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The $2 Trillion Handoff: Who Refinances the Middle Market When Banks Will Not?
By Alex Vandiver, Associate, Entoro Capital, LLC
In real estate, a transaction is only as strong as the capital structure supporting it. For four decades,...
Veteran Advisor Chooses Platform Over Bank
The fight for financial advisors could be getting more intense.
The latest example comes from Prudential Advisors. The wealth management business of Prudential Financial has...
The Quiet Revolution Moving Financial Advisors Out of Banks
As wealth management evolves, the battle may no longer be between banks and independent firms
For decades, many financial advisors built careers inside banks. The...
AI EDUCATION: What Is Cognitive Banking?
Each week we find a new topic for our readers to learn about in our AI Education column.
The relationship between financial providers and consumers, customers...
Veteran Advisors Leave Big Bank for Boutique Platform
Two veteran JPMorgan advisors, managing a combined $650 million in client assets don’t typically “jump ship” at this stage of their careers, but Todd...
FINTECH VIEWS: How Tech Stacks Can Encourage Bank-Based Advisors to Go Independent
Across major cities from coast to coast, there’s a rising wave of bank-based financial advisors exploring independence. With decades of experience under their belt,...
The Al & Ivy (AI) Podcast, Ep. 48 | Central Banks’ Historic Gold Accumulation...
DWN's innovative podcast series with AI hosts, Al & Ivy, presents the most topical subject of the week and discusses it in an easy...
MARTECH MINUTES: How Banks Can Meet the CRA Rule For Financial Literacy
In the ever-evolving world of finance, developing regulations and standards set by various legislative acts has become a norm for financial institutions and banks.
MARTECH MINUTES: New CRA Rules in Effect: Financial Literacy Training for Bank Customers
Banking institutions must stay abreast of compliance requirements in an ever-evolving regulatory landscape, and a recent change is the new Community Reinvestment Act (CRA) rules regarding financial literacy.
Anchorage Digital Bank and FusionIQ Partner to Offer Regulated Crypto to Financial Advisors and...
Thanks to a new partnership between crypto platform Anchorage Digital and FusionIQ, the cloud-based wealth management solutions provider, financial advisors and firms now have...