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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> financial goals

Top 10 traits of financial planners

Posted by RJ and Makay on Apr 05, 2011

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Top 10 traits of financial plannersA survey of 1,000 middle class Americans by First Command Financial Services has identified ten traits people look for in a financial planner. The top two, selected by about three-quarters of respondents in both cases, were “knowledgeable” and “trustworthy.” Seventy percent said their planner had to be "honest," making that number three on the list.

Here's the entire top 10 list:

Boden is Citigroup's new Chief Brand Officer

Posted by RJ and Makay on Mar 17, 2011

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Boden is Citigroup's new Chief Brand OfficerDermot Boden has been named Chief Brand Officer (CBO) at Citigroup. As CBO, Boden will lead brand strategy and ensure branding and marketing are effective and consistent across the range of Citigroup's businesses. Boden will also chair Citigroup’s Brand Council and oversee the Global Branding and Sponsorship groups. He'll report to Executive Vice President for Public Affairs Edward Skyler.

“Dermot Boden has shown creativity, thoughtfulness, and the ability to execute a strategy over the course of a career during which he has contributed to the building of many different and successful brands," remarks Vikram Pandit, Citigroup's Chief Executive Officer. "As Citi approaches its 200th anniversary next year, effectively communicating who we are and what we stand for takes on renewed importance and will help determine our success going forward.”