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Financial Services

Sallie and I Agree: Women Are Not a Niche and Social Media Is Here to Stay

April Rudin | Posted 05.10.2013 | Business
April Rudin

When Sallie Krawcheck speaks, people listen. Former president of the Global Wealth & Investment Management division of Bank of America and No. 7 on Forbes' 2005 list of the world's top 100 most powerful women, Sallie certainly isn't shy about having an opinion.

For Impact Investments, First Understand What Target Segments Really Need

Tilman Ehrbeck | Posted 04.10.2013 | Impact
Tilman Ehrbeck

Don't assume you know what customers want. You need to genuinely ask them. Better yet, you need to engage in a real dialogue, observe daily behaviors, and design an open-minded, joint discovery process.

Not So Little 'So What'

Ellen Schloemer | Posted 04.08.2013 | Business
Ellen Schloemer

In my experience, there are some financial practices that reasonable people agree are just plain wrong.

Will the Gecko Slay All Insurance Agents?

Don McNay | Posted 04.07.2013 | Business
Don McNay

After 30 years of affiliation with the insurance industry, I have a deep appreciation for insurance agents. I wonder how many will be left five years from now?

Connecting the Worlds of For-Profit and Nonprofit for the Greater Good

Rachael Chong | Posted 04.02.2013 | Impact
Rachael Chong

Robert Kaplan has spent his career bridging the gap between the two worlds, and showing that both kinds of companies can learn from each other to maxi...

This Is Important: The Power of Social Media Impacted What Wall Street Knew About the Cyprus Bailout

Beverly Macy | Posted 05.17.2013 | Business
Beverly Macy

The real-time information river is flowing 24/7 (including weekends!) and it's finally time for companies to understand that and get on board. The competitive gap is widening. I'm predicting the next disruption in financial services will be in the stock market research and industry analysis business.

Do Hedge Funds Care? Yes, They Really Do!

April Rudin | Posted 05.17.2013 | Impact
April Rudin

Who better than professional money managers to raise and invest funds while applying the skills that make them successful in their day jobs to philanthropic initiatives?

International Banks Innovating -- Now in the Right Way

Emmet Oliver | Posted 02.19.2013 | Business
Emmet Oliver

The major challenges that face the international banking sector include cost, lack of capital and reputational issues. To rise to this challenge, banks must concentrate on becoming more customer-focused and serving real business.

The German Financial Inclusion Story

Tilman Ehrbeck | Posted 01.02.2013 | Impact
Tilman Ehrbeck

Globally, half of working-age adults do not have access to formal financial services. This does not mean they don't use financial services.

Occupy Predicts Anniversary Resurgence

Mark Taylor-Canfield | Posted 11.14.2012 | Politics
Mark Taylor-Canfield

As the anniversary of the Occupy Wall Street movement approaches on September 17th, occupy groups across the country are planning solidarity events. ...

Veterans -- The Financial Services Industry Wants You!

Dan Pick | Posted 09.30.2012 | Business
Dan Pick

Have you struggled to break into the financial services job market? The finance industry is actively seeking military talent due to their maturity, professionalism, and problem-solving abilities.

Are Women More Honest Than Men When It Comes To Finance?

LearnVest | Posted 09.19.2012 | Home
LearnVest

As we applaud more and more women rising to positions of power, we wonder--would more women commit fraud if only they had the opportunity?

Are Consumers' Finances Worse Than Their Health?

Richard Barrington | Posted 09.02.2012 | Home
Richard Barrington

If you think Americans look out of shape, you should see their bank statements.

D.M. Levine

Why Wall Street Loves This Gay Man

HuffingtonPost.com | D.M. Levine | Posted 05.18.2012 | Business

NEW YORK -- Todd Sears was just a little over a week into his first job on Wall Street more than a decade ago when his boss, a managing director, call...

It's Lonely at the Top -- Why Peer-to-Peer Networking for Financial Services CEOs Is Critical

April Rudin | Posted 06.28.2012 | Business
April Rudin

Within the industry, the Tiburon CEO Summit has a certain "mystique" about it. Where can a CEO turn for unbiased advice and camaraderie? Other top-shelf execs!

For Wall Street, The Great Recession Continues

The Huffington Post | D.M. Levine | Posted 04.25.2012 | Business

It seems the world of finance is still in the throes of its own great recession. One hundred of the largest cities in the U.S. have shed a total o...

Financial Services Should Take a Page From the Physician's Code of Conduct: First Do No Harm

April Rudin | Posted 06.20.2012 | Business
April Rudin

Financial services needs to fix itself and repair its relationship with consumers who have developed mistrust of an industry who has harmed them.

Facebook: Is It Only A "Recreational" Drug For Social Media?

April Rudin | Posted 06.17.2012 | Business
April Rudin

If your firm is not fully engaged with each of these powerful tools, it is a losing effort to both attract new clients and retain existing ones. These platforms work because users are so addicted to them and it's now time for financial services firms and others to get addicted to them too.

How Social Media Helps the 401(k) Investor

Beverly Macy | Posted 06.02.2012 | Business
Beverly Macy

Social media has changed nearly everything we do -- 401(k) questions are no exception. These days, when something doesn't seem right, savvy investors take to Twitter, Facebook, and blogs to discuss and get answers.

Ex-SEC Chairman Defends Goldman: 'Nobody Really Puts Customers First'

The Huffington Post | Khadeeja Safdar | Posted 03.29.2012 | Business

That old adage that the customer is always right might be true. Whether it matters is up for debate. “Nobody really puts customers first,” Art...

Interview With a Philosopher: A Conversation With Keith Wyma and Tobin Senefeld on Goldman Sachs

Tom Morris | Posted 05.21.2012 | Business
Tom Morris

If Aristotle ran Goldman Sachs, what sort of press do you think the company would be getting these days? How would employees, past and present, describe their culture?

Wall Street Has The Worst Pay Equality In America

The Huffington Post | Alexander Eichler | Posted 03.19.2012 | Business

Wall Street is one place where it pays to be a guy. For people in financial-sector jobs -- such as insurance agents, security sales agents, financi...

The Least Trusted Industry In America

The Huffington Post | D.M. Levine | Posted 03.16.2012 | Business

Apparently that whole economic crisis thing made Americans a little bit wary of the financial industry. Finance is one of the least-trusted profes...

Wall Street Wastes $280 Billion A Year: Study

The Huffington Post | Alexander Eichler | Posted 03.02.2012 | Business

Wall Street seems to have learned a neat trick: how to make more money while producing less. Between 1980 and 2010, the U.S. financial industry nea...

Wall Street's Average Cash Bonus Expected To Fall To $121,000

AP | MICHAEL GORMLEY | Posted 04.30.2012 | Business

ALBANY, N.Y. -- Wall Street cash bonuses for 2011 are expected to drop 14 percent and profits are expected to drop by half for the second year in a ro...