Growth

Capital Community Bank is preparing to launch its fintech-focused rebrand by the end of this month.

A credit union service organization is buying the division, which includes mortgage services provider QRL, while the seller repositions its home loan business.

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

The consumer intelligence company alleged that Chime willfully misused J.D. Power's name and trademark in its marketing materials. The neobank said it would "vigorously" defend its position.

The megabank promoted Margo Pilic, CEO Jane Fraser's chief of staff since 2021, to a new job that combines bank strategy with investor communications. The promotion was one of several leadership changes announced by the bank.

Early Warning Services' digital wallet solicited actors Elizabeth Banks and Gabrielle Union for its second national advertising campaign as it looks to tie itself to financial institutions in the public eye.

The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."

Since Michael Rhodes became its CEO, Ally Financial has gotten bigger by thinking more narrowly. Instead of growing the company's web of businesses, the company has exited some sectors while doubling down on what Ally does best: auto lending.

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.