Managers of Wealth - Americas http://ambankers.net/ Fri, 20 Sep 2019 15:37:40 BST part of MediaG8way Group http://ambankers.net/ http://ambankers.net/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Hub International Acquires The Assets Of New York-Based Perennial Pension And Wealth, Inc. News Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/43000/hub-international-acquires-the-assets-of-new-york-based-perennial-pension-and-wealth-inc Hub continues to strengthen its retirement planning and wealth management services with the addition of talent and resources to develop more comprehensive solutions for their clients. Wealth and Asset Management UBS Advisor Named to Barron's 2019 List of Top Financial Advisors News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42979/ubs-advisor-named-to-barronamp039s-2019-list-of-top-financial-advisors This is Kilgroe's sixth consecutive year on the list. Wealth and Asset Management Top private bankers, wealth managers feted News Aggregation Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42980/top-private-bankers-wealth-managers-feted Night’s big winners include Citi Private Bank which wins 'Best Private Bank, Asia', Societe Generale which wins 'Structured Products House of the Year', and Yuanta Securities for 'Best ETF Provider' Wealth and Asset Management Head of Schwab Private Client is apparent casualty as Charles Schwab slices $100 million in expenses by pink-slipping 600 staff in face of interest rate 'time bomb' News Aggregation Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42976/head-of-schwab-private-client-is-apparent-casualty-as-charles-schwab-slices-100-million-in-expenses-by-pink-slipping-600-staff-in-face-of-interest-rate-amp039time-bombamp039 Schwab executive Chris Thom let go by Schwab as part of its efforts to reduce its workforce by 3% this week, a source says to get ahead of an expected Fed rate cut that will slash revenues. Wealth and Asset Management Independent investment advisory team joins Sanctuary Wealth News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42931/independent-investment-advisory-team-joins-sanctuary-wealth Sanctuary Wealth is redefining the independent space with services and solutions to serve the ultra-wealthy,” Yamaki said. “I’m thrilled to be joining its elite network of advisors. Wealth and Asset Management HighTower Advisors Named to Barron's 2019 Top 100 Independent Wealth Advisors List News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42946/hightower-advisors-named-to-barronamp039s-2019-top-100-independent-wealth-advisors-list Barron's ranking of the Top 100 Independent Financial Advisors reflects the volume of assets overseen by the advisors and their teams Wealth and Asset Management Peter L. Bermont Named to Forbes List of America's Top Wealth Advisors News Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42903/peter-l-bermont-named-to-forbes-list-of-americaamp039s-top-wealth-advisors Bermont, whose group manages over $2.1 billion in client assets, specializes in wealth management for high net worth individuals, companies, not-for-profit corporations and endowments. Wealth and Asset Management Bouris’ YBR partners with US asset manager News Aggregation Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42907/bourisamprsquo-ybr-partners-with-us-asset-manager Following the announcement, YBR executive chairman Mark Bouris said: “We are pleased to team up with a group of Magnetar’s calibre.” Wealth and Asset Management Demystifying Family Office Choices For The Ultra-Wealthy Client News Aggregation Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42914/demystifying-family-office-choices-for-the-ultra-wealthy-client Families of significant wealth want to preserve and grow their wealth Wealth and Asset Management Assante Wealth Management partners with leading financial technology company News Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42916/assante-wealth-management-partners-with-leading-financial-technology-company This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations. Wealth and Asset Management Tocqueville Asset Management boost wealth team News Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42992/tocqueville-asset-management-boost-wealth-team He has nearly 20 years of experience in the industry. People Moves RBC Names New Recruiting Head for U.S. Wealth Business News Aggregation Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42994/rbc-names-new-recruiting-head-for-us-wealth-business She also oversaw credit strategies and business development for the bank-owned wealth management firm. People Moves Veris Wealth Partners Names New COO News Aggregation Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42998/veris-wealth-partners-names-new-coo Cohn Rupp has a bachelor's degree in politics and philosophy from the University of Bristol People Moves Asset manager boosts wealth team News Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42999/asset-manager-boosts-wealth-team He will work with the group in all facets