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Customer satisfaction with Medicare Advantage plans is down, according to a new survey from J.D. Power. But some financial advisors say zero-premium plans remain a lifeline for cash-strapped seniors.

A range of perks and parties could help advisors forge deeper relationships and generate valuable leads, often without breaking the bank in the process.

The Charlotte, North Carolina-based bank, which is focusing its growth push in the Southeast, is also planning to renovate 300 existing offices as part of an effort to attract more mass-affluent customers.

Vall Herard is the founder and CEO of Saifr, a RegTech incubated within Fidelity Labs. He specializes in the intersection of financial markets and technology and has a mastery of emerging methods like AI, machine learning, blockchain, and micro-services. He has extensive experience in the financial services industry, including FinTech, RegTech, InsurTech, capital markets, and hedge funds.

Tiffany Duncan-Magri is a Senior Regulatory Advisor at Smarsh with 15 years of experience in the financial industry and a strong academic foundation in Marketing (B.S.) and Management (MBA). She specializes in helping financial services firms navigate complex regulatory requirements—translating them into clear, actionable strategies that support both compliance and growth.

Bloomberg reports that Citi has enlisted a law firm to look into complaints about Andy Sieg's behavior to current and former colleagues, including former private banking head Ida Liu.

The numbers don't reflect much change in the low representation of female wealth management professionals, but there are some signs of progress.