Managers of Wealth - Americas https://americas.managersofwealth.com/ Thu, 29 May 2025 11:53:15 BST part of MediaG8way Group https://americas.managersofwealth.com/ https://americas.managersofwealth.com/assets/images/logo.png Managers of Wealth - Americas KohanaPHP JPMorgan Chase is heading upmarket to woo America’s millionaires News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63902/jpmorgan-chase-is-heading-upmarket-to-woo-americaamprsquos-millionaires It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions. Wealth and Asset Management Citi Handlowy Announces Agreement to Sell Consumer Banking Business in Poland to Velobank S.A. News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63905/citi-handlowy-announces-agreement-to-sell-consumer-banking-business-in-poland-to-velobank-sa Transaction marks last of the announced international consumer sales as part of Citi’s strategic refresh Wealth and Asset Management U.S. Bank Named Official Banking and Wealth Management Partner of Premier Lacrosse League and Women’s Lacrosse League News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63891/us-bank-named-official-banking-and-wealth-management-partner-of-premier-lacrosse-league-and-womenamprsquos-lacrosse-league Multi-Year Partnership Marks Strategic Investment in the Sport’s Growth Trajectory Wealth and Asset Management Ritholtz Wealth Management Moves Chicago Office to The Salt Shed News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63895/ritholtz-wealth-management-moves-chicago-office-to-the-salt-shed The new office will serve as a second headquarters for the RIA and a blueprint for other Ritholtz locations. Wealth and Asset Management Morgan Stanley Names 11 Individuals as their MAKERS Class of 2025 News Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63879/morgan-stanley-names-11-individuals-as-their-makers-class-of-2025 Nominations were solicited from employees across Morgan Stanley Wealth Management. Wealth and Asset Management Impact investing: How to align your wealth goals with the desire for positive change News Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63866/impact-investing-how-to-align-your-wealth-goals-with-the-desire-for-positive-change This type of investing can bring families together around shared values while offering the potential for financial returns. Wealth and Asset Management LPL Financial and Momentum Wealth Partners Welcome Beacon Financial News Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63874/lpl-financial-and-momentum-wealth-partners-welcome-beacon-financial Based in Toledo, Ohio, Beacon Financial is led by Principal Owner and CEO Greg Kopan Wealth and Asset Management Osaic Unveils Vision for the Future of Wealth Management at NXT 2025 News Aggregation Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63856/osaic-unveils-vision-for-the-future-of-wealth-management-at-nxt-2025 Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice Wealth and Asset Management J.P. Morgan Private Bank releases 2025 Mid-Year Global Investment Outlook News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63847/jp-morgan-private-bank-releases-2025-mid-year-global-investment-outlook Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti Wealth and Asset Management UBS Advisor Teams in Florida Named to Barron’s Top 250 Private Wealth Teams List News Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63831/ubs-advisor-teams-in-florida-named-to-barronamprsquos-top-250-private-wealth-teams-list The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. Wealth and Asset Management Ashton Thomas Private Wealth Welcomes New Team in San Francisco News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63903/ashton-thomas-private-wealth-welcomes-new-team-in-san-francisco Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor. People Moves Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63904/wale-adebayo-joins-jp-morgan-private-bank-in-birmingham He joins the firm from Merrill Lynch. People Moves Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63908/henry-brandts-giesen-appointed-global-co-chair-of-dentonsamprsquo-family-office-and-high-net-worth-group He is general counsel and strategic advisor to single and multi-family offices and family enterprises. People Moves Citi Hires Merrill’s Meraz for Regional Role in California News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63913/citi-hires-merrillamprsquos-meraz-for-regional-role-in-california Until August, Frank Consalo, Citi’s head of national sales, will oversee the California market, according to the memo. People Moves Amplify appoints industry veteran Mark Fischer