of its business, with specific focus on managing equity and balanced strategies. People Moves KKR appoints senior advisor News Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/43002/kkr-appoints-senior-advisor He appointment follows a career spanning both the public and private sectors. People Moves Cresset Hires Three New Partners News Aggregation Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/43004/cresset-hires-three-new-partners Michael Pinckney also joins Cresset as a partner and wealth advisor for the Chicago office. People Moves Vistra Bolsters Its North American Client Services and Sales Teams News Aggregation Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42983/vistra-bolsters-its-north-american-client-services-and-sales-teams The appointments are part of Vistra’s efforts to bolster its client services and sales teams in North America as the organisation expands its capabilities and presence in the region. People Moves Cartica Management Names Managing Director of ESG and Sustainability News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42986/cartica-management-names-managing-director-of-esg-and-sustainability Ms. Ahern has more than 15 years of experience, with a proven track record of success in the areas of ESG management, social impact diligence, and corporate responsibility. People Moves Morgan Stanley Shifts Senior Management in New England News Aggregation Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42966/morgan-stanley-shifts-senior-management-in-new-england Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street. People Moves Lodgepine Capital Management names president News Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42973/lodgepine-capital-management-names-president Slade comes to Lodgepine from Hamilton Capital Partners People Moves FCA update to joint statement on opportunistic strategies in the credit derivaties market News Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42996/fca-update-to-joint-statement-on-opportunistic-strategies-in-the-credit-derivaties-market These opportunistic strategies include, but are not limited to, what have been referred to as ‘manufactured credit events’ or ‘narrowly tailored credit events’. Legal, Regulation & Compliance Dentons launches combination with leading law firm in Honduras News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42985/dentons-launches-combination-with-leading-law-firm-in-honduras World’s largest law firm combines with Honduras' Gustavo Zacapa y Asociados as part of expansion strategy in Latin America and the Caribbean Legal, Regulation & Compliance IRS releases new procedures and relief for expatriating taxpayers to come into US tax compliance News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42988/irs-releases-new-procedures-and-relief-for-expatriating-taxpayers-to-come-into-us-tax-compliance A significant benefit of these procedures is that an eligible individual coming into compliance under these procedures is not required to pay any tax Legal, Regulation & Compliance Massive IT Support Fraud ‘Made $10 Million From Thousands Of Elderly Victims’ News Aggregation Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42990/massive-it-support-fraud-amplsquomade-10-million-from-thousands-of-elderly-victimsamprsquo The scammers would then take control of victim PCs and pretend to fix the nonexistent problems, charging varying amounts depending on whether the “service” was one-time only or a lifetime offering. Legal, Regulation & Compliance FINRA hands J.P. Morgan Securities $1.1 million ‘traffic ticket’ for failing to report 89 potential criminal cases News Aggregation Team Tuesday, September 17, 2019 1:00 am http://ambankers.net/article/42963/finra-hands-jp-morgan-securities-11-million-amplsquotraffic-ticketamprsquo-for-failing-to-report-89-potential-criminal-cases The action follows years of reporting by Financial Planning into FINRA’s failure to take action against JPMorgan, one of its largest member firms, for retaliating against Burris and for causing harm to clients. Legal, Regulation & Compliance The evolution and regulations of cryptocurrencies News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42927/the-evolution-and-regulations-of-cryptocurrencies Although the U.S. government has been slow to respond to this incoherence, recent steps have been taken to understand these new markets Legal, Regulation & Compliance NY finds $1 billion in hidden transfers by Sackler family News Aggregation Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42929/ny-finds-1-billion-in-hidden-transfers-by-sackler-family Spokesman for Mortimer D.A. Sackler says disclosure by attorney general meant to ‘torpedo a mutually beneficial settlement’ over Purdue Pharma’s alleged pushing of painkillers Legal, Regulation & Compliance New IRS Procedure Provides Favorable Path for Non-Compliant Expatriates to Become Tax Compliant News Aggregation Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42935/new-irs-procedure-provides-favorable-path-for-non-compliant-expatriates-to-become-tax-compliant