MANASAS, Va. – Employees of Synergy One FCU, otherwise known as the Synergizers, raised $18,100 for this year's March of Dimes Campaign. This is the 12th consecutive year that Synergy One FCU has participated in this event. The team, made up of 36 employees, raised money for more than 12 weeks. The fundraising consisted of selling official March of Dimes Beanie Babies, wrist bands, and sneakers to their membership.
In addition to proposing broader access to private market investments for those who pass a test and for CFPs and other credential holders, the SEC also proposed expanding advisors' ability to charge performance-based fees.
Meta's Muse digital assistant and fintechs have drawn lots of attention, but Amex contends it can harness its long history and ample data to train its internally developed artificial intelligence agents.
What can banks learn from developments around consumer-facing apps like Muse about the future norms they will inevitably have to navigate.
As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.
Advisors may want to rethink one of the industry's retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a "flexible 3%" rule to lower failure rates for longer time horizons.
Peoples Bancorp, which has been hovering just below a key regulatory threshold, plans to get to $14 billion of assets with its planned acquisition of Maryland-based Capital Bancorp.
