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A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.
March 17 -
Penny Pennington has presided over a wide-ranging overhaul that has seen forays into alternative assets and banking but also heightened rates of advisor departures.
March 16 -
Kim Farrell, former global head of creators for TikTok, joins the Brazil-based neobank to develop its international brand strategy as it expands into the U.S.
March 10 -
Honorees gathered at Tiffany's Landmark building in New York City, where American Banker interviewed them about the industry's trajectory and leadership lessons they've learned in their careers.
October 30 -
At American Banker's Most Powerful Women in Banking Conference in New York City, former Most Powerful Women in Banking honorees said to build skills that you can take with you outside of a big bank, and that banks should reward risk-taking and building over incremental change.
October 21 -
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 -
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 -
The giant custody bank plans to offer specialized instruction in cybersecurity, AI and other topics to 1,000 community bank executives.
September 3 -
Breaking into a new industry can be daunting, especially in a field as complex as banking. Here's how experts recommend getting started.
May 19 -
The bank ends the year with a substantially different profile from early 2024, which brought new leadership, a significant reduction to its mortgage operations and a corporate rebrand.
December 16 -
Oden, head of U.S. wealth, private banking, asset management and premier banking at HSBC, was one of the first in the industry to build an online wealth management platform.
November 28 -
Morais, the former president of consumer and commercial banking at Ally, reflects on the lessons learned in her more than three-decade career.
November 5 -
If you want your constructive criticism to land the right way with younger employees, it's important that they see it as evidence of your belief that they have a future in your bank.
October 29
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The change, one among several at the firm's top, follows on a year that executives have deemed one of the firm's most difficult in decades.
October 1 -
Citigroup, First National Bank and Marqeta headlined some of the biggest changes in executive leadership in the banking, fintech and payments industries.
September 30 -
Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.
September 17 -
Lorch started as the marketing director at First Internet Bank, the first online-only bank, at its launch. Few Americans had internet access so it wasn't a sure bet the bank would survive. She's still there, now as the president.
August 19 -
After 40 years in finance, Harford is now learning to play golf and mahjong, and spending more time with family and friends.
July 24 -
Elizabeth Magennis started out as a teller in Brooklyn, New York, and is now the president of the $9.8 billion-asset ConnectOne Bank.
June 28 -
Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.
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