The paradox of Banking 2015

Any serious discussion of the future of the retail banking industry eventually raises a basic question: will future customers still need retail banks? The answer, it turns out, depends on banks themselves. With technology and nonbank businesses providing new options for safeguarding and managing their finances, customers will continue to depend on banks only as long as banks can provide service and value that cannot be found anywhere else...

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Bloomberg LP

Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength – delivering data, news and analytics through innovative technology.

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Capdax Token

whitePaper | November 30, 2017

The buzz around cryptocurrencies is booming and accelerating more quickly than ever, with more major media outlets covering new developments every day. With daily exposure in nearly every major newspaper and television station, it is clear that cryptocurrency is fast becoming mainstream. Not only is the discussion growing larger, but the market capitalization and trading volumes are sky-rocketing at an exponential rate.

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Latest Budget Bill Restricts Social Security Planning Strategies

whitePaper |

Congress recently managed to avoid a government shutdown with the passage of the Bipartisan Budget Act of 2015, but it came at a steep price for those working to maximize their Social Security retirement benefits. Under the terms of this latest budget agreement, an increase in overall spending is being offset, in part, by the elimination of two popular Social Security claiming strategies – the file & suspend technique and the filing of a restricted application.

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An Introduction to Global Payments

whitePaper |

This presentation made by management may contain forwardlooking statements that involve a number of risks and uncertainties associated with our business. The factors that could cause our actual results of operations to differ materially from any forwardlooking statements by our management are detailed in our most recently filed Form 10-K. We undertake no obligation to revise any of these statements to reflect future circumstances or the occurrence of unanticipated events.

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CRYPTOCURRENCIES: OVERCOMING BARRIERS TO TRUST AND ADOPTION

whitePaper | December 19, 2017

As our findings make clear, the notion that cryptocurrencies have to fit in with old-world financial models is flawed. Money has always evolved. Its uses and social status have changed and will keep changing. Why should we measure cryptocurrencies with the same yardstick used for traditional payment and currency systems? Would you really judge email with the same criteria as the written letter?

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Open Banking Operational Guidelines

whitePaper | January 24, 2019

Disclaimer: The contents of the Operational Guidelines (“OG”) and Operational Guidelines Checklist (“OG Checklist”) do not constitute legal advice. While the OG and OG Checklist have been drafted with regard to relevant regulatory provisions and best practice, they are not a complete list of the regulatory or legal obligations that apply to Participants. Although intended to be consistent with regulations and laws, in the event of any conflict with such regulations and laws, those regulations and laws will take priority. Participants are responsible for their own compliance with all regulations and laws that apply to them, including without limitation, PSRs, PSD2, GDPR, consumer protection laws and anti-money laundering

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Wells Fargo & Company Annual Report 2015

whitePaper |

One of the many things that make Wells Fargo unique is our company’s rich 164-year history. Wells Fargo is one of a handful of U.S. companies dating to the mid-1800s that is still in the same business and operates under the same name. In fact, our headquarters building at 420 Montgomery St. in San Francisco stands on the same spot where Wells Fargo first opened for business in 1852.

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Spotlight

Bloomberg LP

Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength – delivering data, news and analytics through innovative technology.

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