Chelsea Emery, American Banker

Chelsea Emery

American Banker

New York, NY, United States

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Recent:
  • Unknown
Past:
  • American Banker
  • Financial Planning
  • PaymentsSource
  • On Wall Street

Past articles by Chelsea:

Coronavirus stress tests strength of women’s network

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it. → Read More

Should there be a single planning degree?

I had a strong opinion. Then our reporting changed my mind. → Read More

Are firms doing enough to keep top talent?

Recruitment is ongoing — not a one-time sales pitch. → Read More

2 years later: Catching up with incoming Pershing CEO Jim Crowley

Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts. → Read More

A financial planner who also helps arrange travel?

As robos take over investment management tasks and younger clients demand more services, advisors need to reimagine what they offer. → Read More

Why we changed the name of our IBD rankings

Independent broker-dealers have changed with the times. Our annual ranking has, too. → Read More

Should advisors categorize their clients by gender?

Shoehorning them into gender-based categories can lead to bias and crimp firm growth. → Read More

The best question to ask clients — and yourself

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well. → Read More

The 1-question method that helps clients plan for retirement

Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske. → Read More

A tax benefit surprise for philanthropic clients?

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know. → Read More

Want to help black planners? Check this bias: Lightning Round with FPA's Frank Paré

There are several mistakes firms make with their non-white planners, says the organization's president. Here’s one of the biggest ones. → Read More

The biggest challenge for RIAs and how to fix it

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable. → Read More

Will some IBDs go the way of the VCR?

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century. → Read More

'Digital advice is here to stay': Q&A with In|Vest speaker Mary-Catherine Lader of BlackRock

The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together. → Read More

Is this the lasting fix for diversity imbalance?

Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career. → Read More

Advisors admit they don't follow their own advice

Psychological traps keep planners from following the advice they give clients. → Read More

Why I might walk away from a potential advisor

I recently came away disappointed from a meeting with a financial planner I’d considered hiring. → Read More

How to master a media interview

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing. → Read More

Cetera’s majority stake sale to Genstar gives 7,700 advisors a new PE partner

The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal. → Read More

Pushing through client fears about LTC needs

Advisors have a responsibility to draw them into discussions about end-of-life financial planning. → Read More