This procedure, while limited in application, is an extremely favorable way for non-compliant U.S. citizen expatriates to come into compliance Legal, Regulation & Compliance Tullet Prebon to pay USD13m CFTC penalty for supervisory failures and false statements News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42947/tullet-prebon-to-pay-usd13m-cftc-penalty-for-supervisory-failures-and-false-statements The CFTC is devoted to ensuring price transparency and competition in all markets, whether electronically traded futures contracts or voice-brokered swaps,” said CFTC Director of Enforcement James McDonald. Legal, Regulation & Compliance Deutsche Bank is first to settle bond-rigging lawsuit, amid federal probe News Aggregation Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42913/deutsche-bank-is-first-to-settle-bond-rigging-lawsuit-amid-federal-probe Investors including Pennsylvania Treasurer Joe Torsella accused several of the world's largest banks of exploiting their market dominance to overcharge for Fannie Mae and Freddie Mac bonds from Jan. 1, 2009 to Jan. 1, 2016, and secure more profit for Legal, Regulation & Compliance SS&C Reports Record AUM for Asset Managers in Q2 2019 Drive Higher Operating Margins News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42982/ssampampc-reports-record-aum-for-asset-managers-in-q2-2019-drive-higher-operating-margins Global equity and fixed income markets were all positive during the second quarter. FinTech New York headquartered Shariah-compliant digital investment advisor invests in FinTech startup News Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42967/new-york-headquartered-shariah-compliant-digital-investment-advisor-invests-in-fintech-startup “Technology is redefining financial services, bringing new and innovative financial prospects to the largely underserved and marginalized populace. FinTech BNY Mellon and Bloomberg to Deliver Front-To-Back Integration Capabilities News Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42968/bny-mellon-and-bloomberg-to-deliver-front-to-back-integration-capabilities The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le FinTech Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office News Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42971/rockefeller-capital-management-to-acquire-silicon-valley-multi-family-office The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California. FinTech Objectway Recognized by Celent as a Key Player for Client Reporting Solutions Delivering a Better Client Experience News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42933/objectway-recognized-by-celent-as-a-key-player-for-client-reporting-solutions-delivering-a-better-client-experience Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting. FinTech How Prime Brokerage Will Affect Crypto Markets News Aggregation Team Saturday, September 14, 2019 1:00 am http://ambankers.net/article/42932/how-prime-brokerage-will-affect-crypto-markets Prime brokerage firms are coming for crypto in what’s likely to be a race of winner-takes-almost-all. FinTech SS&C to buy Globacom's Investrack wealthtech business News Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42920/ssampampc-to-buy-globacomamp039s-investrack-wealthtech-business The transaction is subject to customary closing conditions and is expected to close in September 2019. FinTech Mastercard and R3 Partner to Develop New Blockchain-Powered Cross-Border Payments Solution News Team Thursday, September 12, 2019 1:00 am http://ambankers.net/article/42902/mastercard-and-r3-partner-to-develop-new-blockchain-powered-cross-border-payments-solution Blockchain-enabled model to further support banks to deliver a single frictionless real-time payments proposition Mastercard will act as the network operator to process, clear and settle international payments FinTech Realized secures funding to expand wealth management capabilities News Team Wednesday, September 11, 2019 1:00 am http://ambankers.net/article/42882/realized-secures-funding-to-expand-wealth-management-capabilities Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities. FinTech Goldman Sachs selects QuantHouse News Team Tuesday, September 10, 2019 1:00 am http://ambankers.net/article/42857/goldman-sachs-selects-quanthouse SIGMA X MTF is a multilateral trading facility operated by Goldman Sachs FinTech Arthur J. Gallagher acquires Andrew Insurance Associates News Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/43003/arthur-j-gallagher-acquires-andrew-insurance-associates Michael J. Clark and his associates will continue to operate from their Powell location under the direction of Cindy LaMantia Alternative Investments Deutsche Bank's ex-head of program trading just opened his own fund News Aggregation Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42984/deutsche-bankamp039s-ex-head-of-program-trading-just-opened-his-own-fund King has worked outside mainstream banking before. Alternative Investments Arthur