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These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.
June 28
J.P. Morgan Wealth Management -
How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.
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How technology is enabling new types of payment transmission and what this means for banking.
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How to welcome LGBTQ clients, colleagues and friends by using your pronouns
June 21
Family Wealth Management Group -
Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.
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Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.
June 18
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As technology and diversity take center stage, firms are using new strategies to attract women.
June 17
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Employers and employees don't agree on what a return-to-normal looks like in a post-COVID world. But to move forward with success, they must see eye-to-eye.
June 17
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According to the latest Federal Deposit Insurance Corporation (FDIC)’s “How America Banks” report, there is an estimated 7.1 million unbanked households in 2019. Given the record levels of unemployment, the pandemic has brought on the FDIC expects this number to rise. Join Joe Adler, American Banker’s Washington Bureau Chief and Leonard Chanin, Deputy to the Chairman of the FDIC as they discuss the FDIC’s stance on financial inclusion and how banks can get millions of unbanked Americans into the traditional banking system.
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"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.
June 6
The Matterhorn Group at William Blair Private Wealth Management -
The efforts to bolster risk controls and simplify global operations will ultimately lead to better shareholder returns, Jane Fraser said, while urging investors to show patience.
June 4
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Online and mobile banking traffic at Bank of America soared in the last year, including a 60% spike in the use of its virtual assistant Erica. David Tyrie, the company's head of digital, wants to keep driving adoption by pitching financial planning tools to millennials and Gen Z.
June 3
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2020 was a challenging year for banks. The impact of COVID on the economy as well as changes to accounting for loan loss provisions were evident in weaker financial and stock price performance in 2020 for many banks and yet CEO compensation increased. Learn from experienced executive compensation consultants about the challenges Compensation Committees faced in 2020, why pay levels increased relative to 2019, what were common COVID-related compensation changes, and what changes were made for 2021 incentive plan design.
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The leading CPA financial planners with over $1 billion in assets under management
June 3
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"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.
June 2
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With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.
June 1
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A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.
June 1
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Despite decades of corporate talk and experimentation, digitization strategies remain largely piecemeal, unfocused, and ineffective. Is change finally coming?
June 1 -
The long-term leaders carry fees more than twice the broader industry.
May 27
