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Day in the Life, Member Exclusive

Day in the Life: David Frederick talks wealth planning and American heroes born and raised in cults

David Frederick is the director of client success and advice at First Bank.
The following is a day in his life writing detective stories in between Zoom meetings and lunches.

Shehzil Zahid | July 30, 2021

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Member Exclusive, The Quarterly Review

Newline by Fifth Third’s Tom Bianco aimed to improve the firm’s products, client experience, and brand awareness in April.
In this edition, his back in The Quarterly Review spotlight to report 3 AI-powered launches, 5 dashboard enhancements, and how his technical team came to the forefront in Money 20/20 to represent the firm’s value.

Rabab Ahsan | December 16, 2025

10-Q, Member Exclusive

Goldman’s acquisition of Innovator boosts its scale in a fast-growing corner of public markets, nudging the firm away from the revenue swings.
Goldman’s Asset Management is gradually evolving from a peripheral role in the firm’s trading and investment banking operations to a key growth engine.

Sara Khairi | December 15, 2025

10-Q, Member Exclusive

Not your typical regional bank, Webster combines serving local consumers and SMBs with a strategic move into healthcare finance.
In today’s 10Q edition: What’s Left in the Shadows, we shine a light on the less-talked-about publicly traded names in the industry that do their own thing but remain integral to the banking ecosystem.

Sara Khairi | December 08, 2025

Designing new products, Member Exclusive, The Customer Effect

The old financial services formula of early capture, single-product selling, and assumed lifetime loyalty is beginning to crack.
This shift is giving rise to a new form of financial trust among Gen Z, combining digital ease with real-world guidance.

Sara Khairi | December 04, 2025

10-Q, Member Exclusive

Klarna and SoFi may be landing different kinds of blows, yet both remain firmly in the fight for meaningful growth.
Their trajectories reveal broader lessons for fintechs and banks.

Sara Khairi | November 24, 2025