Why Diversity and Inclusion Should Matter to Financial Advisers


The face of the U.S. financial consumer is changing rapidly. Millennials are expected to drive a seismic shift in attitudes that will shape our culture, how they seek financial advice, and where they choose to work. With the changing demographics in the workplace and marketplace, advisers have an opportunity to build their business and to attract and retain younger clients by demonstrating a commitment to inclusion and being supportive of the LGBT community.  

From Combat to Home Front, Voice-As-Password Makes Banking Simple

Thousands of customers — including many in the military — are discovering the ease of banking with voiceprint technology

Moments after she answers a call, Amy Ingrim can often tell by an urgent tone of voice if the caller — sometimes a soldier, sailor, aviator, or U.S. Marine deployed somewhere around the world — is in harm’s way. Whether they are in Baghdad, the South China Sea, or some other faraway location, military customers still need to conduct their banking and take care of business at home, said Ingrim, a Wells Fargo phone banker in San Antonio.

PayPal to Acquire TIO Networks to Further Democratize Financial Services

PayPal announces intent to acquire TIO Networks, a cloud-based multi-channel bill payment processor.
"Dramatically improving how underbanked customers are treated when they need access to consumer financial services."

This is the vision statement of TIO Networks, the like-minded technology company that I’m excited to announce that PayPal has agreed to acquire. It is a vision that is entirely consistent with PayPal’s vision to democratize the financial system and enable those who are underserved to improve their financial health.

City States Rising!


Globalism’s associated and accelerating complexity of interconnected crises from migration to terrorism, from pandemics to climate change, define the new context of our 21st-century reality.  Unmanaged technological change and an outdated economic ideology compound the already unfair burden these crises impose on global citizens.  One need only consider the 18 percent approval rating of the United States Congress, the recent U.S.

The Working Group On U.S. RMB Trading and Clearing Applauds Designation Of U.S. Clearing Bank

Clearing Bank Will Continue to Improve the Competitiveness and Efficiency of U.S. Businesses by Lowering Trading Costs and Improving Efficiency Through Greater China Market Access
Press Release

Bloomberg & Dimon: Giving Colorado’s Youth the Skills and Education to Succeed


Originally posted in the Denver Post.

Colorado is a state where business, government and nonprofit communities understand the value of working together to create opportunity for all, regardless of where they live or who they are. However, the state isn’t immune to the challenges of building ladders to economic success that others states face.

How the Banking Industry Could Shape the Future for Corporate Sustainability

By Gizem Alper

More and more each day, sustainability is becoming a crucial topic in the business world. To this extent, the UN Global Compact has specified four main principles for maintaining a sustainable business: human rights, labor rights, environmental protection and anti- corruption.


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