The supposedly noble heritage of the National Bank Act and the federal preemption power that goes along with it has never stood up to serious scrutiny.

Credit unions have a long history of serving diverse members. In a climate where programs designed to promote diversity, equity and inclusion are under constant attack, they should double-down on that commitment.

As banks have adopted multifactor customer authentication systems, they have inadvertently made it more difficult for many disabled customers to access their accounts. The fix is less complicated than it appears.

The big moves hit the Swiss firm as it continues to lose advisors on a net basis — though now it's reportedly sweetening its recruiting offers.

As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.

There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.

As the capital rule's comment period closes, some experts express concern about proposed changes that may impact nonbanks reliant on warehouse financing.

Guidance documents from the Consumer Financial Protection Bureau and Treasury's Financial Crimes Enforcement Network heightening bank scrutiny of individual tax identification numbers in mortgage applications could discourage banks from issuing those kinds of loans.

Rithm and UWM Holdings are the favorite names among publicly traded lenders, while BTIG adds coverage of Better Home & Finance at a buy rating.