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Under Kuijpers, DWS Group is embedding environmental, social and governance principles in the work of asset managers across all classes.
September 22 -
Hung is championing a new initiative at New York Life to help financial advisers better engage with female clients.
September 22 -
Seitz is using her influence as CEO of one of the world's leading money managers to call attention to the $70 trillion retirement gap that she said could grow to $400 billion by 2050 if her industry doesn't address it.
September 22 -
The retirement and investment group Grace runs for Aon is the global firm's second-largest business unit, wit more than $150 billion of assets under management.
September 22 -
Harford was recently promoted to president of UBS Asset Management after a two-year stint as head of investments.
September 22 -
The wealth management and investment services group Kedia leads grew profits by nearly 25% last year and accounted for 13% of U.S. Bancorp's total revenues.
September 22 -
Independent Bank in Texas, the seller, gained the business after buying Guaranty Bancorp.
June 24 -
Credit unions reported gains in areas such as loan balances and membership but it was at a slower pace than a year earlier.
June 21 -
Highland Associates has $26 billion in assets under management on behalf of not-for-profit medical endowments and foundations. Regions Financial is following the lead of other regionals, which have been scooping up investment firms that specialize in health care.
June 7 -
The Pittsburgh bank says it is selling the assets to Federated Investors to focus its PNC Capital Advisors unit on providing outsourced services.
May 7 -
Bank of New York Mellon's clients shifted more of their deposits to higher-rate products. It was one of several trends that hurt the custody bank's bottom line.
April 17 -
Credit union clients of CMS will be able to make securities transactions without commissions.
March 21 -
The company's fourth-quarter results were also stymied by costs tied to severance and litigation, along with investments in technology.
January 16 -
The head of Charles Schwab Investment Management is disrupting the asset-management industry by introducing more straightforward ETFs, mutual funds and other investment products.
September 27 -
Working closely with her boss, Marie Chandoha, Seidlitz is on a mission to recruit and retain more female asset managers.
September 27 -
European banks are testing rings, watches and bracelets that are linked to credit and debit accounts; European regulators appear keener on increasing competition than U.S. counterparts.
September 24 -
Harford traveled more than 70,000 miles in her first six months at UBS in an effort to meet every one of her group’s 500 employees, from secretaries to managing directors.
September 23 -
UBS has turned to Paula Polito to draw up the blueprint for connecting with clients around the world.
September 23 -
Gunjan Kedia left a big job at State Street for an opportunity to have more direct impact on the lives of individual investors.
September 23 -
Assets under custody and administration surged to a record high of $33.6 trillion, the trust bank said in its second-quarter report.
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