Managers of Wealth Americas

Wealth and Asset Management

Wealth solutions for today and tomorrow must focus on operational agility

I share my perspective on some of the key aspects you should consider to grow and optimize your business.

Comment, Analysis & Research

Onboarding new asset types: a case for flexible risk model integration

Comment, Analysis & Research

How to Start Distributing Power and Stop Delegating It

The coronavirus pandemic will permanently change how advisors want to meet with asset manager salespeople

Wealth and Asset Management

Taxes and Tantrums: How the US Election Could Impact Investors by Coutts

Wealth and Asset Management

Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World

Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021

Franklin Templeton Multi-Asset Solutions Business and Quantitative Manager QS Investors Join Forces

‘Wired to make money’: Barclays’ private bankers serve ultra-rich, as watchdogs sound alarms

Asset manager signs deal with wealth firm to bolster LatAm arm

How wealthy families view the markets now

People Moves

Pershing Square Holdings, Ltd. Announces Appointment of Independent Non-Executive Director

Principal announces new head of Global Asset Management

Bob Flannery Joins Redwood Capital Group as COO and EVP

Wealth Manager Joins White Oaks Wealth Advisors

Lightyear Capital Names Senior Advisor

Credit Suisse Raids UBS for Latin America

Legal, Regulation & Compliance

The window for "easy" partnership amended returns for CARES Act benefits is closing

How the FinCen Papers provide an opportunity to improve the Suspicious Activity Report (SARs) regime

EU-US Privacy Shield declared invalid – what's next?

Saudi-based Islamic investment firm acquires West Michigan properties in joint venture

Secret documents reveal potential dark side of prepaid debit cards

Anonymous SEC Whistleblower Earns $2.4 Million Award For Prompting Commission to Open Investigation

FinTech

Broadridge to Participate in Morningstar Investor Conference

Midwestern Bank Deploys Black Knight Servicing Technology

Without In-Person Meetings, Some in Wealth Management Turn to VR

Volante Technologies Collaborates with Goldman Sachs to Launch Digital Transaction Banking in the Cloud

Volante Technologies Collaborates with Goldman Sachs to Launch Digital Transaction Banking in the Cloud

Broadridge’s Global Asset Servicing Solution Now Live on Amazon Web Services

Alternative Investments

Sotheby’s Forms Strategic Partnership With Alexander Klabin To Accelerate the Growth of Sotheby’s Financial Services

Top 100 Infrastructure Investors 2020

L Squared closes third fund at hard cap

Lincoln Financial Group to Report Third Quarter Earnings

Ivy League Hedge Fund Managers Get Away With More

KKR Releases “The New Normal"

Investment Banking

Goldman Sachs : Acquiring Folio Financial, Inc. to Further Enhance Offering to Registered Investment Advisor Clients

Global banks left on the sidelines in Brazil’s IPO boom

Goldman Sachs joins JPMorgan in asserting return to work after coronavirus office closures

Trump’s Candidate to Lead Latin America Development Bank

JPMorgan top brass tell trading-floor staff to come back to the office

UBS plans higher fees to push rich clients out of costly cash

Comment, Analysis & Research

SS&C GlobeOp Forward Redemption Indicator: September notifications 3.43%

How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based Portfolios

CIOs Wielding More Influence in the Boardroom as IT Spending Surges by $15 BILLION a Week

Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study

'FinCEN' documents reportedly show banks moved illicit funds

Negative interest rates like 'shooting your own toes off'

Tax

IRS targets tax compliance by non-U.S. owners of U.S. real estate

Charting an estate planning course in uncertain political waters

Where to Put Your Stocks and Bonds to Pay Less Tax

GAO Tells Lawmakers Offshore Variable Life Can Be Abused

Facing change: Current United States tax and estate planning ideas

IRS Undertaking Hundreds of Repatriation Tax Audits in October

Retail Banking

PNC, Key Bank to close more branches

Mogo Establishes new Referral Agreement with EQ Bank for Savings Plus Account

Report: Arvest Bank most popular PPP lender in Arkansas

Bank earnings preview: Focus remains on bad loan provisions in Q3

American Express to Acquire Kabbage

HomeStreet Bank Selects SS&C to Support Commercial Real Estate Lending Operations

ESG

Goldman Sachs AM launches GS Global ESG Enhanced Income Bond Portfolio

ESG sees record inflows amid pandemic. One leading issuer on the theme’s staying power

How to separate the good from the bad and ugly ESG funds

Investment sector must focus on its own diversity

Momentum Builds for ESG Investment Among Global Public Investors, According To OMFIF-BNY Mellon Survey

Allfunds strengthens its social commitment and joins the United Nations Global Compact

Covid-19

COVID-19: Implications for business

The path ahead

The coronavirus pandemic will permanently change how advisors want to meet with asset manager salespeople

COVID-19 thrown a wrench into retirement planning? Don't panic.

COVID-19 will result in a permanent increase in compliance risk

America’s billionaires have a hoarding problem