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10-Q, Member Exclusive

Q2 earnings & beyond: 3 questions with Dee Choubey, CEO of MoneyLion

Dee Choubey, CEO of MoneyLion talks about factors that contributed to the second quarter results, challenges regarding regulation and compliance, and his outlook on the US economy for the second half of 2023.
Upstart exceeded expectations on revenue and net income for Q2, yet its shares tanked sharply nearly 53% in a week, after the lending platform issued Q3 revenue guidance that fell short of analysts' expectations.

Sara Khairi | August 14, 2023

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10-Q, Member Exclusive

Following TikTok for financial advice is about learning to separate the real value from the misleading chatter.
We look at one of the more grounded voices in the TikTok financial space and discuss why her content may make practical sense for those looking to improve their financial journey -- especially women.

Sara Khairi | November 11, 2024

10-Q, Member Exclusive

Reports of sudden deaths among young people, including One Direction's Liam Payne, have raised alarms. A recent case in the financial sector linked to brutal work hours has particularly gained attention and unsettled the industry.
Banks are keen to attract top talent through job fairs and internships, yet may miss out on addressing what employees value beyond salary.

Sara Khairi | November 04, 2024

10-Q, Member Exclusive

We look at the progress banks have made on their journey toward AI maturity.
Traditional banks are making progress with the integration of advanced AI, but are we jumping the gun by seeking ROI from banks’ foundational AI investments at this point?

Sara Khairi | October 28, 2024

10-Q, Member Exclusive

The headline-grabber was the resurgence of trading and investment banking among Wall Street's banks in Q3 — a clear bright spot in an otherwise challenging landscape.
Technology and digital banking continue to be pivotal focuses for various institutions, as evidenced by discussions during Q3 earnings conference calls. As digital banking takes off, which institution will wear the crown?

Sara Khairi | October 21, 2024

10-Q, Member Exclusive

How are established banks addressing the divide for underrepresented founders to create a more equitable environment for entrepreneurs today?
In a strategic move, JPM has announced plans to launch around 100 new branches in low-income communities. This decision stands in contrast to the broader pattern of banks pulling back their brick-and-mortar footprints.

Sara Khairi | October 14, 2024