Who owns the customer journey?
Banks are now able to deliver a personal, white-glove banking experience to all customers at scale that is both financially...
Wealth Management
A place for regional banks: How BOK Financial finds and fills local needs
As president and CEO of $50 billion-plus BOK Financial, Stacy Kymes spends time thinking about the role of regional banks...
ABA supports bill to expand investment options for retirement plans at nonprofits
ABA said CITs are subject to the Employee Retirement Income Security Act of 1974 and must comply with federal tax...
Bank survey: More employees have access to financial planning benefits through work
While financial stress among U.S. employees remains high, access to financial planning benefits through work has doubled since 2023, according...
Survey: Mobile banking most popular option among consumers
Three out of four respondents in a recent consumer banking survey by MarketWatch said they prefer to bank digitally, either...
Survey: More Americans turning to AI to manage finances
A growing number of Americans are using artificial intelligence to help manage their finances and investments, with use of the...
Survey: More than 61 million Americans covered by health savings accounts
More than 37 million health savings accounts existed at the end of 2023, providing coverage to more than 61 million...
FinCEN, SEC propose requiring investment advisers to collect customer identifications
The SEC and FinCEN proposed a new rule to require SEC-registered investment advisers and exempt reporting advisers to adopt customer...
Labor Department finalizes rule expanding ‘fiduciary’ definition
The Department of Labor released a new rule significantly broadening the definition of an investment advice “fiduciary” under the Employee...
Podcast: An NFL-player-turned-banker helping today’s student athletes
Athletes make a lot of big financial decisions at fairly young ages. Brandon Ghee, a community banker and former NFL...
