Northern Oak Wealth Management is a registered investment adviser with $800 million in assets under management.

Clarfeld Financial Advisors will become a division of Citizens Bank Wealth Management.

Recognizing their members have relationships with multiple institutions, some credit unions are launching personal finance management tools to give consumers a wider view of their financial lives.

The Troy, Michigan-based bank is looking for companies already innovating across the various aspects of the home finance business.

Home valuation professionals have had mixed feelings about automation out of concern that some forms could result in less accurate assessments.

The new offering’s loan structure is designed to hedge against digital currency's price volatility.

The ability to make cash transactions is vital to some Americans, and when technology fails us, it can be a lifeline for all Americans. We need to preserve it.

The overall size of the combined entity is trivial compared to industry behemoths. It is evident the benefits to consumers from the Capital One-Discover merger dramatically exceed the speculated harms that caution against it.

The dark secret about credit unions is that while rules have changed to allow them to make more commercial loans, their ability to underwrite those loans at scale is lacking. When the credit cycle turns, there's going to be a reckoning.