Wealth management

Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men. Join Financial Planning’s Lynnley Browning and Jennifer Barrett, Acorns’ Chief Education Officer as they discuss and explore how financial institutions can better engage with women and help them create a new model of wealth.

In partnership with the startup Hope Trust, the Chicago bank is piloting tools that will help people with disabilities, their families and caregivers manage their finances, government benefits and medical care.

At the brokerage and wealth management arm of Ally Financial, Bell leads the team responsible for shaping the insight on investing and the global markets that is shared with customers.

Ta is aiming to reduce turnover at Wells Fargo Advisors by revamping the succession planning program.

The company will start to offer insurance planning and risk management services as part of its purchase of Strategic Wealth Group in Valdosta, Ga.

The company, which has faced opposition from a big investor, had to reschedule its shareholder vote after it was unable to secure the legally required two-thirds backing of outstanding shares at an April 27 meeting.

Joe Skarda, who was previously managing director of JPMorgan Chase’s U.S. wealth management central division, will oversee a unit that houses Key’s private bank, family wealth and mass affluent business segments.

The Charlotte, N.C., company and the nonprofit Operation HOPE already partner to provide coaching at nearly two dozen counseling centers within Truist’s branches. They plan to add 26 more counseling hubs, serving 1,000 Truist branches, by 2025.

The San Diego company will pay $55 million to Morgan Stanley for a business that has 200 custody relationships, $23 billion of custodial assets and $1.2 billion of deposits.

After just 45 days on the job, the Citigroup CEO is jettisoning uncompetitive overseas operations, vowing to ramp up wealth management and touting the long-term importance of the company’s Banamex unit. More moves are on the way, she says.