Managers of Wealth Americas

Evolving Social Behaviors are Reshaping the Client-Advisor Relationship

A majority of Millennial (89 percent) and Gen X (59 percent) respondents are open to their financial advisor following them on one or more social media platforms.

Comment, Analysis & Research

Debate rages over practicality of modern monetary theory

Comment, Analysis & Research

Creating Impact—The Promise of Impact Investing

The Case for Responsible Investing in Digital Financial Services

What do Banks Need to Know About Virtual Currencies Right Now?

Wealth and Asset Management

$10 trillion custodian Northern Trust is exploring shutting off external email for thousands of its employees as it tries to thwart cyber threats

Cambridge Bancorp completes merger with Optima Bank & Trust Company

Lazard to Release Quarterly Earnings on Thursday

Wealth in Canada: Sizing the Market Opportunity 2019

The world's best wealth advisers for the ultrarich share their secrets for success

Two Sanctuary Wealth Partners Advisers Named To Financial Times 400 Top Advisers List

People Moves

Morgan Stanley Shakes Up Wealth Unit, Shifting O'Connor to Banks

Ex-Pimco CEO joins EM boutique as senior advisor

Wilmington Trust Nabs Client Advisors from First Citizens Bank and Franklin Templeton

J.P. Morgan poaches gaming-focused ‘40 under 40’ dealmaker from Macquarie

With $1B in assets, St. Louis investment firm adds two partners

Two out, 10 in at Morgan Stanley Wealth Management

Legal, Regulation & Compliance

China Delays Data-Onshoring Rules Until After US Trade Talks

Trial begins for Platinum Partners hedge fund honchos charged with bilking investors

New guidance clarifies aspects of the Opportunity Zone program

Brazil’s Petrobras revisits whistleblowers in wake of trading scandal

Michael Avenatti is accused of embezzling $2.5 million from an NBA player, report says

Investment adviser accused of soliciting millions in medical marijuana scheme

FinTech

A Robo Impact Investing Tech Platform Adds A Place-Based Option

Wealthfront’s new high-yield accounts bring in $1 billion in just a few months

Bill Gates is committed to giving away his fortune — but he keeps getting richer

Chilean Gov’t Calls For More Regs On Crypto, FinTech; British Virgin Islands Partner With Blockchain Co

U.S. banking giant JPMorgan expanding blockchain project and payments to 220 banks

How tech founders are trying to disrupt — and replicate — the Giving Pledge

Alternative Investments

Hedge fund have-mores lord it over the rest

INTL FCStone Financial launches prime brokerage division

Northridge Capital Acquires Class-AA Office Campus In CityPlace - Houston's Premier Mixed-Use Urban Center

Lipper: the contrarian believes all trends eventually end

Centerbridge Is in Talks to Buy Advisor Group for $2 Billion

State Street Global Advisors’ AUM gains for quarter, year

Investment Banking

BNY Mellon profit falls 20 percent on lower fee revenue

BNY Mellon

JPMorgan Chase earnings rise, upbeat on US economy

For the third year in a row, hiring and developing talent is the top business challenge for elite advisory firms: The 2019 Elite Advisor Poll

Investment banks, asset managers shedding jobs

UBS Fires Investment Banker

Comment, Analysis & Research

Building the health systems of tomorrow: dealmaking and the future of the life sciences sector

ECB's Draghi, in rare move, sounds concern over Fed's independence

Debate rages over practicality of modern monetary theory

Wells Fargo’s 1Q profits rise 14%, beating analyst forecasts

Majority of U.S. Investors Unfamiliar With Social Investment According

Creating Impact—The Promise of Impact Investing

Tax

CRA steps up the fight

Treasury Finally Gives Much-Anticipated Tax Shelter Guidance For Wealthy Investors

American insurance giant AIG looks beyond Big Four for auditor

Swiss leaders upbeat after talks in US on tax and trade

Andersen Global Expands Brazil Presence

OECD Global Minimum Tax Plan Faces Design Challenges

Retail Banking

Banking pioneer scores with own venture

Ameriprise’s Bank Is Closer to Reality

Ameriprise getting ready to launch its bank

TD Bank Ramps up Commercial Real Estate Lending and Funds Affordable Housing Communities

New York-based bank opens flagship San Francisco office

Signature Bank Unveils San Francisco Flagship Financial Center; Marks Company’s Official Entry into the West Coast

ESG

Investors continue urging regulators for risk disclosure

Investors continue urging regulators for risk disclosure

Church Pension Invests $40 Million in Clean Energy Projects

CalPrivate Bank Announces Two New Small Business Lending Divisions

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