Browsing: Wealth management

Newsbytes ABA recognizes winners of Under 40 in Wealth Management Awards

The American Bankers Association today announced the recipients of its ABA Under 40 in Wealth Management Awards. The awards recognize wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities.

Newsbytes Survey: Younger investors drawn to wealth management apps

Mobile apps and websites have become the first resources that investors consult to review their investments, make transactions and conduct research, with apps particularly popular among younger generations, according to a new survey by J.D. Power.

Compliance and Risk DOL finalizes ESG investing rule

The Department of Labor finalized a new rule regarding environmental, social and governance investing and a fiduciary’s proxy voting activity under the Employee Retirement Income Security Act.

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