Synovus Financial Insights

In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.

The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with valuable behavioral capabilities.

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Press an "easy button" for an internal succession or go the harder, often more lucrative route of leaving an employee brokerage to sell an independent practice? A new report from one recruiting firm shows which lane most advisors choose.

A succession merger deal that was nearly 10 years in the making at Nebraska-based Prairie Wealth Advisors offers a lens into the many factors involved with the wealth management industry's looming financial advisor retirements.

The capital markets business, loan growth, credit quality and an improved macroeconomic outlook were all factors in the industry's strong second-quarter results.

Banks are posting record profits, benefiting from being in the middle of a hot credit cycle. Everything is going their way. The only question is, how long can it last?

FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.

Industry economists and analysts were predicting single digit quarter-to-quarter gains, but a trio of large banks had an over 30% rise in mortgage volume.

For the banks involved in the record-shattering IPO, this year's second quarter was marked by a spike in investment banking income.

The volume of bankruptcy filings has been climbing, particularly among small businesses. But analysts note that the numbers are still below pre-pandemic levels.

Marketing experts say that advisory practices trying to grow organically must be thoughtful about the button that offers website visitors a meeting — or they could lose the prospect altogether.

A GAO report suggests that blanket rules on spousal consent for 401(k) withdrawals could solve "financial infidelity problems — and exacerbate them.

Private credit in 2026 may be like subprime mortgages in 2008, but for banks, at least, the reality may be different this time around.

Some financial companies are noticing the effects of the war on consumers; they're not concerned yet, but they are paying attention.

Cryptocurrencies and stablecoins — popular topics following the passage of the GENIUS Act — got less attention last week from big-bank CEOs.

The topic of AI implementation came up on several big banks' first-quarter earnings calls. Morgan Stanley CEO Ted Pick said Wednesday that the firm views AI as a friend.

Both Chase and Wells Fargo had a 15% reduction quarter-to-quarter in mortgage originations, more than the industry forecast for a 6% drop-off, Keefe, Bruyette & Woods noted.

The CEO of America's largest bank said that private credit won't crash the banking system, but a credit cycle will be worse on the economy than people expect.

During the bank's first-quarter earnings call, Jane Fraser dismissed a recent report that Citi is entertaining the idea of buying a large U.S. regional bank.