Commercial banking

Matt Scully is a reporter based in New York. He covers large banks and reports on complex financial topics, often related to the post-crisis recovery of consumer and mortgage credit. He tweets news often @scullymb.

Sathiya Livingston is an insurance operations & digital transformation specialist with over 12 years of experience helping U.S. carriers optimize claims, underwriting, and policy servicing. He works with mid-market insurers to design process improvements that blend automation, analytics, and strategic partnerships for sustainable growth. Contact him at sathiya.l@flatworldsolutions.com.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

More Commonwealth advisors choose Osaic over LPL Financial, while LPL picks up a pair of Edward Jones advisors.

Troy Stang is the president and CEO of GoWest Credit Union Association.

Dr. Andrada Pacheco is EVP and Chief Data Scientist at VantageScore

Respondents in this month's Financial Advisor Confidence Outlook cheered the prospect of a Fed rate cut, but they didn't feel good about much else.

Amid legal scrutiny, Morgan Stanley is making changes to its deferred compensation policies while adding sweeteners for asset growth and deposit growth.

Over the past 18 years, the independent brokerage channel of the industry has surged massively while also evolving significantly.

The proposed regulations on the "no tax on tips" provision of the One Big Beautiful Bill Act outline which jobs and tips would be eligible.

Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.

Pradip Patiath is a senior partner in McKinsey & Company's Miami office.

Senate and House Democrats proposed a bill to ensure billionaires pay a "fair share" of taxes, without actually raising their tax rate under current law, while Republicans advanced legislation pertaining to the IRS and the U.S. Tax Court.

Wealth management firms can purposefully create an atmosphere centered on growth — but it takes effort and intention, said Daniel Crosby of Orion and Brad Johnson of Triad Partners.

Dan Himmerich is an Insurance Consulting Partner at Kyndryl, where he leverages expertise in P&L management, lead qualification, and financial literacy to bridge the gap between business and technology for insurance clients. Previously, he served as Strategic Markets Business Development Leader at Kyndryl, leading initiatives across more than 30 countries, and today he focuses on advancing the success of the firm's U.S. insurance customers.