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

Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC

IG Wealth Management Enhances Client Diversification with New iProfile Private Investment Mandate

Building the Modern Wealth Management Firm: Diverse, Dynamic and Digital

First Republic Reports First Quarter 2021 Results

Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company

Citigroup profit triples on reserve release, to exit some consumer unit

People Moves

Asset Strategy Consultants Deepens Investment Office and Private Wealth Services

Mirova appoints proxy voting and engagement lead

Citigroup Names Head Global Wealth Management

Withers welcomes experienced wealth planning advisor in San Francisco

Wells Fargo Sees More Financial Advisors Walk Out the Door

Citi expands global CIO and investment head’s remit amid restructure

Legal, Regulation & Compliance

Ridge Barker comments on the SEC's latest guidance on special purpose acquisition companies

Financial Sector Reform Program Curaçao and Sint Maarten

Carey Olsen supports Kavak on latest funding round as it hits US$4 billion valuation

US Corporate Transparency Act

Front Page Story and Back Page Correction: IRS Clarifies Its Public Cryptocurrency Position in Internal Guidance

New Tax Transparency Rules for Digital Platforms introduced by DAC 7

FinTech

Marstone and Detalus Advisors Partner to Bring Digital Wealth Management to Customers Representing Over $1.6 Billion in Assets under Management and Advisement

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

Maverix Private Equity Chooses SS&C for Inaugural Fund Launch

KKR to Acquire Ensono

AI giant to accelerate UK growth with $475m financing

FinTech Innovation Lab New York names 2021 accelerator class

Alternative Investments

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services

DPG Investments to Close $1 Billion+ in Private Capital

Truist Reports First Quarter 2021 Results

Scotiabank targets $10 Billion commitment in support of affordable housing in Canada

Nexus Strategy Celebrates 15 Years Serving the Independent Wealth Management Industry

Apollo Announces Extension of the Tender Offer for Shares of The Michaels Companies

Investment Banking

FICC Sponsored Cleared Repo Now Available via BNY Mellon's LiquidityDirect

JPMorgan profits on capital markets in a cash-flush economy

Wells Fargo Q1 Earnings Beat on Fee Income Growth

Americans unleashing pent-up savings could drive up inflation and rattle parts of the market, JPMorgan's chief strategist says

World’s Best Investment Banks 2021: M&A

World’s Best Investment Banks 2021: Global Winners

Comment, Analysis & Research

With Disruption Everywhere, Here’s What Advisory Firms Should Prioritize

Bernie Madoff dies in prison

Bank of America tops estimates on Wall Street trading and banking, release of loan-loss reserves

Millennials Make Their Mark, Highlighting a Big Shift in the Investing Landscape According to New Broadridge Study

7% growth in global reinsurance capital, with signs of underlying combined ratio improvement: Willis Re

Time for Value as Growth and Inflation Arrives

Tax

Entry into force of double taxation agreements with Brazil and Saudi Arabia

New York, Finally, Taxes the Rich

Just 500 households in New York City will pay the highest rate in Cuomo’s millionaire-tax hike and suicide deaths fell during the 2020 pandemic — but why?

World Bank warns against 'high' global tax minimum

US gift and estate tax legislative proposals

CRA has found 35 cases of tax dodging in the Panama Papers leak, 5 years later

Retail Banking

US Challenger Banks Have Enjoyed a Spike in Customers During Covid but How Far Can They Go?

Columbia Bank taps Corserv for business credit card programme

TD Releases 2020 Environmental, Social and Governance Report and TD Ready Commitment Report

CIBC Tops Estimates as Domestic Banking Helped by Lower Reserves

FirstBank & Trust parent company recognized among America’s Best Banks 2021 by Forbes

Blackline Safety Recurring Revenue Business Model Enables New $15M Financing Facility From National Bank of Canada

ESG

Heidrick & Struggles Announces Launch of Inaugural 2020 ESG Report

Willis Towers Watson commits its delegated investment portfolios to net zero

State Street unveils ESG cash reinvestment strategy

Franklin Templeton Launches Corporate Social Responsibility Report

Bank of America raises environmental initiative target three-fold to $1 trillion

Sustainable Investing Perspectives

Covid-19

Pandemic accelerates Bank of Canada's CBDC work

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