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Sol Hersh is the president at Presults, a leading archiving and compliance solution for registered investment advisors.

The Presults solution covers SEC and FINRA requirements for archiving emails, websites and social media platforms — with an innovative approach to flagged keywords.

Kathleen Quinn Votaw is CEO of TalenTrust.

Senate Banking Chair Sherrod Brown said Thursday he will try again next week to advance President Biden’s five Federal Reserve picks past a blockade led by ranking Republican Pat Toomey on Sarah Bloom Raskin’s nomination to vice chair of supervision.

Cheryl DeBoer will step down in early 2023 as president and CEO of the $2.7 billion-asset credit union, which has not yet named a successor.

The $2.3 trillion-asset company plans to scrap the charges by this summer. It joins Capital One and Ally in doing away with the fees, which face pressure from Biden-era regulators.

The Houston bank negotiated the agreement with the National Community Reinvestment Coalition after closing its merger with BancorpSouth. That deal created a lender with $50 billion of assets and operations in nine states.

The move confirms speculation that the Federal Housing Finance Agency would return to a pre-pandemic plan to tighten requirements for mortgage lenders and servicers that work with two government-sponsored enterprises.

Billing is becoming part of faster payments, a development the bank contends makes paper-based B2B payments "unsustainable" for businesses facing equipment and staff shortages.

Marqeta COO Vidya Peters and Plaid COO Eric Sager discuss their plan to bypass the use of microdeposits — small transfers that are used to verify identity when linking accounts — to improve speed and security for consumers.

Brittney Cullen is Vice President of People at Wealth, the company that is demystifying estate planning with modern tools to create, manage and visualize your estate to ensure your family’s financial future.