JPMorgan sues another ex-private client advisor
An industry lawyer is questioning JPMorgan’s decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival. Angel Ayala became the latest subject of a JPMorgan legal action targeting a former private client advisor when he was sued on Monday in […]
Goldman Sachs CEO David Solomon is using AI to “invest in more people”
The Impact of AI Implementation in Investment Banks As investment banks look to implement AI, the question arises: how will this technology affect headcount and hiring within the industry? While the focus has often been on the potential reduction in back office roles due to automation, there is also a growing sentiment that AI could […]
Director, Data Analysis- Small Business Banking
Capital One: Revolutionizing Small Business Banking with Data Analysis Capital One, a Fortune 200 company, has been a trailblazer in the financial industry since its inception as a startup. Its innovative approach of personalizing every credit card offer using statistical modeling and the relational database disrupted the credit card industry in 1988 and remains a […]
Manager, Data Analysis- Retail Bank
Manager, Data Analysis- Retail Bank at Capital One: A Comprehensive Look For those who are passionate about data analysis and its impact on the financial sector, the role of Manager, Data Analysis- Retail Bank at Capital One offers an enriching career opportunity. This role, deeply anchored in data-driven decision-making, is an integral part of the […]
In a welcome trend, banking supervision is coming back into balance
Banking Supervision: A Welcome Return to Basics The banking industry is witnessing a welcome and necessary shift towards tried-and-tested risk-based supervision and regulation. Recent announcements from banking agencies and the joint release from the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) indicate a renewed focus on streamlining […]
Principal Data Analyst- Retail Bank
Principal Data Analyst: Revolutionizing Retail Banking with Data-Driven Decision Making Capital One, a Fortune 200 company and a leader in data-driven decision-making, has always placed data at the heart of its operations. Since its inception as a start-up, Capital One revolutionized the credit card industry by personalizing every credit card offer using statistical modeling and […]
Senior Business Analyst- Bank Customer Resiliency
Understanding the Role of a Senior Business Analyst in Bank Customer Resiliency Have you ever pondered over scenarios that occur when a bank customer overdraws their checking account? In such instances, the account enters an overdraft status, and the Bank Customer Resiliency (BCR) team comes into play. Their role is to manage the risk and […]
Principal Data Analyst – Retail Bank
The Principal Data Analyst at Capital One: Combining Human-Centered Approach with Data-Driven Decision Making Capital One, a Fortune 200 company, has been a leader in the world of data-driven decision-making since its inception. The company disrupted the credit card industry by personalizing every credit card offer using statistical modeling and relational databases. Fast forward a […]
Senior Manager, Data Analysis- Retail Bank, Enterprise Payments
The Role of a Senior Manager, Data Analysis- Retail Bank, Enterprise Payments at Capital One Capital One, a Fortune 200 company, is at the forefront of data-driven decision-making. Since its inception as a startup, the company has revolutionized the credit card industry by personalizing every credit card offer using statistical modeling and the relational database, […]
Take FP’s December 2025 CE quiz for financial advisors
Financial Planning’s December 2025 Continuing Education Quiz: Earn CE Credit Now! Financial Planning’s December 2025 continuing education quiz is now live, offering financial advisors the opportunity to earn one hour of CE credit. This month’s edition draws on seven recent Financial Planning articles covering timely issues that advisors are grappling with now, from tax and […]