Wealth and Asset Management

Hub International Acquires The Assets Of New York-Based Perennial Pension And Wealth, Inc.

UBS Advisor Named to Barron's 2019 List of Top Financial Advisors

Top private bankers, wealth managers feted

Head of Schwab Private Client is apparent casualty as Charles Schwab slices $100 million in expenses by pink-slipping 600 staff in face of interest rate 'time bomb'

Independent investment advisory team joins Sanctuary Wealth

HighTower Advisors Named to Barron's 2019 Top 100 Independent Wealth Advisors List

People Moves

Tocqueville Asset Management boost wealth team

RBC Names New Recruiting Head for U.S. Wealth Business

Veris Wealth Partners Names New COO

Asset manager boosts wealth team

KKR appoints senior advisor

Cresset Hires Three New Partners

Legal, Regulation & Compliance

FCA update to joint statement on opportunistic strategies in the credit derivaties market

Dentons launches combination with leading law firm in Honduras

IRS releases new procedures and relief for expatriating taxpayers to come into US tax compliance

Massive IT Support Fraud ‘Made $10 Million From Thousands Of Elderly Victims’

FINRA hands J.P. Morgan Securities $1.1 million ‘traffic ticket’ for failing to report 89 potential criminal cases

The evolution and regulations of cryptocurrencies

FinTech

Wells Fargo to Pilot Internal Settlement Service Using Distributed Ledger Technology

SS&C Reports Record AUM for Asset Managers in Q2 2019 Drive Higher Operating Margins

New York headquartered Shariah-compliant digital investment advisor invests in FinTech startup

BNY Mellon and Bloomberg to Deliver Front-To-Back Integration Capabilities

Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office

Objectway Recognized by Celent as a Key Player for Client Reporting Solutions Delivering a Better Client Experience

Alternative Investments

Arthur J. Gallagher acquires Andrew Insurance Associates

Blackstone CEO Steve Schwarzman recounts the most ‘disastrous’ investment he ever made

Deutsche Bank's ex-head of program trading just opened his own fund

Arthur J. Gallagher acquires insurance broker

University of California to dump fossil fuel investments

Generational Group a Finalist for Multiple 2019 M&A Advisor Awards

Investment Banking

BTG Takes Cue From Blankfein With Digital Bank to Weather Storms

Citi expects ‘record year’ on back of Saudi Arabia and UAE operations

Bank of America's push to turn around investment bank is bearing fruit

Five Signposts for Making Every Personalized Client Journey a Success

Bankers look forward, not backwards, as bonus talks kick off

Solar drives Fifth Third to add investment bankers

Comment, Analysis & Research

How Wealth Managers are Attracting the Ultra Rich

Ultra-rich Americans are selling off luxury real estate faster than they're snapping it up

The Case for Having a Chief Data Ethics Officer

Impact Of Digital Disruption Worldwide

Discover Ready to Hire the Next Generation of Women Technology Leaders

Insurance Firms Push Towards Artificial Intelligence, Increased Outsourcing and Improved Data Accuracy

Tax

US-Switzerland Double Tax Protocol Now In Force

Too Much Tax Leads To Expats Returning US Passports

US Expat Taxes Explained: Form 2555-EZ for the Foreign Earned Income Exclusion

The Flaws of Elizabeth Warren’s Wealth Tax Plan

HMRC faces legal fight for handing Britons' data to US tax officials

Grant Thornton Chief Economist Diane Swonk receives Lifetime Achievement Award from ACG Chicago

Retail Banking

Heritage Commerce Corp and Presidio Bank Shareholders Approve Merger Agreement

German bank backed by Peter Thiel launches in US

CIBC profit beats on retail, commercial banking units strength

Regions Bank Closes on Highland Associates acquisition

Wintrust Financial Corporation Announces Plans to Acquire Countryside Bank

Scotiabank nabs another top J.D. Power Ranking for 2019

ESG

UN to launch Principles for Responsible Banking

You, Too, Are in Denial of Climate Change

Responsible finance is leading sustainability theme for BMO responsible global emerging market equity strategy

Climate change moves to top of investors' list of ESG issues

Morgan Stanley Survey Finds Investor Enthusiasm for Sustainable Investing at an All-Time High

Big US sustainable funds fail to support ESG shareholder proposals