Wealth and Asset Management

Hightower Facilitates Lexington Wealth Management's Third Sub-Acquisition This Year

The dos and don’ts of setting up a foreign wealth management office

Raymond James Draws $670M Team from Merrill

Ora Citron Named 2021 Five Star Wealth Manager with Diamond Group Wealth Advisors San Francisco/Bay Area-Based Wealth Management Firm

Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth

New Wealth-X Report Reveals a Staggering Level of Generational Wealth Transfer Leading up to 2030

People Moves

Regional Director Joins Sanctuary Wealth West Coast

Deutsche PB recruits Americas discretionary boss from BofA

KKR Announces New Partners and Managing Directors

Wilmington Trust Promotes Walter Dillingham to Director of Endowments & Foundations Practice for Wealth Markets

Oliver Wyman announces Partner Promotions for 2022

AlixPartners adds retail digital expert

Legal, Regulation & Compliance

Supreme Court of Canada pronounces on application of Luxembourg/Canada Treaty

United States: Federal Bank Regulators Approve New Cybersecurity Incident Notification Rule

US Banking Regulators Release Roadmap for Crypto-Related Activities by Banks

Carey Olsen supports Brazil fintech TruePay on US$32m funding round

How US policy could impact global markets

Navigating the evolving ESG disclosure landscape as a U.S. public company

FinTech

Zoe Financial Announces Partnership With Digital Wealth Management Innovator

BNY Mellon's Pershing to Acquire Optimal Asset Management

Cryptocurrency executives to be questioned in Congress

New York Fed opens innovation centre

Northern Trust Expands Relationship with Broadridge

Blackstone to acquire leading software services provider

Alternative Investments

AJ Gallagher completes on WTW reinsurance business

TD Asset Management Launches Two New Global Equity Income Solutions

DAI buys MicroVest Capital Management

CIBC announces fourth quarter and fiscal 2021 results

Regions Bank Closes on its Acquisition of Sabal Capital Partners

Pamplona Capital Management to Acquire EET from FSN Capital

Investment Banking

Exclusive-Goldman Sachs Planning New Medium-Term Profitability Targets Early Next Year -Sources

TD Bank Group Reports Fourth Quarter and Fiscal 2021 Results

RBC Capital Markets to hike associate bonuses as junior talent war continues

Cowen buys M&A advisory firm Portico to beef up investment banking

Lazard Forms Alliance With Independence Point Advisors

Statement from Wells Fargo CEO Charlie Scharf

Comment, Analysis & Research

Outrageous Predictions 2022: Revolution

How Are Family Offices Rewarding Their Staff This Season Of Giving?

Bank of America execs warn junior staffers to ‘dress down’ as NYC crime surges

OECD Economic Outlook sees recovery continuing but warns of growing imbalances and risks

Alternative Investment Predictions for 2022

Changing Fund Administrators Can Be Painless

Tax

RSM Canada buys two tax credit consulting firms

Tax Reform: What's In and What's Out (For Now)

The Nonqualified Financial Property Limitation

The Build Back Better Act: Tax Reform Implications for Private Equity M&A

Qualified Opportunity Funds / OTS Series

U.S. has become haven for tax dodgers

Retail Banking

Athene and Apollo to Acquire Majority Stake in Fast-Growing Consumer Lending Platform Aqua Finance at Valuation of Approximately $1 Billion

BNP hires advisers to explore $15 billion Bank of the West sale

Oakworth Capital Bank - 'Best Banks to Work For'

BofA launches Account Validation service

FV Bank prep crypto-linked Visa card programmes

American Express Reports Third-Quarter Revenue of $10.9 Billion and Earnings Per Share Of $2.27

Planet SOS

Carey Olsen advises shareholders on secondary offering of GFL Environmental shares

ESG Investments Poised to Reach $30 Trillion by 2030

Investing for a carbon free world: Investors support an inclusive transition post COP26

TD Asset Management launches three new ETF's

BMO pre-purchases direct air capture carbon removal

FTI Consulting makes net-zero emissions commitment

Covid-19

Nearly One Third of Small Businesses Have Voluntarily Reinstated Restrictions

Deloitte makes vaccination mandatory for US workforce

Delta variant pushes BlackRock to delay US office return as UK on track with hybrid working

Vanguard: Investment giant to pay vaccinated workers $1,000

Wall Street giant to bar unvaccinated staff

Wall Street Is Back (at the Office)