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Steven Martin is Vice President, Strategy at Sageworks, a financial information company that provides life-of-loan portfolio and risk management solutions to financial institutions. Before joining Sageworks, Steven led corporate strategy for the tech and life sciences bank, Square 1 Bank, and led strategy and integration for U.S. retail banking operations of Royal Bank of Canada. Steven came to banking after a career of management consulting, where he specialized in risk management and large scale projects with large banks in North America, Asia and Australia. Steven earned an MBA from Stanford and a bachelor’s degree in economics from Saint Olaf College.
March 22
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Five new firms have joined Dynasty’s outsourcing platform this year amid a rivalry with HighTower.
March 22
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Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.
March 22
Stathis Partners -
Young clients are focused on short-term needs rather than building an entire plan toward a retirement date.
March 22
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Most funds will have until December to comply with the SECs new rules, while complexes with more than $1 billion in net assets have until 2019.
March 22 -
Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.
March 22
Corporate Insight -
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The investment bank is poised to join the competition for digital mass-affluent clients.
March 22
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The German bank said the new space will help its 7,000 bankers in New York connect with startups.
March 22
