Managers of Wealth - Americas http://ambankers.net/ Fri, 21 Feb 2020 03:31:06 GMT part of MediaG8way Group http://ambankers.net/ http://ambankers.net/assets/images/logo.png Managers of Wealth - Americas KohanaPHP Family Offices Serving Rich Brazilians Are Hiring in New York News Aggregation Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44608/family-offices-serving-rich-brazilians-are-hiring-in-new-york New York is taking on increased importance for family offices in Brazil Wealth and Asset Management Raymond James firm merges with UK investment manager News Aggregation Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44609/raymond-james-firm-merges-with-uk-investment-manager Combined business will offer services to high net worth individuals, globally Wealth and Asset Management Wellington Management launches US dynamic equity fund News Aggregation Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44603/wellington-management-launches-us-dynamic-equity-fund Fund manager Stephen Mortimer said: "I believe investment returns can be mainly driven by a fund's top holdings. I seek to maximise potential outperformance by focusing on ‘best idea' stocks only." Wealth and Asset Management Wall Street Targets the Nordics After Latest Spike in Wealth News Aggregation Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44584/wall-street-targets-the-nordics-after-latest-spike-in-wealth Eirik Winter, chief executive officer in the Nordics at BNP Paribas, says the region’s appeal lies in its “tendency to grow a bit faster than the rest of Europe and in some cases even faster than the U.S.” Wealth and Asset Management Linda Mack Named Women in Wealth Advocate of the Year for the Second Consecutive Time at the 2020 Private Asset Management Awards News Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44587/linda-mack-named-women-in-wealth-advocate-of-the-year-for-the-second-consecutive-time-at-the-2020-private-asset-management-awards Linda Mack of Mack International was named Women in Wealth Advocate of the Year by Private Asset Management Magazine, a leading wealth management and family office industry publication, as part of the 2020 PAM Awards, announced February 6 in New York City Wealth and Asset Management UBS Private Wealth Advisors John Castronuovo and Robert DeForest named to 2020 Forbes /SHOOK Best-In-State Wealth Advisors News Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44567/ubs-private-wealth-advisors-john-castronuovo-and-robert-deforest-named-to-2020-forbes-shook-best-in-state-wealth-advisors We are extremely proud of what Rob, John and the team have accomplished, Wealth and Asset Management OWL Private Wealth Advisors Joins Kestra Private Wealth Services News Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44568/owl-private-wealth-advisors-joins-kestra-private-wealth-services Michigan-based wealth management practice attracted to Kestra PWS’ integrated technology solutions and experienced leadership team Wealth and Asset Management OWL Private Wealth Advisors joins Kestra Private Wealth Services News Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44571/owl-private-wealth-advisors-joins-kestra-private-wealth-services We ultimately chose Kestra PWS for their best-of-breed technology and human capital Wealth and Asset Management Stifel CEO Says Wealth Management to Drive Growth This Year News Aggregation Team Thursday, February 13, 2020 12:00 am http://ambankers.net/article/44550/stifel-ceo-says-wealth-management-to-drive-growth-this-year He says private investing options will bring in more clients Wealth and Asset Management AllianceBernstein CEO: “We Want to Grow Private Wealth Channel” News Aggregation Team Thursday, February 13, 2020 12:00 am http://ambankers.net/article/44551/alliancebernstein-ceo-ampldquowe-want-to-grow-private-wealth-channelamprdquo The firm, which is controlled by French insurer AXA, does not report its total number of wealth advisors. Wealth and Asset Management LPL Financial Welcomes SCU Investment Services News Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44604/lpl-financial-welcomes-scu-investment-services They join from Cetera Financial Services. People Moves Golden State Wealth Management hire two new managers News Aggregation Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44607/golden-state-wealth-management-hire-two-new-managers Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners. People Moves Berdon's Family Office Group