Mastodawn

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, says Cole Hallman of Citizens Life Group

https://www.financial-planning.com/opinion/why-advisors-should-see-life-settlements-as-a-planning-option

#FinTech #FinServ #Banking #WealthTech #WealthManagement

Why advisors should see life settlements as a planning option

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a fiduciary fail, argues Cole Hallman of Citizens Life Group.

Financial Planning

Alex Jimenez May 11

Can an #AI agent help financial advisors reel in referrals?

A wealth management organic growth technology firm is betting that artificial intelligence tools will help more financial advisors tap into the industry's most traditional source of new clients.

https://www.financial-planning.com/news/can-an-ai-agent-help-financial-advisors-reel-in-referrals

#FinTech #FinServ #Banking #WealthTech #WealthManagement

Can an AI agent help financial advisors reel in referrals?

After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.

Financial Planning

Alex Jimenez May 7

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

#FinTech #FinServ #Banking #WealthTech #WealthManagement

Wells Fargo continues recruiting run with $1.6B AUM UBS team

Wells' latest advisor recruiting coup comes just days after it pulled over a 19-person team formerly managing nearly $6 billion at Morgan Stanley.

Financial Planning

Alex Jimenez May 4

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/

#FinTech #FinServ #Banking #WealthTech #WealthManagement

Citi adds AI-powered adviser in wealth unit

Discussions are underway to use the agentic AI tool more broadly across the bank, “especially with the credit card business,” said Joe Bonanno, head of wealth intelligence at Citi.

Banking Dive

Alex Jimenez Apr 23

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

#FinTech #FinServ #Banking #WealthTech #WealthManagement

With no ownership prospects, bank advisors leave to form RIA

Adam Cox led the wealth management division of a regional bank for 10 years. His lack of an ownership stake in the business he'd spent so much time building eventually drove him to seek independence.

Financial Planning

CCAS Apr 13

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

WealthTech Expansion in Asia: how to win - Carroll Consulting and Advisory Services

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

Carroll Consulting and Advisory Services - Deep strategic and operational expertise supporting startups and vendors in the information services ecosystem.

Alex Jimenez Apr 8

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

#FinTech #FinServ #Banking #WealthTech

U.S. Bank signs on as NFL's bank and wealth management partner

The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.

American Banker