The Wealth Effect
Community bankers talk talent, strategy and getting to scale in wealth management.
Browsing: Wealth Management
A Financial Caregiver: Chances Are You’ll Be One or You’ll Need One
One in four Americans are caregiving for someone, and nearly two-thirds of those are helping manage someone’s financial affairs.
Podcast: Two Ways to Partner with Fintech Firms
As long as banks have existed, they’ve deployed innovative technology to better serve their customers and improve efficiency. On the latest episode of the ABA Banking Journal Podcast, two leading bankers discuss distinct approaches to partnering with fintech firms today.
Podcast: Key Ingredients of Top Community Bank Performance
On the latest episode of the ABA Banking Journal Podcast, bank CEO and newly minted ABA Chairman Jeff Szyperski talks about the key strategic drivers of success for his $803 million community bank.
Where Jeff Szyperski Knows Your Name
Meet ABA’s 2018-19 chairman.
DOL Proposes Rule to Help Small Businesses Offer Retirement Plans
A new proposal from the Department of Labor today would allow small businesses to band together to offer 401(k) plans to employees like those offered by larger companies.
FS-ISAC Launches Framework to Address Secure Exchanges of Bank, Nonbank Data
As more consumers seek to use various nonbank fintech solutions that depend on bank-based data, the Financial Services Information Sharing and Analysis Center today launched Financial Data Exchange, or FDX, an organization that will facilitate the secure sharing of customers’ data.
Podcast: How Insurance and Wealth Management Round Out a Community Bank Model
Clay Ewing is president and chief banking officer of a community bank with a name that reflects its heritage — but German American Bank is well ahead in developing a well-rounded community bank model that thrives.
Executive Order Calls for Review of Retirement Account Rules
President Trump on Friday issued an executive order requiring the Treasury and Labor Departments to consider amendments to rules affecting retirement accounts, including employer plans and individual retirement accounts.