Earns PAM Award For Best Business Consulting Firm For Family Offices News Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44610/berdonamp039s-family-office-group-earns-pam-award-for-best-business-consulting-firm-for-family-offices This honor, spotlights Berdon's commitment to excellence in the delivery of client service which is best demonstrated by our approach of listening to client issues, solving their problems, and delivering innovative solutions that exceed expectations. People Moves Everest hires four E&S casualty excess underwriters News Aggregation Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44612/everest-hires-four-eampamps-casualty-excess-underwriters Thompson was previously an account executive at CoverX Specialty, underwriting excess and specialty insurance accounts. People Moves Chubb’s Gunter replaces Hendrick as AXA XL CEO News Aggregation Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44614/chubbamprsquos-gunter-replaces-hendrick-as-axa-xl-ceo Hendrick said: “I am proud of the work done together with our colleagues in creating the new AXA XL division. As I move on, I am convinced that the expertise, ability to innovate and customer focus which are at the heart of our DNA will be key asset People Moves Alan Biller and Associates names Oregon CIO as new CEO News Aggregation Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44616/alan-biller-and-associates-names-oregon-cio-as-new-ceo Mr. Skjerven’s start date has yet to be determined People Moves Grant Thornton names David Platt to East region leadership role; expands regional role for Nichole Jordan News Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44617/grant-thornton-names-david-platt-to-east-region-leadership-role-expands-regional-role-for-nichole-jordan The twin roles complement an already-existing position held by Grant Thornton Partner Tony Perazzo People Moves Goldman Loses Two Teams Generating $32.5 Mln to UBS, First Republic News Aggregation Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44596/goldman-loses-two-teams-generating-325-mln-to-ubs-first-republic Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age. People Moves First Republic adds three-member team of wealth managers News Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44598/first-republic-adds-three-member-team-of-wealth-managers Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals People Moves Exclusive: JPMorgan Shakes Up Investment Bank in Leadership Makeover-Sources News Aggregation Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44599/exclusive-jpmorgan-shakes-up-investment-bank-in-leadership-makeover-sources The appointments are part of a sweeping reshuffle in which some senior executives will take on "rainmaker" roles. People Moves Canada mulls publicly accessible beneficial ownership registry News Aggregation Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44611/canada-mulls-publicly-accessible-beneficial-ownership-registry Under the consultation, this would be extended to a publicly accessible registry or registries: either a single, centralized registry, or a network of provincial and territorial registries accessible through a single portal. Legal, Regulation & Compliance Franklin Templeton to acquire Legg Mason in all-cash deal of $4.5bn News Aggregation Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44601/franklin-templeton-to-acquire-legg-mason-in-all-cash-deal-of-45bn In addition, the combined platform creates a strong separately managed account business. Legal, Regulation & Compliance Tulsa man charged with defrauding banks, investors of $5M News Aggregation Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44588/tulsa-man-charged-with-defrauding-banks-investors-of-5m Among the phony assets were life insurance policies that Mulder represented to have been worth hundreds of thousands of dollars. Legal, Regulation & Compliance American Bar Association Wants Protections For Marijuana Banking And Lawyers Working With Cannabis Clients News Aggregation Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44591/american-bar-association-wants-protections-for-marijuana-banking-and-lawyers-working-with-cannabis-clients A bill that would accomplish this goal was approved by the House of Representatives last year Legal, Regulation & Compliance IRS urged to offer more cryptocurrency guidance News Aggregation Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44564/irs-urged-to-offer-more-cryptocurrency-guidance