J. Gallagher acquires insurance broker News Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42975/arthur-j-gallagher-acquires-insurance-broker Founded in 1982, Allied Insurance Brokers specializes in offering insurance and risk management services to crane, scaffold and equipment dealers throughout the United States Alternative Investments University of California to dump fossil fuel investments News Aggregation Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42978/university-of-california-to-dump-fossil-fuel-investments We have a moral responsibility to take swift action on climate change Alternative Investments Generational Group a Finalist for Multiple 2019 M&A Advisor Awards News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42938/generational-group-a-finalist-for-multiple-2019-mampampa-advisor-awards “It is an honor to once again be a finalist in so many categories,” said Brenen Hofstadter, Chief M&A Officer, Generational Group. Alternative Investments Latin America told to sort out pensions for the emerging middle class or risk unrest News Aggregation Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42939/latin-america-told-to-sort-out-pensions-for-the-emerging-middle-class-or-risk-unrest The paper also suggests that without reform, a big section of the middle class could be plunged back into poverty in retirement and the societies concerned are even risking political unrest. Alternative Investments CarVal Investors partnership to buy firm from Cargill News Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42912/carval-investors-partnership-to-buy-firm-from-cargill The three are responsible for strategic direction, investments and operations globally. Alternative Investments Lazard Reports August 2019 Assets Under Management News Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42917/lazard-reports-august-2019-assets-under-management The month’s AUM included market depreciation of $3.8 billion; foreign exchange depreciation of $1.8 billion and net outflows of $0.4 billion. Alternative Investments Venture capital investment once again shows strong year-over-year growth in H1 2019 News Aggregation Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42924/venture-capital-investment-once-again-shows-strong-year-over-year-growth-in-h1-2019 A review of the increasing trends in the Canadian market reveals that VC investment in Canada is very robust and showing virtually no signs of slowing down. Alternative Investments Blackstone Announces $20.5 Billion Final Close for Latest Global Real Estate Fund News Team Thursday, September 12, 2019 1:00 am http://ambankers.net/article/42889/blackstone-announces-205-billion-final-close-for-latest-global-real-estate-fund We are grateful to our investors for their ongoing support and look forward to putting this capital to work on their behalf. Alternative Investments BTG Takes Cue From Blankfein With Digital Bank to Weather Storms News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42941/btg-takes-cue-from-blankfein-with-digital-bank-to-weather-storms Both BTG and Goldman have learned the benefits of drawing low-cost, diversified funding from individuals. Investment Banking Citi expects ‘record year’ on back of Saudi Arabia and UAE operations News Aggregation Team Wednesday, September 11, 2019 1:00 am http://ambankers.net/article/42875/citi-expects-amplsquorecord-yearamprsquo-on-back-of-saudi-arabia-and-uae-operations Investment banking fees have helped drive regional revenue growth to high single -digits Investment Banking Bank of America's push to turn around investment bank is bearing fruit News Aggregation Team Tuesday, September 10, 2019 1:00 am http://ambankers.net/article/42859/bank-of-americaamp039s-push-to-turn-around-investment-bank-is-bearing-fruit Investment banking income tumbled 11% last year. Investment Banking Five Signposts for Making Every Personalized Client Journey a Success News Team Tuesday, September 10, 2019 1:00 am http://ambankers.net/article/42867/five-signposts-for-making-every-personalized-client-journey-a-success Twenty-five percent of consumers surveyed stopped doing business with a company not because of product problems, but because the firm didn’t personalize their experience. Investment Banking Bankers look forward, not backwards, as bonus talks kick off News Aggregation Team Sunday, September 01, 2019 1:00 am http://ambankers.net/article/42778/bankers-look-forward-not-backwards-as-bonus-talks-kick-off It's all about coming up with a compelling narrative - just like selling an asset or winning a mandate - to secure a decent share of the global compensation pool and keep their bankers back home in well paid seats. Investment Banking Solar drives Fifth Third to add investment bankers News Aggregation Team Thursday, August 22, 2019 1:00 am http://ambankers.net/article/42704/solar-drives-fifth-third-to-add-investment-bankers Fifth Third is the latest US regional bank to grasp an opportunity to build out its investment bank, by bolting new expertise on to an area in