-
-
2020 was a challenging year for banks. The impact of COVID on the economy as well as changes to accounting for loan loss provisions were evident in weaker financial and stock price performance in 2020 for many banks and yet CEO compensation increased. Learn from experienced executive compensation consultants about the challenges Compensation Committees faced in 2020, why pay levels increased relative to 2019, what were common COVID-related compensation changes, and what changes were made for 2021 incentive plan design.
-
The leading CPA financial planners with over $1 billion in assets under management
June 3 -
The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.
June 3 -
"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.
June 2 -
Four advisors launched a program for RIAs this summer with industry-changing potential.
June 2 -
Kim Lockett is Vice President of Customer Success and Services for Nvoicepay, a FLEETCOR company. She has more than 30 years of experience in payments, with a heavy focus on back-office operations and customer engagement. Prior to Nvoicepay, Kim held operations management and leadership positions with Comdata, Crestmark Bank, and Regions Bank.
June 2 - Wealth Think Building diversity into your tech ecosystem needs to be a priority, not an afterthought
Study after study shows that diverse teams lead to better outcomes. Here's how you can cast a wider net with fintech vendors.
June 2
Seismic -
Jonathan Matus is the CEO of Zendrive, a mission-driven company making roads safer with data and AI. Zendrive has the largest driving dataset in the world – more than 180 billion miles of data – and publishes industry-leading research on dangerous driving to raise awareness and improve driving behavior. In addition to measuring driving risk factors like speeding, distracted driving, and stop sign violations, the company partners with leading insurance providers and mobile carriers to provide safer driving solutions that save lives. Prior to Zendrive, Jonathan spent six years at Facebook and Google, where he worked on mobile and speech recognition projects. As one of Google’s early Android team members, he led the product marketing team in catapulting Android from industry newcomer to best-selling mobile platform within 18 months. He graduated cum laude from Harvard University with an Honors thesis on Artificial Intelligence.
June 1 -
Attitudes toward technology and pricing can make a difference when it comes to adopting financial tools.
June 1











