Managers of Wealth - Americas http://ambankers.net/ Tue, 31 Mar 2020 08:20:42 BST part of MediaG8way Group http://ambankers.net/ http://ambankers.net/assets/images/logo.png Managers of Wealth - Americas KohanaPHP A crisis in equity dividend income News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45038/a-crisis-in-equity-dividend-income By the close of business yesterday, around 15% of FTSE 350 constituents had already announced dividend cuts Wealth and Asset Management Women Hold Majority Of Personal Wealth, But Still Minorities In Advisory Field News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45002/women-hold-majority-of-personal-wealth-but-still-minorities-in-advisory-field Ninety-six percent of women have a primary or shared responsibility for family financial decisions. Wealth and Asset Management Top trends that continue to reshape wealth management News Aggregation Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44986/top-trends-that-continue-to-reshape-wealth-management As digital engagement models continue to leverage lower product costs and commoditize advice, the industry is compelled to come up with more competitive fee structures to keep up with the latest changes in the marketplace. Wealth and Asset Management Barclays Adds ESG Assessment and Indicators to Fundamental Research News Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44963/barclays-adds-esg-assessment-and-indicators-to-fundamental-research Fundamental Environmental, Social, Governance (“ESG”) Research will offer clients multi-dimensional analysis of ESG performance for companies under coverage, and assess how ESG attributes impact security pricing. Wealth and Asset Management FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards News Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44972/fundcount-named-best-consolidated-reporting-solution-in-2020-family-wealth-report-awards Software meets family office needs for aggregated data and personalized client experience Wealth and Asset Management SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices News Aggregation Team Sunday, March 22, 2020 12:00 am http://ambankers.net/article/44945/sei-family-office-services-recognized-as-best-outsourced-service-provider-for-family-offices This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base. Wealth and Asset Management Covid-19 could permanently change the way we work, says Schroders News Aggregation Team Friday, March 20, 2020 12:00 am http://ambankers.net/article/44929/covid-19-could-permanently-change-the-way-we-work-says-schroders Covid-19 is forcing people to change their work behaviour in a dramatic way, particularly how businesses conduct travel and remote working Wealth and Asset Management Wealth management firm throws itself big curveball News Aggregation Team Friday, March 20, 2020 12:00 am http://ambankers.net/article/44931/wealth-management-firm-throws-itself-big-curveball In addition to a new name and branding campaign, FourThought Financial is now an independent Registered Investment Advisor. Wealth and Asset Management Morgan Stanley deepens wealth management ties with MUFG News Aggregation Team Thursday, March 19, 2020 12:00 am http://ambankers.net/article/44915/morgan-stanley-deepens-wealth-management-ties-with-mufg US brokerage builds on partnership by sending execs to Japan Wealth and Asset Management The Billionaire Interview That Tanked The Stock Market News Aggregation Team Thursday, March 19, 2020 12:00 am http://ambankers.net/article/44921/the-billionaire-interview-that-tanked-the-stock-market This way Americans will stay at home and the virus will stop spreading. Wealth and Asset Management JPMAM names fixed-income insurance and pensions leader News Aggregation Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45028/jpmam-names-fixed-income-insurance-and-pensions-leader He is based in London and reports to Iain Stealey, international CIO of fixed income. People Moves RWC poaches BNY Mellon equity team News Aggregation Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45030/rwc-poaches-bny-mellon-equity-team The appointments include Nick Clay and Andrew MacKirdy, co-managers of a £5.2bn top-performing fund People Moves BNY Mellon Confirms new CEO News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45037/bny-mellon-confirms-new-ceo Prior to being named interim CEO in September People Moves Merrill Lynch Cuts Advisor Teams a Break Amid Pandemic News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/44999/merrill-lynch-cuts-advisor-teams-a-break-amid-pandemic The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said. People Moves Veteran UBS Manager Meraz to Exit in L.A., Firm Hires Vegas Duo from Merrill News