The IRS has seen the need for taxpayers to report on their crypto trades and holdings Legal, Regulation & Compliance Delaware issues 56 captive licenses in 2019 News Aggregation Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44569/delaware-issues-56-captive-licenses-in-2019 The state government will therefore be delighted to see Delaware’s captive population increase. Legal, Regulation & Compliance Wells Fargo Ends Mandatory Arbitration For Future Employee Claims of Sexual Harassment News Team Thursday, February 13, 2020 12:00 am http://ambankers.net/article/44548/wells-fargo-ends-mandatory-arbitration-for-future-employee-claims-of-sexual-harassment Wells Fargo made the decision following internal dialogue and feedback from various stakeholders, including the proponents of a shareholder proposal. Legal, Regulation & Compliance No FATCA Relief For Accidental Americans News Aggregation Team Wednesday, February 12, 2020 12:00 am http://ambankers.net/article/44540/no-fatca-relief-for-accidental-americans The exemption covers taxpayers who have not avoided tax filing wilfully. Legal, Regulation & Compliance UBS Partners With Clients to Design New UBS Financial Services iPhone App News Team Tuesday, February 11, 2020 12:00 am http://ambankers.net/article/44521/ubs-partners-with-clients-to-design-new-ubs-financial-services-iphone-app The app also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals. Legal, Regulation & Compliance Morgan Stanley Sued Over Website Access by Blind Woman News Aggregation Team Tuesday, February 11, 2020 12:00 am http://ambankers.net/article/44527/morgan-stanley-sued-over-website-access-by-blind-woman The case is at least the second filed against Morgan Stanley in the past two years Legal, Regulation & Compliance Wealth Management Industry Leader, Launches New AI-Driven Advisor News Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44597/wealth-management-industry-leader-launches-new-ai-driven-advisor Our industry needed a user-friendly wealth management tool that allows us to cover more ground quickly and gives us an edge as premium service providers, which is what FP Alpha provides. FinTech Consumers Are Willing to Share Personal Data in Exchange for Better Customer Experience, Broadridge Study Finds News Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44586/consumers-are-willing-to-share-personal-data-in-exchange-for-better-customer-experience-broadridge-study-finds When it comes to essential communications, interest in going digital is growing. Compared to the 45% who prefer paper, two out of three respondents (67%) switched at least one bill or statement to paperless in the last year. FinTech New Banking and Software Partners: MTrac Evolves into a Marketplace for High-Risk News Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44590/new-banking-and-software-partners-mtrac-evolves-into-a-marketplace-for-high-risk Diversification is key for survival, and we are confident in our directional shift. FinTech RegTech: How Technology Can Revolutionize Compliance News Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44573/regtech-how-technology-can-revolutionize-compliance Regulatory compliance is a critical consideration for both start-ups and established organizations seeking to drive innovation in the financial services industry. FinTech JPMorgan Chase Sends Letter to Fintech Firms Warning it will Not Allow Access to Customer Data Unless they Accept New Agreement News Aggregation Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44578/jpmorgan-chase-sends-letter-to-fintech-firms-warning-it-will-not-allow-access-to-customer-data-unless-they-accept-new-agreement JPMorgan noted that these methods aren’t secure and would like third parties to connect to an API that will provide access to only limited customer account data, after obtaining users’ consent. FinTech Deutsche Bank looks to Big Tech players for digital overhaul News Aggregation Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44576/deutsche-bank-looks-to-big-tech-players-for-digital-overhaul In a memo released in October 2019, the firm commented that “To succeed, we need to fundamentally shift how we build technology and move to a new way of working.” FinTech Why Are So Many Americans Switching to Online Banking? News Aggregation Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44577/why-are-so-many-americans-switching-to-online-banking Online banking is growing, and here are some