Women managers in the Well Fargo’s wealth management division say they are being passed up for promotions; TD Bank's U.S. retail division saw profit jump 27% in fiscal Q3.
Panelists: Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income
Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest
The deal for Retirement Plan Services, which provides recordkeeping for employers nationally, is NBT's fourth acquisition of a retirement services firm since 2015.
Earlier versions of the bill would have caused bigger changes in how Americans finance home purchases, higher education and retirement. Still, the final legislation will have important effects on borrowing and saving decisions.