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The central bank said it had a new proposal for its so-called skinny accounts, right after the White House ordered essentially the same thing. Coincidence?

Many banks are missing revenue and cost-cutting opportunities—and potentially disenfranchising customers by not offering relevant app details.

Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.

Lenders pulled back on commercial real estate loans in 2023, as high interest rates put pressure on property values. They're now returning to the sector, and the renewed competition is prompting a pricing war.

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

The business banking fintech, which recently received conditional approval for a de novo bank charter, now has a $5.2 billion valuation.

​Jon Pruzan is co-president of Pretium, overseeing the firm's strategic and operational initiatives. He is a member of Pretium's executive committee and board of directors. Prior to joining Pretium in 2023, Jon spent nearly 30 years at Morgan Stanley (1994-2023), most recently as chief operating officer and executive vice president (2021-23).

Jacob O. William writes about the infrastructure of trust in financial systems, with a focus on fintech, automation and human-centered design.

JPMorgan, Mozilla, Palo Alto and other Glasswing partners have new latitude as Anthropic loosens disclosure rules under congressional pressure.

Dorota Gawron is a consultant at Sollers Consulting, specializing in pricing transformation and digital innovation in the insurance sector.