Practice and client management

The company, formerly known as LendingClub, moved from NYSE to Nasdaq as it officially launched its new name as a full-fledged digital bank.

The Atlanta-based parent company of Ameris Bank plans to open a commercial banking office in Tennessee's largest city by the end of the year, as part of its organic growth strategy.

The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.

The Carefull tool integrated into Edward Jones accounts aggregates client accounts and monitors for fraud or mistakes.

As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.

The North Carolina-based regional has recruited Michael Lyons to serve as CEO, starting Sept. 1. Lyons will replace Bill Rogers, who plans to retire in April 2027.

There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.

Adam Metz has spent the past decade in senior management roles at Pennsylvania-based Orrstown. For the past year, Metz, served as chief operating officer and the designated successor to departed CEO Thomas Quinn.

Capital Community Bank is preparing to launch its fintech-focused rebrand by the end of this month.

Cathy Bessant, who was Bank of America's vice chair of global strategy when she retired, is joining Truist's board of directors and will sit on the company's risk committee. Bessant was American Banker's Most Powerful Woman in Banking for three consecutive years.

A credit union service organization is buying the division, which includes mortgage services provider QRL, while the seller repositions its home loan business.

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

The consumer intelligence company alleged that Chime willfully misused J.D. Power's name and trademark in its marketing materials. The neobank said it would "vigorously" defend its position.

The megabank promoted Margo Pilic, CEO Jane Fraser's chief of staff since 2021, to a new job that combines bank strategy with investor communications. The promotion was one of several leadership changes announced by the bank.

Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.

Early Warning Services' digital wallet solicited actors Elizabeth Banks and Gabrielle Union for its second national advertising campaign as it looks to tie itself to financial institutions in the public eye.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

The Minneapolis-based bank is offering loans to providers planning to build practices from scratch — a reversal after years of serving only existing practices.