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Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.

As Globant's Chief Operations Officer, Patricia is responsible for sustainably growing the company's operations, and enabling it to execute its strategy with maximum value for clients and stakeholders. She also focuses on turning strategy into actionable targets for growth, helping to implement organization-wide goal setting and performance management. She is an advocate for having more women in management positions and recognizing the gender gap in the tech industry, for this reason, she has actively participated in Globant's Women that Build program.

A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be earned through pro bono service at a ratio of three hours of pro bono service per one hour of CE.

Citi's head of wealth said the firm is already working with a quarter of the billionaires in the world through its private bank. Now it just needs them to entrust it with managing more of their money.

Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.

Hester Pierce, a Republican SEC appointee, said industry watchdogs had previously been practicing regulation by enforcement with digital assets.

Large banks are starting to disclose the compensation they awarded to their CEOs last year. Early signs point to a bounceback after CEO pay fell in 2023.

The next CEO of Raymond James talks about how private equity ownership has made for some difficult marriages in wealth management, while a Morgan Stanley exec says asset outflows were unusually high last year.