of the reasons why. FinTech Discover Named a 2020 FutureEdge 50 Winner for Modernizing Cloud-Based Platform News Team Thursday, February 13, 2020 12:00 am http://ambankers.net/article/44547/discover-named-a-2020-futureedge-50-winner-for-modernizing-cloud-based-platform The FutureEdge 50 recognizes the most cutting-edge trials and applications of emerging technologies and the innovative cultures enabling them in business today. FinTech Goldman is going head-to-head with Silicon Valley giants for tech talent, says exec News Aggregation Team Thursday, February 13, 2020 12:00 am http://ambankers.net/article/44559/goldman-is-going-head-to-head-with-silicon-valley-giants-for-tech-talent-says-exec George Lee, co-chief information officer at Goldman Sachs, said the bank now has 10,000 developers, making up about one-quarter of its employee base. FinTech The Emergence Of TD As A Data-Driven Force In Banking News Aggregation Team Wednesday, February 12, 2020 12:00 am http://ambankers.net/article/44538/the-emergence-of-td-as-a-data-driven-force-in-banking MBNA had been a pioneer in the introduction of customer loyalty-based affinity cards, and like its mid-Atlantic neighbor, Capital One, was at the forefront of applying data and advanced analytics capabilities within banking. FinTech IQ-EQ to partner with Blue River Partners News Team Thursday, February 20, 2020 12:00 am http://ambankers.net/article/44605/iq-eq-to-partner-with-blue-river-partners A shared entrepreneurial approach coupled with a strong focus on providing high levels of client service positions the newly combined entity as the provider of choice for alternative asset managers. Alternative Investments BlackRock Makes Alternative Investment Push With YieldStreet Partnership News Aggregation Team Wednesday, February 19, 2020 12:00 am http://ambankers.net/article/44600/blackrock-makes-alternative-investment-push-with-yieldstreet-partnership The fund is expected to liquidate after about four years and aims to have a 7% distribution rate on an annual basis. The fund charges about 1.5% in fees. Alternative Investments AB girds for $14 billion AXA fixed-income termination News Aggregation Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44580/ab-girds-for-14-billion-axa-fixed-income-termination The fees AB earns from managing the soon-to-be terminated fixed-income assets “are low” and “the revenue impact is not significant,” Mr. Bernstein said on the call. Alternative Investments AIG Reports Fourth Quarter and Full Year 2019 Results News Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44565/aig-reports-fourth-quarter-and-full-year-2019-results Adjusted after-tax income attributable to AIG common shareholders* was $919 million Alternative Investments Hedge Funds to Lose $20 Billion From Investors This Year News Aggregation Team Wednesday, February 12, 2020 12:00 am http://ambankers.net/article/44539/hedge-funds-to-lose-20-billion-from-investors-this-year Investors expect to pull $20 billion from hedge fund managers this year, a sign there’s no turnaround in sight for the industry. Endowments, foundations, pension and sovereign wealth funds are likely to make the most withdrawals, according to a rec Alternative Investments KKR Closes $1.3 Billion Global Impact Fund News Team Wednesday, February 12, 2020 12:00 am http://ambankers.net/article/44542/kkr-closes-13-billion-global-impact-fund KKR Global Impact is focused on identifying and investing behind opportunities across the Americas, Europe and Asia where financial performance and societal impact are intrinsically aligned. Alternative Investments KKR Names Eco-Innovation Award Winners News Team Wednesday, February 12, 2020 12:00 am http://ambankers.net/article/44543/kkr-names-eco-innovation-award-winners Firm Recognizes Portfolio Companies Apple Leisure Group, Ramky Enviro Engineers Limited, and Renaissance Parc for Innovative and Environmentally Beneficial Projects Alternative Investments These are the 5 hedge fund managers who took home more than $1 billion last year News Aggregation Team Wednesday, February 12, 2020 12:00 am http://ambankers.net/article/44546/these-are-the-5-hedge-fund-managers-who-took-home-more-than-1-billion-last-year Not all of the top 15 managers' top funds eked out positive returns over the past year. Alternative Investments Global pension assets on the up News Team Tuesday, February 11, 2020 12:00 am http://ambankers.net/article/44520/global-pension-assets-on-the-up