Estate planning tax pitfalls to avoid in the wake of OBBBA
Since the One Big Beautiful Bill Act became law in July, there’s been much discussion in wealth management about how its provisions will affect tax planning for clients. Processing Content Sophia Duffy, associate professor of business planning at the American College of Financial Services On the estate planning front, the news is mostly good. The […]
Wells Fargo alum tapped as Zions Bank’s next CEO
Zions Bank Introduces New CEO Zions Bank, a prominent financial institution based in Salt Lake City, is undergoing a significant leadership change with the announcement of its new CEO succession plan. Paul Burdiss, the current chief executive who assumed the role in April 2024, is set to retire on December 31. This transition marks the […]
Let the market decide the future shape of banking in the US
Defending the Value of Community Banks in the Age of Fintech Today, Americans have more financial tools and options at their disposal than ever before. This surge in financial innovation is largely due to substantial investments from banks and technology companies of all sizes, who have identified market gaps and responded accordingly. However, a concerning […]
Ex-Citi private bank head Ida Liu goes to HSBC
HSBC Hires Former Citi Executive Ida Liu to Lead Global Private Banking HSBC Holdings has brought on board former Citigroup executive Ida Liu to oversee its global private banking operations. Liu will assume the role of CEO of HSBC Private Bank starting on Jan. 5, following a transition period in New York before relocating to […]
150 banking interview questions, and how to answer them
Investment banking is a highly competitive field, with a limited number of positions available and a large pool of qualified candidates vying for those spots. The acceptance rates for internships and full-time positions at top-tier banks like Goldman Sachs are incredibly low, making the application process a daunting task for aspiring investment bankers. In this […]
Post Office signs five-year deal with Cash Access UK for Banking Hubs operation
Post Office and Cash Access UK Continue Five-Year Agreement to Operate Banking Hubs Nationwide The UK Post Office has announced a new five-year agreement with Cash Access UK to continue operating Banking Hubs across the country. This partnership, which is set to commence in January 2026, is an extension of their existing collaboration. Post Office’s […]
As Edward Jones pursues a bank, banks build wealth units
Avoid Keyword Stuffing, Thin Content, and Duplicate Phrasing When it comes to creating content for your website or blog, it’s important to keep in mind the quality of your content. Avoiding keyword stuffing, thin content, and duplicate phrasing is essential to ensure that your content is clear, original, and useful for your readers. What is […]
HSBC taps ex-Citi exec Liu to lead private bank
Ida Liu Appointed as Chief Executive Officer of HSBC Private Bank Ida Liu, the former global head of Citi’s private bank, has been named chief executive at HSBC Private Bank, effective Jan. 5, the British bank announced Monday. “I am pleased to be joining HSBC as CEO of its Private Bank at a defining moment […]
CFPB to refund $46 million to Synapse victims
CFPB to Reimburse Synapse Financial Technologies’ Victims The Consumer Financial Protection Bureau (CFPB) recently announced that it will disburse $46 million from its Civil Penalty Fund to the victims of Synapse Financial Technologies’ collapse. This news was reported first by Bloomberg Law. The Background Synapse Financial Technologies, a key player in the fintech space, filed […]
Financial Services Representative | Westlake, OH, USA
Empower Your Future with a Career at Schwab At Schwab, you are not just another employee. You are an individual with unique talents and insights, empowered to make a significant impact on your career. Schwab is a platform where innovative thought meets creative problem solving, where employees are encouraged to “challenge the status quo” and […]