Workforce management
Workforce management
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As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.
June 9 -
The defections by Stewart Webb and Gerald Garner highlight a slew of recent recruiting moves, hirings and M&A deals displaying fierce competition for talent.
June 8 -
Losing your job sets into motion a series of financial twists. Planning ahead can help.
June 5 -
Could the collapsed bank's advisors who are now at the Wall Street giant become a 'red-headed stepchild'?
June 1 -
As Asian Americans and Pacific Islanders experience barriers in corporate careers and have been underserved as clients despite their growing wealth, here's what the industry can do to help.
May 31 -
The soaring number of firms disclosing their workforce demographics is bringing sobering numbers to light and displaying the shortcomings of available statistics.
May 31 -
While former SVB and First Republic advisors are getting more attention, the private equity-backed firm added its largest recruit in 2023 from another shuttered bank.
May 31 -
With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.
May 25 -
The No. 1 independent brokerage has boosted the number of brokers it recruits to financial institutions each quarter, its top recruiter in the channel tells FP.
May 24 -
The product, designed for wealth management customers, is the first in the U.S. to implement Mastercard's Touch Card, which helps people distinguish credit, debit and prepaid cards through a notch on the card's edge.
May 24 -
Senior Bank of America investment banker Jill Schwartz discusses her own board roles, how women can serve on nonprofit boards, and how they can drive change, in conversation with Chana Schoenberger, American Banker's Editor-in-Chief.
May 23 -
One industry recruiter called the Aegis group at Lincoln 'the last people we expected to move.'
May 22 -
Here are the trends in individual broker pay for wirehouses and large regional and national broker-dealers in 2023.
May 22 -
Happy State Bank's move after Centennial Bank's acquisition of the firm highlights frenzied action in a large but still relatively nascent channel of the industry.
May 19 -
Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.
May 16 -
Financial and accounting teams are inundated by new data streams that accompany hybrid work on a global scale.
May 16 -
The team, led by financial advisor Ting O'Connor, left because they were unhappy with Merrill's culture and wanted better working conditions for their support staff, a recruiter said.
May 15 -
Five financial advisors left Lakeland Bank and Raymond James for Affinity Federal Credit Union prior to the $1.3 billion acquisition of their prior institution.
May 11 -
RIA DayMark Wealth Partners, less than a year after leaving Wells, has recruited another big team of ex-Wells advisors.
May 10 -
The firm picked up net gains in its ranks of brokers after two years of declines — which also helped it add more than $32 billion in net new assets in the first quarter.
May 9