The Latest

After pandemic disruptions, the percentage of candidates passing the difficult exam is back to normal levels, the CFA Institute said.

Brian Fritzsche is assistant vice president and regulatory counsel at the Consumer Bankers Association.

The app will allow trading of listed stocks and ETFs.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

The bank’s consumer and wealth management business produced $2 billion in revenue in Q4, contributing to full-year revenue of $7.5 billion.

Officials said for nearly a decade, former New York advisor Perry Santillo defrauded clients to throw six-figure birthday parties and fill his closet with $10,000 suits.

Growing client assets, a rebounding economy and a more efficient approach led to an 86% boost in net income for Wells Fargo.

It’s natural to be worried about being replaced, but it’s smarter to make yourself irreplaceable by taking advantage of the edge technology offers.

Sandee Perfetto is senior personal lines coverage director for Verisk’s Underwriting Solutions. Perfetto leads a team of personal lines and farm insurance professionals in using customer feedback, market knowledge, and business intelligence to drive the creation of new coverage products, and to maintain and enhance Underwriting Solutions existing programs. Over the years, Perfetto has helped develop a number of new personal lines products, and currently leads the personal lines development of insurance solutions for the sharing economy, millennials, autonomous vehicles, cyber and cannabis. Perfetto began her career at Verisk in the personal lines division. She graduated with a bachelor of science degree in insurance and finance from the University of Hartford and earned a master of science degree in education from Queens College. Sandee can be reached at Sandee.Perfetto@verisk.com.

John McDonough is Head of US Wealth Management Intermediaries Distribution at Invesco. He was previously the head of OppenheimerFunds’ Distribution and Marketing Teams, including Digital Distribution and Innovation.