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Digital technologies are transforming the delivery of financial services and reshaping consumer expectations. At the heart of change is the speed of money movement, which now represents the future — success for those who deliver, challenges for those who don't.
September 13 -
Carrie Tolstedt invoked her right to remain silent about allegations she misled bank customers.
August 31 -
Independent broker-dealers can find examples for how best to serve, hire, support and promote a historically underrepresented group after a year marked by hate.
August 25 -
Asset managers are selling loans to individuals at high returns, but risks abound in this less-liquid market, experts warn.
August 18 -
The bank says plaintiffs cannot connect instances of identity theft or fraud to incidents at the bank, giving the case no standing.
August 12 -
71 companies participate in corporate bonds issued by private prison firms, Adasina Social Capital found.
August 12 -
First United Bank in Oklahoma bought a minority stake in Exencial Wealth Advisors instead of acquiring it outright to give the owners an incentive to stick around and help build the business — and to make it easier for the bank to bail if things don't work out.
August 5 -
Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.
July 20 -
The wirehouse seeks a recruitment edge over Wall Street banks taking a more hardline approach to in-office days.
June 28 -
Amerant Bank has invested $2.5 million in Marstone to provide a digital alternative to personal wealth advisors for new and existing clients. The technology "gets planning capabilities into the hands of any customer that wants them," says Jerry Plush, the Florida bank's new CEO.
June 28