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Articles by Ingrid Case
D&O, Liability and Cyber Insurance: How to Keep Up
Emerging threats can make standard professional policies and directors and officers (D&O) insurance a little less standard. As banking’s liability landscape evolves, community banks should review their coverage and update it as appropriate. Most banks carry both professional liability coverage and D&O insurance. Both cover bank liabilities but in different ways.
The Most Powerful Women in Banking Top Team 2024: BMO
In 2023, BMO Financial Group acquired Bank of the West. Erminia "Ernie" Johannson, BMO's group head of North American personal and business banking, led the integration. Executives at BMO saw possibilities in Bank of the West from the first meeting. ...
The Most Powerful Women to Watch: No. 12, Bonnie Lee, Hanmi Financial Corp.
As the president and CEO of Hanmi Financial Corp. in Los Angeles, California, Bonnie Lee is one of just 11 female CEOs of publicly traded financial institutions. Since becoming CEO in 2019, she has grown Hanmi's total assets from $5.5 billion to $7.6...
The Most Powerful Women in Banking: No. 13, Beth Johnson, Citizens
"Chief experience officer" is the kind of job title that seems open to interpretation. Beth Johnson took on the role of vice chair and chief experience officer at Citizens three years ago. For her, the job title means that she's responsible for...
Who are ICBA's Top Lenders of 2024?
Deep roots provide stability By Bridget McCrea Using FDIC data for 2023, we calculated a lender score out of 100 for each community bank. The score combines the average of the bank’s percentile rank for lending concentration and for loan growth over the past year in each lending category. We then adjusted each score for loan charge-offs in each category at certain percentile thresholds.
Polyamory and planning: How to serve nonmonogamous clients
Diversity, support and people holding hands in trust and unity for community against sky background. Hand of diverse group in solidarity for united team building collaboration and teamwork success. Credit: Siphosethu Fanti/Adobe Stock Most of the financial planning clients that Xena Financial Planning founder and president Danika Waddell sees are couples or single people. When a polyamorous trio called her for advice, she was a little surprised.
5 Ways to Preserve Your Collectibles' Value
Thomas Ruggie owns a pair of boxing trunks worn by Muhammad Ali in the famous 1974 “Rumble in the Jungle” fight. Zach Stovall Americans take pleasure in collecting things: Some 61 percent of us accumulate items of a similar nature, with coins, toys, trading cards and jewelry topping the list, according to a 2022 survey by MagnifyMoney by LendingTree. Collectors have spent an average of more than $6,000 on their treasures.
Your marketing team needs new skills to succeed today. Here’s how to implement them
It’s no surprise that new technology is pushing marketing practices to evolve. And with rapid innovation comes a need for bank marketing teams to implement key skills among their staff. With the emergence of generative artificial intelligence and harnessing data to personalize the customer experience, banks may need to hire new talent to meet this transformative moment.
Your Marketing Team Needs New Skills to Succeed Today. Here's How to Implement Them
New technologies are forcing marketing practices to evolve. The importance of incorporating skills including working with Gen AI, data sourcing and analysis are now vital areas of expertise for connecting banks with potential customers. Here's why bank marketers should focus on implementing these skills within their teams — and why conventional hiring practices may not fit the bill. Facebook Twitter LinkedIn Email Print It’s no surprise that new technology is pushing marketing practices to evolve.
Your Marketing Team Needs New Skills to Succeed Today. Here's How to Implement Them
New technologies are forcing marketing practices to evolve. The importance of incorporating skills including working with Gen AI, data sourcing and analysis are now vital areas of expertise for connecting banks with potential customers. Here's why bank marketers should focus on implementing these skills within their teams — and why conventional hiring practices may not fit the bill. Facebook Twitter LinkedIn Email Print It’s no surprise that new technology is pushing marketing practices to evolve.
Can Banks Reduce False Positives in AML?
Anti-criminal procedures meant to catch criminals can inadvertently snare bank customers. Understanding the problem, using data better, optimizing models and communicating more deliberately with customers can all help banks improve the situation for their clients.
7 Keys for Banks to Successful Commercial Real Estate Lending
Amid Covid and soaring interest rates, many banks and credit unions have shied away from including commercial real estate in their lending portfolios. However, 2024 could present solid opportunities for lenders to grow their CRE lending portfolios. Here's how. Facebook Twitter LinkedIn Email Print Plymouth, Minn. will soon have a new orthopedic surgery center.
CSS Profile: What You Need to Know About Filling Out the College Financial Aid Form Original
Applying to college is an exercise in paperwork: recommendations, essays, the application itself, and the FAFSA — the form that determines whether your student is eligible for federal financial aid. But there’s another financial aid form you may also need to fill out: the College Scholarship Service Profile, or CSS Profile.
The Most Powerful Women in Banking: No. 5, Wendy Stewart, Bank of America
As president of Bank of America's global commercial banking division since September 2021, Wendy Stewart has helped the bank turn a year full of uncertainty into one of opportunity. "At the beginning of 2023, there was a lot of uncertainty facing the...
The Most Powerful Women in Finance: No. 4, Jenny Johnson, Franklin Templeton
In a career spanning 35 years, Franklin Templeton's Jenny Johnson has been a key force behind the company's growth into one of the world's largest investment managers, with approximately $1.5 trillion in assets under management.
The Most Powerful Women in Banking Top Teams: Santa Cruz County Bank
At Santa Cruz County Bank in Santa Cruz, California, five C-level women lead the business and its 150 employees. The chief executive, financial, marketing, credit and operational officers are collectively in charge of setting corporate vision,...