as first COO News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63914/amplify-appoints-industry-veteran-mark-fischer-as-first-coo Fischer's over 30-year career includes stints at JP Morgan Chase, State Street, and Charles Schwab. People Moves Advisor moves: Ex-Focus wealth manager hops to Stratos affiliate, LPL welcomes former RBC advisor News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63915/advisor-moves-ex-focus-wealth-manager-hops-to-stratos-affiliate-lpl-welcomes-former-rbc-advisor A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry. People Moves Canaccord Genuity expands Calgary office with senior investment advisor hire News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63890/canaccord-genuity-expands-calgary-office-with-senior-investment-advisor-hire Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move People Moves Aviva appoints new chief claims officer News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63892/aviva-appoints-new-chief-claims-officer John Lally will take on the role on June 2 People Moves AWIM adds Head of International Wealth Management News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63894/awim-adds-head-of-international-wealth-management Aisa Wealth & Investment Management (AWIM) has appointed Jez Bezant as Head of International Wealth Management People Moves Twenty Four Wealth Welcomes Wealth Manager Chiraag Kirpalani News Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63896/twenty-four-wealth-welcomes-wealth-manager-chiraag-kirpalani Kirpalani will be based at Twenty Four Wealth's Darien, CT headquarters at 320 Boston Post Road, Darien, CT 06820. People Moves Why you shouldn’t focus on tariffs when expanding to the US News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63910/why-you-shouldnamprsquot-focus-on-tariffs-when-expanding-to-the-us Businesses don’t expand to the US for the short term. Legal, Regulation & Compliance Belgian data transfers to US ‘breach GDPR’ News Aggregation Team Tuesday, May 27, 2025 1:00 am https://americas.managersofwealth.com/article/63893/belgian-data-transfers-to-us-amplsquobreach-gdpramprsquo The transfers at issue were made under bilateral agreements between some EU states and the US that cover the US Foreign Account Tax Compliance Act (FATCA). Legal, Regulation & Compliance Dozens of Houston-based wealth management employees to be laid off by NY-based firm News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63876/dozens-of-houston-based-wealth-management-employees-to-be-laid-off-by-ny-based-firm Atria Wealth Solutions plans to lay off more than 50 Houston employees. Legal, Regulation & Compliance Bank of America ordered to pay $540 million in long-running lawsuit from the FDIC News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63838/bank-of-america-ordered-to-pay-540-million-in-long-running-lawsuit-from-the-fdic Back in 2017, the FDIC accused Bank of America of refusing to pay over $500 million in assessments Legal, Regulation & Compliance U.S. Bank Deregulation a Near-Term Neutral but Poses Longer Term Risks News Aggregation Team Thursday, May 01, 2025 1:00 am https://americas.managersofwealth.com/article/63693/us-bank-deregulation-a-near-term-neutral-but-poses-longer-term-risks Conversely, streamlining regulatory agencies or updated Basel III Endgame capital framework will require inter-agency cooperation, stakeholder buy-in and in some cases, legislation. Legal, Regulation & Compliance Decision Notice - CIRO Sanctions Gary Edmond Perron and Cumberland Private Wealth Management Inc. News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63671/decision-notice-ciro-sanctions-gary-edmond-perron-and-cumberland-private-wealth-management-inc As part of the settlement, Gary Perron admitted to having failed to disclose and seek pre-approval for activities related to the transfer of shares Legal, Regulation & Compliance Fed independence concerns ease News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63674/fed-independence-concerns-ease Fed independence concerns ease Legal, Regulation & Compliance Wells Fargo Confirms Termination of 2018 CFPB Compliance Consent Order News Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63660/wells-fargo-confirms-termination-of-2018-cfpb-compliance-consent-order Wells Fargo is a different and stronger company today Legal, Regulation & Compliance UK’s FCA to open first ever offices in US and Australia News Aggregation Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63612/ukamprsquos-fca-to-open-first-ever-offices-in-us-and-australia Major international investors ‘want easier access to us’ Legal, Regulation & Compliance LPL Expands Legal Battle Against Ameriprise In New Lawsuit News Aggregation Team Wednesday, April 16, 2025 1:00 am https://americas.managersofwealth.com/article/63610/lpl-expands-legal-battle-against-ameriprise-in-new-lawsuit LPL claims Ameriprise “has sunk to a new low” by sending out allegedly “misleading” notifications about a data breach. Legal, Regulation & Compliance Broadridge and Novisto Address Rising Demand for Sustainability Data Management and Reporting Platforms News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63907/broadridge-and-novisto-address-rising-demand-for-sustainability-data-management-and-reporting-platforms Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting FinTech Major US banks consider join stablecoin venture News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63883/major-us-banks-consider-join-stablecoin-venture The move follows US regulatory action towards stablecoin regulation FinTech Some US banks explore venturing into crypto with joint stablecoin, WSJ reports News Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63884/some-us-banks-explore-venturing-into-crypto-with-joint-stablecoin-wsj-reports Stablecoins, a type of cryptocurrency designed to maintain a constant value, usually pegged to a fiat currency such as the U.S. dollar, are commonly used by crypto traders to move funds between tokens. FinTech TD Bank to lay off 2% of staff in restructuring News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63885/td-bank-to-lay-off-2-of-staff-in-restructuring Chun commented: "We are structurally reducing costs across the bank by taking a disciplined look at our operations and processes to find opportunities to automate and to re-engineer them. FinTech TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services News Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63868/trinitybridge-expands-strategic-partnership-with-sei-for-cloud-cybersecurity-and-network-services SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA FinTech Worldpay expands into Colombia to boost e-commerce and global payment access News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63873/worldpay-expands-into-colombia-to-boost-e-commerce-and-global-payment-access The move is part of Worldpay’s broader strategy to expand its footprint across Latin America. FinTech Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals News Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63858/canadian-investors-rethink-spending-and-investment-decisions-amid-global-trade-wars-new-broadridge-survey-reveals Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments. FinTech Bank of America: QR Sign-Ins by Business Clients Increased 60% News Aggregation Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63859/bank-of-america-qr-sign-ins-by-business-clients-increased-60 More than 40,000 business clients around the world use CashPro to manage their treasury FinTech UBS Shuts Down Robo-Adviser “Advice Advantage” News Aggregation Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63846/ubs-shuts-down-robo-adviser-ampldquoadvice-advantageamprdquo The exit follows industry trend as major firms retreat from unprofitable automated investing platforms FinTech Capital Bank Launches New Digital Banking Platform in Partnership with Q2, Advancing Innovation and Customer-Focused Growth News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63849/capital-bank-launches-new-digital-banking-platform-in-partnership-with-q2-advancing-innovation-and-customer-focused-growth The upgrade delivers a secure, modern experience for business customers and marks a major step in the Bank’s ongoing digital evolution. FinTech NYC Pensions Sell $5B in Private Equity Secondaries to Blackstone News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63911/nyc-pensions-sell-5b-in-private-equity-secondaries-to-blackstone The sale received interest from more than 80 potential bidders. Alternative Investments Global Banks Need Bold Transformation to Unlock Growth in a Fast-Shifting Landscape News Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63912/global-banks-need-bold-transformation-to-unlock-growth-in-a-fast-shifting-landscape Most banks are frustrated with slow value realization from AI and GenAI. Alternative Investments Summit Adds Partner Firms From Raymond James, Northwestern Mutual News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63887/summit-adds-partner-firms-from-raymond-james-northwestern-mutual Summit Financial takes minority stakes in Montgomery, Ala.-based Parsons Broach Financial Services and Edina, Minn.