https://americas.managersofwealth.com/ Fri, 02 Oct 2026 18:19:38 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png KohanaPHP News Aggregation Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67976/ai-transformation-in-wealth-management-stalls-at-ambition-study-finds Most firms acknowledge the need for an operating model reset, but few are building the capabilities to make it real Wealth and Asset Management News Aggregation Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67980/fidelity-to-raise-ria-custody-asset-minimum-to-100m Advisors custodying with Fidelity with less than $100 million in client assets will have to depart by June 30, 2027, according to the firm. Wealth and Asset Management News Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67984/steward-partners-celebrates-three-executives-named-as-finalists-in-the-2026-wealth-management-industry-awards Three Steward Partners leaders – spanning CEO, compliance and M&A – named finalists for national industry honors Wealth and Asset Management News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67973/lpl-financial-welcomes-lakewood-wealth-management The team reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge. Wealth and Asset Management News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67968/nuveen-completes-acquisition-of-schroders Creates one of the world’s leading active public-to-private asset and wealth managers with $2.6 trillion in assets under management Wealth and Asset Management News Aggregation Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67969/citi-private-bank-north-america-head-chris-biotti-on-private-markets-moderate-returns-and-hiring-plans In an interview with Kuldeep Jha, Chris Biotti noted the bank's shift towards heightened selectivity in capital-abundant alternative markets where valuations have outpaced risk premiums. Wealth and Asset Management News Aggregation Team Wednesday, September 30, 2026 1:00 am https://americas.managersofwealth.com/article/67958/raymond-james-launches-publicprivate-model-portfolios-for-hnw-clients The launch adds to a list of investment products aimed at advisors that blend public and private assets. Wealth and Asset Management News Team Wednesday, September 30, 2026 1:00 am https://americas.managersofwealth.com/article/67959/sandy-cove-advisors-joins-hightower-signature-wealth-expanding-financial-planning-capabilities-and-adding-752m-in-aum The addition marks HTSW’s third external acquisition of 2026, expanding its presence in New England. Wealth and Asset Management News Aggregation Team Wednesday, September 30, 2026 1:00 am https://americas.managersofwealth.com/article/67960/half-of-family-offices-lack-a-complete-succession-plan-report Nearly a third worry that retirement will take key family leaders and staff out the door Wealth and Asset Management News Team Wednesday, September 30, 2026 1:00 am https://americas.managersofwealth.com/article/67961/libretto-launches-new-insights-hub-for-financial-advisors ‘Total wealth’ advice platform also named a finalist in five categories of the 2026 ThinkAdvisor Luminaries Awards Wealth and Asset Management News Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67975/wealthstream-names-wealth-management-industry-leader-larry-roth-to-strategic-advisory-board Founder of Ascentix Partners and former CEO of Advisor Group and Cetera Financial Group joins Strategic Advisory Board of senior wealth management leaders People Moves News Aggregation Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67977/hsbc-hires-cantoramp039s-paras-jain-to-lead-global-tmt-banking-sources-say He will be based in New York. People Moves News Aggregation Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67978/tradepmr-tech-executive-jon-patullo-jumps-to-hybrid-ria Prior to joining TradePMR, Patullo was the chief product officer for Apex Fintech Solutions. People Moves News Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67985/coinpayments-appoints-founder-alex-alexandrov-as-group-ceo Alexandrov founded the company in 2013 and has served as Chairman for much of its growth. People Moves News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67965/key-private-bank-adds-veteran-wealth-management-professional-joseph-macfarlane He will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany. People Moves News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67967/berenberg-appoints-gunnar-regier-to-its-extended-management-board At the major US bank, he currently serves as Managing Director, where he is responsible for relationships with the executive boards of its key German clients. People Moves News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67970/mesirow-wealth-management-continues-growth-with-addition-of-wealth-advisor-mark-nichol In his new role, Nichol will work closely with clients to develop personalized strategies People Moves