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The phony-accounts scandal at Wells Fargo illustrates how sales quotas can incent bad behavior. Is your bank effectively mitigating the risk of 'managing to metrics'? Or could it be in danger of becoming a 'cargo cult'?

As you plan for the coming year — and beyond — here are some challenges and opportunities worth thinking about.

As you plan for the coming year — and beyond — here are some challenges and opportunities worth thinking about.

Even in a digital era, human connections still matter. That is one big disadvantage for fintech startups and increasingly for banks as customers stop making regular branch visits. So it is instructive to hear SoFi's thinking on how to overcome this challenge. It is trying some unorthodox tactics to better understand the people behind the data and to create meaningful connections with them.

From Dimon's campaign against earnings guidance to the bottom-line implications of rising rates, here are more of our favorite stories of the year. (See part I here.)

The new year is shaping up to be the one in which sizable changes to the Dodd-Frank Act are finally enacted, thanks to Republican victories in the White House, Senate and House.

The new year is shaping up to be the one in which sizable changes to the Dodd-Frank Act are finally enacted, thanks to Republican victories in the White House, Senate and House.

On the heels of India’s move last month to discourage cash-hoarding by demonetizing certain bills, Prime Minister Narenda Modi on Dec. 30 announced the rollout of a government-managed mobile payments app.

JPMorgan Chase & Co.’s role in mobile payments is getting more interesting.

The debate over screen scraping has long pitted banks against fintech companies, but it has also recently captured the interest of another powerful interest group: Silicon Valley. That dynamic is set to make it one of the policy debates to watch closely in 2017, as companies like Google and Amazon are slowly starting to weigh in.