Predictions on AI disruption, generative AI tools, zero-click trends, and how banks can adapt to thrive in the future.

Switzerland and the Nordic countries offer the best access to useful and affordable financial products and services that meet ...

Advertising financial services online is a highly regulated and rewarding strategy. Platforms like Google, Facebook and Microsoft provide great opportunities, but strict compliance with industry ...

Many CPA firms now provide insurance and investment services to their clients in addition to core services. This can be an attractive avenue to growth that increases client retention and firm revenues ...

NEW YORK--(BUSINESS WIRE)--MoneyLion Inc. (“MoneyLion”, NYSE: ML), a leader in financial technology powering the next generation of personalized products and content, announced today the rebrand of ...

A question for financial advisors: How do you become the financial professional consumers want? People consider multiple factors when choosing to work (or stay) with a financial professional. Advisors ...

The era of hyper-personalization has hit financial services in a huge way. Last year, 18% of investment in fintech went into personalized financial management according to Dealroom, while the rise of ...

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. The collaboration between financial services and tech is incredibly ...

Marex Financial Products brings its established structured products expertise to the US market, drawing on a global business that has issued more than 20,000 structured products. As a globally active ...

The agency was created after the 2008 financial meltdown, as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act. That law was passed in the wake of the 2007 subprime mortgage crisis ...

On October 19, 2023, the Consumer Financial Protection Board (“CFPB”) released a proposed rule that, if enacted, would grant consumers greater access rights to the data their financial institutions ...

Companies that provide consumer financial services and products be warned—a careful review of your fine print may be in order. Although broad disclaimers, liability ...