Victoria Zhuang

A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.

At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.

Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.

The regional firm, whose parent is the 10th largest bank in the world by market capitalization, is eager to pitch top advisors seeking stability. At the same time, it's ramping up a major branding campaign with Major League Soccer and Apple to woo next-generation clients.

Wealth management lifted the firm's bottom line, as the unit's revenues rose 11% over the past year and it hauled in assets across multiple channels.

Plaus had planned to leave the bank after March 31. But Merrill head Andy Sieg's sudden departure for Citigroup triggered an executive shuffle.

In a sudden shift, Merrill's leader of the past six years is heading back to rival Citi, where he will be head of global wealth and drive its expansion.

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

The regional firm said it had won out over other candidates to provide investment program support to roughly 100 Comerica financial advisors.

Women board members affiliated with Wells Fargo, S&P Global and Moelis shared advice for getting onto boards successfully at American Banker's Most Powerful Women in Banking conference.

Titi Cole of Citi, Ellen Patterson of Wells Fargo and Ernie Johannson of BMO swapped tales and tips on being mentors and mentoring others, at American Banker's Most Powerful Women in Banking conference.

Kristin Lemkau, CEO of J.P. Morgan Wealth Management, discussed the launch of the company's Personal Advisors hybrid advisory channel and the challenges of managing and recruiting talent at American Banker's Most Powerful Women in Banking conference.

After 40 years on the job, Catherine "Cathy" Pombier Bessant is well ensconced among the sparse but growing ranks of senior stateswomen in finance. Bank of America's global technology and operations executive for 12 years and its vice chair of global strategy since September 2021, Bessant has topped American Banker's list of the Most Powerful Women in Banking three years in a row, from 2017 to 2019, and was inducted into AB's Hall of Fame in 2020.

Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."

Credit union members are twice as likely to own cryptocurrencies as nonmembers, and 25% of credit unions plan to launch crypto services, studies show. Here's a look at why that is, and the opportunities this trend presents.

By offering financial education through local crisis centers and community groups — and following through with access to credit — many credit unions are building trust with people who had been wary of working with mainstream institutions.

Singapore country head Shee Tse Koon describes the bank's push to create a massive marketplace that offers everything from hotel reservations to health care.

Despite facing backlash last year after erroneously closing some customer accounts, the fintech continues to generate buzz.

In Arizent's second annual survey examining how consumers feel about financial services companies, credit unions largely came out on top. Here's what banks can learn.

Tom Speir, a 13-year company veteran, will be in charge of merger and acquisition efforts at the Alabama bank.