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  • Three-quarters of millennials view being an entrepreneur as too risky

    by Bree Gonzales | Jun 30, 2018

    UBS Investor Watch report says 77 percent of millennials responded that becoming a business owner is too risky.

  • Justice Department reports Mueller probe has cost $10 million through March

    by Marian Johns | Jun 7, 2018

    The Trump Administration's Department of Justice has issued an updated report about the cost of Special Counsel Robert Mueller's investigation into Russian interference in the U.S. election, bringing the tab to $10 million through March 31.

  • Starion Bank promotes Wickham to vice president

    by Carol Ostrow | Jun 4, 2018

    Community-centered Starion Bank recently elevated team member Mike Wickham to the position of business banking officer, vice president at the bank’s Urban Plains branch in Fargo.

  • Northern Trust taps Kim to lead Asia-Pacific sales

    by Carol Ostrow | Jun 3, 2018

    Chicago-based Northern Trust recently hired David Kim to head its Asia-Pacific (APAC) corporate and institutional business, designating the veteran financial professional to supervise sales managers serving regional institutional investors.

  • Wilmington Trust's Klein to receive honor from UJA-Federation of New York

    by Carol Ostrow | Jun 3, 2018

    Sharon Klein of Wilmington Trust is slated for honors at the UJA-Federation of New York’s upcoming annual trusts and estates event in New York City on June 7 to mark her professional and charitable accomplishments.

  • Iowa’s Cambridge names Reyes to directorship

    by Carol Ostrow | May 31, 2018

    Private financial solutions firm Cambridge Investment Research has promoted Lindsey Reyes to direct its advocacy and supervision team.

  • Trump granted investigation of possible FBI campaign surveillance

    by Jeff Hawkins | May 29, 2018

    President Donald Trump demanded on Monday that the Department of Justice open an investigation against the individuals who are examining questionable procedures of his staff during the 2015-16 presidential campaign.

  • Apervita names Bradley to serve as board chair

    by Marian Johns | May 25, 2018

    Apervita Inc. recently appointed entrepreneur and technologist James Bradley as the company's board of directors chair and independent director.

  • After selling a business, entrepreneurs say they often lack purpose

    by Marian Johns | May 25, 2018

    BNY Mellon Wealth Management Brian Luster offered several tips for business owners who may find their "newfound freedom" overwhelming or who have a loss of identity.

  • Wilmington Trust welcomes Lo as chief wealth strategist

    by Giselle Rances | May 19, 2018

    Wilmington Trust has appointed Alvina Lo as chief wealth strategist to oversee planning, advice and thought leadership services for Wilmington’s Wealth Advisory division.

  • Millennials drive home buying in Canada

    by Carol Ostrow | May 13, 2018

    Toronto’s Genworth Canada recently revealed that 6 out of 10 millennials own homes, 30 percent of those having purchased within the past two years and 30 percent more intend to buy in the coming two years.

  • Principal appoints Couture as chief human resources officer

    by Carol Ostrow | May 13, 2018

    As of June 4, Jon Couture will become Chief Human Resources Officer (CHRO) for Des Moines-based Principal Financial Group, succeeding Beth Raymond and reporting to EVP and chief investment officer Tim Dunbar, the company announced.

  • Sammons Financial's Jackie Cockrum gains Rising Star status

    by Carol Ostrow | May 10, 2018

    Iowa resident Jackie Cockrum, who serves as associate vice president for West Des Moines’ Sammons Financial Group (SFG), recently was recognized as a 2018 LIMRA Retirement Rising Star based on her inventive approach to daily operations.

  • 3 Midland National employees complete LOMA fellowship

    by Marian Johns | May 10, 2018

    Midland National Life Insurance employees Kayla Dill, Janelle Peterson and Joshua Woodward recently completed the Fellow, Secure Retirement Institute (FSRI), a professional development program focused on retirement planning offered by the Life Office Management Association (LOMA).

  • Raymond James chief operations officer to retire from board

    by Soutrik Das | May 2, 2018

    Raymond James Financial Chief Operations Officer Dennis Zank will retire as an officer of the company on Sept. 30.

  • Rules change in U.S. Senate facilitates parental roles

    by Soutrik Das | May 2, 2018

    A new reform cancels the ban on children's entrance into the Senate as, according to the new rule, newborn babies will be allowed to enter the Senate floor.

  • Cambridge Investment Group promotes Dodson to senior director

    by Giselle Rances | Apr 25, 2018

    Cambridge Investment Group, a private firm that focuses on serving independent financial advisers and their clients, has promoted Nick Dodson to senior director.

  • Successful companies engage customers with experiences beyond the transaction

    by Sami Ghanmi | Apr 21, 2018

    We live in a time in which companies, such as Prudential, can no longer be compared to traditional competitors because they are now being compared by customers to companies from all walks of life.

  • SciDex hires investment expert Galam

    by Sami Ghanmi | Apr 20, 2018

    SciDex, a blockchain platform that offers a decentralized marketplace for scientific data, has hired Elie Galam as an adviser for the SciDex team.

  • Skolnik to direct Baird’s global investment banking group

    by Sami Ghanmi | Apr 20, 2018

    The global investment banking group of employee-owned financial services firm Baird has appointed Brett Skolnik as managing director on the global health care team.

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