Aggregation Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44980/veteran-ubs-manager-meraz-to-exit-in-la-firm-hires-vegas-duo-from-merrill He previously served as Southwest regional manager overseeing 825 advisors in southern California, Hawaii, Arizona, New Mexico and Colorado, and for a time ran the Orange County complex. People Moves Eventus Systems Establishes Presence in Europe with First Key Hire in London News Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44981/eventus-systems-establishes-presence-in-europe-with-first-key-hire-in-london Firm Continues Growth in EMEA with Trade Surveillance, Market Risk Tools Addressing European Market Rules, Regulations People Moves Gibson Dunn Nabs Paul Hastings Private Equity Partner News Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44988/gibson-dunn-nabs-paul-hastings-private-equity-partner Stefan is a strategic, commercially minded dealmaker who will add greater depth to our M&A and private equity teams. People Moves Jessica Kung Joins Eaton Vance as Chief Human Resources Officer News Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44990/jessica-kung-joins-eaton-vance-as-chief-human-resources-officer Jessica brings to us a wealth of experience across a range of HR functions People Moves Fiera Capital appoints new global president News Aggregation Team Friday, March 20, 2020 12:00 am http://ambankers.net/article/44936/fiera-capital-appoints-new-global-president Mr. Lemay has grown and evolved within our organization since 2012 People Moves Chenault Leaves Facebook Board After Disagreements With Zuckerberg News Aggregation Team Thursday, March 19, 2020 12:00 am http://ambankers.net/article/44919/chenault-leaves-facebook-board-after-disagreements-with-zuckerberg Board member disagreed with founder over governance and political policies People Moves COVID-19: Audi, McDonald’s And Other Brands Redesign Logo To Promote ‘social Distancing’ News Aggregation Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45032/covid-19-audi-mcdonaldamprsquos-and-other-brands-redesign-logo-to-promote-amplsquosocial-distancingamprsquo Meanwhile, several corporate brands have come up with innovative ideas to promote the message of social distancing at the time of the public health crisis. Legal, Regulation & Compliance Managing risks that come with federal funds News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45039/managing-risks-that-come-with-federal-funds This alert examines the issues that recipients of federal funds confront and suggests best practices for mitigating risk. Legal, Regulation & Compliance The Royal Court recognises Canadian 'debtor in possession' bankruptcy orders over a Jersey company News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45040/the-royal-court-recognises-canadian-amp039debtor-in-possessionamp039-bankruptcy-orders-over-a-jersey-company It is the first time that such Canadian proceedings have been recognised in Jersey. Legal, Regulation & Compliance The top five misconceptions of hedge fund compliance with Regulation D and the impact of Blue Sky laws News Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45015/the-top-five-misconceptions-of-hedge-fund-compliance-with-regulation-d-and-the-impact-of-blue-sky-laws The goal of our webinar is to provide specific takeaways and ideas you can take back to your firms on how to better handle important blue sky issues. Legal, Regulation & Compliance Stimulus deal includes temporary relief for retirement plans News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/44997/stimulus-deal-includes-temporary-relief-for-retirement-plans Historic legislation would also ban companies' use of aid to buy back stock Legal, Regulation & Compliance House bill introduced to suspend required minimum distributions News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45000/house-bill-introduced-to-suspend-required-minimum-distributions Currently, individuals who do not follow RMD rules face a penalty of 50% of the amount that should have been distributed, the lawmakers noted. Legal, Regulation & Compliance Wall Street Bonuses Could Fall 40% This Year in ‘Perfect Storm’ News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45001/wall-street-bonuses-could-fall-40-this-year-in-amplsquoperfect-stormamprsquo “This is a shock to the system that you see about every 10 years.” Legal, Regulation & Compliance SEC provides additional relief for certain filing and proxy delivery obligations, and issues disclosure guidance relating to the impacts of COVID-19 News Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45006/sec-provides-additional-relief-for-certain-filing-and-proxy-delivery-obligations-and-issues-disclosure-guidance-relating-to-the-impacts-of-covid-19 