Wealth and Asset Management

Cetera Financial Group adds 1,000 advisers, $19 billion in assets so far in 2019

LPL Financial Selects Wealthbox CRM for Vendor Affinity Program

Mercer Advisors acquires wealth manager

Van Leeuwen & Company wins Best Boutique Wealth Management Firm

Raymond James pumps out recruiting loans. Will advisors bite?

Forbes Magazine recognizes 25 Bham professionals in wealth advisers list

People Moves

Spartan Capital Securities hires Managing Director of Fixed Income

Ontario Teachers' Ontario Teachers' Pension Plan going on hiring spree

Hirtle Callaghan Appoints Endowment Veteran

Bank of America names new managing director for D.C.'s Merrill team

AIG Appoints Chief Actuary, General Insurance

LPL Financial Welcomes Blue Line Wealth Management

Legal, Regulation & Compliance

Trustees of Revocable Trusts May Owe Duties to Contingent Beneficiaries

Trial Date Set for US Panama Papers Case

Bailey Brauer Co-Founders Recognized by Best Lawyers in America

The anatomy of an alternative mutual fund

Wall Street asset manager claims boss coerced her into sex in exchange for supporting her investment fund - and says she was sacked when she complained to HR

CPPIB tops $400-billion in assets for the first time

FinTech

SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates

Q2 2019 Cryptocurrency Anti-Money Laundering Report

Investment in adviser fintech lowest since early 2018

HSBC Bank USA launches digital lending platform

Marketaxess To Acquire U.S. Treasuries Trading Operator Liquidityedge

Northern Trust launches pricing engine for securities lending

Alternative Investments

SS&C GlobeOp Hedge Fund Performance Index at 0.42 per cent in July

Credit Suisse Asset Management invests in Solve Advisors

British and Canadian growth funds team up for first time to invest in Vancouver-based tech company

CIT to Acquire Mutual of Omaha Bank

Stifel to Acquire George K. Baum & Company

Median Total Master Trust Return Continues Positive Performance

Investment Banking

Citigroup looks to hire ‘MVP’ dealmakers amid trading-unit cuts

Piper Jaffray and Sandler O’Neill Announce Merger; Combined Firm to be Named Piper Sandler Companies

NAIC and William Blair Join Forces to Strengthen Diversity in the Financial Services Industry

JPMorgan Chase posts $9.7 billion profit, beating estimates

Wells Fargo's profit climbs despite CEO search, pressure from rates

Goldman Sachs earnings slip in Q2

Comment, Analysis & Research

Can RPA Tools Transform Investment Management, Creating Winners, Losers and New Players?

Analyst to MD: How pay and bonuses compare at US and European banks

46 Percent of Legal Organizations to Experience a Cybersecurity Incident in the Next Year

Crypto criminals rake in $4.3 billion in 2019 so far, says new report

10 Strategies to Protect Ultra-High Net worth Family Wealth

African Americans underserved by US banks

Tax

Florida raking in billions as Americans abandon high-tax states

Former users of US offshore disclosure programme now at risk of follow-up examinations

RLI Insurance inks deal with SS&C Singularity

Jeffrey Epstein Wealth Boosted by Virgin Island Tax Breaks

Tax Treaty Updates: New treaty protocols ratified by Senate

U.S. Companies Repatriated Offshore Profits in Record Numbers Last Year

Retail Banking

Regions Bank Closes on Highland Associates acquisition

Wintrust Financial Corporation Announces Plans to Acquire Countryside Bank

Scotiabank nabs another top J.D. Power Ranking for 2019

Leading Israeli Bank in the US Strengthens Ties and Opportunities at Home

Goldman’s Marcus bank teams up with Saga to target over-50s

Wells Fargo’s RIA Channel Adds Another Firm

ESG

Investing to Fight Climate Change - Coutts

Latham Advises Arranger in US$175 Million Microfinance Securitization

Most Hedge Funds Don’t Consider ESG Factors When Stockpicking

CFTC to assess climate change risk and possible mitigation steps

Wealthy Families Are Adding Forests to Their Portfolios

ESG groups try to thin a thicket of sustainability metrics