Program Manager, Issuing Bank Programs
The Journey of Cash App: A Remarkable Evolution Founded in 2013, the Cash App began as a simple concept from Block, designed to ease the process of peer-to-peer payments. Over the years, however, it has evolved into a dynamic ecosystem that now offers a variety of unique financial products. From Afterpay/Clearpay to providing a platform […]
With no ownership prospects, bank advisors leave to form RIA
Adam Cox’s Decision to Leave Bank and Start RIA Adam Cox made a bold decision to leave his position as the wealth management head of a regional bank to embark on a new journey by starting his own Registered Investment Advisory (RIA) firm. This move was not only driven by the new career opportunities available […]
Senior Associate, Vendor Manager – FAST Bank Operations (Hybrid)
Senior Associate Vendor Manager Role in Fast Bank Operations The financial sector is continuously evolving to meet the dynamic market trends and customer needs. Key to this evolution is the advancement in technology and the surge in digital transformation. This has led to the creation of new roles like the Senior Associate Vendor Manager in […]
As banks rely more on vendor platforms, the compliance burden shifts
Regulatory Landscape of Modern Banking: The Shift to Infrastructure With the evolution in banking technology, the regulatory focus is shifting from traditional chartered institutions to the infrastructure they cannot operate without. Banks now rely on a variety of vendors, including cloud providers, core banking platforms, payment processors, identity networks, and API intermediaries. This shared infrastructure […]
DOJ drops probe into Fed’s Powell
Justice Department Drops Investigation into Federal Reserve Chair Jerome Powell After a thorough investigation, the Justice Department prosecutors have officially dropped their probe into Federal Reserve Chair Jerome Powell, as announced by U.S. Attorney for the District of Columbia, Jeanine Pirro. This development marks a significant turning point in the ongoing scrutiny surrounding Powell and […]
RIA valuation: Strategies that influence long‑term value
Join us for a one-hour, CE-eligible webinar Are you a financial advisor interested in exploring the RIA model and looking to build long-term enterprise value? If so, we invite you to attend a one-hour, CE-eligible webinar designed specifically for you. This education-driven session will delve into what drives RIA valuations in today’s market and how […]
Taiwan to launch finance-sector AI model project
Taiwan Leads Initiative to Create Large Language AI Model for Financial Sector In a forward-thinking move, Taiwan has initiated a project to create a large language model specifically for its financial sector. This development, as reported by Bloomberg, is aimed at supporting domestic institutions and navigating around the constraints of foreign AI platforms. These overseas […]
Why advisor recruiting hit a 4-year high in 2025
The Impact of LPL on Advisor Recruiting According to a recent report, LPL Financial has solidified its position as a dominant force in the financial advisory industry, with a strong focus on recruiting new talent. The report highlights LPL’s success as the leading recruiting machine in the industry, particularly in the year 2024. However, the […]
Merrill beats ex-advisor in deferred comp-retirement case
An Ex-Merrill Broker Loses Appeal in Deferred Compensation Dispute An ex-Merrill broker, Kelly D. Milligan, recently lost his appeal in a dispute where he contended that his former firm owed him repayment of deferred compensation he left behind when he departed to start his own firm. The Fourth Circuit Court of Appeals ruled against Milligan […]
From insight to action: how retail banks can win now
Banks in 2026: A Seamless Experience of Technology, People, and Branches The world of banking has undergone significant transformation in the past few years, driven by technological advancements, changing consumer behavior, and a shift in regulatory norms. Despite these changes, many financial institutions still struggle to convert customer intent into actual revenue. According to a […]