The company or any person required to make any filings with respect to such company files the subject report, schedule, or form required to be filed no later than 45 days after the original due date. Legal, Regulation & Compliance SEC Charges Investment Adviser for Failing to Disclose Conflicts News Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45007/sec-charges-investment-adviser-for-failing-to-disclose-conflicts Securities and Exchange Commission v. Donald H. Hunter, Civil Action No. 3:20-cv-00391-RNC (D. Conn, filed March 24, 2020) Legal, Regulation & Compliance Focus Financial Sues Executive Who Jumped to Hightower News Aggregation Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44979/focus-financial-sues-executive-who-jumped-to-hightower Holsopple, who the suit says falsely represented that he was not joining a direct competitor when he unexpectedly resigned and who was subsequently sent a cease-and-desist letter, did not respond to a request for comment. Legal, Regulation & Compliance In Self-Isolation? Try these Free Online Courses for you and your Family News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45026/in-self-isolation-try-these-free-online-courses-for-you-and-your-family ModPo is a fast-paced introduction to modern and contemporary poetry, with an emphasis on experimental verse, from Emily Dickinson and Walt Whitman to the present. FinTech Cybersecurity tactics for the coronavirus pandemic News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45027/cybersecurity-tactics-for-the-coronavirus-pandemic The COVID-19 pandemic has presented chief information security officers and their teams with two immediate priorities. FinTech How Fintech is Shaping the Future of Wealth Management News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45009/how-fintech-is-shaping-the-future-of-wealth-management Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time. FinTech SS&C Acquires Captricity News Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45011/ssampampc-acquires-captricity Acquisition adds Vidado, the enterprise machine learning paper-to-digital data transformation platform FinTech Financial Tech Platform iCapital Network Raises $146 Million News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45012/financial-tech-platform-icapital-network-raises-146-million Financial technology platform iCapital Network announced it closed a $146 million capital raise for fueling its future growth FinTech Sikich Investment Banking advises Technology Services Group in acquisition by Alfresco Software Inc. News Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45013/sikich-investment-banking-advises-technology-services-group-in-acquisition-by-alfresco-software-inc Alfresco builds and markets a cloud-native Digital Business Platform that helps companies connect, protect and unlock value from their most important information. FinTech Morgan Stanley online platform for wealthy clients down News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/44998/morgan-stanley-online-platform-for-wealthy-clients-down Morgan Stanley Wealth Management is one of the biggest financial advisory and brokerage firms in the country, managing $2.7 trillion in client assets. FinTech Entreda offers free suite of work-form-home cybersecurity tools to support wealth managers during coronavirus crisis News Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45003/entreda-offers-free-suite-of-work-form-home-cybersecurity-tools-to-support-wealth-managers-during-coronavirus-crisis The offer is part of Entreda’s commitment to support industry-wide coronavirus pandemic response efforts that involve transitioning to a work-from-home model. FinTech Hyland leverages Amazon Web Services to offer cloud solutions in Japan to support growth News Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44959/hyland-leverages-amazon-web-services-to-offer-cloud-solutions-in-japan-to-support-growth Strategic location to support demand for secure, dependable cloud solutions and business continuity in-region FinTech Top Global Digital Intelligence Trends for 2020 News Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44965/top-global-digital-intelligence-trends-for-2020 2020 Annual Digital Intelligence Industry Benchmark Report Reveals Law Enforcement Agencies Have a Growing Reliance on Data Analysis with 90 Percent of Cases Involving Digital Devices & Cloud Applications FinTech Hedge fund manager turns $27m bet into $2.6b payout News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/44994/hedge-fund-manager-turns-27m-bet-into-26b-payout Citing moves by the US government and the Treasury, Mr Ackman said his hedge fund was spending much of their gains on