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High-powered female professionals have a specific set of needs and expectations. Use these tips to make sure your service measures up.
February 26
Fidelity Institutional Wealth Services -
Despite falling foot traffic, banks continue to be an ideal channel for anyone who hasn't developed a book that comfortably produces in excess of $500,000, says recruiting executive.
February 26 -
Pimco's Mohamed El-Erian clashed with co-founder Bill Gross before announcing last month that he's leaving the firm, the Wall Street Journal reported.
February 26 -
Australia institutes sweeping changes in the laws governing financial advisors' practices.
February 26 -
The only question on any FAs mind should be When is this coming, and should I make a change now before the big deals dry up? Because its not a question of whether or not the big recruitment deals are going to lose steam, its just a matter of how quickly they will begin drying up.
February 26
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The Pittsburgh bank announced Monday it is using invoicing services from Bill.com, enabling it to turbocharge the cash flow tools it offers small businesses. PNC's investment is part of a nascent trend of banks stepping up their digital offerings for the customer segment.
February 26 -
JPMorgan laid out a careful plan for a better 2014 on Tuesday, as it tries to recover from a year spent paying for past mistakes. The bank is hoping that more expense cuts, improved technology and a greater reliance on wealth management will boost its future growth.
February 26 -
Also: A Merrill breakaway team joins HighTower, Burnham Gibson expands and a Wells Fargo breakaway signs with Dynasty. Here's a roundup of some of the most recent moves among independent financial advisors.
February 26 -
The location of the National Credit Union Administration suits its place in the hierarchy of U.S. financial regulators.
February 25 -
Royal Securities to pay $175,000 in FINRA fines over non-traditional ETF sales, church bonds and other violations.
February 24


