In 2025, many institutions are using mergers and acquisitions (M&A) to grow their market share and strengthen their competitive edge. In fact, over 80% of CEOs who completed a major acquisition in the past three years plan to pursue another one within the next...
Access to capital is crucial to financial institutions’ growth, longevity, and regulatory compliance. However, credit unions and community banks face unique challenges in securing capital, from evolving regulatory demands to increased competition from big banks. So,...
Like many industries, the financial services sector is undergoing a rapid technological revolution. From automation and artificial intelligence (AI) to compliance and cybersecurity, tech solutions are evolving faster than ever before. Since this innovation shows no...
From large corporations to privately held startups, every ambitious company needs access to institutional financial services. Unlike retail financial services, which focus on individuals’ banking and wealth management needs, these services are designed specifically...
As a financial advisor, you must master two seemingly disparate skill sets: analyzing data and building strong client relationships. To many advisors’ surprise, the latter is often more impactful on their overall success. According to a CapIntel survey, 61% of...
A few weeks ago, I flew down to Waco for my friend’s graduation. From there, I drove to Memphis. Then to Virginia. And eventually, back home to Wayne, PA. Four states. Four cities. A map traced in movement—playlists, quiet highways, late-night gas station stops, and...
