Wealth Management

Gen Z, Millennials Are on the Ball About Savings

December 7 — A new survey is upending commonperceptions that younger people can be less focused on saving for the future.


Managing Earnings: Keeping Score

By Dennis Zimmerman

A common goal for nearly all financial institutions is to increase earnings via an improved margin, but how do you know if the bank’s current asset/liability management strategies are aligned with its earnings expectations? Equally important, how do you know if/when adjustments are needed to current balance sheet strategies? Finding the right answer to these types of questions is key to ensuring that your institution hits its 2019 earnings forecast.


Meet New England’s 125-Year-Old Startup

How Belmont Savings Bank increased year-over-year earnings by more than 50 percent — without acquisitions.

By Alaina Webster, Managing Editor

Learning that his community-focused Belmont Savings Bank was listed in Fortune magazine’s 2017 list of “100 Fastest Growing Companies” came as something of a shock for President and CEO Robert “Bob” Mahoney.

“I said, ‘Oh, really? The fastest growing 100 companies in New England?’”

No, Fortune’s representative corrected him, “This is the fastest growing 100 companies in America … You’re number 41.” (What’s more, the bank recently made the list again in 2018.)


Robo Advisors Expected to be Mainstream by 2025

November 5 — In well less than a decade, robo advice is expected to play a significant part in shaping the investing landscape. A new report from San Francisco-based Charles Schwab, The Rist of Robo: Americans’ Perspectives and Predictions on the Use of Digital Advice, finds that almost 60 percent of U.S. investors expect to use robo advice in some capacity by 2025.


Independent Investors Optimistic About Fourth Quarter

October 16 — In the latest quarterly survey by Ally Invest, the investing arm of Ally Financial Inc., independent investors expressed optimism about the future strength of the U.S. stock market going into the fourth quarter of 2018. The results of the in-house survey, conducted from Sept. 26 – Oct. 3, prior to recent market declines, are based on responses from approximately 240 independent investors.


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