cheap stocks. Alternative Investments Private equity eyes industries crippled by coronavirus: ‘They have been waiting for this’ News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45004/private-equity-eyes-industries-crippled-by-coronavirus-amplsquothey-have-been-waiting-for-thisamprsquo The first deals are likely to be investments rather than full-on takeovers, the bankers said. Alternative Investments Vanguard to Streamline Value Fund Lineup with Planned Merger News Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44991/vanguard-to-streamline-value-fund-lineup-with-planned-merger The combined fund will continue to be managed by Wellington Management Company LLP (approximately 70% of assets) and Pzena Investment Management, LLC (approximately 30% of assets) Alternative Investments Elk River Wealth Launches RIA with Unique Client Experience and Full-Service Offering News Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44974/elk-river-wealth-launches-ria-with-unique-client-experience-and-full-service-offering The launch comes at a time when Americans need a trusted partner to understand their immediate Alternative Investments Asset owners keep steady hand on the wheel News Aggregation Team Monday, March 23, 2020 12:00 am http://ambankers.net/article/44952/asset-owners-keep-steady-hand-on-the-wheel Institutions feel confident they can weather the financial storm Alternative Investments After sell-off, US$4b investor reviews hedge fund News Aggregation Team Sunday, March 22, 2020 12:00 am http://ambankers.net/article/44939/after-sell-off-us4b-investor-reviews-hedge-fund "Many investors will have to critically evaluate the role of alternative strategies in their portfolio, ” Vatanen said. Alternative Investments Fund managers have a message: Cash is king News Aggregation Team Friday, March 20, 2020 12:00 am http://ambankers.net/article/44934/fund-managers-have-a-message-cash-is-king The spike in bond yields, with 10-year rising above 1.2% and the 30-year more than doubling in the last few days, marks only the latest way that the typical correlations between assets are breaking down. Alternative Investments Alt Managers Need to Adapt Their Fee Structures Amid Increased Price Sensitivity News Aggregation Team Wednesday, March 18, 2020 12:00 am http://ambankers.net/article/44898/alt-managers-need-to-adapt-their-fee-structures-amid-increased-price-sensitivity Fees and alignment of interests are improving in the hedge fund industry Alternative Investments Advisors find new ways to stay productive in retirement News Aggregation Team Wednesday, March 18, 2020 12:00 am http://ambankers.net/article/44899/advisors-find-new-ways-to-stay-productive-in-retirement While navigating her next steps, Ms. Latremoille took a self-assessment test called SuccessFinder that helped her explore what she wanted to do with her talents and skills. Alternative Investments Mirae Asset says on track to close $5.8 bn US hotels deal News Aggregation Team Monday, March 16, 2020 12:00 am http://ambankers.net/article/44863/mirae-asset-says-on-track-to-close-58-bn-us-hotels-deal The South Korean asset manager is aiming to close the deal in coming weeks, and Anbang Insurance stays firm on completing the sale to Mirae Asset, according to the source. Alternative Investments Jefferies Group CFO Dies Due To Coronavirus Complications News Aggregation Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45029/jefferies-group-cfo-dies-due-to-coronavirus-complications For over a dozen years, Peg has been our CFO and partner, and helped us build Jefferies from less than half its current size Investment Banking ‘No layoffs’ — Bank of America CEO doesn’t want workers worrying about jobs during coronavirus crisis News Aggregation Team Sunday, March 29, 2020 12:00 am http://ambankers.net/article/45023/amplsquono-layoffsamprsquo-ampmdash-bank-of-america-ceo-doesnamprsquot-want-workers-worrying-about-jobs-during-coronavirus-crisis Bank of America CEO Brian Moynihan said his bank’s 200,000-plus employees won’t have to worry about layoffs this year. Investment Banking JPMorgan’s Equity Derivatives Haul Soars to $1.5 Billion News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/44996/jpmorganamprsquos-equity-derivatives-haul-soars-to-15-billion Unit’s traders keep showing up to field intense market swings Investment Banking Now is the time for investment banks to reinvent themselves News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/45005/now-is-the-time-for-investment-banks-to-reinvent-themselves Report says that the coronavirus outbreak should focus transformation of the sector Investment Banking World’s five largest banks see investment banking revenue slide to $26.1bn News