Image via FinTech Global
Last updated
Edward Jones: Partnership
Edward Jones announced a commercial partnership with Carefull, a digital financial protection platform, offering it at no cost to all US clients. Edward Jones also made a direct investment through its venture capital arm (Edward Jones Ventures).
Source: FinTech Global
The leadership read
Alliances like this can broaden financial services commercial leadership bench strength.
Market context: Against a Talent Market Index of 112.9 (Hot) (up 11.4 month-on-month), Americas is at rising (+2.5pts) on signal share.
Edward Jones: 1 signal in the last 90 days — in line with the Financial Services median of 1 across 16 tracked companies.
MitchelLake in this thematic
Our work · 2019
VP Engineering
BCG Digital Ventures
Americas · Professional Services · engineering · venture building
Our work · 2019
EGP Cyber Sector Cloud Partner
Ernst & Young (EMEIA) Services Limited
Americas · Professional Services · cybersecurity · saas
Our work · 2019
Jason Hinds, Americas Advisory, Digital
Ernst & Young, US Advisory Services
Americas · Professional Services · consulting · digital advisory
From the MitchelLake archive
More signals across Financial Services
Leadership Change · Americas
JPMorgan Chase →JPMorgan Chase promoted Doug Petno and Troy Rohrbaugh to co-presidents as part of CEO succession planning. Petno becomes sole CEO of Commercial & Investment Banking; Rohrbaugh becomes CEO of Consumer & Community Banking. Marianne Lake, current CCB CEO, retiring after 25+ years.
“The promotions of Petno and Rohrbaugh to co-presidents and sole CEOs of the company's two largest businesses are part of the board's ongoing succession planning process to ensure continued exceptional leadership at the highest levels of the company”
Restructuring · Americas
PayPal →PayPal is closing PayPal Ventures (its corporate venture capital arm operating since 2002) as part of a major restructuring by new CEO Enrique Lores. The company is cutting 20% of global workforce (~4,760 jobs) to save $1.5B. Venture team shrunk from 10+ partners to zero; Jefferies hired to sell remaining portfolio stakes.
Strategic Hiring · Americas
Bet365 →Bet365 is participating in SBC Summit Americas Leaders Stage (June 10-11) with prominent voices discussing AI, prediction markets, regulatory reform, and competitive positioning in gaming across North and Latin America.
Geographic Expansion · Americas
CFI Financial Group →CFI Financial Group received regulatory authorization from Banco Central do Brasil to operate as a local securities brokerage, marking a major milestone in Latin American expansion strategy
Leadership Change · EMEA
Airwallex →Airwallex appoints Pranav Sood as CFO, returning to the company after prior tenure. Sood previously led EMEA operations and global marketing, and most recently worked at Bain Capital's growth equity fund. Appointment follows Series H funding round of $320M at $11B valuation.
Leadership Change · Asia
UOB →UOB establishing board-level technology committee effective 1 July 2026; multiple board composition changes including Wong Kan Seng as Non-Executive Non-Independent Chairman, Steven Phan Swee Kim as Lead Independent Director, and Steven Phan as chair of new Board Technology Committee
Intelligence powered by Autonodal ↗