Key Senate Democrat vows probe into banks linked to Epstein
Following the Democratic sweep of Congress, Sen. Ron Wyden is expected to chair the Senate Finance Committee and has vowed “full accountability” for the Epstein scandal.
What gets Edward Jones to open its wallet for wealthtech?
Edward Jones Ventures gets 2,000 tech pitches a year. What gets their execs’ attention has far more to do with wallet share than time savings these days.
Block claims it can replace merchants’ vendors with AI
The payment company wants to sell artificial intelligence to clients that use external firms to manage their businesses, while also enhancing Cash App’s ability to support consumer-focused financial services.
How midterm outcome may shape housing bill follow-up, GSE reform
Dynamics may change for congressional matters like housing appropriations but also the broader environment around federal mortgage rules and regulations.
Rising living costs put retirement security under pressure
A Transamerica Institute survey shows 78% of workers see inflation hindering their retirement savings. That can create opportunities for advisors to help clients prepare.
Democrats’ big win gives Fed a respite from Trump’s wrath
Republicans lost control of the Senate Tuesday night, removing President Donald Trump’s ability to appoint a loyalist to the Federal Reserve Board of Governors in his quest to push the central bank to lower interest rates.
Blue wave takes out key GOP House Financial Services members
An unusually strong showing by Democrats when they retook the House in Tuesday’s midterm election ushered out several Republican members of the House Financial Services Committee at the same time.
‘There was a mood in the air.’ Democrats take Congress, all of it
The make-up of Congress is about to change sharply as bank-industry supporters and Wall Street critics alike head to Capitol Hill.
AI is coming for banks’ business, but the industry can fight back
It’s only a matter of time before frontier AI firms begin moving into financial services, but it’s not too late for the industry to beat the newcomers at their own game.
The top 20 fee-only RIAs ranked by AUM in 2026
The two biggest firms in this year’s RIA Leaders ranking of the largest fee-only financial planning companies each leapfrogged three rivals after the 2025 study.