Brooke's Bits: Citizens Bank hits RIA radar again with purchase of $7.5B Clarfeld; Jay Welker's departure at Wells Fargo--with no heir apparent -- may have giant implications
Heady bank M&A and AMG exit in Tarrytown deal; 1,000-employee private banking unit in San Francisco may fold into St. Louis Wells Fargo wirehouse
Related Moves
RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached
The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
January 11, 2025 at 3:01 AM
In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament
The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?
October 1, 2019 at 1:06 AM
Citizens Financial
Financial Planning Software
Top Executive: Andrew Walmsley