which it already has a strong presence. Investment Banking Citigroup looks to hire ‘MVP’ dealmakers amid trading-unit cuts News Aggregation Team Friday, August 09, 2019 1:00 am http://ambankers.net/article/42565/citigroup-looks-to-hire-amplsquomvpamprsquo-dealmakers-amid-trading-unit-cuts “We need to punch above where we are today and move into a business that is dynamic and is creating a lot of revenue events,” Kevin Cox, co-head of the firm’s banking, capital markets and advisory group in North America, said in an inter Investment Banking Piper Jaffray and Sandler O’Neill Announce Merger; Combined Firm to be Named Piper Sandler Companies Thursday, July 25, 2019 1:00 am http://ambankers.net/article/42411/piper-jaffray-and-sandler-oamprsquoneill-announce-merger-combined-firm-to-be-named-piper-sandler-companies Merger Adds the Leading Financial Services Investment Banking Firm to the Growing Piper Jaffray Organization Investment Banking NAIC and William Blair Join Forces to Strengthen Diversity in the Financial Services Industry Thursday, July 18, 2019 1:00 am http://ambankers.net/article/42332/naic-and-william-blair-join-forces-to-strengthen-diversity-in-the-financial-services-industry The partnership will enhance the scope of William Blair's participation with diverse-owned firms and capital allocators Investment Banking JPMorgan Chase posts $9.7 billion profit, beating estimates News Aggregation Team Wednesday, July 17, 2019 1:00 am http://ambankers.net/article/42304/jpmorgan-chase-posts-97-billion-profit-beating-estimates JPMorgan is one of a trio of banks that reported their results on Tuesday, the others being Wells Fargo and Goldman Sachs. Investment Banking How Wealth Managers are Attracting the Ultra Rich News Aggregation Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42991/how-wealth-managers-are-attracting-the-ultra-rich A key reason banks are interested in managing money for the ultra rich is profit. Comment, Analysis & Research Ultra-rich Americans are selling off luxury real estate faster than they're snapping it up News Aggregation Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42993/ultra-rich-americans-are-selling-off-luxury-real-estate-faster-than-theyamp039re-snapping-it-up Ultra-wealthy people in the US are selling their luxury real-estate investments faster than they are buying new ones, TD Wealth senior vice president and regional investment director James Beam told Business Insider. Comment, Analysis & Research The Case for Having a Chief Data Ethics Officer News Aggregation Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42997/the-case-for-having-a-chief-data-ethics-officer Data ethics is something that big tech companies are starting to look at (rightfully so), because consumers, regulators and lawmakers are requiring them to do so. Comment, Analysis & Research Impact Of Digital Disruption Worldwide News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42981/impact-of-digital-disruption-worldwide Our analysis reveals the current standing of major global economies Comment, Analysis & Research Discover Ready to Hire the Next Generation of Women Technology Leaders News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42987/discover-ready-to-hire-the-next-generation-of-women-technology-leaders Discover to Make Job Offers and Provide Innovative Career Advice for Attendees of Grace Hopper Celebration Comment, Analysis & Research Insurance Firms Push Towards Artificial Intelligence, Increased Outsourcing and Improved Data Accuracy News Team Thursday, September 19, 2019 1:00 am http://ambankers.net/article/42989/insurance-firms-push-towards-artificial-intelligence-increased-outsourcing-and-improved-data-accuracy 75 percent of insurance firms surveyed are actively deploying or considering deploying innovative technologies within the investment function Comment, Analysis & Research Lack Of Family Conversations About Philanthropy Fuels Differences Of Opinion News Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42974/lack-of-family-conversations-about-philanthropy-fuels-differences-of-opinion These conversations should center how families can get on the same page. Comment, Analysis & Research World Payments Report 2019 News Team Tuesday, September 17, 2019 1:00 am http://ambankers.net/article/42957/world-payments-report-2019 Emerging markets will soon dictate and shape the global payments landscape in terms of innovation, transaction capacity handling, and industry trends. Comment, Analysis & Research Fund selectors to double ETF bets over six years: JPM AM News Aggregation Team Tuesday, September 17, 2019 1:00 am http://ambankers.net/article/42961/fund-selectors-to-double-etf-bets-over-six-years-jpm-am ‘We’re at a tipping point for mass market adoption of ETFs,’ said Byron Lake, head of international ETFs at JPM AM. Comment, Analysis & Research Schroders Global Investor Study 2019 News Team Tuesday, September 17, 2019 1:00 am http://ambankers.net/article/42959/schroders-global-investor-study-2019 People’s sustainable investment