The Latest

Cait Howerton is a financial coach at SmartPath in Atlanta and the 2019 FPA Diversity Scholar.

Matthew de Paula is a freelance writer in New York.

Jitesh Ghai is the senior vice president and general manager, data quality, security & governance, at Informatica.

Joseph L. Breeden, Ph.D., is the chief executive of Prescient Models LLC, a models and analytics consultancy. He has published papers and given lectures on retail lending analytics and economic capital around the world. In April 2010, his book “Reinventing Retail Lending Analytics” was published by Riskbooks. Strategic Analytics, of which Dr. Breeden was a founder, has grown to become an industry power and its software and services are used to analyze over $2 trillion in credit cards, auto, home equity, mortgage and other consumer credit portfolios.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

Sam Taussig is head of global policy at Kabbage Inc., an online lender for small businesses.

Six months in, the wirehouse is taking an unusually hands-on approach in its first foray into the RIA space.

Superstitions with catchy phrases persist.

Bullion gains have intensified amid signs that the Fed and other central banks are turning more dovish on monetary policy.

Some banks are setting up their own parallel digital banks, while others form innovation labs. Roman Regelman says BNY Mellon is transforming the entire institution.