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Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.
October 26 -
The Citi CEO, the first woman to head a large U.S. bank, said she received congratulations from hundreds of competitors and colleagues after she was named to replace Michael Corbat as CEO. Fraser spoke at American Banker's Most Powerful Women in Banking gala Thursday night in New York City.
October 21 -
Women — especially Black and Hispanic women — remain underrepresented in banking leadership despite incremental progress because they receive less support than men do to advance beyond entry-level roles, a new McKinsey study says. Here's an overview of the findings.
October 21 -
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Young entrepreneurs and soon-to-be heirs are expecting more social impact from their investments. Private banks are evolving in response — often by matching clients with like-minded advisors who are closer in age, and by hiring more women and people of color.
October 18 -
Outsized returns over the long- and- short-term planning horizons come with some caveats.
October 18 -
Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.
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The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.
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Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.
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Expecting everything to work seamlessly from day one can lead to a rude shock.
October 12 -
FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.
October 12 -
The country's biggest financial companies are well represented in the ranking. Citigroup leads the way, followed by JPMorgan Chase and Bank of America.
October 6 -
In 2020, a year marked by deep economic crisis, Pedroso led her team to execute $16.9 billion of lending overall, up 9% from the previous year.
October 6 -
Erdoes has seen huge gains in diversity throughout her 25-year tenure. Now, she says it's time for the industry to help shape the same sort of change in the broader world.
October 6 -
Portney’s recent track record has allowed her to be more confident in her role chief executor of BNY Mellon’s global financial strategy.
October 6 -
While crypto and decentralized finance will likely not replace the traditional systems of banking and finance, the industry needs to get ahead of the curve, Chakar said.
October 6 -
McLaughlin pledged to improve diversity within the capital markets division she runs and across PNC Financial Services Group more widely.
October 6 -
Last year, Browning’s team constructed disruptive research that brings new metrics to the evaluation of economies, markets, strategies and asset classes.
October 6 -
Zapparoli oversaw many of the highest-profile deals to hit the market last year, including multiple tech IPOs.
October 6 -
In the wake of the coronavirus pandemic, Monaco realized that hundreds of her team's public sector clients around the globe would have to radically alter their operations.
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