Subject Root Tag

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

Julie Caperton, a longtime executive at the $1.9 trillion-asset bank, succeeds Julia Wellborn, who left the company in April.

More than 70% of U.S. bank workers expect their employers to allow some flexibility about where and when they do their jobs, according to a new survey from Arizent. The findings suggest that to attract and retain talent, banks will have to continue work-from-home arrangements that became standard during the pandemic.

The historic abolitionist showed how to be an ally in a specific and useful way, writes Keith Beverly.

Good Life Companies fosters competition among wealth managers for its own health and runs food stores and a gym.

As technology and diversity take center stage, firms are using new strategies to attract women.

Filmmakers use the phrase “Narrative Is Everything” to emphasize the importance of storytelling to their craft. They understand how a good storyline communicates to the viewer, draws them in and makes them root for the protagonist. Without a good narrative, even the best casts inhabiting the most wonderful characters risk failing to entertain. Great narratives can terrify you, warm your heart, or compel your attention.

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.

The oldest borrowers hold the fastest-growing piece of the U.S.’s $1.7 trillion student-loan pile.

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.

The hybrid firm’s giant parent tapped a new leader as it builds out a growing team with a mission.

Invent 2021 DevCon will feature keynotes and workshops with project leaders from Microsoft, Uber and Samsung.

Digital media is key for financial advisors to connect with their current clients and attract new ones.

The organization seeks to expand on the success of its first year offering the internship-style training in its second summer.

“It will dramatically expand the number of advisors who will be fiduciaries under ERISA,” says one expert.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.

Bill and Chris Hamm admit it’s been something of a rocky start, but they say IFP is saving advisors and clients money compared to a typical wealth manager.

The $637 billion quant pioneer founded by David Booth has converted four equity mutual funds with $28.8 billion of assets into ETFs.