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Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."
May 26 -
Cetin Duransoy said every employee at his company is now using AI in some way.
May 22 -
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?
May 22
American Banker -
Many banks are missing revenue and cost-cutting opportunities—and potentially disenfranchising customers by not offering relevant app details.
May 22 -
The business banking fintech, which recently received conditional approval for a de novo bank charter, now has a $5.2 billion valuation.
May 21 -
JPMorgan, Mozilla, Palo Alto and other Glasswing partners have new latitude as Anthropic loosens disclosure rules under congressional pressure.
May 21 -
Like most payment companies and banks, the stablecoin firm is lining up a suite of services for demand that hasn't quite materialized, but likely will – in some form.
May 21 -
According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.
May 21 -
Push past AI experimentation and deliver real business impact
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Artificial intelligence has the potential to vastly improve many of the services banks deliver. It should be viewed as a catalyst to spark the next evolutionary phase of banking, not a harbinger of doom.
May 21











