How 2 growing RIAs use career paths to deepen the talent pool
More than 15 years ago, a paraplanner at a Philadelphia-based registered investment advisory firm approached management with the idea of establishing a formal career path. Stephanie James described herself at the time as “very green right out of college” but eager to learn the field. When she found out that the certified financial planner credential […]
Why an investment banking analyst is going to war over eight hours of sleep
We’ve Launched a New Video Series! In finance, all eyes are on an impending court case involving boutique bank Centerview Partners. Former intern Kathryn Shiber is looking for $5m in damages over the way she was treated when joining the bank as an analyst. Shiber was willing to work up to 98-hour weeks, but that […]
Olympics boost spending in Italy, UK banks push new card rail | PaymentsSource
UK Banks Consider Locally Based Payment Network The UK banking sector is reportedly considering the creation of a home-grown payment network in a bid to reduce the dominance of Visa and Mastercard. According to The Guardian, bank executives are considering funding an initiative that would include bank-issued cards. This comes in response to concerns over […]
How advisors should guide clients who become unexpected caregivers
Financial advisors are used to life emergencies forcing revisions to a financial plan, but sometimes the situations can be especially jarring — for both advisors and the clients. Processing Content Tom West, senior partner at Signature Estate & Investment Advisors in Los Angeles, said that beyond the human tragedy, these situations can require that clients […]
Democratic senators press Bowman on Fed changes
Democratic Senators Question Changes at the Federal Reserve Several Democratic senators, including Sen. Elizabeth Warren, raised concerns regarding recent changes at the Federal Reserve in two separate letters addressed to Vice Chair for Supervision Michelle Bowman. The letters highlighted Bowman’s alleged removal of bank examiners and the initiation of a new review of Silicon Valley […]
Synechron and Cognition launch AI partnership to support banks
Synechron and Cognition Partner to Accelerate Financial Software Modernisation with AI In a significant step towards modernising financial institutions’ software systems, Synechron and Cognition have formed a partnership to leverage artificial intelligence (AI) technology. The collaboration aims to incorporate Devin, an autonomous AI software engineer, into Synechron’s project delivery framework, as shown by an image […]
Senior Risk Associate, Controls Testing | Retail Bank
An In-depth Look at the Role of a Senior Risk Associate in Controls Testing at a Retail Bank The financial industry is an evolving landscape, and at the heart of this dynamic ecosystem is the role of risk management – a critical function that safeguards the integrity of financial institutions. One such crucial role within […]
Technical Support Representative III – Digital Banking
Join Jack Henry: A Trailblazer in Financial Technology Services Jack Henry is more than just a technology company – we are a powerful force for good within the financial services sector. Our mission is to redefine how community banks and credit unions connect with their clients, transforming the financial landscape with people-inspired innovation. This empowers […]
Banking Associate (20 Hours) – Fort Pierce
TD Bank Offers Exciting Career Opportunity in West Palm Beach, Florida TD Bank, one of the world’s leading global financial institutions, is looking for a Banking Associate to join their team in West Palm Beach, Florida, United States of America. This part-time position, with a weekly commitment of 20 hours, offers pay rates ranging from […]
Banking Associate- Fairfield (40 Hour)
About TD Bank’s Banking Associate Role TD Bank, one of the world’s leading financial institutions, is seeking a professional Banking Associate for their Fairfield, New Jersey, United States location. This role is a cornerstone in delivering TD’s brand promise at a store level. The Banking Associate is responsible for completing daily banking transactions, providing advice, […]