-
Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.
October 6
-
The industry has long talked about embracing digital technology — but the time for talk may be over.
October 6
-
2020 has been a year of adapting and accelerating customer experience goals based on changing customer behaviors. Arizent CEO Gemma Postlethwaite speaks with Beth Johnson, Chief Experience Officer at Citizens Financial Group, about aligning an organization around the voice of the customer, taking a holistic view of front-end and back-end investments, and designing experiences for a full range of customer interactions, from answering daily needs to delivering higher value insights and deep advice.
October 6
-
The newly combined firm is expected to transform the independent marketplace in terms of technology, talent and RIA choice.
October 6
-
-
-
The advisor allegedly used an omnibus trading account to help himself and hurt his clients to the tune of tens of thousands of dollars, according to the regulator.
October 5
-
Anthony Macciola is Chief Innovation Officer at
ABBYY , a global digital intelligence company. He holds more than 45 patents for technologies in mobility, text analytics, image processing, and process automation, and is leading AI initiatives at ABBYY.October 5 -
-
The multigenerational group includes a grandfather, father and son.
October 5
