Practice management

Why community banks should negotiate shorter fintech contracts

Legacy tech vendors have traditionally offered decadelong contracts. But given constant change in the industry, small banks today should push for three-year deals, a bank CEO says.

Contract signings Nathan DiCamillo August 14

Contract signings Nathan DiCamillo August 14
Video The biggest mistake advisors make communicating their firms’ mission

Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.

In|Vest Conference July 12

In|Vest Conference July 12
How City National Bank cut paper forms by half

City National is using digital tools to smooth the transition for clients and advisers. Here’s how the bank's doing it.

In|Vest Conference Sharon Adarlo July 11

In|Vest Conference Sharon Adarlo July 11
Video Why third-party modeling is in its early stages

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

In|Vest Conference July 11

In|Vest Conference July 11
Video Are your clients truly engaged, or just legacy?

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.

In|Vest Conference July 10

In|Vest Conference July 10
Apathy, blind spots and fixes: 10 insights on workplace harassment

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

Gender issues Chelsea Emery March 28

Gender issues Chelsea Emery March 28
Sexual harassment is a bigger problem than accountants think

Men and women who work in accounting say there’s a low prevalence of sexual harassment in the profession; the numbers suggest otherwise.

Daniel Hood March 12

Daniel Hood March 12
BankThink To develop more star performers, avoid playing favorites

Dave Martin
Consultant and Founder bankmechanics

Bank managers should treat all employees fairly to get the best results from their team.

Consumer banking February 1

Consumer banking February 1

Practice management

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