Wealth and Asset Management

HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management

Global wealth up 4.6% to US$317 trillion

Savant Capital Management recognized as leader by Barron's and Forbes

High-Net-Worth Individuals View Real Estate as a Top Wealth Indicator

Merrill Lynch Advisors Boost Client Acquisition by 87 Percent

PNC Bank Looks to Boost $59B Wealth Business

People Moves

Scituate resident named portfolio manager at Brown Advisory

Columbia Threadneedle rejigs management on three funds

Wilmington Trust Announces Leadership Appointments in Wealth Management Division

Sura builds out wealth investment team with Bice hire

Wealth Dynamix expands NA team

Pimco poaches UBS AM asset allocation head

Legal, Regulation & Compliance

Why Credit Suisse Was Ordered to Pay Ex-Broker Almost $1 Million

Notice Regarding Settlement with U.S. Department of Justice

IRS to revoke 260,000 American passports

SEC rules NYSE and Nasdaq did not justify data fee increases

CEO Predicts Cannabis Industry Can Bank Legally By Christmas

Bridgewater warns Fed could turn ‘hot’ economy to ‘mediocre’

FinTech

Efma and Accenture Announce Winners of Distribution & Marketing Innovation Awards 2018

Blackrock's Aladdin Adds Artificial Intelligence to Wealth Management

Fidelity launches new cryptocurrency trading platform

The Startup Trying to Disrupt Private Equity Firms

Fidelity Starts Crypto Business to Serve Wall Street Clients

OpenFinance And Refinitiv Join Forces To Offer Technical Analysis And Pioneering Private Banking Management Technology

Alternative Investments

Lyxor expands operations in the LatAm market

GWL Realty Advisors announces agreement to acquire Guggenheim Real Estate private equity platform and related funds

Seven Banks Join Forces to Transform Trade Finance

$366bn pension earmarks gender diversity as priority

Prudential Capital opens Mexico City office

Northern Trust’s approach to ESG evolves over the years

Investment Banking

Morgan Stanley outshines investment banking rivals

JPMorgan Chase eyes first branches in the Triangle

Natixis eyes stakes in boutique investment banks

Women in banking: Advice on getting ahead from top JPMorgan execs

BNY Mellon Investment Management Announces Mellon as New Name of U.S. Investment Manager

Boutique Banks Will Score as Sky Saga Nears Its End

Comment, Analysis & Research

How Paul Allen Assembled One of the Great Art Collections

These Two States Are Poised To Be The Next Big Marijuana Markets

BlackRock Flows Disappoint Amid Institutional Investor Fears

How To Become A Multi-Millionaire

Q&A: Blockchain to cause further disruption of financial services

Markets in turmoil – our view

Tax

ASC 740 Insights

Facts US Expatriates Should Know About Their Taxes

Liechtenstein, Peru removed from “grey” list of noncooperative jurisdictions

Falcone's Harbinger settles with New York on tax evasion

Andersen Global continues growth in Latin America

Proposed international tax rules to treat affiliates as group

Retail Banking

Exchange Bank Announces the Acquisition of First Northern Bank’s Asset Management & Trust Services Division

Spanish bank with Venezuelan ties to open Miami branch

German digital bank launches in Britain, sets sights on U.S.

Santander's Botin Keeps Calm as Brazil's Divisive Election Looms

African Development Bank: The status quo must change.” - Adesina tells FinDev Canada conference in Montreal

Citi wins tender to buy Israeli government's Bank Leumi stake

New Products & Services

CalPrivate Bank Announces Two New Small Business Lending Divisions

Pritzker Group Plans to Raise a $1.5 Billion Private-Equity Fund

Ex-HMC Portfolio Manager Fellas Said To Be Launching Crypto-Focused Hedge Fund

J.P. Morgan Asset Management Launches Two New ETFS: JPIH and JPEH

Islamic finance’s global surge remains a missed opportunity for banks in US and Canada

Hawaii and Islamic Finance

Company Results

BNY Mellon Reports Third Quarter 2018 Earnings of $1.08 Billion or $1.06 Per Common Share

Morgan Stanley's wealth management revenue up, adviser headcount down

Goldman Sachs beats estimates for third-quarter profit on stronger-than-expected investment banking

Hope Bancorp Reports 2018 Third Quarter Financial Results

Banks’ Revenue Growth at Risk Due to Unprecedented Competitive Pressure Resulting from Digital Disruption, Accenture Study Finds

Bank of America Rises, Sears Slumps as Dow Slips