Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Registered Rep. September 2, 2015 Megan Leonhardt	Volatility Not Enough to Slow RIA M&A Deals The first half of 2015 saw a significant increase in merger and acquisition activity among registered investment advisory firms.
Fast Company Neal Ungerleider	MasterCard: Retailers Can Use "Pay-By-Selfie" Starting 2016 MasterCard is rolling out a "Pay By Selfie" feature that allows retailers to verify an online shopper's identity using a photo of their face.
CRM October 2015 David Myron	Are Banks Too Big To Care? Financial institutions should figure out a way to appropriately compensate disgruntled customers.
CRM September 8, 2015 Dan Moultrie	Financial Institutions Should Bank on Knowing Their Customers Finding out what customers want, and how they prefer to interact, is to key to profitability.
CRM September 2, 2015	Bpm'online Updates CRM for Financial Services New capabilities added for customer-facing processes in marketing, sales, lending, and customer service.
Fast Company David Lumb	Qapital Wants To Help Millennials Save Money Swedish startup Qapital launched its saving service in March to help you regularly put away money for big-ticket items and trips, but today they're releasing something new: IFTTT (If This Then That) functionality.
Registered Rep. September 8, 2015 John Kador	When Advisors Have Advisors Wise advisors accept that when it comes to their own financial destinies, their judgments are, at times, clouded by the same emotional blindspots and irrational reasoning that beguile the clients they serve.
Registered Rep. September 7, 2015 Anne Field	How to Recruit from the Top R.M. Zalatimo wants to grow by wooing big wirehouse advisors to his independent broker/dealer practice.
Registered Rep. September 7, 2015 Kevin McKinley	Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets.
Registered Rep. September 3, 2015 Mindy Diamond	Should I Stay or Should I Go? When Stifel Financial announced its intent to acquire Barclays' 180+ advisor wealth management unit, the news sent shockwaves throughout the advisor world.
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