Adam Cox led the wealth management division of a regional bank for 10 years. His lack of an ownership stake in the business he'd spent so much time building eventually drove him to seek independence.

A consulting and M&A advisory firm presented six prospective sellers to 17 buyers, with striking results for any advisory teams tapping into a frothy M&A market.

The annual Diamond Consultants advisor transition tracking study identified the winners and losers of 2025. But it also noted how quickly things can change.

A proposed update to Basel III capital rules from federal banking regulators does not specifically include mortgage insurance as a factor in determining the risk weight for a mortgage loan held on a bank's balance sheet. Industry experts say it should.

The Mortgage Bankers Association is recommending the option for Fannie Mae and Freddie Mac borrowers with strong credit with a tri-merge for others. Here's why.

The addition of HELOCs at SoFi comes alongside the launch of a new advisory group, as the company heightens its focus on real estate lending.

The deposit insurance reform bill would give credit unions an on-ramp to competing for commercial accounts. A better alternative would be to reactivate the Transaction Account Guarantee program as needed.

A bank's regulatory posture is no longer fully within its own control. When a critical vendor becomes subject to new supervisory expectations, the bank's risk profile changes regardless of anything the bank itself has done.

Some financial companies are noticing the effects of the war on consumers; they're not concerned yet, but they are paying attention.