Banking
Latest Banking News
$1.4 Billion Merrill Team Prefers Complicated Clients
Team Name: Musgrave Dunn & AssociatesFirm: Merrill Wealth ManagementSenior Members: Travis Musgrave, Timothy Dunn, Valerie MarshallLocation: Lexington, KYTeam Custodied Assets:…
$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep
Team Name: Merritt Point Wealth AdvisorsFirm: Wells Fargo AdvisorsSenior Members: Jason Andrews, Beth Cutler, Ross BauerLocation: Old Greenwich, CTTeam Custodied…
$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway
Team Name: The Willenbrock GroupFirm: UBS Wealth ManagementSenior Members: Tad Willenbrock, Elizabeth Willenbrock, Scott AnselLocation: Denver, COTeam Custodied Assets: $770…
Fee Boom Masks Rising Consumer Credit Pain
All of America’s eight globally systemically important banks reported significantly higher revenues and net income than the same period in…
The 50 Hottest Fintech Startups In 2026
For fintech startups, the first five years of the decade have been a roller-coaster ride. At the outset, companies were…
If Your Data EQ Is Low, Your AI Strategy Will Blow
OBSERVATIONS FROM THE FINTECH SNARK TANKBankers wants to discuss AI strategy. They’re excited about chatbots, machine learning models, generative AI…
Stablecoin Payments Get Real: Cross River’s Blockchain Bet
OBSERVATIONS FROM THE FINTECH SNARK TANKCross River announced a new USDC stablecoin payments platform that connects directly to its core…
Finding Bargain Stocks In AI’s Shadow
Like other value investing stalwarts, $35 billion Hotchkis & Wiley made its name filling its funds with cheap, unloved stocks.…
Jerome Powell’s Wednesday Press Conference Shows Why He Must Step Down
The fundamental flaws in the way the Federal Reserve operates these days were on full display Wednesday when Jerome Powell…
Why Direct Lending Is Not In A Bubble
Lawrence Golub, billionaire founder and CEO of private credit firm Golub Capital, emphatically dismissed fears that the rapid growth of…
