Monday, September 14, 2026
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Banking

Citizens sues SoFi as fights over talent, pipelines persist

Citizens Bank is suing SoFi Bank for poaching its loan officers and loan pipelines, in a new lawsuit that shows the fight for...

Banking agencies pledge more scrutiny of core provider business practices

The federal banking agencies today pledged to step up oversight of third-party core providers whose business practices “unreasonably limit” community banks from conducting...
Demo

The T&E Inner Circle

Legal planning for the disposition of embryos, addressing evolving laws, family circumstances, and personal intent. Covers key legal...

OpenAI Builds Finance-Focused ChatGPT for Banks and Analysts

OpenAI has launched a finance-focused version of ChatGPT for analysts, bankers and other institutional users. The tool combines...

VastAdvisor’s Ian Karnell on Why Advisers Fail at Organic Growth

Organic growth has been the wealth management profession’s stated problem for years. Referrals slow when advisers stop working...

Ask an Advisor: What should you do if a client hits on you?

When Nina Stibbs, partner and advisor at Raleigh, North Carolina's AIM Advisors, was new to the industry, she...

Georgia investors evolve their plan for starting a new bank

Key insight: On the brink of launching a de novo bank in Atlanta, an investor group opted to...

FCC proposes ‘robocall scorecard’ to rate voice service providers

The Federal Communications Commission is seeking public comment on creating a “robocall scorecard” to measure how voice service...

Washington State Proposes Insurance Mandate for Advisors

Washington is considering new regulations mandating insurance for state-registered investment advisors, which attorneys for investors hope will reduce...

MetaTrader 5 AI Assistant Becomes a QA Engineer for Trading Bots

FTMO Enters Futures Prop Trading; Brazil Sees Strong Retail Activity ...