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Many banks can't say what software their IT provider runs. Only 58% of community and midsize banks even hold the right to audit that vendor, a s…
A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors in…
Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is…
From showing up authentically to understanding oxytocin, a session at this week's CAAFP held by The American College of Financial Services calle…
A report released this week by Sen. Ron Wyden, D-Ore., shines a light on what is required of banks when high-net-worth clients engage in suspici…
The American College of Financial Services is launching a certification program to train financial professionals on the ins and outs of donor-ad…
Hackers used stolen credentials to access the French FICOBA database, exposing names and account numbers but failing to access funds directly.
Fraser will succeed John Dugan, who's been Citi's chair for six years. The megabank also granted Fraser a one-time award of $25 million in restr…
At a House subcommittee hearing, Republicans proposed "tailoring" regulations for community banks while Democrats railed against Trump's tariffs…
Amendments to New York's cyber rules — and a focus on privacy in California — mean banks must enhance risk controls, encryption and customer pro…
The Dutch payment company is offering merchant loans, a product that's become a staple of firms like Block and PayPal that have been luring entr…