Wealth and Asset Management

Goldman Sachs makes biggest acquisition in nearly 20 years

Wealthy Chicago clans connect to invest

Family Offices Grow Their CRE Holdings

UBS Eliminates More Than 150 Jobs as It Reviews Staffing

Hines & Warner Wealth Management to Join Focus Partner Firm Vista Wealth Management Group

Zoe Financial Wins Morningstar's Annual Fintech Competition

People Moves

Sandy Spring Bank Appoints New Division Executive of Sandy Spring Private Client Group

J.P. Morgan Hires Senior Fixed Income Portfolio Manager

Synovus names private wealth director for Central and South Florida

Merrill Hires UBS Manager and Former Training Head in New York

LPL Financial Welcomes Michigan Retirement Advisors

Spearhead appoints MD, Strategic Relationships

Legal, Regulation & Compliance

Harvard-Linked Cambridge Square Hedge Fund Set to Shut Down

Ogier advises on US$350 million biopharmaceutical merger

Optimum Financial Group expands its asset management activities in the US

FINRA: High-Risk B/Ds Had Nine Times More Misconduct Events

US SEC Proposes Amendments to Cross-Border Swaps Rules

US issues anti-money laundering guidance for cryptocurrencies

FinTech

Here’s how artificial intelligence impacts the banking industry

Technology prompts banks to ponder future of branches

BRAZIL: New disclosure requirement introduced for crypto asset transactions

genesis launches Creative Studio to fast track delivery of solutions

WoodmenLife Selects SS&C to Streamline Loan Administration and Accounting

Appleby partners with Collision tech conference

Alternative Investments

Penn Capital Multi-Credit High Income Fund Receives 5-Star Morningstar Rating

Neuberger Berman Just Rode the Stock Swoon by Selling Volatility

Funds bullish as Japan hums with activism

Fiera to acquire Foresters’ asset management business

Bradesco buys outside Brazil to compete within

Leading Institutional Investment Manager Selects Artivest

Investment Banking

World's Largest Banks 2019: U.S. Takes Aim At Chinese Dominance

What does a Goldman-owned United Capital mean for advisers?

BNY Mellon Asset Servicing Selected as the Custodian of Microsoft's Treasury Group

Brazil's BTG Pactual considers spinoff of EFG stake

BNY Mellon and AcadiaSoft Team Up to Solve Last Piece of Collateral Puzzle

As Goldman Chases Smaller Clients, Some Doubts and Early Wins

Comment, Analysis & Research

Intertrust Engages With Financial Services Clients

Where have all the billionaires gone?

Softer side of wealth management will prevail in the future

Why Wirehouse FAs are Jumping Ship: Pay Changes, Cross-Selling and more ...

Why JPMorgan Chase Stock Climbed 14.6% in April

HNW investors feel good about global economy: survey

Tax

Minimizing (or eliminating) US tax on US source income and legacies for non-US charities

You Can’t Tax the Rich Without the IRS

CRA steps up the fight

Treasury Finally Gives Much-Anticipated Tax Shelter Guidance For Wealthy Investors

American insurance giant AIG looks beyond Big Four for auditor

Swiss leaders upbeat after talks in US on tax and trade

Retail Banking

Wells Fargo’s RIA Channel Adds Another Firm

American Riviera Bank Reports Record Quarterly Net Income

Banking pioneer scores with own venture

Ameriprise’s Bank Is Closer to Reality

Ameriprise getting ready to launch its bank

TD Bank Ramps up Commercial Real Estate Lending and Funds Affordable Housing Communities

ESG

Ethic Says Advisors Can Beat Fee Compression With ESG

ESG a Game-Changer – But Plenty Still to be Done…

Global biodiversity is collapsing, warn scientists

Moving to a low-carbon future – why banks and companies need to step up by Bill Winters, Standard Chartered Bank

Investors hold $517bn of ‘immediate’ climate risk

The World Federation of Exchanges Publishes Annual Sustainability Survey