Aggregation Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44962/worldamprsquos-five-largest-banks-see-investment-banking-revenue-slide-to-261bn The banks take the role of underwriter, making sure that bonds or stocks are competitively priced and sold. Investment Banking JPMorgan Plans Firm-Wide Hiring Freeze Amid Virus Uncertainty News Aggregation Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44975/jpmorgan-plans-firm-wide-hiring-freeze-amid-virus-uncertainty JPMorgan, the biggest U.S. bank, also delayed bringing new recruits into the bank until April 20, but will pay new hires from their original start dates, another person said. Investment Banking Bank of America allows trading from home after staff backlash News Aggregation Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44978/bank-of-america-allows-trading-from-home-after-staff-backlash Lender forced to overturn ban and join US rivals in permitting remote execution of trades Investment Banking Goldman injects $1 billion into own money-market funds after heavy withdrawals News Aggregation Team Sunday, March 22, 2020 12:00 am http://ambankers.net/article/44940/goldman-injects-1-billion-into-own-money-market-funds-after-heavy-withdrawals SEC rules dictate that funds have to keep at least 30% of their portfolios in securities that can be converted to cash in five business days so they can meet investor redemptions. Investment Banking Wells Fargo pays new CEO $34.3 million in 2019 compensation News Aggregation Team Wednesday, March 18, 2020 12:00 am http://ambankers.net/article/44897/wells-fargo-pays-new-ceo-343-million-in-2019-compensation Scharf was hired as Wells Fargo’s third chief executive since October 2016. Investment Banking Coronavirus recession tipped to transform investing News Aggregation Team Tuesday, March 17, 2020 12:00 am http://ambankers.net/article/44888/coronavirus-recession-tipped-to-transform-investing A COVID-19 recession is likely to fundamentally shift how we live, do business and invest. Investment Banking Thinking about compliance as an essential tool in our new business world News Aggregation Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45024/thinking-about-compliance-as-an-essential-tool-in-our-new-business-world When everyone gets together to discuss the gaps in the internal review Comment, Analysis & Research ‘The world is learning to work flexibly,’ says BMO fund CEO News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45008/amplsquothe-world-is-learning-to-work-flexiblyamprsquo-says-bmo-fund-ceo Kristi Mitchem, head of the asset management division, on home working and staying positive Comment, Analysis & Research MAS Releases USD Auction Details News Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45010/mas-releases-usd-auction-details It aims to support more stable USD funding conditions in Singapore, and facilitate USD lending to businesses in Singapore and the region. Comment, Analysis & Research Looking Beyond the Fear: An Analysis of Sharp Selloffs News Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45014/looking-beyond-the-fear-an-analysis-of-sharp-selloffs COVID-19’s spread and containment efforts have forced market prices to recalibrate sharply as expectations about different industries and the overall economy have shifted at a breakneck pace. Comment, Analysis & Research Long-term approach needed more than ever News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45018/long-term-approach-needed-more-than-ever “We didn’t know coronavirus was coming when we started drafting this letter,” Mizuno said in the interview. Comment, Analysis & Research The 'best risk-reward' in 2 years: Morgan Stanley's investment chief says now is the time for stock traders to buy News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45019/the-amp039best-risk-rewardamp039-in-2-years-morgan-stanleyamp039s-investment-chief-says-now-is-the-time-for-stock-traders-to-buy The bank has been buying back into equities "over the last two, three, four weeks" as prices stabilize, he said. Comment, Analysis & Research Kevin Sneader: We’re not going back to the ‘normal’ we had before coronavirus News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45020/kevin-sneader-weamprsquore-not-going-back-to-the-amplsquonormalamprsquo-we-had-before-coronavirus he message we’re hearing is that the scenarios are helpful, but leaders are wondering what’s going to be true across all these scenarios. Comment, Analysis & Research The days of rising wealth management executive compensation may be over. News Aggregation Team Thursday, March 26, 2020 12:00 am http://ambankers.net/article/44995/the-days-of-rising-wealth-management-executive-compensation-may-be-over The firms didn’t respond