Managers of Wealth Americas

Workplace Stress During COVID-19: 5 Ways to Support Your Employees’ Mental Well-being

Taking care of your mental well-being is essential to staying healthy, staying resilient and moving your business forward.

Comment, Analysis & Research

COVID has worsened inequality even as the rich thrive: Oxfam

Comment, Analysis & Research

Three Developing Technologies That Will Change The Banking Industry

Comment, Analysis & Research

Wien and Joe Zidle Announce the Ten Surprises of 2021

Comment, Analysis & Research

Bitcoin more valuable than any global bank

Wealth and Asset Management

Farther Finance Launches Category Defining Wealth Management Tools That Pull The Private Banking Experience Forward

CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamill

Covid Versus Biden's Budget Promises

The NBA’s private equity plan is in motion and it’s betting on the allure of sports ownership

Mercer Advisors Acquires Marrs Wealth Management

10th Annual Citizens M&A Outlook Finds Business Owners, Private Equity Firms Expect Wave of Deals in Second Half

People Moves

Standard Life Aberdeen broadens senior leadership team as part of growth area push

Spencer Fane Adds 10 Attorneys in Denver, Bolstering Litigation Practice

LPL Financial Welcomes Washington Crossing Financial Group

Regions Bank Names Abbas Merchant as Chief Marketing Officer as Michele Elrod Announces Retirement

Broadridge Appoints Germán Soto Sanchez as Head of Corporate Strategy

Global Head of Media & External Communications Joins AIG

Legal, Regulation & Compliance

Mexican watchdog fines seven international banks for bond rigging

Pension Consolidation: Optimizin Scale and Maximizing Efficiency

Shell Company Disclosure Exemptions Prompt Calls for Changes

If Allowed by Regulators, Bank of America Could Return a Lot of Capital to Shareholders This Year

2021 outlook: M&A leads the economic recovery

President Biden freezes FinCEN's proposed crypto wallet regulations

FinTech

Raisin patents 'savings-as-a-service' technology as it moves on US market

AFTAs 2020: Best Third-Party Technology Vendor IT Team—Vestmark

SS&C GlobeOp Forward Redemption Indicator: January notifications 1.78%

SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability

Cryptos Won’t Work as Actual Currencies, UBS Economist Says

Providence Group selects Financial Risk Solutions technology to power digital wealth platform for expats

Alternative Investments

Top hedge funds earned US$63.5b in 2020, highest in decade: LCH data

Sycamore Partners Announces Plans to Add Fourth Ship to Azamara® Fleet

ElmTree Funds Announces $600 Million Strategic Partnership with Guggenheim Investments

70% of Canadian investors uncertain about what to do with their investments amid the pandemic

This Hedge Fund Made the Most Money for Investors Last Year

Regions reports 2020 earnings of $991 million and earnings per share of $1.03

Investment Banking

Bank optimism growing

What investors are watching for as UBS prepares to kick off Europe’s bank earnings

BNY Mellon 4Q Profit, Revenue Fall

Bank of America posts quarterly profit that exceeds analysts’ expectations but revenue falls short

Strong Investment Banking to Support BofA (BAC) Q4 Earnings

Why the Bank of Canada could be among the first to raise interest rates

Comment, Analysis & Research

COVID has worsened inequality even as the rich thrive: Oxfam

What will drive bank M&A in 2021

Remote Possibilities: The Pro’s Guide to Long-Term Working from Home

How 2020’s Challenges Have Highlighted The World’s Resilience

How Biden’s First Week in Office Could Affect Your Bank Account

This Is What Americans Want Most From Banks

Tax

Will Tax Havens Fall Prey to Global Momentum on Anti-Abuse Tax Initiatives?

Great Fortunes Tax imposed in Argentina

A Small Tax Change Is a Boon for Permanent Life Insurance

Rich Americans Bracing for Higher Taxes Await Biden’s First Move

Canada to tax foreign non-resident property owners

Covid: Argentina passes tax on wealthy to pay for virus measures

Retail Banking

American Express Reports Fourth-Quarter Revenue of $9.4 Billion and Earnings Per Share Of $1.76

AFTAs 2020: Best Infrastructure Initiative—Bank of America

Truist Reports Fourth Quarter 2020 Results

European banks struggle to crack US retail market

JPMorgan is acquiring a major credit card rewards business in a bet that travel will rebound next year

Deutsche Bank raises prospect of moving half its New York staff

ESG

Dealing with the effects of climate change through climate adaptation

Energy Transition Investment hit $500 Billion in 2020 – For First Time

Fidelity ESGenius: Democratic sweep could transform ESG regulation in the US

BNEF: Sustainable Debt Breaks Annual Record Despite Covid-19 Challenges

BMO Global Asset Management Launches MyESG™ to Help Align Investments and Beliefs

SEI Enhances Global Investment Stewardship Strategy

Covid-19

Workplace Stress During COVID-19: 5 Ways to Support Your Employees’ Mental Well-being

Pandemic triggers surge in business start-ups across major economies

Ten Ways Covid-19 Has Changed the World Economy Forever

New Covid relief bill boosts tax breaks for charitable giving in 2021

Deutsche Bank sees Wall St trading surge after vaccine news

The Digital Nomads Did Not Prepare for This