kowachamprsquos-ampamppartners-scores-another-win-from-wells-fargo The hybrid broker/dealer continues its recruiting streak with the Broadcloth Wealth team, led by David Nickel, who left Wells Fargo Advisors after 34 years. Alternative Investments News Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64710/mai-capital-management-announces-strategic-partnership-with-evoke-advisors The combination will create a national firm with approximately $60 billion in assets under management and advisement, bringing together two complementary, industry-leading businesses Alternative Investments News Team Thursday, August 28, 2025 1:00 am https://americas.managersofwealth.com/article/64711/sima-urges-reform-of-canadaamp039s-retirement-savings-framework Association says policy must change to make it easier for Canadians to save for retirement Alternative Investments News Aggregation Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64701/mai-lands-la-based-evoke-advisors-creating-a-60b-firm Evoke Co-Founder David Hou said the deal will boost the firm's current scale and resources. Alternative Investments News Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64705/republic-capital-group-serves-as-exclusive-investment-banking-advisor-to-global-wealth-advisors-in-partnership-with-merit-financial-advisors We are excited about our new partnership with Merit and the opportunities it creates for our clients and team Alternative Investments News Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64687/carlyle-to-acquire-intelliflo-from-invesco The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs). Alternative Investments News Aggregation Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64688/grenada-seeking-partnerships-to-enhance-resilience-and-sustainable-development At a reception on August 21, Mitchell updated Canadian business leaders on developments in his island and highlighted opportunities for business collaboration. Alternative Investments News Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64693/ipi-wealth-management-unveils-refreshed-brand-and-new-website-reinforcing-commitment-to-advisors-and-clients As the firm continues to grow, its new brand and digital presence capture both who IPI is today and where it is headed, creating a modern, unified experience for financial professionals and the clients they serve. Alternative Investments News Aggregation Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64684/the-us-investment-bank-i-work-for-has-become-completely-dysfunctional I have also changed banks and learnt most are the same. Investment Banking News Aggregation Team Thursday, August 21, 2025 1:00 am https://americas.managersofwealth.com/article/64671/goldman-sachs-says-weamprsquore-on-the-verge-of-a-stablecoin-gold-rush-worth-trillions U.S. Treasury Secretary Scott Bessent believes stablecoins will buoy the market for U.S. Treasuries, and the government will sell more short-term debt to meet that demand Investment Banking News Aggregation Team Tuesday, August 19, 2025 1:00 am https://americas.managersofwealth.com/article/64639/why-bank-of-new-york-mellon-is-a-top-socially-responsible-dividend-stock Environmental criteria include considerations like the environmental impact of the company's products and services, Investment Banking News Aggregation Team Monday, August 18, 2025 1:00 am https://americas.managersofwealth.com/article/64630/citigroup-continues-strategic-investment-banking-talent-raid-on-jpmorgan Since Vis Raghavan took over the reins last year, several have jumped ship. Investment Banking News Team Thursday, August 14, 2025 1:00 am https://americas.managersofwealth.com/article/64602/akin-advises-mubadala-capital-in-connection-with-its-acquisition-of-ci-financial The C$12.1 billion transaction marks a milestone in the expansion of the Mubadala Capital platform’s expansion into private wealth management, positioning the firm at the forefront of the rapidly evolving sector. Investment Banking News Aggregation Team Monday, August 11, 2025 1:00 am https://americas.managersofwealth.com/article/64569/how-banks-from-goldman-to-jpmorgan-are-defending-against-private-equity-poaching-of-junior-bankers The policies run the gamut. Investment Banking News Aggregation Team Thursday, August 07, 2025 1:00 am https://americas.managersofwealth.com/article/64548/traders-at-goldman-sachs-jpmorgan-ampamp-morgan-stanley-are-working-harder-for-their-bonuses The filings reflect the volatility of the trading environment under Trump's on and off again tariffs. Investment Banking News Aggregation Team Tuesday, July 29, 2025 1:00 am https://americas.managersofwealth.com/article/64463/btg-pactual-acquires-hsbc-uruguay-in-175-million-latin-american-banking-shift For BTG Pactual, this acquisition unlocks immediate access to 7% of Uruguay’s banking sector—including affluent clients and retail customers—while expanding its footprint beyond Brazil. Investment Banking News Team Monday, July 28, 2025 1:00 am https://americas.managersofwealth.com/article/64451/ubs-bullish-on-bank-of-america-bac-despite-net-interest-income-miss Due to a 24% outperformance in the equity capital markets, investment banking fees also beat Street predictions by a slight margin. Investment Banking News Aggregation Team Monday, July 28, 2025 1:00 am https://americas.managersofwealth.com/article/64454/goldman-sachs-on-the-prowl-for-takeovers-eyeing-up-bny-mellon-state-street-and-other-institutions BNY, formerly known as Bank of New York Mellon, is reportedly another target for Goldman. Investment Banking