Two weeks after announcing an adviser-sold 529 college savings partnership with the state of Nevada, Putnam Investments said it would expand sales of the Putnam 529 for America program nationally.

Still reeling from the economic turmoil of the past three years, many pre-retirees are pessimistic about their financial future, including when they will be able to retire.

Center State Bank of Florida NA in Winter Haven seems to have entered the correspondent banking business at the perfect time.

The Consumer Financial Protection Bureau finalized a rule on Thursday that gives mortgage servicers more latitude in sending periodic statements to borrowers in bankruptcy.

The Federal Home Loan banks could "design and implement" their own system for deciding how to allocate resources for affordable housing initiatives under the proposal by the Federal Housing Finance Agency.

Banking and affordable housing advocates are encouraged by a provision in the tax reform legislation that could increase investment in underserved communities by allowing investors to defer capital gains taxes when they reinvest in federally chartered Opportunity Funds.

The jockeying over who President Biden should appoint to head the Office of the Comptroller of the Currency has focused attention on how to regulate the fintech sector, but the discussion has glossed over flaws in the agency's funding structure that have persisted across administrations.

In his new book, the Princeton lecturer and financier JC de Swaan contemplates what it means to be virtuous in a financial system that prioritizes profits and shareholder returns.

As consumers change myriad habits, the nature of disputes is also changing, according to Ernst & Young's Ryan Battles and Kathleen Calabro.