FPA releases revamped PlannerSearch to better humanize planner and client interaction
The new platform looks to personalize both client and planner profiles to create better matches and relationships.
40 million Americans are unnecessarily locked out of open banking
Because open banking models rely on the combination of usernames and passwords to identify customers, those who don’t bank online are left out. The technology exists to solve that problem.
The Most Powerful Women in Banking: What Leadership Looks Like When Writing a New Playbook
The 24th annual ranking of the 25 women whose leadership and innovation are radically changing banking.
The Most Powerful Women in Finance
All in a day’s work: Managing geopolitical shocks, changing interest-rate dynamics, and new business models driven by innovation.
The Most Powerful Women in Banking’s Women to Watch
In the rapidly evolving financial landscape, it’s all about controlling customer relationships, intelligence, liquidity and transaction flows.
The Most Powerful Women in Banking Top Teams
Bringing ambition, a startup culture and a watchful eye on real outcomes were dominant themes running throughout these top teams.
The Most Powerful Women in Banking NEXT
For rising leaders, the race to the top requires an artful blend of business savvy, technology fluency, and an adaptable management style.
Inflation falling now doesn’t erase the last five years’ worth of it
Inflation ticked down in August, but its cumulative pressure over the past years has a lot of people struggling. Banks have a better plan than stress tests.
The Most Powerful Women in Banking, #3, Marianne Lake, JPMorganChase
Thought to be the smartest person in the room, Lake’s ability to parse data to solve problems drove a ROE of 32% for her unit in 2025.
Top 5 players’ Ginnie MSR domination drives specialization
Larger public companies’ high-profile servicing acquisitions tend to get the spotlight, but the two top leaders in the Ginnie MSR market are quieter players currently run as private companies.