News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64722/bank-bosses-strike-cautious-tone-on-earnings-calls-as-trade-uncertainty-lingers CIBC, whose profits for the quarter topped $2 billion and beat market expectations, is well positioned to weather the volatility, Dodig added. Comment, Analysis & Research News Aggregation Team Wednesday, August 27, 2025 1:00 am https://americas.managersofwealth.com/article/64697/lpl-financial-on-target-to-retain-90-of-commonwealth-financial-advisors-wolfe-research-analyst-says However, Raymond James has had success recruiting Commonwealth advisors. Comment, Analysis & Research News Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64690/standalone-fed-easing-will-weigh-on-the-us-dollar This will be the first time in years that the Fed is out of step with other major central banks’ monetary policies. Comment, Analysis & Research News Aggregation Team Tuesday, August 26, 2025 1:00 am https://americas.managersofwealth.com/article/64696/growing-us-wealth-gap-to-trickle-down-moodyamprsquos Redistribution from poor to rich will impact corporate revenues, credit risks Comment, Analysis & Research News Aggregation Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64675/rolise-rachel-and-christopher-martin-collaborate-andlaunch-the-family-office-summit She possesses an in-depth understanding of the media landscape Comment, Analysis & Research News Aggregation Team Friday, August 22, 2025 1:00 am https://americas.managersofwealth.com/article/64680/jefferiesamp039-bonus-changes-risk-undermining-its-appeal-to-bankers-pwcamp039s-disappearing-graduate-jobs-warning Jefferies has already begun moving to deferred stock bonuses Comment, Analysis & Research News Aggregation Team Wednesday, August 20, 2025 1:00 am https://americas.managersofwealth.com/article/64652/bank-of-americaamp039s-six-favourite-asset-managers European asset managers' results have exceeded expectations in terms of costs, with a fee margin that continues to weaken. Comment, Analysis & Research News Team Tuesday, August 12, 2025 1:00 am https://americas.managersofwealth.com/article/64578/fifty-nine-per-cent-of-new-canadians-say-better-access-to-credit-would-improve-their-living-experience-finds-td Survey finds 79% new Canadians who have applied for credit say it's challenging to build a credit history here Comment, Analysis & Research News Aggregation Team Thursday, August 07, 2025 1:00 am https://americas.managersofwealth.com/article/64546/ensemble-practice-independent-advisors-are-in-a-state-of-amplsquoprosperous-stagnationamprsquo Advisory firms were very profitable but slow-growing in 2024. But as the old proverb goes, “the seeds of destruction are sown in good times." Comment, Analysis & Research News Aggregation Team Wednesday, August 06, 2025 1:00 am https://americas.managersofwealth.com/article/64515/negative-interest-rates-would-be-a-blunt-sword Economists assess the consequences differently. Comment, Analysis & Research News Aggregation Team Friday, August 29, 2025 1:00 am https://americas.managersofwealth.com/article/64727/trump-tariffs-live-updates-brazil-moves-to-retaliate-against-trump-tariffs-de-minimis-exemption-ends The European Commission proposed on Thursday to withdraw all tariffs on imported US industrial goods in a bid to speed up the removal of US duties on European cars. Tax News Team Tuesday, July 29, 2025 1:00 am https://americas.managersofwealth.com/article/64467/us-eu-trade-deal-3-things-to-know The deal lands just ahead of the U.S.-imposed August 1 tariff pause deadline Tax News Aggregation Team Friday, July 04, 2025 1:00 am https://americas.managersofwealth.com/article/64245/trump-amplsquobig-beautifulamprsquo-bill-gives-top-1-biggest-tax-cuts-in-these-states Some households stand to get a much bigger tax benefit. Tax News Aggregation Team Friday, June 27, 2025 1:00 am https://americas.managersofwealth.com/article/64180/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Tax News Team Friday, June 20, 2025 1:00 am https://americas.managersofwealth.com/article/64119/grant-thornton-west-coast-leaders-recognized-in-leading-regional-awards “Each of them brings dedication, expertise and authenticity to their work and we’re proud to see them recognized by their peers and communities.” Tax News Aggregation Team Tuesday, June 03, 2025 1:00 am https://americas.managersofwealth.com/article/63962/brazilamp039s-finance-minister-links-potential-iof-tax-tweak-to-financial-tax-overhaul The government last month hiked the IOF tax on some transactions to meet its fiscal targets, but the measure met with backlash and lawmakers signaled they could overturn it. Tax News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63906/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order Trump’s aggressive policy-making is playing into the hands of Chinese President Xi Jinping, Frédéric Koller continued. Tax News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63899/three-reasons-why These retreats are so frequent that investors should rationally expect them. Tax News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63900/us-sales-tax-rules-explained-a-practical-guide-for-european-companies European businesses operating in the US need a general understanding of how American sales tax works Tax News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63882/how-should-central-banks-respond-to-us-tariffs-the-rba-provides-some-clues Tariffs lift import prices and disrupt trade, which could lead to higher inflation. Tax News Team Wednesday, August 20, 2025 1:00 am