-
The company, formerly known as LendingClub, moved from NYSE to Nasdaq as it officially launched its new name as a full-fledged digital bank.
June 25 -
Capital Community Bank is preparing to launch its fintech-focused rebrand by the end of this month.
June 9 -
A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.
June 5 -
The consumer intelligence company alleged that Chime willfully misused J.D. Power's name and trademark in its marketing materials. The neobank said it would "vigorously" defend its position.
June 4 -
Early Warning Services' digital wallet solicited actors Elizabeth Banks and Gabrielle Union for its second national advertising campaign as it looks to tie itself to financial institutions in the public eye.
June 3 -
The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."
June 2
Blue Zone Wealth Advisors -
Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.
May 27
FAANetwork, CoPlanning Financial -
NASAA's proposal would align state laws with the SEC's marketing rule, eliminating concerns advisors have about running afoul of more local laws as they accept testimonials and reviews.
May 11 -
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.
May 11 -
After Dan Allison spent more than 20 years as a wealth management consultant specializing in referrals, the AI agent version of him will coach financial advisors through WealthReach's new Multiply tool.
May 6 -
After Silicon Valley Bank collapsed in 2023, its remains were acquired by First Citizens Bancshares, which kept using the failed bank's name and logo. At the end of 2026, that's coming to an end.
April 23 -
Four years ago, the Detroit-based auto lender made a pledge to support men's and women's sports with equal advertising dollars. It's reached that goal a year ahead of schedule — and it's not stopping there.
April 14 -
The card brand introduced tech for businesses to tap agentic AI, while Revolut counters Italy's accusations of inaccurate marketing. That and more in the American Banker global payments and fintech roundup.
April 8 -
The Minneapolis-based company plans to leverage the arrangement to draw more attention to its growing list of national business lines, transcending its regional reputation.
April 7 -
While San Francisco had the biggest improvement in affordability for prices today versus 2019, Hartford remains in a very deep freeze, First American said.
March 31 -
The 30-year fixed mortgage has increased by 40 basis points since February, while the 15-year is 14 basis points lower than a year ago, Freddie Mac reported.
March 26 -
The company dropped the broker channel just months after Frank Martell became CEO; now that Anthony Hsieh is running things again, LoanDepot brought it back.
March 9 -
With the likes of Amex and JPMorganChase upgrading card perks, BofA is expanding no-fee access to more customers and products and adding incentives.
March 2 -
In tests, generative AI models gave different answers to questions about banks, and those answers changed as users added new prompts.
February 24 -
Some observers say changes to MSR risk-weighting would have limited near-term impact and are unlikely to prompt banks to rush back.
February 17


























