Practice management

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.

Since Michael Rhodes became its CEO, Ally Financial has gotten bigger by thinking more narrowly. Instead of growing the company's web of businesses, the company has exited some sectors while doubling down on what Ally does best: auto lending.

People are becoming increasingly wary that things they see, read and hear may be AI-generated rather than authentic. To maintain customer trust, banks need to leave no doubt that they are people-driven organizations.

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

Consumers don't mistrust crypto products because they don't understand the technology behind them. They mistrust them because they have seen them fail under pressure. The path forward will be slow and incremental.

Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.

Support for Citi's annual say-on-pay resolution fell steeply, with about 60% of shareholders voting in favor of the bank's 2025 executive-compensation program. The decline is likely related to a one-time equity award to CEO Jane Fraser and concerns about how the bank determines incentive pay.

JPMorganChase's shareholders have occasionally floated proposals to make sure the bank's lobbying dollars match its public statements. At the company's annual meeting on Monday, support for one such measure was down significantly from a similar proposal in 2023.

American Banker's AI Talent Shift survey of 206 banking professionals ranks AI fluency first and pure software-development skills last.

Stephen Curley, who was the chief banking officer at Phoenix-based Western Alliance, will join Maryland-based Eagle Bancorp as president and CEO in July. Eagle's current CEO previously announced plans to retire after the bank racked up big losses in office loans.

NASAA's proposal would align state laws with the SEC's marketing rule, eliminating concerns advisors have about running afoul of more local laws as they accept testimonials and reviews.

Marketing experts say that advisory practices trying to grow organically must be thoughtful about the button that offers website visitors a meeting — or they could lose the prospect altogether.

Wealth head Andy Sieg sees bank-based advisors as key to securing more of the $3 trillion its U.S. banking customers hold elsewhere. But he's also looking to AI.

The megabank's first investor day in four years offered a comprehensive look at how it plans to grow profits and drive higher returns in the coming years. Part of the strategy involves branch updates.