When Andy Sieg, the newly controversial head of wealth management at Citi, arrived in his role…
Continue ReadingYear: 2025
CSI acquires digital banking provider Apiture
One core provider is connecting core banking and digital banking for smaller banks by bringing a…
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Thanks to the OBBB, Now Could Be a Prime Tax-Planning Window
If you are like our clients whom we call Midwestern Millionaires — hardworking, frugal, diligent savers…
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A High-Growth Play in the Digital Banking Revolution
The global finance cloud market, valued at $240.4 billion in 2025, is accelerating its transformation as…
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Fed Integrates Crypto Oversight Into Standard Banking Regulation
The Federal Reserve officially ended its specialized crypto bank oversight program on August 15, 2025, marking…
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What OBBBA Means for A&E Firms: Tax Planning Insights
Architecture & Engineering (A&E) firms now have new opportunities to reduce taxes, invest in growth, and…
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