Six missing AI capabilities holding financial advisors back

The Role of AI in Understanding Regulatory Changes As the financial industry continues to evolve, staying up-to-date with regulatory changes is crucial for businesses and their clients. According to industry experts, AI has become a valuable tool in helping individuals navigate these updates effectively. AI Integration into Compliance Workflows While AI has proven to be […]
Private equity firm Carlyle’s top technologists are resurfacing in strange places
Private Equity Firms Embracing Technology for AI: The Curious Case of Carlyle’s Tech Team Private equity firms have traditionally not been known for their technology teams, but recent developments suggest a shift in this trend. According to eFinancialCareers, these firms have been quietly bolstering their technological capabilities in preparation for the age of artificial intelligence […]
Starling rolls out new AI scam advisor tool

Starling Bank, an innovative player in the financial sector, has recently unveiled its trailblazing tool titled “Scam Intelligence”. This pioneering tool embraces the power of generative artificial intelligence (AI) to enable customers to upload texts and images for the purpose of identifying potential signs of common payment scams. According to the bank’s claims, this is […]
JPMorgan Chase to enter German retail banking market in 2026

JPMorgan Chase Set to Enter Germany’s Retail Banking Sector JPMorgan Chase, one of the leading multinational financial services firms, has announced plans to penetrate Germany’s retail banking sector. The move is set to take place in the second quarter of 2026, as reported by the Financial Times (FT). The firm’s Germany head, Daniel Llano Manibardo, […]
Executive Director of Solution Engineering – Bank

Why Choose USAA? United Services Automobile Association (USAA) is more than just a financial institution. It is a member-owned association that aims to empower its members to achieve financial security through highly competitive products, exceptional service, and trusted advice. Primarily serving the military community and their families, USAA is committed to being the #1 choice […]
UBS reports $8.6B outflows amid advisor exits

UBS Americas Wealth Management Faces Significant Outflows Amid Advisor Departures UBS’ Americas wealth management arm experienced a substantial $8.6 billion exodus of client assets in the third quarter, marking a stark reversal from the previous year’s inflows. The outflows have intensified in recent months as the firm implements cost-cutting measures and revamps its compensation structure, […]
Bunq gets US broker-dealer license

Bunq Receives Approval for U.S. Broker-Dealer License Neobank Bunq has successfully obtained approval from the Financial Industry Regulatory Authority (FINRA) for a U.S. broker-dealer license, as confirmed by the Dutch lender in a press release on Monday. This significant development enables Bunq users to invest in U.S. stocks, including mutual funds and exchange-traded funds, marking […]
Banking Associate/Northern Liberties (20hrs) | Philadelphia, PA, USA

About the Job TD is known to be a reputable financial institution, committed to creating a fulfilling work environment for all its employees. They are currently seeking to fill the position of a Banking Associate, based in Philadelphia, Pennsylvania, United States of America. This part-time role has an hourly rate of $22.00 – $27.75 USD, […]
Small businesses’ must-haves: Speed, simplicity, capital

The American Banker’s 2025 Small Business Banking conference recently held in Hollywood, Florida, underscored the critical role of banks in fostering the growth and success of small businesses. The conference served as a platform for industry leaders to discuss the unique financial challenges faced by small-business owners and how banks can best meet their needs. […]
Banking Associate/15th & JFK/Bilingual Arabic or Spanish preferred (20hrs)

Work Location: Philadelphia, Pennsylvania, United States of America The position of Banking Associate is located in the vibrant city of Philadelphia, Pennsylvania, United States of America. This is an exciting opportunity to work with TD, one of the largest and most renowned financial institutions globally. TD’s commitment to fairness, inclusivity, and opportunity make it an […]