ambitions fail to reflect their actions Comment, Analysis & Research US-Switzerland Double Tax Protocol Now In Force News Aggregation Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/43001/us-switzerland-double-tax-protocol-now-in-force Switzerland said requests for information may be submitted from the date of entry into force of the Protocol, September 20, 2019. Tax Too Much Tax Leads To Expats Returning US Passports News Aggregation Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42969/too-much-tax-leads-to-expats-returning-us-passports American expats must report their worldwide income to the IRS with income, estate and gift tax returns. Tax US Expat Taxes Explained: Form 2555-EZ for the Foreign Earned Income Exclusion News Aggregation Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42970/us-expat-taxes-explained-form-2555-ez-for-the-foreign-earned-income-exclusion To eligible to claim the FEIE on your US expat taxes, you must meet one of the two tests: Bona Fide Residence or Physical Presence. Tax The Flaws of Elizabeth Warren’s Wealth Tax Plan News Aggregation Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42925/the-flaws-of-elizabeth-warrenamprsquos-wealth-tax-plan The “Ultra Millionaires Tax” should be a red flag for anyone who believes in personal responsibility, hard work, and private property. Tax HMRC faces legal fight for handing Britons' data to US tax officials News Aggregation Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42905/hmrc-faces-legal-fight-for-handing-britonsamp039-data-to-us-tax-officials Case may have implications for British citizens born in US, who risk having accounts frozen Tax Grant Thornton Chief Economist Diane Swonk receives Lifetime Achievement Award from ACG Chicago News Team Wednesday, September 11, 2019 1:00 am http://ambankers.net/article/42885/grant-thornton-chief-economist-diane-swonk-receives-lifetime-achievement-award-from-acg-chicago “I’m honored to be recognized by ACG Chicago for a cause I’ve been committed to throughout my career – helping drive middle-market growth,” said Swonk. Tax Blucora To Unify Wealth Management Divisions as Avantax News Team Monday, September 09, 2019 1:00 am http://ambankers.net/article/42851/blucora-to-unify-wealth-management-divisions-as-avantax Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve Tax Ecuador, Serbia Ratify OECD's Multilateral Tax Cooperation Pact News Aggregation Team Friday, September 06, 2019 1:00 am http://ambankers.net/article/42836/ecuador-serbia-ratify-oecdamp039s-multilateral-tax-cooperation-pact The Convention is the primary instrument for swift implementation of the Standard for Automatic Exchange of Financial Account Information in Tax Matters. Tax Andersen Tax is Now Andersen News Team Wednesday, September 04, 2019 1:00 am http://ambankers.net/article/42797/andersen-tax-is-now-andersen The company has grown exponentially since its adoption of the name “Andersen Tax” in 2014. Tax B.C. billionaire brothers' use of KPMG offshore tax scheme exposed in emails News Aggregation Team Wednesday, August 28, 2019 1:00 am http://ambankers.net/article/42752/bc-billionaire-brothersamp039-use-of-kpmg-offshore-tax-scheme-exposed-in-emails Federal auditors request for accounting giant’s records stalls yet again, 7 years into tax probe Tax Heritage Commerce Corp and Presidio Bank Shareholders Approve Merger Agreement Thursday, August 29, 2019 1:00 am http://ambankers.net/article/42765/heritage-commerce-corp-and-presidio-bank-shareholders-approve-merger-agreement The transaction is expected to close in the fourth quarter of 2019, subject to customary closing conditions. Retail Banking German bank backed by Peter Thiel launches in US News Aggregation Team Friday, August 23, 2019 1:00 am http://ambankers.net/article/42707/german-bank-backed-by-peter-thiel-launches-in-us N26, which has no physical bank branches, has a $3.5 billion valuation. Retail Banking CIBC profit beats on retail, commercial banking units strength Thursday, August 22, 2019 1:00 am http://ambankers.net/article/42705/cibc-profit-beats-on-retail-commercial-banking-units-strength Capital Markets reported net income of $231 million for the third quarter Retail Banking Regions Bank Closes on Highland Associates acquisition News Team Friday, August 02, 2019 1:00 am http://ambankers.net/article/42492/regions-bank-closes-on-highland-associates-acquisition The addition of Highland Associates complements Regions’ existing asset management and healthcare banking practice areas and will enable the company to provide additional capabilities to meet client needs. Retail Banking Wintrust Financial Corporation Announces Plans to Acquire Countryside Bank Friday, July 26, 2019 1:00 am http://ambankers.net/article/42421/wintrust-financial-corporation-announces-plans-to-acquire-countryside-bank Countryside Bank has a great reputation for providing outstanding customer service using a community banking approach. Retail Banking Scotiabank nabs another top J.D. Power Ranking for 2019 Monday, July 01, 2019 