Industry

Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.

Silicon Valley Bank named Erin Platts head of its private banking and wealth management arm, which caters to the financial needs of technology and venture capital executives.

The deal follows at least 14 transactions made by the consolidator this year. Other firms are expanding by forgoing M&A in favor of just recruiting financial advisors.

Royal Bank of Canada's planned acquisition of HSBC Holdings' Canadian unit would expand its lead in the country's heavily concentrated financial market, strengthening its dealings with companies and wealthy individuals, while potentially drawing scrutiny from regulators.

The bank hired a nonprofit exec with a background in impact investing and expanded the roles of two other executives as part of its ESG wealth push.

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.

For several years after the breakdown of a deal to sell a practice for $3.6 million, the parties have been accusing each other of violating the terms.

Moves by cryptocurrency exchanges to reassure markets about their stability are having little effect on jittery users, who keep pulling funds from the venues.

Will Wilson brings significant experience to Galway Holdings, including being a former NFL agent and executive familiar with the financial side of sports.

The loss is one of many for Citi to Merrill in recent months, and reflects the wirehouse's recruiting advantages despite its own talent outflows to rivals.