by admin | Jan 25, 2018 | News
New York-based Sunlight Financial, a solar-system financing company with an established office at 101 North Tryon in Charlotte, announced Thursday a $400 million annual commitment from Technology Credit Union in Silicon Valley. The commitment is part of an...
by admin | Jan 24, 2018 | News
Tech stocks declined 0.9 percent … But Jeff Kilburg, CEO of KKM Financial, said “the air is getting pretty thin up here,” adding: “This has truly been an extraordinary rally.” Worries about further U.S. protectionist policies also gave...
by admin | Jan 24, 2018 | News
In the regional competitions, students can come up with their own research questions to address. As technology transforms Wall Street, financial-services firms have a greater need for high-caliber tech talent. LJ Brock, chief people officer at Citadel …Powered...
by admin | Jan 24, 2018 | News
Technology has the potential to enhance services for customers and bring greater profits for both client and advisor, writes Ben Goss, co-founder and chief executive of Dynamic Planner, a leading provider of digital risk profiling and financial planning …Powered...
by admin | Jan 24, 2018 | News
• Vice president of advice and investing, Betterment, New York • Education: BS Cornell University • Professional designation: Certified Financial Planner Background: “I never expected to be an adviser,” says Mr. Benke, who started his career as a …Powered by...
