3BL Media

SEPTEMBER 22, 2022

DESCRIPTION: Gaining trust of Latino community members is at the core of helping them better understand banking and building wealth, says Susana Melendez-Valencia, regional president and head of Commercial Banking for PNC’s Texas Border Market. What led you to a career in banking? So, banking seemed to be the path for me.

Financial Planner 130

Financial Planner Banking Development 130

Corporate Knights

JANUARY 8, 2025

Hundreds of RI funds have been winding down in the United States and Europe in 2024 alone, and product development slowed significantly in the first nine months of the year when, according to Morningstar data , 246 new funds came to market globally, compared with 444 over the same period in 2023. 77% 2024-07-31 100 U.S.

Greenwashing 244

Greenwashing Climate Change Net Zero Financial Planner 244

3BL Media

JANUARY 9, 2025

Our 174 Forbes' honorees quadruple the number recognized just one year ago are proof that Northwestern Mutual's comprehensive approach to financial planning is resonating in the marketplace and is helping more Americans build financial security." Not all Northwestern Mutual representatives are advisors.

Financial Planner 130

Financial Planner Banking Digitalization Development 130