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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.

By Michael Partnow In my continued pursuit to attend sporting events of all “types” in person, I am thrilled to share that I just attended...

As the July 2024 CrowdStrike outage reinforced, cyber incidents can be devastating whether they originate with a bad actor or not. That’s why, across...

This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:  Where are all the...

In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”

Today, marketing teams face enormous pressure and challenges to stay ahead of the curve, consistently delivering creative and effective campaigns that stand out in an increasingly crowded marketplace.

In a recent AI & Finance column, we discussed how artificial intelligence is transforming another professional realm, dentistry and orthodontics, and how those transformations...

Marketing communications policies must define advisors' client and prospect interaction protocols, which FINRA considers marketing communications with the public.

As we’ve said many times before in AI & Finance, it seems like artificial intelligence is everywhere today, even in financial technology, but the...

By Greg Woolf, AI RegRisk Think Tank With all the drama unfolding at OpenAI over the last year, the Senate is getting concerned that the...