The research also shows the shift to alternative assets continues apace and marks two decades of considerable change in pension fund asset allocation globally. Alternative Investments Why BlackRock favours global equities but not the Eurozone News Aggregation Team Tuesday, February 11, 2020 12:00 am http://ambankers.net/article/44523/why-blackrock-favours-global-equities-but-not-the-eurozone The trio said that: ‘We remain modestly overweight on global equities. Alternative Investments Bank of America Concerned About “Double Bubble” News Aggregation Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44589/bank-of-america-concerned-about-ampldquodouble-bubbleamprdquo The fact that Bank of America has come out and said that they are worried about a bubble being created that may burst with both stocks and bonds is pretty curious, as at first glance you wouldn’t think either is suspect, at least if you understand a Investment Banking Barclays the latest bank to lower Brazil GDP forecasts News Aggregation Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44593/barclays-the-latest-bank-to-lower-brazil-gdp-forecasts Central bank president Roberto Campos Neto said last week that economists reckon the hit to 2020 growth from the coronavirus could be up to 0.4 percentage point. Investment Banking Wells Fargo among corporates selling bonds News Aggregation Team Wednesday, February 12, 2020 12:00 am http://ambankers.net/article/44541/wells-fargo-among-corporates-selling-bonds San Francisco-based lender raises a billion Canadial dollars’ worth of seven-year bonds Investment Banking Exclusive: HSBC to axe senior managers in strategy shift - sources News Aggregation Team Thursday, February 06, 2020 12:00 am http://ambankers.net/article/44479/exclusive-hsbc-to-axe-senior-managers-in-strategy-shift-sources While it was not clear how many jobs would go, the people said the planned move would mainly hit operations in London and to a lesser extent in Asia, which contributes nearly 90% of the bank's profits. Investment Banking Morgan Stanley Investment Management launches Developing Opportunity Fund News Aggregation Team Thursday, February 06, 2020 12:00 am http://ambankers.net/article/44485/morgan-stanley-investment-management-launches-developing-opportunity-fund The Fund invests primarily in companies with capitalisations within the range of companies included in the MSCI Emerging Markets Net Index. Investment Banking Evercore Inc.: Taking Steps To Stay On Track News Aggregation Team Monday, February 03, 2020 12:00 am http://ambankers.net/article/44445/evercore-inc-taking-steps-to-stay-on-track These lower numbers beat estimates however, so investors were not taken by surprise by the drop. Investment Banking Goldman Sachs swims against tide in South Africa News Aggregation Team Thursday, January 30, 2020 12:00 am http://ambankers.net/article/44411/goldman-sachs-swims-against-tide-in-south-africa GSIB is also listed on the currency markets of the Johannesburg Stock Exchange, the South African stock exchange. Investment Banking Goldman Targets 20% Growth in U.S. Advisors News Aggregation Team Thursday, January 30, 2020 12:00 am http://ambankers.net/article/44414/goldman-targets-20-growth-in-us-advisors The investment bank lists 13 private wealth management offices in the U.S. and one in Brazil on its wealth unit’s website. Investment Banking UBS to Hire 20 Managing Directors to Boost Investment Bank News Aggregation Team Tuesday, January 28, 2020 12:00 am http://ambankers.net/article/44381/ubs-to-hire-20-managing-directors-to-boost-investment-bank New investment bank strategy is focused on four core areas Investment Banking The Top 50 Investment Banking Firm Rankings for 2020 News Aggregation Team Tuesday, January 28, 2020 12:00 am http://ambankers.net/article/44382/the-top-50-investment-banking-firm-rankings-for-2020 On Tuesday, January 28, Vault.com released its annual Banking 50, a ranking of the best investment banking firms to work for in North America. Investment Banking Creating LATAM’s Commerce ‘Digital Value Chain’ News Aggregation Team Tuesday, February 18, 2020 12:00 am http://ambankers.net/article/44592/creating-latamamprsquos-commerce-amplsquodigital-value-chainamprsquo The ultimate goal is to provide what she termed a “friendly” process for the consumer, who can provide requested credentials easily, through the aid of technology — such as verification via facial recognition enabled by their mobile