The Latest

Bernhard is a principal in EY’s Financial Services Office and is the Global Leader of EY’s Customer and Growth Solution for the insurance industry. This practice assists insurance carriers world-wide in transforming their sales, service and marketing operations. Previously, Bernhard was Chief Marketing Officer for a $100B division of a global financial institution, and oversaw commercial initiatives across 31 countries. For 25 years, Bernhard has led analytics and customer driven transformation programs in the financial services industry, delivering results in terms of customer acquisition, retention, product cross-sales and the efficacy of sales, service and marketing. Typical programs include digital channels, customer experience improvement and adopting distribution management and CRM practices and technologies. Bernhard holds an MBA from Wharton and a MS Finance from Erasmus University.

A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.

Berman Capital is the latest big seller to find a larger partner as equity values, tax fears and other factors push deal volume and size even higher in 2021.

From compliance to the Broker Protocol, advisors should understand their obligations and restrictions before they make a move.

Some independent advisors worry the enterprise deal will slow innovation at the wealthtech company.

Higher internal expenses in mutual fund share classes came with much lower overall advisory fees in wrap accounts, the firm argues.

The return will take place over the next six months.

Imperatives include modernizing tech to gain and retain clients and provide them with “personalized journeys,” according to a new survey.

The new fund bucks trends in socially and environmentally responsible investments.