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Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
47m ago -
The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.
2h ago -
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But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.
3h ago -
Stressed RIA leaders with a glut of wealthtech products to choose from are experiencing analysis paralysis.
10h agoVestmark -
The accusations led to the end of 16 years at the firm.
July 15 -
In an earnings call Tuesday, CEO Charlie Scharf credited brokers in the firm's branches for working with consumer bankers for a 10% increase in new assets.
July 15 -
Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.
July 15 -
Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.
July 15 -
When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.
July 15