News Topic: Practice management
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How one small bank is getting rich in wealth management
Peapack-Gladstone in New Jersey has more than doubled its assets under management in the last six years, taking advantage of buyouts of its smaller rivals as it aims to become less dependent on net interest income. ... Read full article
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. ... Read full article
The biggest mistake advisors make communicating their firms’ mission
Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear. ... Read full article
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. ... Read full article
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. ... Read full article
Are your clients truly engaged, or just legacy?
Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce. ... Read full article
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. ... Read full article
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. ... Read full article
To develop more star performers, avoid playing favorites
Bank managers should treat all employees fairly to get the best results from their team. ... Read full article