The extension of current income tax rates gives wealthy taxpayers the equivalent of an interest-free loan if they convert a regular individual retirement account to a Roth by Dec. 31.

The opportunity for smaller banks to position their wealth management businesses as alternatives to those of big, wounded banks and brokerage houses is quickly disappearing.

JPMorgan Chase and a U.S. unit of the French bank Natixis are each offering money market mutual funds aimed at wooing back customers spooked by the financial crisis.

The employee who made sexual harassment allegations against the agency’s director also claims Watt withheld her pay increase after she refused his advances.

The Troy, Mich., company is operating unfettered by regulatory orders for the first time in a decade, and its CEO says Flagstar now has the flexibility to pull the trigger faster on deals and accelerate its diversification beyond mortgages.

A number of banks have stepped up efforts to lend to residential developers, though they are mindful of missteps made before the financial crisis.

Digital payments can cut costs, errors and other tasks that would be prohibitive on their own, says Kofax's Lindsay Pinkos.

Minority-led community development entities often lose out in getting NMTC support. They know best which investments will have the greatest impact on communities of color.

The urgency to streamline processes during the pandemic accentuated how digitization can also drive diversity, fairness and better environmental outcomes, says Microsoft’s Bill Borden.