Banking & Insurance

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This $13.6 Billion NYC RIA Gives Each Client Two Advisors And A Trust Company

Evercore Wealth Management matches each family with an investment lead and a fiduciary planner, runs proprietary large-cap equity and investment bond strategies, and serves as corporate co-trustee to guide multigenerational transitions.

BySergei Klebnikov,

Forbes Staff

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A $1 Billion Tagalog-Fluent Advisor Bringing Wall Street Discipline To Anchorage Alaska

With $934 million in assets, Alaska Wealth Advisors combines a disciplined, ETF-driven investment process with deeply local roots, serving 650 families across the state — from oil executives to fishing entrepreneurs.

BySergei Klebnikov,

Forbes Staff

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An Alabama Woman’s Journey From Children’s Clothing To Tech IPOs, To Leading A $5.8 Billion RIA

After co-founding Busy Bees—later spotlighted by Gwyneth Paltrow’s Goop—Shannon Spotswood returned to finance, helping build RFG Advisory into a platform that supports 65 independent advisors serving more than 20,000 clients nationwide.

BySergei Klebnikov,

Forbes Staff

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Argentina’s Economic Troubles Are Bad News For Our National Security

There will be no need for the U.S. to bail out Argentina if President Milei follows through on his campaign pledge to replace the peso with the dollar. 

BySteve Forbes,

Forbes Staff

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How Banks Can Help Gen Z And Millennials Up Their Credit Score

Banks could recapture $110 billion in deposits and generate $1.7 billion in interchange fees by integrating credit reporting into checking accounts.

ByRon Shevlin,

Senior Contributor

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Where Does Your AI Come From? And Can You Count On It?

AI runs on complex, vulnerable infrastructure. Explore the risks that threaten resilience—and how businesses can prepare.

ByLouis Gritzo,

Contributor

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Beyond Hiring: How Banks Can Build An AI-Ready Workforce

As banks scale AI tools, training employees to work alongside the technology is critical. An aptitude test for AI, along with learnings from past tech waves, could help.

ByMichael Abbott,

Contributor

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Show Me The Faster Money: Profiting From Instant Payments

Just 11% of banks expect to monetize B2B instant payments in the next 3 years, and a mere 6% expect to generate revenue from retail faster payments. They're wrong.

ByRon Shevlin,

Senior Contributor

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Finding The Balance In A Shifting Economy

Today, the Federal Reserve announced a quarter-point interest rate cut and indicated two more are likely this year.

ByFrank Sorrentino,

Contributor

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Meet America’s Best Insurance Companies 2026

For the fifth straight year, Forbes has ranked the top insurance companies in the United States. Insurers including USAA, Amica and WoodmenLife made our rankings.

ByShefali Kapadia,

Forbes Staff

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How An Immigrant From Kharkiv Built A Top Northwestern Mutual Team Serving Both Russians And Ukrainians

Eugene Shkolnikov’s team of nine helps Russian and Ukrainian families–some rich, some new refugees without much–navigate U.S. insurance, pensions, taxes and legacy planning.

BySergei Klebnikov,

Forbes Staff

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Digital Transformation: Upstarts And Incumbents

Experiencing India's epic transformation in person caused me to step back and appreciate how quickly our own society and markets are changing.

ByChris Perry,

Contributor

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Fintechs Consider Raising Prices Due To JPMorgan’s Looming Fees

Major fintech companies including Betterment and Rocket Money say they’ll need to raise prices for consumers if Chase’s data access fees cause their costs to go up significantly.

ByJeff Kauflin,

Forbes Staff

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Breakfast Conversations About Navigating Talent, Tech And Small Business

Business owners are beginning to feel renewed confidence, and with the prospect of rate cuts on the horizon, cautious optimism is taking hold.

ByFrank Sorrentino,

Contributor

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Trump’s Tariff Tidal Wave Could Drown This Coconut Water Juggernaut

When it comes to selling coconut water to the health obsessed, New York’s Vita Coco has served up a master class, schooling even giant rivals like Coke and Pepsi. Its next test will be withstanding Trump’s tariff shocks.

BySergei Klebnikov,

Forbes Staff

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No Global Deal? How Coalitions Of The Willing Can Still Fix Plastic Pollution - One Nation At A Time

What happens to all the momentum that’s been building over the last three years? The answer is that it won’t disappear. It will shift.

ByRob Kaplan,

Contributor

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Secret Fintech Payments Cloud $725 Million Facebook Class Action Settlement

In May, a Forbes investigation exposed secret rebate payments from fintechs issuing prepaid cards for class action settlements. Now, a California court is probing those rebates in a case involving Meta.

ByJeff Kauflin,

Forbes Staff