to requests for comment on their executive pay beyond official company disclosures, other than an Ameriprise spokesman’s email citing a “supplemental total direct compensation” table. Comment, Analysis & Research Bank CIOs confront challenge of so many employees working at home News Aggregation Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44992/bank-cios-confront-challenge-of-so-many-employees-working-at-home And about two weeks ago, Wisler’s team took stock of the entire company, to see who was set up to work from home and who was not. Comment, Analysis & Research 12 Women Changing The Money Industry Not Even The Coronavirus Can Stop News Aggregation Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44964/12-women-changing-the-money-industry-not-even-the-coronavirus-can-stop One of the most important changes happening in the money industry is more about the type of talent that is stepping into leadership roles to drive this transformative change — and that’s women. Comment, Analysis & Research World Tax Advisor, featuring special COVID-19 section News Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45017/world-tax-advisor-featuring-special-covid-19-section These measures, which vary in magnitude and scope, are intended to mitigate the economic and fiscal effects on businesses and individuals. Tax US federal and state income tax compliance adjustments in the wake of the coronavirus pandemic News Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44973/us-federal-and-state-income-tax-compliance-adjustments-in-the-wake-of-the-coronavirus-pandemic The amnesty, as drafted, does not apply to any other taxes, so gift, estate, and excise tax deadlines remain unchanged. Tax World Tax Advisor, featuring special COVID-19 section News Team Friday, March 20, 2020 12:00 am http://ambankers.net/article/44925/world-tax-advisor-featuring-special-covid-19-section These measures, which vary in magnitude and scope, are intended to mitigate the economic and fiscal effects on businesses and individuals. Tax 24 Tax Scams to Watch Out For News Aggregation Team Thursday, March 19, 2020 12:00 am http://ambankers.net/article/44920/24-tax-scams-to-watch-out-for The scams can be simple or extremely elaborate. Tax IRS Delays Tax Filing Deadline to July 15 News Aggregation Team Wednesday, March 18, 2020 12:00 am http://ambankers.net/article/44911/irs-delays-tax-filing-deadline-to-july-15 Treasury Secretary Steven Mnuchin announced that taxpayers will get a three-month reprieve to file their 2019 federal income tax returns as part of the federal government’s coronavirus response. Tax Taxes May Be a Bigger Deal Than Alpha, This Fund Manager Says News Aggregation Team Monday, March 09, 2020 12:00 am http://ambankers.net/article/44799/taxes-may-be-a-bigger-deal-than-alpha-this-fund-manager-says Few people think to look at the impact of capital gains on their mutual funds Tax IRS Gives Big Tax Reporting Break To Foreign Trusts News Aggregation Team Wednesday, March 04, 2020 12:00 am http://ambankers.net/article/44752/irs-gives-big-tax-reporting-break-to-foreign-trusts It seems particularly aggravating that many legitimate foreign pension and retirement plans and trusts are caught within the same rules, even perfectly legitimate programs you may have participated in while you were working overseas. Tax IRS Gives Big Tax Reporting Break To Foreign Trusts News Aggregation Team Wednesday, March 04, 2020 12:00 am http://ambankers.net/article/44757/irs-gives-big-tax-reporting-break-to-foreign-trusts But the penalties can be much worse if you acted in ways that look willful to the IRS. Tax Four tricks the wealthy use to reduce taxes that ordinary Canadians can try, too News Aggregation Team Thursday, February 27, 2020 12:00 am http://ambankers.net/article/44694/four-tricks-the-wealthy-use-to-reduce-taxes-that-ordinary-canadians-can-try-too You don’t have to be in the 1% to incorporate these tried and true tax strategies into your own planning Tax Walgreens CEO Favors Trio of Tax Havens for $10 Billion Fortune News Aggregation Team Monday, February 24, 2020 12:00 am http://ambankers.net/article/44642/walgreens-ceo-favors-trio-of-tax-havens-for-10-billion-fortune The disclosures illustrate the lengths many of the world’s richest people go to manage and protect their wealth. Tax Regions Bank earns Gallup’s highest workplace honor a sixth consecutive year News Team Wednesday, March 18, 2020 12:00 am http://ambankers.net/article/44910/regions-bank-earns-gallupamprsquos-highest-workplace-honor-a-sixth-consecutive-year Regions named a Gallup Exceptional Workplace Award winner Retail Banking Modern Capital Announces Acquisition News Team Tuesday, March 17, 2020 12:00 am