News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67972/uniting-wealth-partners-adds-former-morgan-stanley-and-ameriprise-advisors-to-its-upstate-new-york-office Dana Cornell and Kyle Kirk join advisor-owned wealth management partnership built to create enterprise value through shared ownership, infrastructure and expertise People Moves News Team Wednesday, September 30, 2026 1:00 am https://americas.managersofwealth.com/article/67955/i2c-names-jess-barbera-to-accelerate-latin-america-and-caribbean-growth-strategy Financial technology and payments executive to lead and accelerate i2c's regional growth People Moves News Team Wednesday, September 30, 2026 1:00 am https://americas.managersofwealth.com/article/67956/alliancebernstein-appoints-onur-erzan-president-ampamp-chief-executive-officer Seth Bernstein to retire as Chief Executive Officer on March 31, 2027 People Moves News Aggregation Team Monday, September 28, 2026 1:00 am https://americas.managersofwealth.com/article/67939/us-banks-invited-to-join-apple-pay-class-lawsuit Apple has changed its policies since the lawsuit was filed. Legal, Regulation & Compliance News Team Monday, September 21, 2026 1:00 am https://americas.managersofwealth.com/article/67884/qia-and-jp-morgan-asset-management-announce-20-billion-strategic-partnership The strategic partnership will include two initial areas of collaboration Legal, Regulation & Compliance News Aggregation Team Thursday, September 17, 2026 1:00 am https://americas.managersofwealth.com/article/67861/brazil-central-bank-delivers-fifth-straight-rate-cut-leaves-next-move-open The decision came on the same day that the U.S. Federal Reserve raised its benchmark interest ​rate to the 3.75%-4.00% range and flagged further increases in coming months. Legal, Regulation & Compliance News Aggregation Team Wednesday, September 16, 2026 1:00 am https://americas.managersofwealth.com/article/67851/senate-blocks-landmark-crypto-regulation-bill Democrats citing continued concerns over ethics provisions meant to address President Donald Trump’s crypto business interests. Legal, Regulation & Compliance News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67820/pension-reforms-key-to-deeper-capital-markets The bottom line is that pension depth and market depth often move together, and most of Europe has plenty of work to do. Legal, Regulation & Compliance News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67771/washington-state-considers-ria-insurance-mandate An organization of investors' attorneys supports the regulation, arguing it could address the continued issue of unpaid arbitration awards. Legal, Regulation & Compliance News Aggregation Team Friday, August 21, 2026 1:00 am https://americas.managersofwealth.com/article/67651/sec-proposes-regulation-crypto-assets The new rules will allow offerings of up to $5 million during a four-year period, and offerings of $75 million during a 12-month period. Issuers would be subject to reporting and disclosure requirements. Legal, Regulation & Compliance 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 Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67964/sei-opens-singapore-office-to-support-growing-asset-management-sector-in-asia Launch Advances SEI’s International Growth Strategy and Brings Leading Asset Servicing Capabilities to the Region FinTech News Team Tuesday, September 29, 2026 1:00 am https://americas.managersofwealth.com/article/67944/hcltech-launches-first-of-its-kind-ai-based-synthetic-research-study-for-the-global-wealth-management-industry Based on more than 1,000 AI personas, the report finds 84% of wealth management firms acknowledge the need for an operating model reset, but less than 10% are prepared for the shift FinTech News Aggregation Team Monday, September 28, 2026 1:00 am https://americas.managersofwealth.com/article/67937/bny-unveils-pay-to-wallet-technology-option-for-banks The capability provides banks with tools to meet growing client demand for Pay-to-Wallet services without having to build their own technology infrastructure. FinTech News Team Monday, September 28, 2026 1:00 am https://americas.managersofwealth.com/article/67941/hcltech-launches-first-of-its-kind-ai-based-synthetic-research-study-for-the-global-wealth-management-industry Based on more than 1,000 AI personas, the report finds 84% of wealth management firms acknowledge the need for an operating model reset, but less than 10% are prepared for the shift FinTech News Aggregation Team Monday, September 28, 2026 1:00 am https://americas.managersofwealth.com/article/67943/canadian-banks-launch-new-initiative-for-tokenized-cad-deposits The first focus is tokenized deposits: digital records of ordinary commercial-bank deposits that can be transferred on distributed-ledger or similar infrastructure. FinTech News Team Thursday, September 24, 2026 1:00 am https://americas.managersofwealth.com/article/67915/digitalbridge-lampampg-and-td-asset-management-inc-acquire-vodafoneziggo-towers-to-create-independent-european-tower-platform