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Did men get more than their fair share of the managing director promotions at Goldman Sachs, and what does Barbie have to do with a Fed trailblazer? Also, JPMorgan Chase's Mary Callahan Erdoes isn't getting on the robo-advisory bandwagon and women talk about "systematic sexism" in the journalism and entertainment fields.
November 19 -
PwC's Dennis Nally on how men can empower women in financial services; Fidelity's Kathy Murphy on drawing female customers to financial planning; Well Fargo's Maureen O'Donnell on welcoming female advisers aboard; and are the regulatory agencies welcoming to women?
November 12 -
A handful of entrepreneurs have created apps that let workers, especially those with inconsistent incomes, receive portions of their paychecks before payday. Their emergence underscores how slower payments look out of date in an on-demand world.
November 12 -
In a few instances, banks have temporarily blocked data aggregators from screen scraping customers' bank account information. Are the banks exercising appropriate judgment or obstructing potential competitors?
November 12 -
With the CFPB poised to finalize regulations on overdraft fees, it is important to realize how much the product helps informed consumers.
November 10 -
Wells Fargo said it does not have any immediate plans to acquire a wealth management business in the U.K., following media reports that it's looking at two companies.
November 9 -
Dave McKay, the president and CEO of Royal Bank of Canada, has spent much of his time as head of the second-largest Canadian bank plotting the acquisition of the coveted $36 billion-asset City National in Los Angeles. Now he has to execute on a strategy of cross-selling products to affluent customers of both banks while expanding geographically.
November 5 -
USAA has partnered with Coinbase to let users view their bitcoin wallet balances, an added financial management tool indicative of a kind of bundling of non-bank financial services it hopes will differentiate it from its competitors.
November 4 -
Although millennials are less trusting of financial advisors than older investors, there are still ways for wealth management firms to court younger clients.
November 3 -
Wells Fargo is ready to recruit more than 200 brokers from Credit Suisse's U.S. private banking unit set to close early next year, with the Swiss bank's blessing.
October 30