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Hannah Levitt

Latest from Hannah Levitt

JPMorgan
Industry News & Trends
JPMorgan Shuffles Top Private Bank Leaders as Camacho DepartsJPMorgan Shuffles Top Private Bank Leaders as Camacho Departs
byHannah Levitt
Jun 27, 2024
1 Min Read
Wells Fargo bank
Industry News & Trends
Wells Fargo Fires Over a Dozen for ‘Simulation of Keyboard Activity’Wells Fargo Fires Over a Dozen for ‘Simulation of Keyboard Activity’
byHannah Levitt
Jun 13, 2024
2 Min Read

All from Hannah Levitt

wells-fargo.jpg
Industry News & Trends
Wells Fargo Preps for Wealth Battle After $1 Billion Turnaround
Wells Fargo Preps for Wealth Battle After $1 Billion Turnaround
Sep 25, 2023
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4 Min Read
byHannah Levitt
first-republic-bank.jpg
Recruiting
JPMorgan Tells 1,000 First Republic Employees They'll Lose Their Jobs
JPMorgan Tells 1,000 First Republic Employees They'll Lose Their Jobs
May 26, 2023
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2 Min Read
byHannah Levitt
Mary Mack
RIA
Wells Fargo’s Mack, Onetime CEO Contender, to Retire This Summer
Wells Fargo’s Mack, Onetime CEO Contender, to Retire This Summer
Apr 13, 2023
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2 Min Read
byHannah Levitt
JPMorgan Plans to Hire 1,300 More Advisors Over Next Three Years
Industry News & Trends
JPMorgan Plans to Hire 1,300 More Advisors Over Next Three Years
JPMorgan Plans to Hire 1,300 More Advisors Over Next Three Years
May 24, 2022
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1 Min Read
byHannah Levitt
Wells Fargo bank
Industry News & Trends
Wells Fargo Pushes Back Return-to-Office Date to January 2022
Wells Fargo Pushes Back Return-to-Office Date to January 2022
Sep 29, 2021
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1 Min Read
byHannah Levitt
Wells Fargo bank
Industry News & Trends
Wells Fargo Pushes Back Its Return to Office by Two More Weeks
Wells Fargo Pushes Back Its Return to Office by Two More Weeks
Sep 2, 2021
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1 Min Read
byHannah Levitt
A sheet of Bitcoin images.
Alternative Investments
JPMorgan Is Preparing to Offer a Bitcoin Fund to Wealthy Clients
JPMorgan Is Preparing to Offer a Bitcoin Fund to Wealthy Clients
Apr 26, 2021
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1 Min Read
byHannah Levitt
Wells Fargo
Client Relations
Wells Fargo Ditches Abbot Downing Name for Ultra-Rich Clients
Wells Fargo Ditches Abbot Downing Name for Ultra-Rich Clients
Mar 11, 2021
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1 Min Read
byHannah Levitt
Wells Fargo bank sign
Investment
Wells Fargo Sheds Its Asset Manager as Scharf Reshapes Bank
Wells Fargo Sheds Its Asset Manager as Scharf Reshapes Bank
Feb 23, 2021
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2 Min Read
byHannah Levitt
Wells Fargo
Equities
Wells Fargo Bans Advisers From GameStop, AMC Recommendations
Wells Fargo Bans Advisers From GameStop, AMC Recommendations
Jan 28, 2021
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1 Min Read
byHannah Levitt
Wells Fargo bank
RIA
Wells Fargo Hires Mike Santomassimo to Succeed John Shrewsberry as CFO
Wells Fargo Hires Mike Santomassimo to Succeed John Shrewsberry as CFO
Jul 22, 2020
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3 Min Read
byHannah Levitt
Wells Fargo
Industry News & Trends
Ex-Wells Fargo Bosses Face Record Fines as Stumpf Gets Ban
Ex-Wells Fargo Bosses Face Record Fines as Stumpf Gets Ban
Jan 23, 2020
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4 Min Read
byHannah Levitt
Wells Fargo
RIA
Wells Fargo Taps Investment Banker to Help Repair Firm’s Image
Wells Fargo Taps Investment Banker to Help Repair Firm’s Image
Dec 18, 2019
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1 Min Read
byHannah Levitt
Charles Scharf
RIA
Wells Fargo Names BNY Mellon’s Charles Scharf CEO to Lead Turnaround
Wells Fargo Names BNY Mellon’s Charles Scharf CEO to Lead Turnaround
Sep 27, 2019
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3 Min Read
byHannah Levitt
Mary Mack
RIA
At Wells Fargo, a Chance Dims to Break U.S. Banks’ Glass Ceiling
At Wells Fargo, a Chance Dims to Break U.S. Banks’ Glass Ceiling
Jun 21, 2019
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6 Min Read
byHannah Levitt

Latest news

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

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Chris Lex Carmen Lex
RIA
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