dev Comment, Analysis & Research SS&C GlobeOp Hedge Fund Performance Index News Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44572/ssampampc-globeop-hedge-fund-performance-index The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance. Comment, Analysis & Research Real estate companies see progress with digital strategies, as new technologies bite, finds KPMG analysis News Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44574/real-estate-companies-see-progress-with-digital-strategies-as-new-technologies-bite-finds-kpmg-analysis Asset management is area most likely to benefit from IT and digital investments Comment, Analysis & Research Best Fintech Companies to Work for 2020 News Aggregation Team Monday, February 17, 2020 12:00 am http://ambankers.net/article/44583/best-fintech-companies-to-work-for-2020 Employee totals for each company are for U.S. staff only, and some companies may have higher overall headcounts. Comment, Analysis & Research Tech Disconnect Costing Wealth Firms Younger Clients News Aggregation Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44561/tech-disconnect-costing-wealth-firms-younger-clients Forty-six percent of wealth management firms aren’t satisfied or only partially satisfied with their company’s digital services. Comment, Analysis & Research The 2020 global wealth outlook News Team Friday, February 14, 2020 12:00 am http://ambankers.net/article/44562/the-2020-global-wealth-outlook New Wealth-X Report Reveals Significant Growth Among Those with $5 to $30 million in Net Worth. Comment, Analysis & Research Emerging Forms Of The Family Office News Aggregation Team Thursday, February 13, 2020 12:00 am http://ambankers.net/article/44558/emerging-forms-of-the-family-office Both single- and multi-family offices require a certain level of wealth to be considered viable and cost-efficient. Comment, Analysis & Research Revealed: Best Countries For Investment In E-commerce And Digital Sector, 2020 News Aggregation Team Tuesday, February 11, 2020 12:00 am http://ambankers.net/article/44516/revealed-best-countries-for-investment-in-e-commerce-and-digital-sector-2020 The rankings had India in sixth place, followed by France, South Korea, Canada, and the United Arab Emirates. Comment, Analysis & Research Brexit further complicates US, EU and China trade relations News Aggregation Team Tuesday, February 11, 2020 12:00 am http://ambankers.net/article/44535/brexit-further-complicates-us-eu-and-china-trade-relations Each side naturally likes to project itself as being in a strong position, but in fact all parties are feeling vulnerable Comment, Analysis & Research Emerging markets quarterly: Green shoots & liquidity vs coronavirus News Team Monday, February 10, 2020 12:00 am http://ambankers.net/article/44508/emerging-markets-quarterly-green-shoots-ampamp-liquidity-vs-coronavirus Q4 2019 Insights Comment, Analysis & Research Potential Problems For Clients Fleeing High-Tax States News Aggregation Team Tuesday, February 11, 2020 12:00 am http://ambankers.net/article/44531/potential-problems-for-clients-fleeing-high-tax-states Wealthy taxpayers in high-tax states are considering moves to Arizona, Florida, Texas, Nevada or Tennessee, among others. Tax Change in US tax treatment of alimony and its impact on divorce negotiation News Aggregation Team Friday, February 07, 2020 12:00 am http://ambankers.net/article/44506/change-in-us-tax-treatment-of-alimony-and-its-impact-on-divorce-negotiation The modification must expressly state that the TCJA’s amendments apply to the modified agreement. Tax IRS steps up war on captive insurance tax dodges News Aggregation Team Thursday, February 06, 2020 12:00 am http://ambankers.net/article/44488/irs-steps-up-war-on-captive-insurance-tax-dodges The IRS teams comprise employees from its large business, international and small business and self-employed divisions. Tax Despite US-French truce on DSTs, prospects for broader OECD tax pact remain uncertain News Team Friday, January 31, 2020 12:00 am http://ambankers.net/article/44424/despite-us-french-truce-on-dsts-prospects-for-broader-oecd-tax-pact-remain-uncertain The result at the end of the week appeared to be a ratcheting down of tensions between the US and France Tax Despite US-French truce on DSTs, prospects for broader OECD tax pact remain uncertain News Team Sunday, January 26, 2020 12:00 am http://ambankers.net/article/44365/despite-us-french-truce-on-dsts-prospects-for-broader-oecd-tax-pact-remain-uncertain