Features Investment

Eric Banta fell in love with Colorado as a young man, drawn to the mountains, the skiing and the climate as a backdrop to his studies. By the time he joined the corporate legal department for ING U.S. in 1996, the state had become something else: home. So when the financial services company (rebranded as […]

Her employer having four focuses, Kate Mahan is immersed in all, with something called process excellence at the top of the list. It being a most general focus, process excellence can be anything and everything, but whatever it is on a given day, it’s likely to involve Mahan collaborating with other departments at United Federal […]

Don’t confuse Farm Credit Mid-America with a bank, says Greg Hoffman. Farming, after all, is cyclical, and banks enter and leave the agricultural financing market when the economics make sense to them. But Farm Credit Mid-America is owned by farmers and has a mission to serve agriculture and rural communities through thick and thin. That, […]

The acquisitions keep on coming, among CI Financial’s most recent being Dowling & Yahnke Wealth Advisors. A San Diego-based registered investment advisor, it has $5.1 billion in assets and serves over 1,300 clients, primarily individuals, families and nonprofits. Its accolades include being named to the FT 300 Top Registered Investment Advisors list each year since […]

It can be difficult to get a credit card if you have bad credit or no credit at all. Many banks don’t trust young people or people with low credit and deny them loans or cards. Lead Bank gives customers the benefit of the doubt, though, and works with them to build their credit responsibly, […]

Having lived in multiple countries—and passing the bar exam in three—Ukraine native Anna Novoseletsky can’t help but look at the world through the lens of globalization. That international perspective drives Novoseletsky in her role as the legal head of global payments and senior counsel at Discover Financial Services in Illinois. For the veteran corporate attorney, […]

“Did you see this?” That was the question posed to Plaza Home Mortgage General Counsel Lynde Selden by the CEO’s assistant in early March. Both were puzzled by the printout of an “Equitable Remittance Coupon”—supposedly valued at $250,000. The person who’d sent the CEO this “voucher” was using it to pay a $150,000 home loan. […]

Imagine you’re a father of three. As the breadwinner, you work hard to pay the bills and provide for your family, but a few weeks into the COVID-19 pandemic, you lose your job. Like many, you wait for weeks to receive unemployment benefits. Then the refrigerator dies, and you have no choice but to pull […]

In the retirement business, trust is key. For U.S. Money Reserve, a precious metals distributor headquartered in Austin, Texas, building trust is as valuable a commodity as the gold on which the company built its business. Having served more than 550,000 customers since its founding, and with millions of baby boomers poised to retire, USMR […]

Like many employees at financial institutions worldwide, the team at Grupo Financiero ACOBO wasn’t sure what to expect during a government shutdown two months into the COVID-19 pandemic. With financial markets in a state of flux and ACOBO’s customers confined to their homes—not to mention a still-deepening economic crisis—Legal Director Ana Beatriz Guillén Vindas says […]