Wealth Management News for Bankers

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 crypto industry thought it could do trust better than the banks, found out it couldn't and realized it needs rules to guarantee trust.

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

A new report from Cerulli Associates shows older, affluent investors are far more skeptical of AI use than their younger counterparts. Financial advisors who use AI tools in their practices say transparency is key to setting wary clients at ease.

Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.

Cryptocurrency companies have rushed to apply for national trust charters from the Office of the Comptroller of the Currency during the second Trump administration after remaining on the sidelines for years. Experts say the trust charters offer them scale, Fed access and legitimacy without the full regulatory burden of traditional banks.

Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."

Amerant Bancorp in Coral Gables, Florida, appointed Carlos Iafigliola its permanent president and CEO; Morton Community Bank in Illinois reached a deal to buy a three-branch franchise in the Land of Lincoln; Bank First in Manitowoc, Wisconsin, agreed to acquire PSB Holdings; and more in this week's banking news roundup.