Commercial banking

The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.

After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.

Zorana Milovanovic, MBA, is a senior accountant specializing in ERP implementation, financial systems optimization and compliance in high-growth, regulated environments. She has supported end-to-end system transitions, often acting as a liaison between accounting, IT and audit teams. With business degrees from both the U.S. and Europe, she brings a cross-cultural perspective to internal controls, SOX readiness and policy design.

So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.

The SEC has quietly approved key rule changes that make crypto ETFs more efficient and appealing to institutions — a symbolic shift toward wider acceptance of digital assets in Washington.

Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash.

Rod Branch is the CHRO at ARCXIS Builder Services.

Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.

Rikard Bandebo is the Chief Strategy Officer and Chief Economist of VantageScore

Deepankar Mathur, is associate director of Searce, a tech consulting firm.

Shyamali Choudhury is Chief Commercial Officer at Pomelo Care, the national leader in evidence-based maternity care. 

Shyamali was one of Pomelo's first employees, joining the company to lead its commercial strategy and execution after a career in policy, global health, and mission-driven health tech.

Before joining Pomelo, Shyamali spent nearly six years on the Business Development team at Flatiron Health, where she led new business initiatives and forged key partnerships to advance the company's work reimagining cancer care.

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the firm's leadership ranks with hires from industry rivals.

The move could impact future studies on retirement trends, policy and aging in America.

Is the age of "augmented intelligence" and "adaptive engagement" soon to arrive for financial advisors and wealth

The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.

Martin Kleinbard is the founder of Granular Fintech LLC, which advises fintech lenders and vendors on processes and strategies. He previously helped stand up new consumer credit products and teams at American Express and Bread Finance (acquired by Alliance Data Systems in 2020) before leading the CFPB's market research in fintech topics such as BNPL and solar financing.

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, his first order of business was being an "early adopter" of these emerging tools.

Astrid Malval-Beharry is the Founder and President of StratMaven, a boutique strategy consulting and M&A advisory firm specializing in the intersection of P&C Insurance and Technology. With over 20 years of experience in growth strategy and M&A, she partners with insurance providers, solution vendors, and private equity firms to drive innovation and value creation in the InsurTech sector.

Suzanne M. Holl, CPA, is executive president of Loss Prevention Services with CAMICO. With more than 30 years of experience in accounting, she draws on her Big Four public accounting and private industry background to provide CAMICO's policyholders with information on a wide variety of loss prevention and accounting issues.