BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.
New hires and promotions happened at several institutions, including Regions Bank, Fifth Third Bank and First Tech Federal Credit Union. Find out who they are and what their new roles entail.
Veteran Jason Miller was named to a new post as head of Wealth Planning in the U.S. He is supported by four regional leaders who are also new to their roles.
