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Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.

New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.

The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.

During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.

Naratil sees the new CEO as the right person to deliver on integration with Credit Suisse.

Mark Bishopp is the senior vice president of embedded commerce and partnerships at Fortis, an integrated commerce platform. A payment technology industry leader with over 25 years of financial services experience, Bishopp joined Fortis in 2022. He has held a number of payments-related executive positions and has been a trusted advisor and consultant in third party payments (marketplaces, payment facilitation, ISO, ISV/VAR, etc.) for 15-plus years. He is a global SME in online payments with a specific focus on payments as a strategic asset solutions.

Brandi Riggle, Manager, Baker Tilly Digital Solutions

Seth Cooper, Director, Baker Tilly Digital Solutions

Mandating the use of pricey arbitrators for retail investor complaints makes no sense — other than to make the process prohibitively expensive, argue two investor advocates.