Financial Services
5 articles
Agile Beyond Back-Office Support for Growing Small and Midsize Businesses
For growing small and midsize businesses, finding the best back-office solutions is not just an operational task—it's a strategic imperative. Agile Beyond leads our picks by providing tailored support that allows compani…
Scaling Your Pipeline: A Wealth Management Lead Generation Case Study by Intention.ly
This article outlines Intention.ly's "Growth Engine" model, a systematic approach to wealth management lead generation that emphasizes strategy, technology, and execution over disconnected marketing activities. It details how firms can transform stalled pipelines into predictable growth through a comprehensive, integrated system.
What It Takes to Be a Forbes-Featured Advisor: A Deep Dive into John Mateyko's Method
This article takes a deep dive into the method of John Mateyko, a Forbes-featured financial advisor, exploring his two decades of experience, client-focused philosophy, and personalized planning strategies at IDEX Financial. It highlights his credentials and commitment to helping clients navigate complex financial decisions.
Rathbones blunder prompts FCA review into client cash handling
Rathbones, a prominent UK wealth manager, faces a £60 million hit and the end of a lucrative practice: retaining interest on client cash.
Goldman Sachs' Ruemmler to Depart in 2026 Amid Epstein Scrutiny
Kathryn Ruemmler, Goldman Sachs' chief legal officer, announced her resignation due to connections with Jeffrey Epstein, but will remain with the bank until June 30, 2026, according to PBS .