Managers of Wealth Americas

Comment, Analysis & Research

Davos 2020 and climate change: How investment risks have shifted over a decade

As recently as ten years ago the environment didn’t register in the top risks for discussion at the World Economic Forum. Now it dominates. This has important implications for investors.

Comment, Analysis & Research

ROTH Capital Partners Releases its 2020 Millennial Survey

Comment, Analysis & Research

2020 Family Office Outlook

Comment, Analysis & Research

CEO Pessimism Over Global Growth Reaches Record High - PwC

Legal, Regulation & Compliance

Millions up in smoke in cannabis scam

Wealth and Asset Management

$45bn wealth firm drops model portfolio in fund streamlining effort

Inside RBC’s efforts to improve corporate governance

Nicholas Wealth Management named to the 2020 Atlanta Magazine 500 Most Powerful Business Leaders

Sandra Nesbit Launches New Consulting Company: Mainsail Capital Group

Fieldpoint Private shortlisted for four PAM Awards

'It's like managing a super yacht': Under the hood of Argentina's Andes Wealth Management

People Moves

Morgan Stanley executive Rich Portogallo to retire: memo

HSBC PB’s global CIO quits to take CEO post at wealth group

William Blair expands Private Wealth Management team

UniCredit shuffles top managers in Italy, names new Americas CIB head

Lincoln Financial Group Hires Industry Veteran to Drive Innovation for IT Infrastructure Program

Sandy Cove Advisors Re-Hires Kate Saltonstall, CFA as Chief Investment Officer

Legal, Regulation & Compliance

State Street partners with alts fintech platform iCapital Network

RollOnFriday Firm of the Year 2020 results reveal most lawyers are...happy

Ex-Wells Fargo CEO banned from banking, must pay $17.5M fine for role in fake-accounts scandal

New York Responds to TRansition from LIBOR

New York Enacts Zombie Property Law

Federal Reserve Publishes Fintech Risk Management Guidance

FinTech

Purpose Advisor Solutions and Wealthsimple for Advisors ink tie up

Adox Research awards SS&C Singularity highest status in five portfolio management & accounting solution categories

Ally Financial Reports Fourth Quarter and Full Year 2019 Financial Results

Broadridge Among FORTUNE Magazine's 2020 'World's Most Admired Companies'

Businesses Face a Digital Ceiling in Their Transformation Progress

How FinTechs Will Come of Age in the 2020s

Alternative Investments

Fiduciary Trust To Acquire $4B Wealth Manager Pennsylvania Trust

Middle East investments in US real estate soar during 2019

Discover Financial Services Reports Fourth Quarter Net Income of $708 Million

M&T Bank Corporation Announces 2019 Fourth Quarter And Full-Year Results

A Blueprint for a Sovereign Wealth Fund for the United States

AIG Launches New AllianceBernstein Multi-Asset Index Designed Exclusively for AIG Index Annuities

Investment Banking

This year's bonus round: initial reactions

Goldman Sachs opens bank branch in South Africa

CEO says Bank of America aims to 'double' its U.S. consumer market share: FT

Morgan Stanley to recruit dozens for Asia wealth operations

Fourth Quarter and Full Year 2019 Results and Key Metrics

Raymond James and Stifel in Talks with Wirehouse FAs Disgruntled with Comp Changes

Comment, Analysis & Research

With record profits on Wall Street, small bonuses will annoy bankers: experts

Franklin Resources to buy Philadelphia-area wealth management firm

Davos 2020 and climate change: How investment risks have shifted over a decade

Goldman Sachs Insider Previews CEO David Solomon's New Plan for World Dominatio

Global Talent in the Age of Artificial Intelligence

2020 Global Talent Competitiveness Index Released

Tax

Ultra-wealthy worried about taxes as election nears

Tax implications of the new civil partnership status - Withers

Outlook for Canada's venture capital market remains robust: KPMG in Canada

TFSA Pension: How to Turn $69,500 Into a Tax-Free Income Stream!

Majority of Americans favor wealth tax on very rich: Reuters/Ipsos poll

New M&A target for RIAs? Accounting firms

Retail Banking

PNC Reports Full Year 2019 Net Income Of $5.4 Billion

UK-based Credit Unions adopt TCS’ core-banking solution to go digital

Wells Fargo set for political trouble through 2020, warns Cowen

Victory State Bank acquired by Northfield

BOK Financial Recognized Among the World’s Best Employers by Forbes

Consolidated platforms bring wealth monitoring and planning to one place

ESG

How to Change Course on Climate

Davos 2020: Greta Thunberg is saving the planet AND reshaping the global investment industry

Understanding climate risk - McKinsey Global Institute

Mastercard and Partners Launch Priceless Planet Coalition to Act on Climate Change

US Capital Global Supports Programs that Help Solve Crucial Social and Environmental Issues in the US and Abroad

No one wants to be the bad guy: the path to ESG compliance