Investment strategies

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.

If Libra becomes a major financial force, the stability of global finance is on the line.

If Libra becomes a major financial force, the stability of global finance is on the line.

The former Barclays CEO turned bank investor said he sees more opportunity in smaller, newer banks.

Readers weigh in on community development at BB&T-SunTrust, consider the role that branches play in bank marketing and debate the future of Fannie Mae and Freddie Mac.

Galileo Processing has created a digital banking product that seeks to provide wealth managers with the offering they generally lack: an in-house savings account that pays competitive rates.

The investments that Rana Yared's team makes in startups help Goldman Sachs in two ways: Besides earning a profit, the company also uses a lot of the technology the startups develop as part of its internal digital transformation.

The company, which has invested $3 million in fintech in recent years, said the value of the portfolio is nearing $14 million.

Built Technologies will use the money to invest in research and development while it builds out its client base.

The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter.

The system is designed to help banks deliver more personalized financial advice and is meant as a challenge to traditional bank technology vendors.

A new feature from the microinvesting app Stash allows users to accumulate free stock in the companies where they spend money.

Alex Sanchez acknowledges that the U.S. has a lot of banks and many failed in the crisis, but he says a healthy economy needs a fresh supply of community lenders to nurture entrepreneurs.

The company, which has yet to report quarterly earnings, said the moves will turn a profit over time.

Many digital-only robos are slowly adding human advisors.

A 2016 law expanded credit union powers in the Great Lakes State, but it also capped how CUs can invest in GSEs – a move that nearly cost one institution $6 million.

Heartland BancCorp received the funds through a private placement to invest in several possible expansion options.