Combining the businesses will create a new, independent tower platform across Belgium and the Netherlands FinTech News Aggregation Team Thursday, September 24, 2026 1:00 am https://americas.managersofwealth.com/article/67919/rhode-islandamp039s-centreville-bank-taps-jack-henry-for-core-upgrade The bank will adopt Jack Henry's core processing platform, as well as a suite of integrated solutions: Banno Digital Platform, JHA Treasury Management, Enterprise Workflow, and Synapsys. FinTech News Team Wednesday, September 23, 2026 1:00 am https://americas.managersofwealth.com/article/67907/ssampampc-globeop-forward-redemption-indicator Published on the 15th business day of the month FinTech News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67832/anthropic-launches-claude-for-financial-advisors Its new product includes connectors to custodians, asset managers and wealth technology providers FinTech News Aggregation Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67842/ai-regulation-faces-political-deadlock-as-calls-grow-for-congress-to-act In the US, however, new safety legislation on AI is unlikely anytime soon. FinTech News Aggregation Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67979/concurrent-makes-first-ria-platform-acquisition-with-54b-spire-investment-partners Concurrent’s RIA platform will gain 30 advisor teams through its deal to acquire Virginia-based Spire Investment Partners. Alternative Investments News Aggregation Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67981/savant-enters-thousand-oaks-as-procyon-lands-in-new-jersey The deals arrive as the broader RIA M&A market shows early signs of cooling after a record first half. Alternative Investments News Aggregation Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67982/volo-women-taking-ownership-of-investing-retirement-planning Women are capable, resilient and increasingly successful. Alternative Investments News Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67983/state-street-recognized-by-euromoney-awards For more than 45 years, Euromoney's FX Awards have recognized leading providers of foreign exchange services worldwide Alternative Investments News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67971/rockefeller-global-investment-management-celebrates-two-year-anniversary-of-opportunistic-municipal-bond-etfs-with-continued-benchmark-outperformance The ETFs are managed by veteran portfolio managers Scott Cottier, CFA, Mark DeMitry, CFA, and Michael Camarella, CFA who joined Rockefeller in 2024, after their tenure managing the Invesco Rochester municipal bond strategies. Alternative Investments News Team Tuesday, September 29, 2026 1:00 am https://americas.managersofwealth.com/article/67947/the-great-wealth-transfer-could-become-a-great-wealth-mirage New Dunham research highlights how inflation and outdated retirement planning could consume assets prior to reaching heirs Alternative Investments News Team Tuesday, September 29, 2026 1:00 am https://americas.managersofwealth.com/article/67948/waverly-advisors-acquires-heartwood-wealth-advisors Richmond-based acquisition expands Waverly’s footprint in Virginia Alternative Investments News Aggregation Team Monday, September 28, 2026 1:00 am https://americas.managersofwealth.com/article/67942/blackrockamprsquos-ceo-is-backing-a-15-trillion-social-security-fund-that-needs-75-years-to-work Fink preempted the objection most readers will arrive with. Alternative Investments News Aggregation Team Friday, September 25, 2026 1:00 am https://americas.managersofwealth.com/article/67927/canada-slips-to-21st-in-global-retirement-index-as-inequality-widens A decade-long slide in Canada's retirement security ranking signals growing pressure on advisors to close the gap between client wealth and retirement readiness Alternative Investments News Aggregation Team Friday, September 25, 2026 1:00 am https://americas.managersofwealth.com/article/67928/prudential-wealth-advisors-teams-up-with-investmentnews-for-women-advisor-summit-and-women-to-watch-awards The financial advisory industry has long been male-dominated. Alternative Investments News Aggregation Team Friday, September 18, 2026 1:00 am https://americas.managersofwealth.com/article/67877/the-most-experienced-people-appear-to-be-at-citi-the-least-experienced-appear-to-be-at-goldman FINRA’s data tells us that the least experienced New York-based bankers are by some margin at Goldman Sachs. Investment Banking News Aggregation Team Monday, September 14, 2026 1:00 am https://americas.managersofwealth.com/article/67829/morgan-stanleyamp039s-investment-banking-revenue-soars-58-amid-ai-tool-development Morgan Stanley's management highlighted that AI will be one of the two defining themes of 2026 Investment Banking News Aggregation Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67821/ampquoti-ran-a-team-full-of-talented-banking-mds-i-had-to-fire-them-as-they-wouldnamp039t-leaveampquot