France implemented its tax last fall, retroactive to January 1, 2019 Tax Ultra-wealthy worried about taxes as election nears News Team Friday, January 24, 2020 12:00 am http://ambankers.net/article/44361/ultra-wealthy-worried-about-taxes-as-election-nears Survey Explores Trends and Challenges Facing Estate Planning Industry Including the Rise of the Single-Family Office Tax Tax implications of the new civil partnership status - Withers News Team Friday, January 17, 2020 12:00 am http://ambankers.net/article/44277/tax-implications-of-the-new-civil-partnership-status-withers Careful consideration should therefore also be given to whether it is advisable to enter into a pre- or post-civil partnership nuptial agreement before entering into a civil partnership Tax Outlook for Canada's venture capital market remains robust: KPMG in Canada News Team Wednesday, January 15, 2020 12:00 am http://ambankers.net/article/44237/outlook-for-canadaamp039s-venture-capital-market-remains-robust-kpmg-in-canada Canadian VC investment totalled US$1.17 billion in the fourth quarter Tax TFSA Pension: How to Turn $69,500 Into a Tax-Free Income Stream! News Aggregation Team Monday, January 13, 2020 12:00 am http://ambankers.net/article/44191/tfsa-pension-how-to-turn-69500-into-a-tax-free-income-stream With that in mind, here’s a simple strategy to turn your TFSA into a tax-free personal pension. Tax Majority of Americans favor wealth tax on very rich: Reuters/Ipsos poll News Aggregation Team Friday, January 10, 2020 12:00 am http://ambankers.net/article/44172/majority-of-americans-favor-wealth-tax-on-very-rich-reutersipsos-poll Results were similar across gender, race and household income. While support among Democrats was stronger, at 77%, a majority of Republicans, 53%, also agreed with the idea. Tax 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 Consolidated platforms bring wealth monitoring and planning to one place News Aggregation Team Friday, November 15, 2019 12:00 am http://ambankers.net/article/43602/consolidated-platforms-bring-wealth-monitoring-and-planning-to-one-place There are new, aggregated platforms that are providing greater insight.” Retail Banking Franklin Resources announces preliminary Fourth Quarter and Fiscal Year Results News Team Friday, October 25, 2019 1:00 am http://ambankers.net/article/43383/franklin-resources-announces-preliminary-fourth-quarter-and-fiscal-year-results Any forward-looking statement made by us in this press release speaks only as of the date on which it is made. Retail Banking City National Bank Expands to Miami and Long Island and Adds New Hollywood Office News Team Friday, October 25, 2019 1:00 am http://ambankers.net/article/43385/city-national-bank-expands-to-miami-and-long-island-and-adds-new-hollywood-office Three new offices part of national expansion in strategic areas Retail Banking Tech Firms Are Building Bridges Across The Moats That Protected Banks News Aggregation Team Monday, October 21, 2019 1:00 am http://ambankers.net/article/43321/tech-firms-are-building-bridges-across-the-moats-that-protected-banks "Incumbents have historically enjoyed a moat of consumer trust" Retail Banking 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 Understanding climate risk - McKinsey Global Institute News Aggregation Team Friday, January 17, 2020 12:00 am http://ambankers.net/article/44269/understanding-climate-risk-mckinsey-global-institute How could Earth’s changing climate impact socioeconomic systems across the world in the next three decades? A yearlong, cross-disciplinary research effort at McKinsey & Company provides some answers. ESG Mastercard and Partners Launch Priceless Planet Coalition to Act on Climate Change News Team Friday, January 17, 2020 12:00 am http://ambankers.net/article/44272/mastercard-and-partners-launch-priceless-planet-coalition-to-act-on-climate-change Invites consumers and companies to join in to plant 100 million trees in five years ESG US Capital Global Supports Programs that Help Solve Crucial Social and Environmental Issues in the US and Abroad News Team Friday, December 27, 2019 12:00 am http://ambankers.net/article/44039/us-capital-global-supports-programs-that-help-solve-crucial-social-and-environmental-issues-in-the-us-and-abroad Through its California-based foundation, US Capital Global increases its commitment to philanthropic projects and to social and environmental impact investing worldwide. ESG