Fintech
Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.
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Marketing experts say that advisory practices trying to grow organically must be thoughtful about the button that offers website visitors a meeting — or they could lose the prospect altogether.
May 11 -
For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.
September 30
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Publicly traded companies are showing signs of improvement, but it may take some time until venture capital funding for fintechs recovers.
June 20 -
Auto-enrolling its membership for a credit-scoring tool offered by SavvyMoney helped Knoxville TVA Employees Credit Union nearly double approvals across its credit card, personal and auto loan portfolios in early 2023.
February 20 -
The Cincinnati, Ohio, bank also promoted three other top executives to new roles. All of the changes will be effective in early 2024.
December 19 -
The $225 billion-asset Citizens Financial Group has partnered with the fintech Pinwheel to streamline the process for new account holders to switch the direct deposit of their paychecks from their old banks.
December 18 -
Banks in Poland will be the first to start receiving and using the scores, which will allow Ukrainians fleeing their country to obtain credit in their new Polish homes.
December 13 -
Come the second quarter of 2024, JPMorgan Automated Investing will be no more.
December 12 -
AB - TechnologyAn investigation uncovered the fact that Prashant Bhardwaj, whom the Office of the Comptroller of the Currency hired to be Deputy Comptroller and Chief Financial Technology Officer in March, had a resume full of lies.
November 25
