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2020 has been a year of adapting and accelerating customer experience goals based on changing customer behaviors. Arizent CEO Gemma Postlethwaite speaks with Beth Johnson, Chief Experience Officer at Citizens Financial Group, about aligning an organization around the voice of the customer, taking a holistic view of front-end and back-end investments, and designing experiences for a full range of customer interactions, from answering daily needs to delivering higher value insights and deep advice.
October 6
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The newly combined firm is expected to transform the independent marketplace in terms of technology, talent and RIA choice.
October 6
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The advisor allegedly used an omnibus trading account to help himself and hurt his clients to the tune of tens of thousands of dollars, according to the regulator.
October 5
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The multigenerational group includes a grandfather, father and son.
October 5
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While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.
October 5
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The Managed Funds Association urged the agency to do more analysis before moving forward.
October 5
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Demand from clients has some advisors reconsidering sustainable investing strategies.
October 2
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“We’ve said no layoffs for this year and we’ll stick by that,” Chief Executive Officer Brian Moynihan said Thursday.
October 2
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The world’s largest debt market may not be as sleepy as it seems.
October 2 -
Director tenures, nominations and committees are changing after an independent task force identified weaknesses.
October 1
