“I’ve been participating in Zoom happy hours, Zoom cheese and wine, and it’s a pathetic replacement,” says Bill Daley, vice chairman of public affairs at Wells Fargo.
A succinct summary of mergers, acquisitions and movement in wealth management for the week ending March 26.
The Financial Planning Association launched a new knowledge circle to focus on issues unique to the Asian American and Pacific Islander communities.
Kestra is looking for better ways to prevent trust assets from going out the door, with the help of its in-house trust company, Arden.
A conversation with Robert Thornton, Executive Vice President & President of First Republic Private Wealth Management.
From Zoom fatigue to the exhaustion of jobs colliding with home life, many bankers say the strains of long-term remote work are growing.
Sanctuary Global will work with international investors and operate out of a new office in Miami.
The Monteverde Group joins the independent broker/dealer and custodian from Royal Alliance, part of Advisor Group's broker/dealer network.
The mergers, acquisitions and advisor moves announced the week of March 8, 2021.