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Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.
July 5
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The regulator's court victory wraps up years of litigation against a financial planner accused of defrauding at least nine clients of more than $1 million.
July 5
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As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.
July 5
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Michael C. Macchiarola is CEO of Olden Lane Inc., and its subsidiary, Olden Lane Securities LLC, in Bridgewater, New Jersey.
July 5
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J.D. Power's latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm's annual poll.
July 5
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Cyndi Wenninghoff has over 10 years of experience working in human resources in various industries including advertising, insurance, and technology. She currently works as the Director of Employee Success at Quantum Workplace in Omaha, where she oversees employee engagement, recruiting, DE&I, onboarding, and retention efforts. Quantum Workplace helps organizations make work better every day by creating a culture of employee success. Solutions include employee surveys, 1-on-1s, goals, recognition, feedback, talent reviews, succession planning, and the nationally renowned Best Places to Work contest.July 5
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As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.
July 5
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The veteran advisor who moved his niche firm from Florida to France is helping U.S. expats navigate their increasingly complex financial lives.
July 5
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Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.
July 3
