Practice management

Branding, big data, cannabuisnesses and more were all hot topics during the second day of the conference.

Northwest Financial Advisors announced today that its clients with $150,000 in assets will now have access to trust services through Members Trust Company.

Mobile banking, oddly enough, is redefining the role of call center agents as customers handle routine tasks on their smartphones and reach out for help with bigger-picture questions.

From a new chief talent and knowledge officer to the more traditional CLO and CIO, CUs announce new hires, promotions and more.

CUNA’s Jim Nussle and NCUA Chairman Mark McWatters were among the big speakers at Monday’s opening session.

Boston-based State Street announced Tuesday that Chairman and CEO Joseph L. Hooley plans to step down from his leadership roles.

The firm outlined a plan in September to generate $5 billion in additional revenue over the next three years, with more than 40% of that coming from lending.

A smart contract for advertising delivery and payments can be subjected to additional layers of verification and enforcement by optional service providers on the network, such as the measurement provider, ratings provider, payment provider and arbitrator, writes Charles Manning, founder and CEO of Kochava.

What makes a strong team? Many in finance are still misjudging these qualities, because, without even realizing it, they gravitate to those they feel most comfortable with. Here is what Barbara Byrne has learned from her own experiences in the industry.

The online small-business lender, which has been cutting expenses, said it is on track to achieve profitability in the fourth quarter.

Customer service is steadily expanding within Facebook separate from its payments operations, as part of “an ecosystem for buying.”

Ira Robbins, the CEO-in-waiting at Valley National Bancorp, will have to complete a major acquisition, make the bank more competitive on returns and costs and tackle other difficult tasks after taking over for Gerald Lipkin.

Goshen, Ind.-based CU reports both membership, asset milestones.

TDECU employee up for Citizen of the Year and more honors, awards, promotions and new hires.

Employees of a small or midsize business can learn customers’ needs and deftly toggle between soft and hard cross-sells at the perfect time, writes Michael Hiskey, chief marketing officer of Semarchy.

Gerald Lipkin has been the New Jersey company's CEO since 1989. Ira Robbins, president of Valley National's bank, will succeed Lipkin.

Linda Pearsall will replace retiring CEO Randall Dixon on Jan. 1, 2018

Kearny agreed to pay $408 million for Clifton Bancorp in a deal that will add 12 branches in northern New Jersey.

The Canadian payment system is evolving into something almost completely different, an evolution that's birthing new ideas to handle authentication.

Focus on ensuring your teams know why you make changes, and they will be far more likely to make those changes work for you.