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The imperative is to keep one eye on the business, and the other eye on talent. The former is fed by the latter.
October 1 -
Under Johnson's leadership, Franklin Templeton launched a private equity fund along with two real estate funds in 2024.
October 1 -
Yeshaya, a daughter of immigrants, said she sees the challenges she's faced as opportunities for growth.
October 1 -
Given the volatility in the market, Shue is spending more time on the road speaking to clients.
October 1 -
Key to Graper's performance is her ability to "anticipate windows of opportunity" and then give clients the confidence boost they need to act.
October 1 -
Under El-Hillow's direction, Russell is exploring approaches that can generate more consistent value from active strategies.
October 1 -
Since joining Mizuho six years ago, Katz has had to contend with the COVID pandemic, a liquidity crisis, the regional banking meltdown and rising interest rates.
October 1 -
Demand for tokenized assets, real-time data and collateral mobility is turning asset servicing into a strategic differentiator for BNY—and Portney is looking to capitalize on all of it.
October 1 -
Her ability to communicate with markets, employees and investors is what these unprecedented times call for, something Martin takes in stride while pressing ahead.
October 1 -
Since joining HSBC in 2023, Oden has been focused on expanding its wealth business in the U.S.
October 1 -
Knowing what to acquire and what to let go are proving to be growth engines for S&P, and Cheung's just getting started.
October 1 -
Despite a schedule that always has her in the air and on the road, Aiyengar always makes time to meet with the bank's employees.
October 1 -
As head of TIAA's $955 billion retirement business, Gibson said that Americans are facing "a perfect storm in retirement security."
October 1 -
In addition to swiping exchange business from rival NYSE, Friedman has diversified with compliance software and anti-financial crime offerings for banks and securities firms.
October 1 -
Knox, who has led the private bank for the past 7 years, is building out a multigenerational team to support the needs of current and future clients.
October 1 -
The globe-trotting exec, known for her relationship and financial-structuring skills, is betting that AI and other initiatives can help grow client totals by 50% over the next five years.
October 1 -
A passion for helping people and institutions achieve their financial goals has fueled Hung's 35-year career.
October 1 -
Hans, who has been in wealth management for more than 20 years, said that her biggest challenge last year was dealing with market volatility.
October 1 -
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 -
The credit card giant is facing both a class-action case and a related state-AG lawsuit over the low rates it paid to savers. Can the settlement of one suit ease the pain of the other?
September 30






















