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Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.

Citigroup’s equities traders surpassed analyst estimates for a fifth straight quarter, adding to signs that investments in expanding the business are starting to take hold.

Wells Fargo beat analysts’ expectations for third-quarter profit, another positive sign for Chief Executive Charlie Scharf’s turnaround efforts, but expenses were higher than anticipated and loans fell.

Bank of America beat analysts’ earnings estimates as fees climbed at the company’s dealmaking unit, boosted by a record-breaking period for mergers and acquisitions.

The lender is building on a 20-year-old partnership with Fiserv to provide options such as revolving credit, with plans to add buy now/pay later.

Daily edition for October 14, 2021

Democrats’ $3.5 trillion social policy package would appropriate over $300 billion for housing-related measures, including down payment assistance for first-time homebuyers. But those provisions could be on the chopping block as centrists try to trim the bill’s price tag.

Zixta Q. Martinez has been with the Consumer Financial Protection Bureau since its inception a decade ago and most recently was a senior advisor in the supervision, enforcement and fair-lending division.

Spending on cards continued to increase during the third quarter, while loan balances rose slightly and payment rates began to return to more normal levels. A top company executive expressed confidence that loan growth will pick up but said, “It’s going to take time.”

Banks working with Swift, The Clearing House and EBA Clearing have completed a successful pilot transaction from the U.S. to Europe and are ready to bring the system to other international corridors.

Cybersecurity teams are using scoring systems, standard formats and other tactics to prioritize the deluge of alerts they're receiving about commonly used programs.

The San Francisco bank reported a 26% increase in its third-quarter earnings, thanks to robust single-family, multifamily and commercial real estate loan activity in New York, Boston and its home city.

The cryptocurrency market is double the size of the subprime debt in the U.S. on the eve of the financial crisis and poses a threat unless urgently regulated, the Bank of England said.

Some policymakers in the nation’s capital have urged the Federal Reserve banks of Boston and Dallas to consider people of color and women while selecting new presidents. Republicans led by Sen. Pat Toomey of Pennsylvania say the process should be left to the local bank boards.

The payments firm dropped support for Bitcoin payments in 2018, but company executives say the increasing popularity of digital currency makes it a good time to reenter the market.

Even financial institutions that have updated their practices still don’t hit the basic benchmarks of transparency and fairness.

The Tampa, Florida-based credit union stuck to its roots in the railroad industry to select its new name.

By partnering with the London-based fintech, Andrews Federal Credit Union will enable members to send transfers to 80 countries.

Total loans increased 6% from a year earlier, driven by gains in the company's asset- and wealth-management arm and corporate and investment bank, though consumer and commercial lending fell. Fees from advising on merger and acquisition deals almost tripled.