More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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The Citi CEO, the first woman to head a large U.S. bank, said she received congratulations from hundreds of competitors and colleagues after she was named to replace Michael Corbat as CEO. Fraser spoke at American Banker's Most Powerful Women in Banking gala Thursday night in New York City.
October 21
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Is the bank late to the automated investing party, or trying to bring some investors back home?
October 21
Financial Planning -
The Florida-based asset management firm has the low-cost deposits TriState Capital needs to fund its rapid loan growth.
October 21
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Giant wealth managers and megabanks have a long way to go if they’re truly going to set a new course for the industry’s relationship to a historically excluded group.
October 21
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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
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Associate Garrett Smith is an attorney with Oppenheimer Investigations Group, a San Francisco Bay Area-based law firm that specializes in impartial workplace and school investigations as well as trainings, executive coaching, expert testimony and mediation services. Garrett can be contacted at garrett@oiglaw.com.
October 21
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Partner Zaneta Seidel is an attorney with Oppenheimer Investigations Group, a San Francisco Bay Area-based law firm that specializes in impartial workplace and school investigations as well as trainings, executive coaching, expert testimony and mediation services. Zaneta can be reached at zaneta@oiglaw.com.
October 21
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Social media missteps can erode the authentic “who” and “why” of your firm over time, writes Tara Meehan.
October 21
Meehan Marketing -
Though the Providence, Rhode Island, bank is in the midst of three deals, CEO Bruce Van Saun said it remains on the lookout for other nonbank purchases that could help boost fee income and generate cross-selling opportunities.
October 20
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