$2B New York Team Joins Wells Fargo From J.P. Morgan

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Wealth Management

SEPTEMBER 27, 2024

INDUSTRY

$2B New York Team Joins Wells Fargo From J.P. Morgan

The Canell Group includes the sibling advisory duo Jay and Neil Canell. They’re joining Wells Fargo’s Private Client Group along with four advisors and support staff.

TECHNOLOGY

Smarsh Building AI Intelligent Agent for Compliance

Once complete and available, the Intelligent Agent should help relieve the burden of manual communications review on compliance officers.

FASTCHAT VIDEO

Why I Chose Wells Fargo Advisors

PHILANTHROPY

10 Steps to Consider When Forming a Planned Giving Advisory Council

Harness the expertise and influence of external professionals to strengthen a charity’s planned giving program.

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