Onboarding of Huntington Bank as a new AFIG retail investment program partner in Q4 2026, adding approximately 260 advisers and $28 billion of client assets.
Continued rollout and capability expansion of Signature Wealth UMA, including SMAs, through 2026 and beyond.
Ramp of Ameriprise Bank's complete consumer and lending suite, including checking accounts, HELOCs, mortgages and pledge lending, across advisers and clients.
Completion of the Asset Management back-office transformation and outsourcing by the end of Q3 2026, expected to improve efficiency and reduce costs.
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