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.
SEC rule would let investors take exam to qualify as accredited
In addition to proposing broader access to private market investments for those who pass a test and for CFPs and other credential holders, the SEC also proposed expanding advisors’ ability to charge performance-based fees.
Press Release: FDIC Announces Conclusion of Independent Monitorship
PRESS RELEASE | SEPTEMBER 30, 2026 FDIC Announces Conclusion of Independent Monitorship WASHINGTON — The Federal Deposit Insurance Corporation (FDIC) today announced the conclusion of the work of Independent Monitor Carrie H. Cohen of Morrison & Foerster LLP, who was retained by the FDIC Board of Directors to independently monitor and audit the agency’s implementation […]
Amex accelerates business AI as high-profile alternatives emerge
Meta’s Muse digital assistant and fintechs have drawn lots of attention, but Amex contends it can harness its long history and ample data to train its internally-developed artificial intelligence agents.
Musings about Muse, Meta’s red-hot new AI agent
What can banks learn from developments around consumer-facing apps like Muse about the future norms they will inevitably have to navigate.
Regardless of DEI politics, Quad-A’s VISION conference grows
As a significantly underrepresented group in the industry, Black planners and other wealth management professionals of all backgrounds have been tapping into the Quad-A network and professional development opportunities for decades.
Researchers challenge the 4% retirement rule with a ‘flexible 3%’ alternative
Advisors may want to rethink one of the industry’s retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a “flexible 3%” rule to lower failure rates for longer time horizons.
Ohio bank makes deal to blow past $10 billion-asset mark
Peoples Bancorp, which has been hovering just below a key regulatory threshold, plans to get to $14 billion of assets with its planned acquisition of Maryland-based Capital Bancorp.
Fed watchdog finds no criminal violations in HQ project
The Federal Reserve Office of the Inspector General issued its much-anticipated report on the ongoing renovations at the central bank’s Washington, D.C., headquarters and found no criminal wrongdoing.
OCC approves first CEBA credit card bank in 20 years
The federal banking agency has conditionally approved Mission Lane’s request for a limited-purpose credit card bank charter.