Best banks for customer experience
The most impressive banks make it easy to interact both on old and new channels.
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Dec 03, 2024
Malcolm Ethridge
Fiduciary financial advisor, CIC Wealth Management
Malcolm Ethridge, CFP®, is a former member of Bankrate's Expert Review Board. He is an executive vice president and fiduciary financial advisor with CIC Wealth Management, based in the Washington, D.C. area. He is also the host of the Tech Money Podcast.
Malcolm's areas of expertise include retirement planning, investment portfolio development, insurance, stock options and other executive benefits. He leverages that expertise to help senior managers and executives in technology make sense of some of the most complex financial situations that working professionals tend to face.
Malcolm's latest articles
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What is a short-term business loan and how does it work?
Short-term business loans are business loans with shorter repayment periods that can help bridge cash flow issues.
4 min read Dec 03, 2024 -
401(k) match: What is it and how does it work?
Experts refer to a 401(k) match as free money. Here’s what else you should know about this significant retirement benefit.
4 min read Nov 01, 2024 -
2024 and 2025 IRA contribution and income limits: What retirement savers need to know
The income limits for IRAs are holding steady for 2025.
2 min read Nov 01, 2024 -
A complete guide to SEP IRAs: Why those who are self-employed should take a look
The SEP IRA is designed for simplicity — especially if you own your own business.
6 min read Nov 01, 2024 -
CFPB announces a new rule to help you transfer your data
A new CFPB rule will make it easier for people to transfer their data between banks.
4 min read Nov 01, 2024 -
Student loan forgiveness programs that could erase your debt
Student loan forgiveness is not an immediate solution, but it can bring relief.
7 min read May 22, 2024 -
When to consider semi-truck financing
Business owners with bad credit or the lack of assets should consider getting semi-truck financing.
3 min read May 22, 2024