http://ambankers.net/article/44885/modern-capital-announces-acquisition The transaction, which is subject to FINRA regulatory approval, will allow Modern to expand its footprint into retail and institutional trading as well Retail Banking Regions Bank wins 13 Greenwich Awards for middle market and small business banking News Team Thursday, March 12, 2020 12:00 am http://ambankers.net/article/44841/regions-bank-wins-13-greenwich-awards-for-middle-market-and-small-business-banking Recognized among top banks delivering high-touch service and technology solutions to help business customers grow and thrive Retail Banking Canada's National Bank profit beats as financial markets, wealth management units shine News Aggregation Team Thursday, February 27, 2020 12:00 am http://ambankers.net/article/44695/canadaamp039s-national-bank-profit-beats-as-financial-markets-wealth-management-units-shine The bank's personal and commercial banking unit posted a 4% rise, partly aided by strength in mortgage and commercial lending Retail Banking Wells Fargo Expands Financing for Diverse Small Businesses News Team Friday, January 31, 2020 12:00 am http://ambankers.net/article/44433/wells-fargo-expands-financing-for-diverse-small-businesses Wells Fargo Foundation’s Diverse Community Capital Program invests $17.4 million to help entrepreneurs grow 50,000 jobs Retail Banking PNC Reports Full Year 2019 Net Income Of $5.4 Billion News Team Wednesday, January 15, 2020 12:00 am http://ambankers.net/article/44246/pnc-reports-full-year-2019-net-income-of-54-billion Fourth quarter net income was $1.4 billion, $2.97 diluted EPS Retail Banking UK-based Credit Unions adopt TCS’ core-banking solution to go digital News Aggregation Team Monday, January 06, 2020 12:00 am http://ambankers.net/article/44115/uk-based-credit-unions-adopt-tcsamprsquo-core-banking-solution-to-go-digital TCS BaNCS’ superior performance and open architecture-based core banking and digital channels will help the credit unions enable faster payments. Retail Banking Wells Fargo set for political trouble through 2020, warns Cowen News Aggregation Team Monday, December 30, 2019 12:00 am http://ambankers.net/article/44057/wells-fargo-set-for-political-trouble-through-2020-warns-cowen Seiberg pointed to an even “worse outcome” brewing for Wells Fargo: Getting dragged into the 2020 presidential election. Retail Banking Victory State Bank acquired by Northfield News Aggregation Team Tuesday, December 24, 2019 12:00 am http://ambankers.net/article/44020/victory-state-bank-acquired-by-northfield The merger will strengthen Northfield’s position within the local marketplace Retail Banking BOK Financial Recognized Among the World’s Best Employers by Forbes News Team Tuesday, December 03, 2019 12:00 am http://ambankers.net/article/43782/bok-financial-recognized-among-the-worldamprsquos-best-employers-by-forbes Company Earns Third Highest U.S. Regional Bank Ranking Retail Banking Fast pandemic response could tackle climate crisis News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45016/fast-pandemic-response-could-tackle-climate-crisis Societies worldwide are changing overnight to meet the coronavirus threat. The climate crisis should match the rapid pandemic response. ESG Vanguard, JPMorgan named by campaigners among ESG ‘laggards’ News Aggregation Team Monday, March 09, 2020 12:00 am http://ambankers.net/article/44798/vanguard-jpmorgan-named-by-campaigners-among-esg-amplsquolaggardsamprsquo Research will be valuable to investors ‘looking to ask tough questions of asset managers’, says top consultant ESG How Can Brands Boost Immunity Against the COVID-19 Virus News Aggregation Team Monday, March 02, 2020 12:00 am http://ambankers.net/article/44712/how-can-brands-boost-immunity-against-the-covid-19-virus We gathered insights from the latest February reports from Boston Consulting Group (BCG), McKinsey & Company, and Kantar China, to give an overview of strategic alignment for companies to better survive through the COVID-19 crisis. ESG Guarding against the coronavirus, sustainably: Are reuseable face masks the answer? News Aggregation Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44595/guarding-against-the-coronavirus-sustainably-are-reuseable-face-masks-the-answer Surgical masks have gone out of stock in supermarkets and pharmacies all over the world, while desperate consumers searching online for masks have reported incidences of profiteering and scams. ESG Climate change and AI set to transform investing News Aggregation Team Tuesday, February 04, 2020 12:00 am http://ambankers.net/article/44463/climate-change-and-ai-set-to-transform-investing Climate change and artificial intelligence are reshaping the investment world ESG Still pursuing