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From stealing millions to murder investigations, here are 13 big crime and court stories covered by Financial Planning in 2021.
December 27 -
A look back at the biggest events and trends that shaped the industry last year.
December 23 -
LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021.
December 21 -
The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.
December 6 -
The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.
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None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.
November 23 -
Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.
October 26 -
Women — especially Black and Hispanic women — remain underrepresented in banking leadership despite incremental progress because they receive less support than men do to advance beyond entry-level roles, a new McKinsey study says. Here's an overview of the findings.
October 21 -
Outsized returns over the long- and- short-term planning horizons come with some caveats.
October 18 -
Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.