Investments

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.

Glassbox, a digital customer management company based in London, allows banks like JPMorgan Chase and Bank of America to use data and analytics to study customers' behavior.

In what would be its third acquisition in a year, the company formerly known as BofI Holding is buying a firm that clears trades for independent broker-dealers.

On Jun. 30, 2018. Dollars in thousands.

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

The head of Charles Schwab Investment Management is disrupting the asset-management industry by introducing more straightforward ETFs, mutual funds and other investment products.

Working closely with her boss, Marie Chandoha, Seidlitz is on a mission to recruit and retain more female asset managers.

The National Credit Union Administration is eyeing a 1.1 percent funding increase for 2019 for a total of $334.8 million

Stripe’s software development kit, application programming interfaces and other recently added features for merchants place it in almost all parts of the payment value chain beyond its e-commerce forte.

In five years, Moy has built from scratch a thriving business unit that is focused solely on developing easy-to-use, customer-facing technology for U.S. Bancorp's wealth management clients.