Director, US Securitization Banking – New York, NY
Scotiabank: Leading the Way in US Securitization Banking Scotiabank has taken yet another step to reinforce its presence in the US by announcing a vacancy for the position of Director, US Securitization Banking in New York, NY. The bank, which has been a leading player in Canadian Capital Markets and Investment Banking for over 100 […]
Experts on the elements of a successful exit plan
Few advisors have a formalized succession plan in place. But when advisors finally do commit to planning their exit, experts say the difference between a stalled exercise and a successful transition often comes down to one factor: a clear timeline. Processing Content Research from Financial Planning’s Financial Advisor Confidence Outlook (FACO) survey show that while […]
The little tiny hedge funds managing tens of billions
The Efficiency of Small Hedge Funds in the Financial Industry Hedge fund SurgoCap Partners recently made headlines for its impressive $6bn in assets under management (AuM). What sets them apart, however, is the remarkably small team that helped them achieve this milestone. The Power of Lean Hedge Funds SurgoCap, founded by Mala Gaonkar, a rare […]
Senior Manager, GBM&T Compliance Testing, International Banking
Scotiabank: A Leading Pioneer in Global Banking and Markets Scotiabank, a prominent figure in the banking industry, is known for its commitment to its employees and their career progress. The bank’s dedication to professional growth is evident in its comprehensive employee referral program, where potential rewards reach up to $3,500.00. With Requisition ID: 247734, the […]
Financial Analyst | Hamilton, OH, USA
About Customers Bank At Customers Bank, we believe in the power of hard work, smart strategies, team collaboration, and, most importantly, delivering memorable customer experiences. We also believe in having fun while we’re at it. Founded in 2009, we’ve grown into a super-community bank with over $22 billion in assets, providing dedicated personal service to […]
Scotland-based Financial Regulation Innovation Lab reveals winners
The Financial Regulation Innovation Lab (FRIL)FRIL recently announced the four fintech companies selected to receive grants through its latest Future of Wealth Innovation Call. The initiative was delivered in partnership with FinTech Scotland and SuperTech WM.FinTech Scotland in partnership with SuperTech WM The Innovation Call was delivered with the support of ten strategic partners as […]
Morgan Stanley touts retail banking in new E-Trade ad
The Roots and Growth of Morgan Stanley’s Retail Bank Although Morgan Stanley has been in retail banking in a big way for almost two decades, ordinary checks and deposits still aren’t commonly associated with the investment-banking and wealth-management powerhouse. In 2008, Morgan Stanley became a bank holding company amid the global financial meltdown to stabilize […]
Wells Fargo hires AWS exec to lead AI strategy
Key insight: Wells Fargo has recruited a former Amazon Web Services executive to lead its artificial intelligence product strategy. What’s at stake: The hiring underscores the bank’s push to move beyond experimental AI use cases toward deploying scalable tools for employees and customers. Forward look: Recent job postings indicate a specific focus on agentic AI, […]
Former Citigroup executive sues bank over handling of sexual harassment claims
Allegations of Sexual Harassment and Discrimination at Citigroup In a recent development that has shaken the financial world, a former managing director at Citigroup has filed a lawsuit against the institution. Julia Carreon, who previously held the position of Citi Wealth’s global head of platform and experiences, alleges that she was forced out of her […]