Dec 17, 2023
On the final ABA Banking Journal Podcast episode of 2023 — sponsored by R&T Deposit Solutions — John Vivian of Patomak Global Partners and ABA EVP Hugh Carney discuss the OCC’s latest Semiannual Risk Perspective, released earlier in December. Both past veterans of the OCC, Vivian and Carney explore the agency’s...
Dec 8, 2023
From the Basel III endgame to Regulation II to new Community Reinvestment Act and Section 1071, 2023 has delivered a regulatory onslaught for the industry. How are bankers navigating the waves of overlapping changes? On this episode, Gary Shook, chair of ABA’s Government Relations Council, reflects on the council’s...
Dec 1, 2023
For high-net-worth clients, generational transitions can be fraught moments — implicating business ownership sales, control transfers, tax situations, philanthropic decisions and of course family dynamics. On the ABA Banking Journal Podcast — sponsored by R&T Deposit Solutions — Todd Brockwell, president of...
Nov 17, 2023
For new couples, does the decision of how to organize their finances — separate accounts, a joint account or a blend of the two — matter? On the ABA Banking Journal Podcast — sponsored by R&T Deposit Solutions — Indiana University marketing professor Jenny Olson discusses new research that provides an...
Nov 10, 2023
Family-owned businesses — especially those crossing the mark of $10 million in annual revenue — often have unique banking needs. They have the freedom to make long-term investments, but they also face challenges associated with funding for growth, complex family dynamics and the need to manage liquidity events for...