Recruiting
FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.
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Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.
September 23 -
Gone are the days when Wall Street executives dressed in conspicuously expensive clothing. Now the industry has adopted a more relaxed and casual dress code.
May 26
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Southwest Financial Credit Union, which led American Banker's Best Credit Unions to Work For, says employees are taking up to 400 hours more off than before its unlimited PTO policy took effect — but they are happier, and so are the members of the branchless credit union.
August 31 -
While 48% of hiring managers admit to having bias, 68% think that AI could be the key to removing it from the hiring process.
July 10 -
Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.
July 3 -
An employment attorney shares how to make sure AI hiring tools follow policies and regulations.
June 26 -
The additions allow the Rhode Island bank to expand its wealth management footprint along the East Coast and in San Francisco, where the recently shuttered First Republic was based.
June 12 -
Brent Grable will take on managing IT and operations at the Massachusetts bank. He formerly worked at Santander and State Street.
May 16 -
Investment in the latest technology is crucial for banks and credit unions if they are to compete effectively, while the lack of tech talent continues to be an issue.
May 2
