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

FEBRUARY 7, 2022

Second, investors aren’t banking on widespread acid-tripping for recreational use; they’re hoping for a revolution in mental health treatment. With that in mind, Janet Gray, a certified financial planner with Money Coaches Canada, suggests a bit of caution for the curious investor. And lastly – this business is going to be huge.

Financial Planner 270

Financial Planner Climate Change Banking 270

Corporate Knights

JANUARY 8, 2025

Regulators and institutional investors (which includes banks, labour unions and pension funds) followed closely behind. RIA says investors are demanding quality responsible investments that are transparent, credible and financially savvy.

Greenwashing 244

Greenwashing Climate Change Net Zero Financial Planner 244

3BL Media

JANUARY 9, 2025

Northwestern Mutual's financial experts continue to garner recognition, with nearly 200 named to Forbes ' Best-in-State and Top Wealth Advisors lists earlier in 2024. The organization also leads the financial services industry with the most CERTIFIED FINANCIAL PLANNER (CFP) professionals according to the publication Financial Planning.

Financial Planner 130

Financial Planner Banking Digitalization Development 130