The death of the universal model: Why the neobank never came for Victor
In the dynamic world of finance, neobanks have revolutionized the industry by creating transformative banking solutions optimized for mass scalability. However, this emphasis on broad appeal has resulted in the neglect of more complex financial needs, particularly for the mass affluent. This neglect has opened opportunities for a new category of financial specialists to fill […]
Consultant, Banking Operations | Tempe, AZ, USA
About Northern Trust Established in 1889, Northern Trust is a globally acknowledged, award-winning financial institution that has been in operation for over 130 years. As a Fortune 500 company, Northern Trust has built its reputation by providing innovative financial services and guidance to some of the world’s most successful individuals, families, and institutions. Upholding the […]
JPMorgan hired an AI scientist from Meta’s Reality Labs after its VR head quietly left
JPMorgan Hires AI Scientist Lambert Mathias from Meta’s Reality Labs Meta’s VR arm Reality Labs, formerly known as Oculus, has been facing challenges recently. The parent company has shown a decline in interest in the Metaverse and has decided to lay off 10% of Reality Labs staff to focus more on AI development. In the […]
Financial Planning’s March CE quiz now live for subscribers
Financial Planning’s March 2026 Continuing Education Quiz Now Available for Subscribers Financial Planning’s March 2026 continuing education quiz is now available for subscribers. Those who successfully complete the quiz by correctly answering at least eight out of the 10 questions can earn one hour of CE credit toward maintaining certain professional certifications. Structured Article Review […]
Community bank with national ambitions hires new management
Brian Barnes’ B2 Bank Pursues a National Digital Strategy with New Leadership Fintech entrepreneur Brian Barnes, the owner of B2 Bank, is restructuring its senior leadership team to further its national digital banking strategy. The Minnesota-based community bank, which Barnes acquired in 2021, has installed a new CEO and two other senior executives, all of […]
Elizabeth Warren questions MrBeast’s purchase of fintech app
Sen. Warren Expresses Concerns Over MrBeast’s Acquisition of Fintech App Step Senator Elizabeth Warren, a senior member of the Senate Banking, Housing, and Urban Affairs Committee, has made public her concerns about Beast Industries’ recent acquisition of the financial wellness app Step. Beast Industries is the media holding company for James “Jimmy” Donaldson, a famous […]
APRA voices support for centralised insurance register
Implications for Banks Amidst a Growing Insurance Protection Gap The Australian Prudential Regulation Authority (APRA) released an Insurance Climate Vulnerability Assessment recently, shedding light on the implications for banks due to an expanding – and potentially vast – insurance protection gap. Climate Change and Home Insurance The APRA Assessment serves as a prudential stress test, […]
French bank in New York hires top private equity banker from Japanese rival
The Private Equity Industry in 2026: A Promising Outlook The private equity industry saw some successes in 2025, with consulting firms like Bain & Co. predicting an even more promising year ahead in 2026. Some bankers are even returning from retirement for the opportunities that lie ahead. John Stroll’s Move to Crédit Agricole Recently, John […]
Oil spike drives client calls, tests advisors’ messaging discipline
Ever since oil prices crossed the $100 per barrel mark earlier this month, Lucas Fender’s phone “hasn’t stopped ringing.” Processing Content The founder and wealth advisor at Proper Planning & Wealth Management in Overland Park, Kansas, said that as the war with Iran continues with no clear end in sight, nervous clients are asking the […]
Interview: Wasel & Wasel’s Mahmoud Abuwasel on why CLARITY really matters
Understanding the Impact of US Delays on the Digital Asset Market Clarity Act Regulations governing the digital asset market are experiencing significant delays in the United States, with potential ramifications for the cryptocurrency industry. Leading attorney Mahmoud Abuwasel, a partner at the global law firm Wasel & Wasel, is well-versed in these issues, having represented […]