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Chris Bozek is managing director and head of working capital solutions at Santander Bank.
February 18
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The quintet is the latest to join the bank’s unit catering to wealthy clients.
February 18
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Scott Thompson is the CEO of Tuition.io, a student loan repayment benefit company.
February 18
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Susan Krause Bell is managing director at Promontory Financial Group. She is a former Senior Deputy Comptroller for Bank Supervisory Policy at the Office of the Comptroller of the Currency.
February 18
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The nearly $4.5 billion deal is another case of consolidation in the industry, as firms grapple with falling fees and the rising challenge from managers of index-tracking funds.
February 18
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Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.
February 14
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The wealth manager claimed bank management knew a customer had a history of sexual harassment, but allowed him to continue doing business at the branch anyway.
February 14
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The former Cetera advisors joined the firm’s employee channel.
February 14
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“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.
February 14
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