Cheryl Winokur Munk

Many people underestimate the work involved in settling an estate. Financial advisors share how they help clients get through it.

Members of the Legacy Multi-Family Group at UBS in Los Angeles say their approach—client first, then team, then themselves—helps prioritize their goals and objectives.

Cheryl Winokur Munk The Legacy Multi-Family Group at UBS Private Wealth Management in Los Angeles functions a lot like a sports team.

Key insights : Banks partner with fintechs for a host of services, including processing payments, buy now/pay later, international payments, virtual accounts, stablecoins and other crypto services.

Privacy and cybersecurity rules are unclear and drivers can’t opt out of all data programs.

Key insights : Consumers are willing to accept some inconvenience in exchange for safety.

Key insights : Consumers require more payment information in bank apps. What's at stake : Banks can lower payment disputes and mitigate churn with better apps.

First up: AI-related crimes have taken off, as cybercriminals find it makes their job much easier

Key insight : The commercial card market is expected to double in the next seven years. What's at stake : Fintechs are making inroads, putting banks on the defensive.

Key Points Voters in Oklahoma will soon vote on a ballot measure to roughly double the state's minimum wage to $15.