Updated July 28 at 4:28pm
Financial Services
634 results total, viewing 91 - 100
Al Cumplido Jr. has been appointed director of investment research at Independence Financial Partners. Cumplido is also a member of the Providence Society of Financial Analysts. He holds a B.S. in economics from the University of Massachusetts … more
How many employees have bosses who value family above work? All 260 of Navigant Credit Union's employees do. President and CEO Gary Furtado "has an unbelievable commitment to family, to community and to work. Families first, after that work … more
What three words best describe your staff? Caring, committed, competitive. What employee benefit is the most popular among staff members? The health care is the most utilized, however the charitable giving match is the … more
What three words best describe your staff? Driven, client-centric, energetic. What three words would your staff use to describe work? Work hard-play hard, innovative, gratifying. What employee benefit is the most … more
What employee benefit is the most popular among staff members? Limited partnership is our most significant reward. We now are owned by half of all associates. How do you recognize individual achievement? Managing Partner … more
How do you recognize individual achievement? For sales, we have a monthly "Top Dog" winner as well as "Mortgage Advisor of the Year." For operations, we have a monthly "Shining Star" Award named after our good friend and dedicated Province … more
Citizens Bank fell out of the top five in the Ponemon Institute’s 11th annual Privacy Trust Study for Retail Banking released this week. more
If the financial crisis and the Great Recession changed one thing in the minds of macroeconomic policy makers, it was to make them care about finance. It seems almost unimaginable, seven years later, to think that anyone could have ignored the connection between the financial system and the rest of the economy. more
Chris Winiarz, a 31-year-old money manager with a Northwestern MBA, jumped at a student-loan deal of a lifetime. more
With 77 million baby boomers starting to enter their retirement years, financial security will be paramount on their minds. These thoughts about achieving a secure retirement can focus on … more
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