Workforce management
Workforce management
-
The founder of an ETF that tracks all American public companies with female CEOs sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss why it matters if a company has a woman as CEO.
-
Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."
October 17 -
The organization, launched about five years ago by Troy Prince, is seeking more industry collaboration on its mission of "changing the face of Wall Street."
October 17 -
CEO Charlie Scharf said the bank's troubled wealth unit had 'treaded water' for a while, but showed signs of recovery as client assets and fee income grew.
October 13 -
New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
October 13 -
Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.
October 12 -
These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.
October 11 -
Planner Faiza Kedir became the first to use the new affiliation, as independent firms seek to boost their appeal across the industry's spectrum.
October 10 -
A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.
October 10 -
Meaningful progress on DEI initiatives has a real effect on the workforce. We examine the dynamics that drive this conclusion and what it means for companies.
October 10 -
-
LPL's employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here's how that move happened and where Linsco goes from here.
October 5 -
Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.
October 5 -
During Nitrogen's 2023 Fearless Investing Summit, the two-time Super Bowl champ gave a keynote address on leadership and life on and off the field.
October 5 -
At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.
October 4 -
Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.
October 2 -
The bank team was seeking a place to support its growth in providing boutique 'concierge' services, while maintaining autonomy.
October 2 -
The president of Kestra Financial spoke with FP about the power of using relationships to help recruit big talent, and how the firm differentiates on the talent market.
September 28 -
The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.
September 25 -
Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.
September 22