There is a tendency among many sales managers to tightly script sales interactions. But if you attempt to take all reasoning and thinking out of a job, you'll get employees who stop reasoning or thinking.

CEOs of payments companies and fintechs such as Block and Bolt have pointed to AI as a driving force behind layoffs at their organizations. But Tania Babina, an associate professor of finance at the University of Maryland's Smith School of Business, says there is no systematic evidence that AI is taking jobs.

Credit unions have a long history of serving diverse members. In a climate where programs designed to promote diversity, equity and inclusion are under constant attack, they should double-down on that commitment.

Anthropic's head of banking told New York Banking Summit attendees that the future is agents that operate autonomously alongside employees.

The fintech joins a handful of fintechs and payments companies that have laid off staff this year. Robinhood CEO Vlad Tenev said the decision was proactive to keep the organization lean.

The big moves hit the Swiss firm as it continues to lose advisors on a net basis — though now it's reportedly sweetening its recruiting offers.

The North Carolina-based regional has recruited Michael Lyons to serve as CEO, starting Sept. 1. Lyons will replace Bill Rogers, who plans to retire in April 2027.

Housing advocates and compliance firms are suing to block a rule from the Consumer Financial Protection Bureau that they say guts the Equal Credit Opportunity Act.

Jason Co is out to prove that advisors can serve Asian Americans effectively and profitably. His FAANetwork is the result.

Firms with big recruiting loan balances are often the ones with the most success hiring advisors from industry rivals. But the numbers also suggest they're offering increasingly generous deals.

Machines are increasingly being handling back-office roles at Goldman Sachs and across Wall Street, leading to questions about potential job losses.

The payments company posted strong adjusted earnings following a dramatic downsizing, which management attributed to the influence of artificial intelligence.

CEO Brian Armstrong said the company will flatten its org chart to five management layers and concentrate hiring around "AI-native" pods.

Wells' latest advisor recruiting coup comes just days after it pulled over a 19-person team formerly managing nearly $6 billion at Morgan Stanley.

The Taylor Group of Wells Fargo Advisors is led by nine advisors, all of them relatively young and many of them siblings.

The Consumer Financial Protection Bureau finalized a new version of a small-business lending rule that took 17 years to get over the finish line. Banks are still lobbying for the rule to be repealed.

The firms' collaboration shines a light on how the wealth management business works today and how it is evolving, as advisors weigh independence against the risks of "poking the bear" when they leave.

Assistant Secretary for Fair Housing and Equal Opportunity Craig Trainor encouraged the real estate industry to reconsider advice received from DEI experts.

The Consumer Financial Protection Bureau is poised to finalize a contentious rule mandating the collection of demographic data on small-business borrowers, with the aim of ensuring equal access to credit for women and minority owners.

Only 16% of 206 banking pros rated their institution "high" or "very high" — and most of those ratings rest on no formal measurement.