The Most Powerful Women in Banking Top Teams: TD Bank
At TD Bank in Cherry Hill, New Jersey, the consumer deposits, products, and payments (CDPP) team is in charge of every aspect of the bank's deposit products. It's not a short list: product development, business analysis, sales strategies and support,...
What Does Pet Insurance Cover?
Pet insurance coverage ranges widely by provider and plan, and some of the omissions may surprise you — beginning with the fact that standard coverage typically doesn’t include checkups, vaccinations and other pet needs for routine care. Buying the right coverage for your pet involves understanding the general types of policy and what they include. But it’s also wise to dig into the details of comparable policies at competing providers, since they differ in what is and isn’t covered and when.
4 Tips to Refresh Your 529 College Savings Plan After Stock Market Losses
Mark Struthers’s clients had a problem. The bill was due for their child’s college tuition, and the 529 account where they’d been stashing money for years was down by nearly a third. Like most other kinds of securities investments, many 529 college savings plans lost money in 2022, the worst year for the stock market since 2008. The S&P 500, Dow Jones and Nasdaq all saw double-digit losses.
How to Apply to College
Essays! Forms! Grades! Recommendations and test scores! Applying to college can feel like a never ending to-do list. Pressure to get into the “best” colleges can increase the stress that many applicants feel as they plan their next step in life. But there is no “best” college for every student — just schools that fit you well, not at all or somewhere in between.
Parents Are Buying Homes in College Towns to Avoid Pricey Dorms (and Earn Rental Income) Original
The average cost of private college has nearly doubled over the past thirty years, and public college is up by about 150%. Families have little power over what they pay for tuition. But they can control living expenses — a budget line that averages between $12,000 and $13,600 a year for on-campus room and board. To save (and sometimes make) money, some families choose to skip the dorm and dining hall and instead buy a home for their college-aged child to study and sleep.
Parents Are Buying Homes in College Towns to Avoid Pricey Dorms (and Earn Rental Income)
The average cost of private college has nearly doubled over the past thirty years, and public college is up by about 150%. Families have little power over what they pay for tuition. But they can control living expenses — a budget line that averages between $12,000 and $13,600 a year for on-campus room and board. To save (and sometimes make) money, some families choose to skip the dorm and dining hall and instead buy a home for their college-aged child to study and sleep.
Why Teenagers Should File a Tax Return
Like many teenagers, Jeff Burke's daughter has a summer job. She doesn't legally have to file a federal tax return, because her income is too low. But her father, a financial planner in Eden Prairie, Minnesota, makes sure she files a return anyway. The potential benefits, he says, are too good to miss. In 2020, about 17.6% of Americans between the ages of 16 and 19 had paying jobs while also enrolled in school. They earned a median income of just under $250 a week.
Why Teenagers Should File a Tax Return — Even If It's Not Required by the IRS
Many companies featured on Money advertise with us. Opinions are our own, but compensation and in-depth research determine where and how companies may appear. Learn more about how we make money. Like many teenagers, Jeff Burke’s daughter has a summer job. She doesn’t legally have to file a federal tax return, because her income is too low. But her father, a financial planner in Eden Prairie, Minnesota, makes sure she files a return anyway. The potential benefits, he says, are too good to miss.
What Does Pet Insurance Cover?
Ingrid Case, Noel Dávila and Paul Reynolds Pet insurance coverage ranges widely by provider and plan, and some of the omissions may surprise you – beginning with the fact that standard coverage typically doesn’t include checkups, vaccinations and other routine care. Buying the right coverage for your pet involves understanding the general types of policy and what they include.
What Does Pet Insurance Cover?
Ingrid Case, Noel Dávila and Paul Reynolds Pet insurance coverage ranges widely by provider and plan, and some of the omissions may surprise you – beginning with the fact that standard coverage typically doesn’t include checkups, vaccinations and other routine care. Buying the right coverage for your pet involves understanding the general types of policy and what they include.
What Does Pet Insurance Cover?
Ingrid Case, Noel Dávila and Paul Reynolds Pet insurance coverage ranges widely by provider and plan, and some of the omissions may surprise you – beginning with the fact that standard coverage typically doesn’t include checkups, vaccinations and other routine care. Buying the right coverage for your pet involves understanding the general types of policy and what they include.
What Does Pet Insurance Cover?
Naomi Elliott for Money Pet insurance coverage ranges widely by provider and plan, and some of the omissions may surprise you – beginning with the fact that standard coverage typically doesn’t include checkups, vaccinations and other routine care. Buying the right coverage for your pet involves understanding the general types of policy and what they include.
Down Payment vs. Student Loans: How to Decide Where to Put Your Money
Down Payment vs. Student Loans: How to Decide Where to Put Your Money Kiersten Essenpreis for Money Ingrid Case You’ve got student loan debt. You’d like to buy a house. Is it better to pay off the student loans first before you begin saving for a down payment on the house? This is a common question for U.S. homebuyers. On the one hand, paying off your student loans before you save up for a down payment might let you qualify for a bigger mortgage, because you’ll have less debt.
Down Payment vs. Student Loans: How to Decide Where to Put Your Money
You’ve got student loan debt. You’d like to buy a house. Is it better to pay off the student loans first before you begin saving for a down payment on the house? This is a common question for U.S. homebuyers. On one hand, paying off student loans before you save up for a down payment might help you qualify for a better home loan because you’ll have less debt. It could also give you the psychological benefit of knowing that you’re officially free from those monthly student loan payments.
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