Practice management

How one small bank is getting rich in wealth management

07/08/19

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.

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Why community banks should negotiate shorter fintech contracts

08/14/18

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.

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The biggest mistake advisors make communicating their firms’ mission

07/12/18

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

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How City National Bank cut paper forms by half

07/11/18

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

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Why third-party modeling is in its early stages

07/11/18

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

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Are your clients truly engaged, or just legacy?

07/10/18

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

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Apathy, blind spots and fixes: 10 insights on workplace harassment

03/28/18

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.

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Sexual harassment is a bigger problem than accountants think

03/12/18

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

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To develop more star performers, avoid playing favorites

02/01/18

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

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