Wells Fargo continues recruiting run with $1.6B AUM UBS team
Fresh off its recruitment of a big advisory practice from Morgan Stanely, Wells Fargo has picked up a 14-person team with more than $1 billion under management from UBS.
https://www.financial-planning.com/news/wells-fargo-continues-recruiting-run-with-1-6b-aum-ubs-team
Citi adds #AI-powered adviser in wealth unit
Discussions are underway to use the #AgenticAI tool more broadly across the bank, “especially with the credit card business,” said Joe Bonanno, head of wealth intelligence at Citi.
https://www.bankingdive.com/news/citi-sky-ai-wealth-adviser-google-banking/819087/
With no ownership prospects, bank advisors leave to form RIA
Adam Cox's decision to leave his job as the wealth management head of a regional bank to start an RIA didn't come in response only to the new career prospects now open to independent advisors.
https://www.financial-planning.com/news/with-no-ownership-prospects-bank-advisors-leave-to-form-ria
We return to the topic of WealthTech in Asia, continuing the discussion with Patrick Donaldson. The final focuses on the tangible phases of market entry.
#wealthtech #asia #marketentry
https://ccas.tech/2026/04/13/asiawealthtech/?utm_source=mastodon&utm_medium=jetpack_social
In March we reviewed Patrick Donaldson's take on why WealthTech in Asia is different, as well as the size of the prize. This week we're following up with specifics on market entry. Patrick, before we start, you're in London this week meeting WealthTech customers, can you share a little on that? Patrick: The UK has
U.S. Bank signs on as NFL's bank and #WealthManagement partner
The bank is deepening its relationship with the nation's biggest sports league in an arrangement that will shine a light on the bank during the Super Bowl.
https://www.americanbanker.com/news/u-s-bank-signs-on-as-nfls-bank-and-wealth-management-partner
Bank of America’s #WealthManagement firms roll out #AI tool
AI-Powered Meeting Journey leans on Salesforce CRM data to gather materials, summarize meetings and provide natural language assistance to financial advisers.
https://www.bankingdive.com/news/bank-of-america-wealth-management-ai-tool-merrill-lynch/815945/
Edward Jones gets FDIC’s nod for ILC charter
The approval caps a nearly six-year journey for the investment firm, which aims to launch an industrial bank next year.
https://www.bankingdive.com/news/edward-jones-ilc-charter-fdic-approve-industrial-bank-utah/813515/
How Much Money Jeff Bezos Made Since You Started Reading This Page
#HackerNews #JeffBezos #MoneyMade #BezosCalculator #WealthTech #ReadingTime
WisdomTree gets SEC approval for 24/7 trading
SEC and FINRA granted the necessary approvals for WisdomTree to launch 24/7 trading and settlement for its tokenized money market fund.
https://www.americanbanker.com/news/wisdomtree-gets-sec-approval-for-real-time-trading
Edward Jones gets green light to launch industrial bank
The financial advisory firm, which first sought an industrial loan charter in 2020, is one of numerous companies that have applied for approval to open such a bank in the past year.
https://www.americanbanker.com/news/edward-jones-gets-green-light-to-launch-industrial-bank
Alex Jimenez
CCAS
Hacker News