-based Grandview Square Financial. Alternative Investments Ackman's hedge fund Pershing Square bets on Amazon, exits Canadian Pacific News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63888/ackmanamp039s-hedge-fund-pershing-square-bets-on-amazon-exits-canadian-pacific With a value of over $2 trillion, Amazon is one of the world's most valuable companies and has long featured on Ackman's list of most admired businesses. Alternative Investments Acquisition of specialist real estate investment manager IP Generation News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63871/acquisition-of-specialist-real-estate-investment-manager-ip-generation Julian Biggins, Joint CEO of MA Financial, said: “IP Generation has an impressive track-record in securing assets, raising capital and delivering strong returns to its investors. Alternative Investments Steward Partners Adds $700M-Georgia-Based Moore’s Wealth News Aggregation Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63860/steward-partners-adds-700m-georgia-based-mooreamprsquos-wealth Steward Partner’s latest acquisition expands its presence in the Southeast and prompted it to add Fidelity as a custodian at the request of the father-and-son leadership team at Moore’s Wealth. Alternative Investments IQ-EQ acquires U.S. based South Watch LLC News Team Wednesday, May 21, 2025 1:00 am https://americas.managersofwealth.com/article/63864/iq-eq-acquires-us-based-south-watch-llc The South Watch partners, Paul Timmins, Kirby Richards and David Loescher, will continue to lead the business ensuring continuity of the day-to-day delivery of services for its clients. Alternative Investments Capital One Finalizes $35 Billion Discover Purchase News Aggregation Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63848/capital-one-finalizes-35-billion-discover-purchase The deal, finalized Sunday (May 18), creates the largest credit card issuer in terms of loan volume in the U.S. Alternative Investments Hines Private Wealth Solutions Successfully Completes $194 Million DST News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63850/hines-private-wealth-solutions-successfully-completes-194-million-dst DST offering was designed with investors’ wealth preservation and estate planning needs in mind Alternative Investments Proptech Innovator Roofstock Launches Short-Term Rental Management Division With Investment in Casago News Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63851/proptech-innovator-roofstock-launches-short-term-rental-management-division-with-investment-in-casago This strategic expansion reflects Roofstock’s commitment to delivering a unified platform of proprietary data and institutional-grade tools for real estate investors of all sizes to research, acquire, manage, and optimize rental properties—whe Alternative Investments 115,000 people have left Goldman Sachs. Few do this next News Aggregation Team Friday, May 23, 2025 1:00 am https://americas.managersofwealth.com/article/63886/115000-people-have-left-goldman-sachs-few-do-this-next CompaniesMarketCap, a public data tracker, estimates that there are 5,522 companies in the world with a market capitalization of at least $1bn. Investment Banking JPMorgan expects dealmaking fees to drop, keeps CEO succession plans steady News Aggregation Team Tuesday, May 20, 2025 1:00 am https://americas.managersofwealth.com/article/63855/jpmorgan-expects-dealmaking-fees-to-drop-keeps-ceo-succession-plans-steady The combination of inflation and large fiscal deficits may constrain the available policy responses in ways that further increase the risk. Investment Banking JPMorgan upgrades emerging market equities as Sino-US trade war eases News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63840/jpmorgan-upgrades-emerging-market-equities-as-sino-us-trade-war-eases J.P.Morgan remains positive on India, Brazil, the Philippines, Chile, the UAE, Greece, and Poland within emerging markets, and sees a promising opportunity in China, particularly in technology stocks. Investment Banking ABN AMRO MeesPierson foresees economic slowdown, reduces equity position News Team Thursday, May 15, 2025 1:00 am https://americas.managersofwealth.com/article/63810/abn-amro-meespierson-foresees-economic-slowdown-reduces-equity-position The tariffs remain high even now that the first trade agreements have been signed, ABN AMRO MeesPierson notes. Investment Banking JPMorgan lifts China growth forecasts after 'surprisingly positive' US deal News Aggregation Team Tuesday, May 13, 2025 1:00 am https://americas.managersofwealth.com/article/63786/jpmorgan-lifts-china-growth-forecasts-after-amp039surprisingly-positiveamp039-us-deal "We no longer expect the (Chinese) government