green - Rathbones News Team Monday, February 03, 2020 12:00 am http://ambankers.net/article/44438/still-pursuing-green-rathbones As you would expect, the West Coast leads the way in sustainability, both among businesses and consumers. ESG BlackRock urged to cut oil and gas stakes News Aggregation Team Monday, February 03, 2020 12:00 am http://ambankers.net/article/44444/blackrock-urged-to-cut-oil-and-gas-stakes BlackRock’s plan to divest from coal, announced last month, fails to satisfy green campaigners ESG Environmental issues dominate threat list News Team Wednesday, January 29, 2020 12:00 am http://ambankers.net/article/44392/environmental-issues-dominate-threat-list The challenges before us demand immediate collective action, but fractures within the global community appear to only be widening. ESG How to Change Course on Climate News Team Thursday, January 23, 2020 12:00 am http://ambankers.net/article/44327/how-to-change-course-on-climate The situation is dire, but it’s not too late. ESG Davos 2020: Greta Thunberg is saving the planet AND reshaping the global investment industry News Team Tuesday, January 21, 2020 12:00 am http://ambankers.net/article/44297/davos-2020-greta-thunberg-is-saving-the-planet-and-reshaping-the-global-investment-industry Her comments at the elite meeting in the Swiss mountain town came just before U.S. President Donald Trump – a global warming sceptic – was due to make a keynote address. ESG International Update: Impact Of Covid-19 On European Pharma And Medical Device Companies News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45022/international-update-impact-of-covid-19-on-european-pharma-and-medical-device-companies The current crisis mode raises a variety of legal and commercial questions Covid-19 COVID-19 Recovery: Does the Black Swan’s Flight Path Run Through China? News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45031/covid-19-recovery-does-the-black-swanamprsquos-flight-path-run-through-china The COVID-19 crisis has been a catastrophic “Black Swan” event that caused an exogenous shock to global markets. Covid-19 Beyond coronavirus: The path to the next normal News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45034/beyond-coronavirus-the-path-to-the-next-normal For some organizations, near-term survival is the only agenda item. Covid-19 HHS Limited Waiver and Guidance on HIPAA and the Privacy Rule During COVID-19 Pandemic News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45035/hhs-limited-waiver-and-guidance-on-hipaa-and-the-privacy-rule-during-covid-19-pandemic The topics include OCR’s discretion in enforcing HIPAA with respect to telehealth services, waiving hospital compliance with the HIPAA Privacy Rule in limited circumstances, and Privacy Rule compliance in the absence of specific waiver. Covid-19 Coronavirus: Risk of US tax residency for foreigners stuck in the United States News Team Monday, March 30, 2020 1:00 am http://ambankers.net/article/45036/coronavirus-risk-of-us-tax-residency-for-foreigners-stuck-in-the-united-states It is the foreigner’s status under this test that generally must be carefully monitored to avoid undesired US income tax resident status. Covid-19 Digital Disruption: Your Industry Is Next News Aggregation Team Sunday, March 29, 2020 12:00 am http://ambankers.net/article/45025/digital-disruption-your-industry-is-next As a serial entrepreneur, founder and CEO, I can only talk about business. Covid-19 8 Wellbeing Leadership Strategies for Responding to COVID-19 News Aggregation Team Friday, March 27, 2020 12:00 am http://ambankers.net/article/45021/8-wellbeing-leadership-strategies-for-responding-to-covid-19 Employers have an extraordinary impact not only on the people that work for them but their families and friends. Covid-19 Covid-19: How to disinfect your vehicle and stay protected News Aggregation Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44987/covid-19-how-to-disinfect-your-vehicle-and-stay-protected With COVID-19 spreading across the globe, the need for all of us to practise good hygiene has never been greater. Covid-19 Justice Department Launches Task Force to Combat Coronavirus Fraud News Aggregation Team Wednesday, March 25, 2020 12:00 am http://ambankers.net/article/44993/justice-department-launches-task-force-to-combat-coronavirus-fraud Other agencies have implemented similar initiatives as well. Covid-19 Broadridge is fully operational accross the Globe News Team Tuesday, March 24, 2020 12:00 am http://ambankers.net/article/44958/broadridge-is-fully-operational-accross-the-globe Broadridge generally has the ability to shift critical services to multiple geographic locations in the event of significant business disruption. Covid-19