Discover how digital transformation is reshaping banking with tech-driven innovations. Explore impacts on customer experience ...

The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...

Introduction Eastern Point Trust Company stands as a distinguished name in the world of wealth management, offering ...

Learn how DLA, GSA’s Federal Acquisition Service and the State Department are modernizing their contract and acquisition ...

MVB Financial Corp. (Nasdaq: MVBF) (“MVB,” “MVB Financial” or the “Company”), the parent holding company for MVB Bank (the “Bank”), has named Joe Rodriguez as Chief Risk Officer. Rodriguez has a ...

Advisers in smaller firms can offer more customized services and focus on holistic aspects of financial planning. This includes tailoring a financial plan for you that encompasses saving and spending ...

A first draft of a Code of Practice that will apply to providers of general-purpose AI models under the European Union's AI ...

Explore security project management tips to safeguard data with software tools, access controls, and strong cybersecurity ...

We explore the differences and similarities between prop trading vs hedge funds, including strategies and funding. Read on to ...

Osaic Services, the broker-dealer arm of the Osaic wealth management firm, will pay $250,000 for improperly supervising its reps, including a broker who continued to trade securities in a customer’s ...