Convert prospects: Build trust, ditch the elevator pitch
Not too long ago I was drilling my students — I teach financial planning and practice management as a visiting lecturer at Texas A&M University — on the art of delivering the 30-second elevator pitch to prospective clients. We covered hooks, transitions, posture, poise, and timing; we practiced one-liners and value propositions. Then a student […]
A bank told me my role was being restructured, then moved my junior into it
The Harsh Reality of Banking Careers Aspiring young professionals entering the world of banking today often have high hopes of a meritocratic environment where hard work and performance are rewarded. However, the truth is far from this idealistic perception. Banking is a realm where cutthroat politics reign supreme, and personal agendas often dictate professional outcomes. […]
Lagarde says US-EU deal lowered uncertainty ‘considerably’
The European Central Bank President Expresses Relief Over US-EU Trade Deal In the world of global trade and economics, a sigh of relief has been heard from a prominent figure. Christine Lagarde, the President of the European Central Bank, has expressed her relief and satisfaction over the renegotiation of the trade partnership between the United […]
Customer Service – Bank | Fort Worth, TX, USA
Join the Schwab Team as a Client Banking Services Professional If you are looking for an opportunity to impact your career positively, Charles Schwab is the place to be. At Schwab, inventive ideas meet ingenious problem-solving techniques. We are constantly challenging the status quo, revolutionizing the finance industry. This is your chance to join us […]
VP, Assistant Branch Manager – Red Bank, NJ
Take Your Career to the Next Level with Schwab At Schwab, we believe in empowering our employees to make an impact in their careers. We promote an environment where innovation meets problem-solving, fostering a culture that challenges the status quo and transforms the finance industry. We are not just about the business; we are about […]
Revolut secures Mexico banking licence
Revolut Secures Banking Licence in Mexico The UK-based neobank, Revolut, has received final authorisation from the National Banking and Securities Commission (CNBV) of Mexico to commence operations as a multiple banking institution. This approval marks a significant milestone for Revolut, as it is the first time an independent digital bank has completed the full licensing […]
Senior Associate, Consumer Risk Advisor | Retail Bank
Embrace the Exciting Role of a Senior Associate, Consumer Risk Advisor at Capital One Capital One, a Fortune 500 company and one of the nation’s top 10 banks, offers a wide array of financial products and services to consumers, small businesses, and commercial clients. The company’s primary goal is to establish itself as one of […]
Why advisors need to be aware of opt-in AI
As financial advisors increasingly rely on digital tools, many are discovering that AI is being quietly embedded across their tech stacks, often switched on by default and difficult to disable. CRM systems like Wealthbox and Orion have embedded AI meeting note-takers and portfolio comparison features. Zoom added an AI Companion for meeting summaries. Microsoft has […]
Dive Deposits: Ripple’s 2nd billion-dollar deal of 2025 puts it in elite company
The Bull Market in Crypto: A Year of Acquisitions It’s no secret that the world of cryptocurrency is experiencing a bull-market year, with major players like Ripple and Kraken making significant moves in the industry. On Thursday alone, both Ripple and Kraken announced acquisitions that have captured the attention of the market. The Ripple deal, […]
BoE economists outline model of liquidity-solvency spirals
Bank of England Economists Develop Model for Understanding Liquidity-Solvency Spirals The world of finance and banking often wrestles with the challenge of understanding and predicting the complex dynamics that can lead to financial crises. In an effort to better anticipate and mitigate such situations, economists at the Bank of England (BoE) have developed a new […]