The Covenant deal, Captrust’s seventh this year, brings the RIA more scale in Texas and continues its strategy of combining retirement plan services with wealth planning.
The AI and analytics team will be responsible for managing data, establishing best practice, and avoiding duplication of data analysis efforts across the bank’s four divisions.
JPMorgan CEO Jamie Dimon reiterated his personal view that Bitcoin is "worthless" at the Institute of International Finance annual membership meeting.