to introduce additional fiscal stimulus later this year," they also added. Investment Banking 2025 Specialty Asset Management Outlook Released by Bank of America News Team Thursday, May 01, 2025 1:00 am https://americas.managersofwealth.com/article/63696/2025-specialty-asset-management-outlook-released-by-bank-of-america Amid elevated long-term interest rates and persistent inflation, investors turn to real assets to help mitigate market risk Investment Banking Boutique bank PJT is stacking up on partners as it cuts heads and pay News Aggregation Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63668/boutique-bank-pjt-is-stacking-up-on-partners-as-it-cuts-heads-and-pay The bank now has 129 partners, an 8% increase on the number at the end of 2024. Investment Banking State Street reports 39% surge in Q1 2025 profit News Aggregation Team Friday, April 25, 2025 1:00 am https://americas.managersofwealth.com/article/63646/state-street-reports-39-surge-in-q1-2025-profit The company has reported $3.28bn in revenue in Q1 2025, a 5% increase from $3.13bn in Q1 2024. Investment Banking Top 10 biggest US banks by assets: Data drop News Aggregation Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63622/top-10-biggest-us-banks-by-assets-data-drop Cincinnati-headquartered U.S. Bank ranks fifth with $662.9 billion in consolidated assets. Investment Banking Goldman Sachs Reports 2025 First Quarter Earnings Per Common Share of $14.12 and Annualized Return on Common Equity of 16.9% News Team Tuesday, April 15, 2025 1:00 am https://americas.managersofwealth.com/article/63596/goldman-sachs-reports-2025-first-quarter-earnings-per-common-share-of-1412-and-annualized-return-on-common-equity-of-169 Diluted earnings per common share (EPS) was $14.12 and annualized return on average common shareholders’ equity (ROE) was 16.9% for the first quarter of 2025. Investment Banking What banks should expect with Trump tax bill back on track News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63872/what-banks-should-expect-with-trump-tax-bill-back-on-track Those who broke from party lines against the package are calling for increased cuts to Medicaid and other programs Comment, Analysis & Research Half of Canadians unprepared for wealth transfer News Aggregation Team Thursday, May 22, 2025 1:00 am https://americas.managersofwealth.com/article/63877/half-of-canadians-unprepared-for-wealth-transfer Many are missing a critical financial safeguard, study shows Comment, Analysis & Research What to Look For (And What to Avoid) in UMAs News Aggregation Team Tuesday, May 13, 2025 1:00 am https://americas.managersofwealth.com/article/63784/what-to-look-for-and-what-to-avoid-in-umas Despite increased popularity, the promise of UMAs has only been partially realized. Comment, Analysis & Research The future of banking is intelligent - but riskier than ever, study reveals News Team Monday, May 12, 2025 1:00 am https://americas.managersofwealth.com/article/63774/the-future-of-banking-is-intelligent-but-riskier-than-ever-study-reveals Banks must enable adaptable risk management into every layer of their digital and operational transformations Comment, Analysis & Research Trump plans to accept luxury 747 ‘gift’ from Qatar to use as Air Force One News Aggregation Team Monday, May 12, 2025 1:00 am https://americas.managersofwealth.com/article/63777/trump-plans-to-accept-luxury-747-amplsquogiftamprsquo-from-qatar-to-use-as-air-force-one The ‘flying palace’ would possibly be the most expensive gift ever received by the US government Comment, Analysis & Research Nickel Digital study with institutional investors and wealth managers predicts strong growth in tokenisation News Aggregation Team Thursday, April 24, 2025 1:00 am https://americas.managersofwealth.com/article/63635/nickel-digital-study-with-institutional-investors-and-wealth-managers-predicts-strong-growth-in-tokenisation The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years. Comment, Analysis & Research U.S. Household Total Financial Wealth Exceeds $90 Trillion News Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63619/us-household-total-financial-wealth-exceeds-90-trillion Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele Comment, Analysis & Research The rise of the outsourced CCO: Why investment advisers are making the switch News Team Thursday, April 17, 2025 1:00 am https://americas.managersofwealth.com/article/63623/the-rise-of-the-outsourced-cco-why-investment-advisers-are-making-the-switch The modernization of the global workforce has transformed how the industry approaches compliance leadership. Comment, Analysis & Research Citi