Practice and client management

Mark Kelly will step down next month as president and CEO of the Oklahoma City-based institution. He will be succeeded by the credit union's executive vice president.

The $21 million deal would combine Feather River Bancorp, a small bank with deep local roots, and Plumas Bancorp, which has deeper pockets and a broader array of products and services.

Juan Fernandez Ceballos will take the helm at the state league following Paul Stull’s retirement this summer.

Wells Fargo is dropping the Abbot Downing name for managing ultrarich clients’ money as wealth and investment management head Barry Sommers remakes the unit.

The social media platform skews toward a more youthful demographic, while credit unions' average member age has been stuck in the late 40s for decades. But even institutions that use it have concerns about security.

Indiana Members CU will expand its reach later this year following completion of a proposed combination with Members Choice FCU.

The Delaware company would remove a rival, gain scale in affluent Philadelphia suburbs and accelerate its transformation from a branch-heavy lender to a digital-first bank with the $976 million acquisition.

The Delaware company's pending purchase will create a bank with $43 billion of assets under management.

Andrew Harmening, who oversaw Huntington's digital strategy, will succeed the retiring Philip Flynn as president and CEO of the Wisconsin regional bank in April.

Konstantina Baker has been appointed to lead the Fort Wayne, Ind.-based institution following the retirement of longtime CEO Gregory Troutner.

Citigroup’s general counsel, Rohan Weerasinghe, told the bank that he will retire by the end of the year after almost a decade in the role.

The deal to take over the firm's prearranged funeral insurance and final expense business in the U.S. and Canada is worth approximately $1.3 billion, and marks the latest in a string of acquisitions for CUNA Mutual.

The company has formed a special committee to find a successor for James Ford, who will retire as president and CEO next year.

Chris Hendry has served on the credit union's board but has spent his career in health care and philanthropy. He said many of his skills are easily transferable, including a focus on marketing and community engagement.

The unnamed investors will pay about $50 million for Northern California National Bank through a tender offer.

The Virginia-based credit union has appointed Executive Vice President Lisa Lambrecht as a temporary successor to former President and CEO Delbert Lee Morgan, following his move to Pen Air FCU.

HoldCo Asset Management, which gains two board seats from a standstill agreement, had expressed disappointment that the Boston company hired a CEO instead of pursuing a sale.

The number of credit unions having serious conversations about diversifying their boards is on the rise, according to a new study from CUES, but those efforts are more likely to succeed if targets, education and other factors are in place.

New brands are emerging to improve banking services to targeted consumer segments, and Daylight is one intent on winning over the LGBTQ market. What are mainstream banks getting wrong that leaves an opening for niche brands like Daylight?

The largest banks have cut compensation or held it steady for their top executives. Many regionals, though not all, are expected to make similar decisions as boards balance the desire to reward strong leadership during the pandemic with lackluster financial performance and public relations concerns.