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Rahul Sharma is a senior project manager with US Bank, specializing in open banking APIs and embedded payments technology. With over a decade of experience in the financial technology sector, he has pioneered the development and scaling of API-based payment solutions across multiple payment networks including RTP, FedNow, ACH and Push to Card systems.
February 28
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The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, privacy, integrity, legality and providing accurate information.
February 28
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With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.
February 28
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The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their value propositions.
February 28
