Wealth management

The Most Powerful Women in Finance

09/27/17

Across asset management, investment banking, capital markets and cards, these finance executives stand out for their performance and for helping to create a path to parity for women in sectors that tend to be even more male-dominated than the banking industry.

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Sallie Krawcheck's plan to make money by helping women retire rich

09/19/17

Many women see their highest pay at an earlier age than men, take more career breaks, and live longer. Krawcheck just got $34 million to work on that.

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Bank webinars prove to be a marketing hit

09/18/17

Wells Fargo, PNC and others are finding that the web seminar is an effective way to promote themselves through advice and useful content aimed at consumers and business clients.

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Chase names former Amazon exec as head of customer experience

09/18/17

Marbue Brown will oversee customer experience in Chase’s branch network, call centers and digital and mobile platforms.

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Deutsche Bank presses on with wealth business consolidation

09/15/17

Deutsche Bank AG plans to consolidate its global wealth management operations, despite the negative effect on client assets in some locations.

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Peapack-Gladstone to buy second wealth management firm

09/15/17

The New Jersey company has agreed to acquire Quadrant Capital to expand in its home state. The company recently bought Murphy Capital.

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'Disappointing' results from Bank of Montreal's U.S. operations

08/29/17

The Canadian bank blamed flat profits at its U.S. business, which includes Chicago-based lender BMO Harris Bank, partly on Washington gridlock that has stalled pro-business reforms.

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Debt ceiling crisis would hit banks at their core

08/24/17

With the deadline for a federal-debt-limit renewal nearly a month away, bankers are dreading the prospect of higher funding costs, strained liquidity, weaker commercial loan demand and other ramifications if Washington does not act.

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Canadian banks want bigger piece of U.S. wealth management

08/24/17

Big banks north of the border are rapidly expanding their U.S. wealth divisions, competing with their stateside peers for higher-income clientele.

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How wealth management clients may hold key to boardroom diversity

08/16/17

One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.

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