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Practice Made Perfect: A Father-and-Son Team Looks to Expand

May 4, 2023

Formalizing their partnership should be their first step.

United States Jared Weinerman Rick Weinerman Resource Group Lincoln Financial Network Lincoln National Planning Institute

Source: morningstar.com

Tips for Expanding a Financial Advisory Without Compromising Client Service

May 4, 2023

Step one: Formalize the partnership. That’s what we recommended for this father-and-son advisory duo.

United States Rick Weinerman Jared Weinerman Other Firm Info Client Services Their Partnership

Source: morningstar.com

Akbank Uses FICO Prescriptive Analytics to Grow Credit Card Approvals 45% And Limits By 60%

June 21, 2022

Leading Turkish retail bank wins FICO Decisions Award for AI, machine learning optimization using FICO decision optimization technology FICO (NYSE: FICO): Highlights: Akbank has complied

United Kingdom Sibulelo Ncamani Senthil Erulappan Nikhil Behl Sheila Leverone Dinesh Suresh

Source: finanznachrichten.de

Improving PTE 2020-02 Rollover Compliance

May 10, 2022

Nearly 15% of advisory firms are in the dark about how to comply with this regulation.

Dave Palascak Jason Roberts John Faustino Pension Resource Institute Pension Research Institute Broadridge Financial Solution

Source: wealthmanagement.com

Fair Isaac : Czech Republic's, Česká spořitelna Uses FICO Prescriptive Analytics to Improve Effectiveness of Collections by 25 Percent During Pandemic

March 30, 2022

LONDON - March 31, 2022 Highlights: Česká spořitelna has been able to reduce collector call minutes by 25%, while maintaining a stable... | March 30, 2022

United States Czech Republic City Of United Kingdom Sibulelo Ncamani Senthil Erulappan

Source: marketscreener.com