City National Bank of Florida in Miami wants to expand its wealth management business, and it has a plan to do it. Hundreds of people move to the Sunshine State every day — many bringing substantial personal wealth with them. So the $21 billion-asset City National put together a team, […]
Financial Management
What GAO Identified The Air Force depends on its economical administration devices to support deal with division functions and help core accounting functions, these kinds of as retaining monetary data and earning payments. Its environment is intricate and is made up of several techniques that are not completely integrated, avoiding […]
Wealth management is a broad matter, but an essential just one for persons to have some grasp on in their lives. Just one piece of suggestions appears to be to be universal with prosperity administration: the before you begin, the much better. Grant Davis, running director at Raymond James and […]
Just about every year, we audit the federal government’s monetary statements—including paying out, revenues, and credit card debt. And we just completed our assessment of the FY 2021 statements, the place we when all over again observed the identical severe money management weaknesses that we had observed in earlier many […]
FeeX is moving away from its roots of furnishing insights on advisory, expenditure and expense ratio fees, as it undergoes a identify and company transform next an $80 million money raise. The firm will now be called Pontera and will recenter its efforts all over serving to advisors manage their […]
Kamila Elliott is the first Black chair of the Certified Financial Planner Board of Standards, a nonprofit that establishes and enforces the requirements for the CFP certification. Elliott is president of GRID 202 Partners, a wealth-management firm. You’ve said one of your key goals as chair of the CFP Board […]