Sumeet Shah

Director of Client Relationships

TRENDING

Practice and client management

What to say to fearful clients as the presidential election nears

Political bias can create negative chain reactions in portfolios. Here's how to keep investors focused on long-term goals.

By Eben Burr

7h ago
Earnings

Citizens reports fast progress in building its private bank

The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.

By Allissa Kline

April 17
Politics and policy

Ask an advisor: Biden is canceling more student debt. What about mine?

A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?

By Nathan Place

April 17