Investment strategies

After investing in a payments CUSO earlier this year, the Florida-based credit union is looking for additional opportunities to work with fintechs.

The chief investment officer at Bessemer Trust is driving results by building cohesive teams and listening carefully to clients.

Under Kuijpers, DWS Group is embedding environmental, social and governance principles in the work of asset managers across all classes.

When HSBC announced 16 appointments amid changes to top management in April, Bouazza, who previously co-led the bank's Latin American business, was the lone woman selected.

Hung is championing a new initiative at New York Life to help financial advisers better engage with female clients.

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.

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.

Harford was recently promoted to president of UBS Asset Management after a two-year stint as head of investments.

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.

The research division Browning has built at Bank of America Merrill Lynch is consistently ranked among the best in the world.

Under Chang, J.P. Morgan has been named the world's top global research firm for two years running.

In addition to launching an automated investing app, the bank created a dedicated adviser unit to provide personal service to customers when they need it.

Despite the growth of digital advice, there's resistance to the business inside banks because of internal politics and a lack of data sharing, the company's CEO says.

Traditional players are getting innovative, and upstarts are becoming more sophisticated. The survivors will be companies that offer consumers an array of easy-to-use services, a venture capitalist says.

Readers react to regulators revamping the Volcker Rule and the U.S. Postal Service getting into banking, criticize HUD's plan to make it harder for consumers to allege discrimination and more.

United, which helps retirement-age savers find the best ways to manage their wealth, is Capital One's answer to a flurry of similar deals made by rivals.

With declining interest rates, credit unions that rely heavily on interest income from their investment portfolios may struggle.

The approach could work as long as the Fed were to add certain thresholds.

Several wealth management firms, including Marcus by Goldman Sachs and Wealthfront, have launched banking products to complement their investment services.

Lenders have learned that automated wealth management tools enhance financial advisers' interaction with clients and can bring in more business.