The Latest

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.

More than 70% of U.S. bank workers expect their employers to allow some flexibility about where and when they do their jobs, according to a new survey from Arizent. The findings suggest that to attract and retain talent, banks will have to continue work-from-home arrangements that became standard during the pandemic.

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

Fresh off a cold-calling scandal, Andy Sieg reaffirmed that the wirehouse will keep recruiting from within Bank of America. This could change field demographics for better or worse.

Financial advisor Keith Beverly launched Washington, D.C.-based Grid 202 Partners in 2018. He holds CFA and CFP designations.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

As technology and diversity take center stage, firms are using new strategies to attract women.

Filmmakers use the phrase “Narrative Is Everything” to emphasize the importance of storytelling to their craft. They understand how a good storyline communicates to the viewer, draws them in and makes them root for the protagonist. Without a good narrative, even the best casts inhabiting the most wonderful characters risk failing to entertain. Great narratives can terrify you, warm your heart, or compel your attention.

Julie Coleman is a summer reporting associate at Financial Planning. Follow her on twitter @itsjuliecoleman.

Julie graduated from the University of Pennsylvania in 2021. She has worked for the Philadelphia Inquirer, the New York Post, NY1, and Forbes Magazine.