1:00 am http://ambankers.net/article/42145/scotiabank-nabs-another-top-jd-power-ranking-for-2019 Leads the Big Five Canadian banks in J.D. Power's 2019 Banking Mobile App Study Retail Banking Leading Israeli Bank in the US Strengthens Ties and Opportunities at Home News Aggregation Team Friday, June 14, 2019 1:00 am http://ambankers.net/article/41988/leading-israeli-bank-in-the-us-strengthens-ties-and-opportunities-at-home Today, IDB is among the 25 largest commercial banks in the New York metropolitan area, while its parent company, Discount Bank Ltd., runs some 260 branches across Israel. Retail Banking Goldman’s Marcus bank teams up with Saga to target over-50s News Aggregation Team Tuesday, June 11, 2019 1:00 am http://ambankers.net/article/41929/goldmanamprsquos-marcus-bank-teams-up-with-saga-to-target-over-50s US investment bank plans to tap into the savings potential of older UK clients Retail Banking Wells Fargo’s RIA Channel Adds Another Firm News Aggregation Team Thursday, May 02, 2019 1:00 am http://ambankers.net/article/41518/wells-fargoamprsquos-ria-channel-adds-another-firm As an RIA, the team will focus on multigenerational wealth management for high-net worth families and manage company-sponsored retirement plans for business owners. Retail Banking American Riviera Bank Reports Record Quarterly Net Income Friday, April 26, 2019 1:00 am http://ambankers.net/article/41437/american-riviera-bank-reports-record-quarterly-net-income The Bank reported strong loan growth, with loans increasing $89 million, or 20% from March 31, 2018, reaching $521 million at March 31, 2019 with no other real estate owned. Retail Banking UN to launch Principles for Responsible Banking News Team Friday, September 20, 2019 1:00 am http://ambankers.net/article/42995/un-to-launch-principles-for-responsible-banking The Principles provide the framework for a sustainable banking system, and help the industry to demonstrate how it makes a positive contribution to society. ESG You, Too, Are in Denial of Climate Change News Aggregation Team Wednesday, September 18, 2019 1:00 am http://ambankers.net/article/42977/you-too-are-in-denial-of-climate-change Most Americans believe, abstractly, in climate change. That’s not enough. ESG Responsible finance is leading sustainability theme for BMO responsible global emerging market equity strategy News Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42926/responsible-finance-is-leading-sustainability-theme-for-bmo-responsible-global-emerging-market-equity-strategy The report marks the first time that BMO’ Responsible Global Emerging Market Equity team has mapped every one of the portfolio’s holdings to the SDGs, with an estimated 60% of holdings positively aligned. ESG Climate change moves to top of investors' list of ESG issues News Aggregation Team Monday, September 16, 2019 1:00 am http://ambankers.net/article/42930/climate-change-moves-to-top-of-investorsamp039-list-of-esg-issues Climate change made a dramatic jump to first from third place in the latest Extreme Risks report from Willis Towers Watson Investments' Thinking Ahead Institute. ESG Morgan Stanley Survey Finds Investor Enthusiasm for Sustainable Investing at an All-Time High News Team Friday, September 13, 2019 1:00 am http://ambankers.net/article/42919/morgan-stanley-survey-finds-investor-enthusiasm-for-sustainable-investing-at-an-all-time-high Investor interest and adoption continues to rise; 85% are interested in sustainable investing. ESG Big US sustainable funds fail to support ESG shareholder proposals News Aggregation Team Sunday, September 08, 2019 1:00 am http://ambankers.net/article/42848/big-us-sustainable-funds-fail-to-support-esg-shareholder-proposals Products from BlackRock, JPMorgan and Vanguard tend to back company management ESG Sustainable Investing Turns Out Not To Be As Popular As The Hype News Aggregation Team Sunday, September 01, 2019 1:00 am http://ambankers.net/article/42777/sustainable-investing-turns-out-not-to-be-as-popular-as-the-hype The overwhelming drivers of this trend are young people, financial advisors say. ESG Socially Responsible Investing and ESG: It’s Not just a Millennial Trend News Team Sunday, August 18, 2019 1:00 am http://ambankers.net/article/42644/socially-responsible-investing-and-esg-itamprsquos-not-just-a-millennial-trend In addition to the generational differences, the study also found that most financial professionals have yet to take a proactive approach helping clients learn about and participate in ESG investing. ESG Investing to Fight Climate Change - Coutts Monday, July 29, 2019 1:00 am http://ambankers.net/article/42430/investing-to-fight-climate-change-coutts The voices calling for action on climate change are growing louder. ESG Latham Advises Arranger in US$175 Million Microfinance Securitization Monday, July 29, 2019 1:00 am http://ambankers.net/article/42433/latham-advises-arranger-in-us175-million-microfinance-securitization Transaction opens up global capital markets for high-impact sector in emerging markets. ESG