BySergei Klebnikov,

Forbes Staff

ByHank Tucker,

Forbes Staff

ByJeff Kauflin,

Forbes Staff

ByKelly Phillips Erb,

Forbes Staff

BySergei Klebnikov,

Forbes Staff

BySergei Klebnikov,

Forbes Staff

The Keystone To Scaling Gen AI In Banking: Security First

As banks look scale agentic AI, cybersecurity—not new tools—is the key to enterprise enablement. The best banks are harnessing the security investments they already made.

More Private Tech Companies Means Less Information For Investors

Valuation within private equity portfolios is subjective. But these trends are enough to give anyone pause — even a major technology booster like me.

This $1.5 Billion Morgan Stanley Advisor Specializes In Complex Cross-Border Wealth

Kay Grasman leads a boutique team focused on capital preservation and international families navigating sophisticated portfolios.

Small Leaks, Big Losses: Simple Solutions To Prevent Liquid Damage

Liquid damage, or leaking pipes and equipment, is an often-overlooked “smaller” risk that can cause significant damage and business interruption.

America’s Best Banks 2026: Small Banks In The Heartland Shine

Outside of JPMorgan Chase, most of the nation’s top-performing banks are small institutions with deep roots in their communities.

Trump’s Kevin Warsh Fed Pick: Why Turkey’s Central Bank Is A Cautionary Tale

Is Kevin Warsh a safe choice for Fed Chair? Analyzing Trump’s pick through the lens of Turkey’s institutional collapse and the risks to U.S. market credibility.

Why Capital One’s $5 Billion Acquisition Of Fintech Brex Could Be Another Masterstroke For Billionaire Richard Fairbank

Corporate credit cards may seem mundane, but adding Brex to Capital One’s credit card platform, which now includes Discover, and applying its technology-first approach creates big opportunities for the Virginia-based bank.

2026: The Year Friction Leaves Banking

Looking to 2026, a rare convergence of forces will remove friction across the banking value chain.

Capital One Acquires Brex: A $5 Billion Bargain Or Mistake?

Capital One announced it’s acquiring small business banking fintech Brex for $5.15 billion. Is it a good deal? There are pros and cons from both firms' perspectives.

Top Trends For Banking In 2026 – The Era Of Unconstrained Banking

AI, digital assets and more will remove longstanding barriers to change in banking in 2026. The leaders will seize the opportunity to redefine the industry's future.

Treasury Turns A Little-Known Financial Weapon On Minnesota Benefits Fraud

A little-used reporting order, normally aimed at money laundering, is now at the center of a sweeping federal response to alleged fraud—and a broader political fight.

How The DOJ Blundered Its Legal Attack Against Fed Boss Jerome Powell

Prosecuting Fed Chair Jerome Powell is misguided and takes the focus off the profound problem of our central bank: the belief that good times cause inflation.

The Proposed Credit Card Interest Rate Cap Is All Politics, No Policy

Trump's proposed interest rate cap is just political positioning. The proposal isn't a regulatory certainty and ignores a long list of potentially negative implications.

$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway

The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.

$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep

Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.

$1.4 Billion Merrill Team Prefers Complicated Clients

Travis Musgrave and Musgrave Dunn & Associates focus on a planning discipline, and proactive problem-solving.

These 10 Yield-Gushing Preferred Stocks Are Ripe For Investors In 2026

Looking for steady income and bargains in a stock market trading at bubbly levels? Overlooked preferred stocks are still on sale.