Gibraltar Private Bank and Trust in Coral Gables is squarely in growth mode. After a management-led buyout of the company from Boston Private Financial Holdings, the 22-year-old institution's asset total and employee counts have risen by respectable margins over the past two years.

Paul K. Stetter Jr. knows his clients' biggest fear is outliving their savings. Yet, the pragmatic Ephrata, Pa.-based financial advisor doesn't mince words when telling investors how much they'll need for retirement.

Moves to streamline operations follow the recent trend of leadership changes at other firms.

The National Credit Union Administration caught flak after it approved raising the threshold for appraisals on commercial real estate loans to $1 million.

Credit unions reported gains in a number of key areas but member business lending and new auto loans took a hit as overall growth continued to slow.

Although the presidentially directed reports on housing finance reform are "essentially done," FHFA Director Mark Calabria doesn't expect them to be published until August or September.

The current interest rate environment advantages banks over their fintech competitors. That can't be allowed to stifle invention.

Rising inventories and the specter of regulation may make it seem like the pandemic auto boom is over, but broader trends could make it a profitable business if banks do it right.

Banks need to be cautious about negotiating pre-merger Community Benefit Agreements with nationwide activist groups. The deals carry real reputational hazard.