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Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.
March 22
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Kamala Wedding is the Head of Customer Success for the America's at Shift where she oversees the close working relationship with customers to provide ongoing support and guidance around business strategy and transformation topics to ensure overall customer satisfaction, and successful product adoption. She has spent her career fighting fraud, managing large operations and developing anti-fraud strategy for all lines of business. Kamala is an international speaker, subject matter expert and is certified in Change Management. Prior to joining Shift, she spent twenty years at Farmers Insurance most recently as the Director of SIU.
March 22
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Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.
March 21
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In an unusual case, regulators have accused a Boston investment advisor of violating his fiduciary duty by putting his clients into high-fee retirement products.
March 21
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Justin Heller was a member of the 2013 men's squad that won the ACC championship. A decade later, he joined the industry's movement toward independence.
March 21
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In a new computer simulation, it's up to you to save America's largest entitlement program — or it's "Game Over."
March 21
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The group behind the ongoing campaign allegedly has the support of a hosting provider that's complicit in helping spin-up new scam websites.
March 21
