Mastodawn

Global News | Breaking, Latest News and Video for Canada [Unofficial]1d ago

May 23 – Kozak Financial Group

https://fed.brid.gy/r/https://globalnews.ca/news/11840764/may-23-kozak-financial-group/

Alex Jimenez 2d ago

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, 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

Yonhap Infomax News 4d ago

SC First Bank's Q1 net profit declined 6.3% year-on-year to 104.9 billion won as net interest margin contracted by 0.23 percentage points, though wealth management division showed strong growth with non-interest income surging 25.1% amid expanding high-net-worth customer base.
#YonhapInfomax #SCFirstBank #NetInterestMargin #Q1NetProfit #WealthManagement #NonInterestIncome #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120817

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

Yonhap Infomax News May 11

Samsung Securities posts record quarterly net profit of 450.9 billion won in Q1 2026, up 81.5% year-on-year, driven by strong wealth management performance and net client asset inflows of 19.7 trillion won, exceeding market expectations by 14.4%
#YonhapInfomax #SamsungSecurities #RecordQuarterlyProfit #WealthManagement #ClientAssetInflows #InvestmentBanking #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119881

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

Tycoon World May 7

Four Industry Veterans Launch Daksham Capital, a Premium Family Office and Financial Services Firm

#TycoonWorld #DakshamCapital #WealthManagement #FamilyOffice #PrivateBanking #FinancialServices #InvestmentBanking #EstatePlanning #WealthAdvisory #HNIs #UHNI #FinancialPlanning #AIAdvisory #InvestmentSolutions #PortfolioManagement #WealthCreation #FinanceNews #IndianInvestors #FinancialInnovation

https://tycoonworld.in/four-industry-veterans-launch-daksham-capital-a-premium-family-office-and-financial-services-firm/

Four Industry Veterans Launch Daksham Capital, a Premium Family Office and Financial Services Firm – Tycoon World

India, 7th May 2026: In a move shaped by shared conviction and complementary expertise, four seasoned leaders from the financial services industry have come

Tycoon World

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