Why RIAs should avoid private equity in succession planning

Most RIA Mission Statements: A Closer Look Most Registered Investment Advisor (RIA) mission statements tout core fiduciary principles like integrity, excellence, client-centricity, and unbiased advice. These values are so prevalent among independent advisory firms that distinguishing one from another, let alone from major custodians like Schwab and Fidelity, can be challenging. Processing Content Neela Hummel […]
Santander to buy Webster for $12.3B

Santander Agrees to Acquire Webster Financial Corporation Banco Santander has announced a major acquisition deal with Webster Financial Corporation, based in Stamford, Connecticut. The agreement involves a substantial $12.3 billion transaction, to be paid in cash and stock. This move signifies a significant development in the banking industry, with Santander looking to expand its presence […]
Banks must keep up with high-speed traders – BoE’s Jackson

High-Speed Trading: A Challenge for Banks With the rapid advancement in technology, the world of finance, and banking in particular, is constantly evolving. As transactions are now executed in microseconds, the need for banks to keep up with high-speed traders has become crucial. Traditional banks must adapt to this change, embracing the speed at which […]
Fifth Third closes Comerica acquisition in under four months

Fifth Third Bancorp Acquires Comerica: A Game-Changer in the Banking Industry In an unprecedented move that has left industry insiders buzzing, Fifth Third Bancorp has officially acquired Comerica. This marks the completion of one of the largest bank deals in recent history. The deal, which was valued at $10.9 billion when announced, was concluded in […]
Thread Bank’s Chris Black sees opening in bank charter boom

Banking Amid a Charter Boom: Insights from Thread Bank’s CEO In the ever-evolving world of banking, the recent surge in fintechs and crypto companies securing national trust charters from the Office of the Comptroller of Currency (OCC) is creating a new landscape. This shift has seen companies like Circle, Ripple, BitGo, Fidelity, and Paxos, among […]
Sales Specialist – Sell Side (US Community Banks)

Sales Specialist Role at S&P Global: A Detailed Overview S&P Global is a world-leading provider of transparent and independent ratings, benchmarks, analytics, and data to capital and commodity markets. It aims to provide essential intelligence that empowers decision-making, and currently, there is a unique opportunity within the company for a Sales Specialist to work with […]
When JPMorgan ousted a steady male banker for one with dubious tastes
The Tale of Jes Staley and Bill Winters at JPMorgan Hindsight is a fine thing, and when reflecting on the careers of Jes Staley and Bill Winters during their time at JPMorgan, one can’t help but wonder how things might have turned out differently. The Rise and Fall of Bill Winters Bill Winters, now 64, […]
Lead Software Engineer, Full Stack (Bank Tech)

Lead Full Stack Software Engineer: A Pivotal Role in Bank Tech The world of technology is constantly evolving, opening up new opportunities for those who are passionate about pioneering in the tech space. One such opportunity is the role of Lead Software Engineer, Full Stack in the banking technology sector. Companies like Capital One are […]
Who will be Disney’s next CEO?
France Adopts Deficit-Cutting Budget for 2026 After a series of political disputes, France has finally implemented a deficit-reducing budget for the year 2026. The move came after the premier survived a no-confidence vote, thereby paving the way for the budget’s adoption. This budget shows France’s commitment to fiscal responsibility and economic stability. It signifies the […]
Senior Manager, Technical Program Management (Bank Tech)

Leading the Way in Technical Program Management: A Senior Manager Role at Capital One Capital One is seeking a talented individual to take on the role of Senior Manager for Technical Program Management in the area of Bank Tech. The selected candidate will be a vital part of leading programs that realize crucial business objectives […]