Deals & Moves: Citizens Keeps Up Wealth Push With $1B Tampa Duo

Published on August 27, 2026

Also, $111B Mercer grows its Ohio footprint through acquisition, Janney adds a $150M advisor from Wells Fargo, and Steward Partners expands credit line by group led by Blackstone.

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Osaic Hires Chief AI and Technology Officer

August 27, 2026
Sayee Bellamkonda joins from Vialto Partners and will report to CEO Jamie Price. The move follows several executive departures and a $2 billion recapitalization.

BofA's Hartnett Sees Warsh On Yield Tightrope At Jackson Hole

August 28, 2026
The Fed chair will have to reinforce his inflation-fighting credentials to keep short-term yields in check, he said.