Wealth and Asset Management

BBVA among 2019 Best Banks for High-Net-Worth Families in the U.S.

Warren Averett Asset Management Ranked as Top Financial Advisor

Investor services group’s leisure business acquires VOTA to expand services in United States

Carson Wealth Adds $566 Million RIA in Florida

Global wealth continues to build beyond Europe

Saranac Partners launches wealth management service for US persons

People Moves

Jefferies Appoints Jonathan Slone as Chairman of Asia

Deutsche Bank hires group CIO

Discount Bank names new CEO

Chilton Trust Names Former JPMorgan Exec Its New CEO

CNB Financial Hires Chief Financial Officer

Jolen Anderson Joins BNY Mellon as Global Head of Human Resources

Legal, Regulation & Compliance

Chambers High Net Worth Guide Recognizes Katten's Trusts and Estates Practice

These recent data breaches generated huge fines, so here’s why your data processing agreements need to be watertight

House committee OKs multiemployer pension reform bill

U.S. proposes barring big tech companies from offering financial services, digital currencies

Ex-BH Stockbroker Convicted in $200 Million Stock Manipulation Scheme

Jeffrey Epstein: Paedophile financier offers private jet and mansion to avoid pre-trial jail

FinTech

JPMorgan Launches A Robo-Adviser For Passive Investors

Kestra Financial Adds Merkel Financial to Platform

N26 launches its challenger bank in the U.S.

RBC buys accounts payable specialist

Broadridge CEO Tom Gokey gets Google's top cloud executive in his corner as he sets sights on wealth management cloud thunderclapper

Brazil's BTG Pactual Streamlines Digital Onboarding with Jumio

Alternative Investments

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

Biggest hedge fund managers bolt out of the gate

A Point Of Difference - What Happens When A Family Office Morphs Into A Fully-Fledged VC?

Huge Boost for Brazil Pension Reform as Bill Clears Major Hurdle

U.S. Investors Most Patient, And Demanding, In World, Study Says

JP Morgan cuts Venezuela debt from popular bond benchmarks

Investment Banking

Piper Jaffray buys rival investment bank

Wall Street Skeptical Of Deutsche Bank's Restructuring Plan

Wells Fargo-Favored Mortgage Master Blend Raises $130 Million

Wells Fargo selling majority stake in real estate banking giant

JPMorgan and BAML raise most money for ‘contentious’ companies

Goldman sees growth in mass-affluent advising, corporate cash deposits

Comment, Analysis & Research

Challenges facing family offices: what is holding you back?

US bonds present ESG problem

Citigroup Reports Profit, Revenue Boost

Wealth Management Platform Market to Set Phenomenal Growth from 2019 to 2025

Hedge Funds Post Best First Half in Decade

What You Need to Earn to Be in the Top 1%

Tax

US announces probe into France’s digital services tax

SCC deals a blow to tax evaders in Canada | David Rotfleisch

US Firms Still Keeping Some Overseas Profits Offshore

Canada steps up efforts to fight tax avoidance

Panama Papers data leak whittled down to only 150 taxpayer audits in Canada

Corporate tax gap could be costing more than $11B

Retail Banking

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

American Riviera Bank Reports Record Quarterly Net Income

Banking pioneer scores with own venture

ESG

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

Porn Is Worse Than Pollution in Ethical Investing Portfolios

Fixed Income is Redefining Sustainable Investing

Hedge funds making progress, but slow to adopt ESG