wealth says 'strategy is working' as net new assets surge News Aggregation Team Wednesday, April 16, 2025 1:00 am https://americas.managersofwealth.com/article/63601/citi-wealth-says-amp039strategy-is-workingamp039-as-net-new-assets-surge The division reported a 489% surge in its new investment assets in the fourth quarter. Comment, Analysis & Research Market psychology: a roadmap for rebuilding confidence News Team Tuesday, April 15, 2025 1:00 am https://americas.managersofwealth.com/article/63595/market-psychology-a-roadmap-for-rebuilding-confidence The global trade shock and associated uncertainties instigated by US President Donald Trump led to a deep equity market sell-off in recent weeks. Comment, Analysis & Research Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order 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 Three reasons why 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 US Sales Tax Rules Explained: A Practical Guide for European Companies 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 How should central banks respond to US tariffs? The RBA provides some clues 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 Integrated Partners Adopts RISR to Enhance Comprehensive Planning for Business Owners News Team Tuesday, April 29, 2025 1:00 am https://americas.managersofwealth.com/article/63669/integrated-partners-adopts-risr-to-enhance-comprehensive-planning-for-business-owners RISR’s platform now empowers advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners Tax Tech investment on the rise as economic optimism fades News Team Monday, April 07, 2025 1:00 am https://americas.managersofwealth.com/article/63521/tech-investment-on-the-rise-as-economic-optimism-fades After rising for seven consecutive quarters, the percentage of finance leaders who expect to increase sales and marketing spending fell 18 percentage points to 40%. Tax Wall Street straps in for Trump’s tariff reveal; sees no end to fog of uncertainty News Aggregation Team Friday, March 28, 2025 12:00 am https://americas.managersofwealth.com/article/63446/wall-street-straps-in-for-trumpamprsquos-tariff-reveal-sees-no-end-to-fog-of-uncertainty The benchmark index is on pace to finish the first quarter down about 3%, its biggest decline for the first three months since 2022. Tax Republican tax policy plans could grow News Team Wednesday, March 26, 2025 12:00 am https://americas.managersofwealth.com/article/63422/republican-tax-policy-plans-could-grow The House budget resolution, passed near the end of February, lumped major tax legislation with significant other policy changes Tax Taxpayers Come Clean News Aggregation Team Tuesday, March 18, 2025 12:00 am https://americas.managersofwealth.com/article/63352/taxpayers-come-clean When worried clients heard that, they came forward in droves. Tax Successful Audit Once Again Proves JTC’s Solutions are Secure News Team Saturday, March 15, 2025 12:00 am https://americas.managersofwealth.com/article/63331/successful-audit-once-again-proves-jtcamprsquos-solutions-are-secure Each year, dating back to when they were a part of NES Financial (acquired by JTC in 2020), Tax Bank of Montreal tops profit estimates, US business shows signs of recovery News Aggregation Team Wednesday, May 28, 2025 1:00 am https://americas.managersofwealth.com/article/63909/bank-of-montreal-tops-profit-estimates-us-business-shows-signs-of-recovery In the U.S., loan loss reserves were smaller compared to the prior quarter Retail Banking Americans’ credit card debt falls, but past-due student loans drag on credit scores News Aggregation Team Monday, May 19, 2025 1:00 am https://americas.managersofwealth.com/article/63842/americansamprsquo-credit-card-debt-falls-but-past-due-student-loans-drag-on-credit-scores The latest snapshot of how economy-powering consumers are managing their debt loads was released Tuesday by the Federal Reserve Bank of New York Retail Banking Wells Fargo & Company Announces Common Stock Dividend and New $40 Billion Common Stock Repurchase Program News Team Wednesday, April 30, 2025 1:00 am https://americas.managersofwealth.com/article/63682/wells-fargo-ampamp-company-announces-common-stock-dividend-and-new-40-billion-common-stock-repurchase-program The program will be executed consistent with the company’s internal capital adequacy framework that considers current market conditions, regulatory capital requirements, and other risk factors. Retail Banking Truist first bank to begin revolutionizing bill pay with alias-based request for payment via the RTP® network News Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63654/truist-first-bank-to-begin-revolutionizing-bill-pay-with-alias-based-request-for-payment-via-the-rtpampreg-network The solution will ultimately enable businesses to offer faster, simpler, more secure, and cost-effective bill payments. Retail Banking Flagstar plans to hire 80 to 90 more commercial bankers this year News Aggregation Team Monday, April 28, 2025 1:00 am https://americas.managersofwealth.com/article/63657/flagstar-plans-to-hire-80-to-90-more-commercial-bankers-this-year The bank reported another quarterly loss, although executives are targeting profitability in the fourth quarter. Retail Banking Wall Street pay guru forecasts a disappointing year for bonuses News Aggregation Team Thursday, March 20, 2025 12:00 am https://americas.managersofwealth.com/article/63384/wall-street-pay-guru-forecasts-a-disappointing-year-for-bonuses Banks risk sinking into a "cultural malaise" born of the return to work, threats from AI and the waning of righteousness of ESG and DEI issues. Retail Banking Signature Bank Achieves Record Profitability in 2024, Expands Wealth Management and Strengthens Industry Leadership News Team Friday, March 07, 2025 12:00 am https://americas.managersofwealth.com/article/63263/signature-bank-achieves-record-profitability-in-2024-expands-wealth-management-and-strengthens-industry-leadership Our team has a great deal to be proud of as we reflect on our financial success in 2024 Retail Banking Scotiabank Pullback Signals Global Banking Shift Away From Latin America News Aggregation Team Thursday, March 06, 2025 12:00 am https://americas.managersofwealth.com/article/63249/scotiabank-pullback-signals-global-banking-shift-away-from-latin-america Scotiabank’s exit also fulfills a promise CEO Scott Thomson made in 2023 to refocus on more profitable North American markets. Retail Banking Fintech Cadence and Visa join forces to support payment innovation in Canada News Team Tuesday, March 04, 2025 12:00 am https://americas.managersofwealth.com/article/63231/fintech-cadence-and-visa-join-forces-to-support-payment-innovation-in-canada As part of the overall collaboration, Visa is one of the Champion Sponsors of the 2025 Fintech Drinks Series Retail Banking Consumers Continue to Navigate Persistent Inflation by Changing Life Plans; Say They Want to Learn New Money Behaviors, According to Second Annual Wells Fargo Money Study News Team Wednesday, February 26, 2025 12:00 am https://americas.managersofwealth.com/article/63187/consumers-continue-to-navigate-persistent-inflation-by-changing-life-plans-say-they-want-to-learn-new-money-behaviors-according-to-second-annual-wells-fargo-money-study For adults in the first half of their financial lives, these numbers are even higher, with 82% of Gen Z adults and 79% of Millennials cutting back. Retail Banking The beginning of climate change pushback? 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 Canada Banks Keep Climate Pledges as Rival RBC Drops Targets 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 Streamlining ESG due diligence and reporting for leading UK private equity firm 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 ESG support at record low with investors 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 Trump’s climate policy and its impact on investments 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 Can clarity from regulators, ratings help investors grasp ESG? 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 BBVA CIB reinforces its commitment to Brazil as a key driver in its expansion and leadership in sustainability 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 The Power of Collaborative Vision: Five Years and Nearly $10 Trillion Dollars Later on a Net-Zero Journey News Team Friday, September 27, 2024 1:00 am https://americas.managersofwealth.com/article/61900/the-power-of-collaborative-vision-five-years-and-nearly-10-trillion-dollars-later-on-a-net-zero-journey This fall we celebrate the fifth anniversary of the formation of the UN-convened Net-Zero Asset Owner Alliance. Planet SOS Carbon Capture Gets Boost from Major Bank of America Investment News Aggregation Team Thursday, September 05, 2024 1:00 am https://americas.managersofwealth.com/article/61679/carbon-capture-gets-boost-from-major-bank-of-america-investment This investment represents a significant vote of confidence in carbon capture technology Planet SOS TD Bank Provides Update on U.S. AML Matters News Team Thursday, August 22, 2024 1:00 am https://americas.managersofwealth.com/article/61564/td-bank-provides-update-on-us-aml-matters The Bank expects that a global resolution will be finalized by calendar year end. Planet SOS