Investment strategies

Tom Walker will retire at the end of next year. The company is currently considering two internal candidates to take over.

The financial system is safer than it was 10 years ago, says John Taft, vice chairman of Baird. But there are still risks lurking unseen in areas like ETFs,

SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.

Bankers say the agencies’ proposed rewrite of the trading ban would do more harm than good, while the Volcker Rule’s most ardent supporters worry the overhaul will enable risky behavior by the largest institutions.

Diane Schumaker-Krieg, the global head of research, economics and strategy at Wells Fargo and a mainstay on American Banker's list of the Most Powerful Women in Finance, plans to step down at the end of the year.

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.

Patterson is typically helping investors stay abreast of what will influence their decisions in the market. But over the past year she has invested more effort in sharing her insights with those who are influencing markets — and the country — in a much more direct way.

By embracing big data, the global research division headed by Browning saw, in one year, a 700% increase in the number of research reports it was able to publish.

Under Chang, J.P. Morgan's top-rated research team produces more than 140,000 reports, models, updates and alerts annually.

The combination of algorithms and artificial intelligence has reached the forefront of investment strategy, but Diane Schumaker-Krieg isn’t ready to take human beings out of the equation.