A strong manager encourages people to move on, or creates new roles for them to move into. Investment Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67781/morgan-stanleyamp039s-10m-bankers-beat-goldman-sachsamp039-10m-bankers-the-most-exhausting-job-at-jpmorgan Morgan Stanley's technology bankers may therefore be feeling pretty sane now. Investment Banking News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67775/jp-morgan-still-sees-upside-in-sinch-after-share-price-surge The bank expects high single-digit growth Investment Banking News Aggregation Team Friday, September 04, 2026 1:00 am https://americas.managersofwealth.com/article/67759/jpmorgan-decides-to-get-tough-with-jane-street-former-hedge-fund-manager-and-boa-banker-might-be-the-next-jamie-dimon People familiar with the situation” suggest that there had been “internal tensions” at JPM Investment Banking News Aggregation Team Tuesday, August 25, 2026 1:00 am https://americas.managersofwealth.com/article/67679/jpmorgan-targets-ai-driven-wealth-boom-eases-time-restrictions-on-pledged-loans-for-new-listings The bank shortened the waiting period for related services when SpaceX went public, and may extend this practice to the AI company Anthropic in the future. Investment Banking 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 Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67966/us-midterms-point-to-volatility-then-investment-opportunities Fiscal policy would remain on its existing course, shifting over the coming quarters from a significant support for growth towards a modest headwind. Comment, Analysis & Research News Team Wednesday, September 30, 2026 1:00 am https://americas.managersofwealth.com/article/67954/2026-rbc-and-campden-wealth-report-north-american-family-offices-shift-from-caution-to-optimism-amid-great-wealth-transfer-ai-acceleration Family offices raise expectations in a pivotal year dominated by trends of generational wealth transfer, new wealth creation and technology transformation Comment, Analysis & Research News Aggregation Team Monday, September 28, 2026 1:00 am https://americas.managersofwealth.com/article/67936/latin-american-wealth-crosses-borders-and-obtains-a-global-passport Nearly half of the family offices surveyed by the bank increased their exposure to equities during 2026. Comment, Analysis & Research News Team Thursday, September 24, 2026 1:00 am https://americas.managersofwealth.com/article/67909/us-treasury-central-clearing-survey-broad-industry-readiness-for-cash-clearing-industry-moving-towards-execution-but-work-remains-ahead-of-repo-deadline The survey suggests the industry is positioned well for the cash implementation but there remains considerable work to do as the industry prepares for the repo deadline Comment, Analysis & Research News Team Wednesday, September 23, 2026 1:00 am https://americas.managersofwealth.com/article/67905/the-longevity-market-is-leaving-350-billion-on-the-table-in-unmet-demand-from-women-in-perimenopause-and-menopause This insight comes from BCG's 2026 global study on longevity, titled The $350 Billion Longevity Mismatch in Women's Health. Comment, Analysis & Research News Team Tuesday, September 22, 2026 1:00 am https://americas.managersofwealth.com/article/67891/us-treasury-central-clearing-survey Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline Comment, Analysis & Research News Aggregation Team Monday, September 21, 2026 1:00 am https://americas.managersofwealth.com/article/67888/bofa-drops-stunning-warning-about-fed-rate-hikes The robustness of the nominal economy both increases the risks of inflation persistence and reduces the risks that hikes will cause a recession. Comment, Analysis & Research News Aggregation Team Wednesday, September 16, 2026 1:00 am https://americas.managersofwealth.com/article/67847/meet-the-34-newcomers-to-the-2026-forbes-400-list The AI boom continues to propel tech innovators up the ranks of America’s most exclusive wealth ranking. Comment, Analysis & Research News Team Wednesday, September 16, 2026 1:00 am https://americas.managersofwealth.com/article/67852/ey-survey-finds-that-autonomous-ai-implementation-outpaces-oversight-yielding-an-ai-governance-gap About half (47%) of the respondents have even admitted that their organization has previously not followed its AI governance process for urgent deployments, even as AI-related incidents, cyber risk and shadow AI have become more common. Comment, Analysis & Research News Team Tuesday, September 15, 2026 1:00 am https://americas.managersofwealth.com/article/67836/northern-trust-survey-asset-managers-sharpen-focus-on-core-capabilities-to-drive-growth Global Survey Reveals Increased Outsourcing, Heightened Cost Discipline, and Broader Adoption of AI As Asset Managers Refine Their Growth Strategies Comment, Analysis & Research News Team Thursday, September 24, 2026 1:00 am