https://americas.managersofwealth.com/article/64650/small-business-checkpoint-a-case-of-the-hiring-hiccups Overall small business hiring fell for the third consecutive month in July as cost pressures and business uncertainty increased. Retail Banking News Team Tuesday, August 19, 2025 1:00 am https://americas.managersofwealth.com/article/64641/aqua-finance-and-wells-fargo-inventory-finance-announce-retail-financing-program Streamlines options for dealers by integrating retail financial services, provided by Aqua, and floor planning financing provided by Inventory Finance Retail Banking News Aggregation Team Monday, August 18, 2025 1:00 am https://americas.managersofwealth.com/article/64623/rbc-and-bmo-explore-2bn-sale-of-moneris-payments-business-reuters Banks have shed their payments operations in recent years; last month another Canadian lender, TD, agreed to offload part of its merchant processing business to Fiserv. Retail Banking News Aggregation Team Wednesday, August 13, 2025 1:00 am https://americas.managersofwealth.com/article/64586/scotiabank-integrates-with-nova-credit Scotiabank was the first Canadian bank to partner with Nova Credit in 2023 and is now the first to embed this capability directly into its digital credit card application process. Retail Banking News Aggregation Team Tuesday, August 12, 2025 1:00 am https://americas.managersofwealth.com/article/64581/first-financial-expands-us-footprint-with-142m-bankfinancial-acquisition The deal follows First Financial's recent agreement in June to acquire Northeast Ohio-based Westfield Bank for $325 million. Retail Banking News Team Monday, August 11, 2025 1:00 am https://americas.managersofwealth.com/article/64566/western-union-to-acquire-intermex This acquisition strengthens Western Union’s retail offering in the U.S. Retail Banking News Aggregation Team Thursday, July 31, 2025 1:00 am https://americas.managersofwealth.com/article/64484/us-bank-marks-25-years-in-europe-with-spotlight-on-irish-origins-innovation-and-community-leadership This marked the first step in what would become a decades long commitment to Ireland as a hub for talent, technology and transformation. Retail Banking News Aggregation Team Thursday, July 31, 2025 1:00 am https://americas.managersofwealth.com/article/64490/mastercard-and-bmo-expand-remittance-services The service is powered by Mastercard Move’s global money movement capabilities. Retail Banking News Team Wednesday, July 23, 2025 1:00 am https://americas.managersofwealth.com/article/64415/tbc-bank-named-as-georgiaamprsquos-best-digital-bank Euromoney also recognised TBC Bank for substantial enhancements in its financial markets research division through strategic integration of AI tools, awarding it the title of Georgia’s Best Bank for Research. Retail Banking News Aggregation Team Monday, July 21, 2025 1:00 am https://americas.managersofwealth.com/article/64390/rate-cuts-are-the-boost-that-retail-investors-are-seeking-right-now Interest in international markets continues to build. Retail Banking News Aggregation Team Monday, July 14, 2025 1:00 am https://americas.managersofwealth.com/article/64319/hsbc-joins-wall-street-led-exodus-from-net-zero-alliance HSBC’s exit comes on the heels of a trend where several major Wall Street banks are stepping back from climate initiatives. Planet SOS News Aggregation Team Monday, June 23, 2025 1:00 am https://americas.managersofwealth.com/article/64136/latin-american-banking-is-reinventing-itself-with-a-focus-on-sustainability One of the areas where Latin American banking has made the most progress has been in the development of Environmental and Social Risk Management Systems (ESRMS). Planet SOS News Aggregation Team Wednesday, June 18, 2025 1:00 am https://americas.managersofwealth.com/article/64092/banks-boost-fossil-fuel-financing-for-the-first-time-since-2021 JP Morgan Chase remains the largest fossil fuel financier in the world for yet another year Planet SOS News Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63748/the-beginning-of-climate-change-pushback Ultimately, implementation will be the defining factor on the lasting impacts of Trump’s policy agenda. Planet SOS News Aggregation Team Thursday, May 08, 2025 1:00 am https://americas.managersofwealth.com/article/63753/canada-banks-keep-climate-pledges-as-rival-rbc-drops-targets Canada’s biggest bank abandoned its pledge on that front in its latest sustainability report, pointing to changes to the country’s Competition Act that restrict the kinds of environmental claims firms can make. Planet SOS News Team Thursday, April 03, 2025 1:00 am https://americas.managersofwealth.com/article/63494/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS News Aggregation Team Tuesday, February 18, 2025 12:00 am https://americas.managersofwealth.com/article/63120/esg-support-at-record-low-with-investors Only two out of 73 shareholder resolutions on climate change and ESG received enough shareholder support to pass. Planet SOS News Team Wednesday, January 22, 2025 12:00 am https://americas.managersofwealth.com/article/62895/trumpamprsquos-climate-policy-and-its-impact-on-investments In practice, this means that the US no longer has to submit a climate action plan to the United Nations every five years. Planet SOS News Aggregation Team Friday, November 29, 2024 12:00 am https://americas.managersofwealth.com/article/62480/can-clarity-from-regulators-ratings-help-investors-grasp-esg OSC study reveals ESG impact on investor decisions, highlights lack of clarity Planet SOS 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