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TIAA's Partnership with The Bancorp: Expanding Securities-Based Lending to Advisors and Clients
ByAinvest
Wednesday, Sep 24, 2025 5:57 pm ET1min read
TIAA Wealth Management's head of wealth products, Shankar Saravanan, says securities-based lending has become "table stakes" in the wealth industry. Advisors are looking to help clients across the balance sheet, beyond investments, to provide value across all aspects of wealth. TIAA's recent partnership with The Bancorp offers a digital securities-backed line of credit to clients with at least $150,000 in taxable accounts. Advisors can now offer "liquidity without liquidation" to clients, making it a must-have service.
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