https://americas.managersofwealth.com/article/67910/sei-enhances-integrated-tax-management-capabilities-for-greater-portfolio-flexibility-and-after-tax-outcomes Expanded Mutual Fund Integration, Tax Transition, and Gains Budget Capabilities Help Advisors Align Portfolios with Investor Objectives Tax News Aggregation Team Wednesday, September 23, 2026 1:00 am https://americas.managersofwealth.com/article/67904/beta-wealth-establishes-new-tax-and-accounting-practice The practice will collaborate directly with wealth managers and other appointed professional advisers. Tax News Team Friday, September 18, 2026 1:00 am https://americas.managersofwealth.com/article/67871/a-5-wealth-tax-preparing-clients-for-californiaamp039s-billionaire-tax California's proposed Billionaire Tax Act presents estate planners with significant challenges, including retroactive application, anti-abuse provisions and unresolved questions about its treatment of trusts. Tax News Aggregation Team Thursday, September 17, 2026 1:00 am https://americas.managersofwealth.com/article/67865/california-wealth-tax-holds-narrow-lead A billionaire tax is on the bubble — as are two rival measures on the same ballot. Tax News Aggregation Team Monday, September 07, 2026 1:00 am https://americas.managersofwealth.com/article/67774/trump-makes-false-claim-about-bank-of-canada-while-defending-canada-tariffs Trump claimed Canada allows its banks to operate in the United States while blocking American banks from Canada Tax News Aggregation Team Tuesday, August 18, 2026 1:00 am https://americas.managersofwealth.com/article/67616/billionaire-mark-cuban-blasts-amplsquoinsaneamprsquo-ro-khanna-wealth-tax-proposal For those whose fortunes are tied up in illiquid assets, U.S. Rep. Mo Khanna suggested the government could provide loans in exchange for shares. Tax 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 Team Friday, October 02, 2026 1:00 am https://americas.managersofwealth.com/article/67986/bmo-taps-mastercard-for-embedded-commercial-virtual-card-payments Through this expansion, BMO becomes the first Mastercard issuer in Canada to offer an integrated embedded finance and payment experience by virtual card within participating platform integrations. Retail Banking News Team Thursday, October 01, 2026 1:00 am https://americas.managersofwealth.com/article/67974/fnb-receives-multiple-awards-for-workplace-culture-and-financial-performance Bank Earns Honors from Forbes, Newsweek and the Pittsburgh Post-Gazette Retail Banking News Team Tuesday, September 29, 2026 1:00 am https://americas.managersofwealth.com/article/67953/bank-of-america-launches-payments-insights-for-cashpro-clients New Capability Within the AI-Powered CashPro Data Intelligence Suite Helps Treasury Teams Turn Data into Actionable Insights Retail Banking News Aggregation Team Friday, September 25, 2026 1:00 am https://americas.managersofwealth.com/article/67931/744-million-wells-fargo-team-joins-ampamppartners-in-missouri The group is led by Patrick C. Rowland and Jacob A. Sullivan and includes advisors Jesse E. Dale and Lauren Kane, as well as four support staff. Retail Banking News Team Friday, September 11, 2026 1:00 am https://americas.managersofwealth.com/article/67818/two-cibc-leaders-recognized-among-wxnamp039s-top-100-most-powerful-women As a long-standing WXN Partner, CIBC remains committed to fostering an inclusive environment where women can thrive and lead at every level. Retail Banking News Aggregation Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67784/billions-in-iranian-funds-continue-to-flow-through-us-banks Correspondent banking network allows Iran continued dollar-systems access Retail Banking News Team Tuesday, September 08, 2026 1:00 am https://americas.managersofwealth.com/article/67785/first-citizens-bank-completes-branch-acquisition-expanding-presence-across-the-midwest-great-plains-and-west New First Citizens Bank clients will continue working with the local bankers and teams they know Retail Banking News Aggregation Team Friday, August 28, 2026 1:00 am https://americas.managersofwealth.com/article/67713/royal-bank-of-canada-unifies-global-transaction-banking-business New co-leadership unifies RBC’s transaction banking capabilities across the bank to serve clients seamlessly across borders Retail Banking News Team Thursday, August 27, 2026 1:00 am https://americas.managersofwealth.com/article/67707/td-bank-group-reports-third-quarter-2026-results Adjusted earnings and earnings per share were $4.7 billion and $2.77, up 21% and 26%, respectively, year-over-year. Retail Banking News Aggregation Team Monday, August 24, 2026 1:00 am https://americas.managersofwealth.com/article/67668/republic-bancorp-named-to-american-bankeramprsquos-2026-top-performing-banks-list Banks recognized on this year’s list benefited from improved efficiency, strong lending performance, deposit growth and expanded net interest margins. 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