Practice and client management

Tom Smith will step down as president and chief executive in May 2023. Smith joined the credit union in 2008 as chief lending officer.

Regions and PNC are two banks that have expanded the use of their mobile branches in recent years.

Carlyle Group plans to raise at least $8.5 billion for a new private credit fund, as it competes with rivals to snap up lending business abandoned by banks.

Feeling that your bank is truly there for you is the difference between a bank account and a banking relationship.

C.S. Venkatakrishnan, the chief executive of Barclays, has a form of lymphoma and will undergo treatment for several months.

Friendly Hills Bancorp will soon be called First Pacific — a name its CEO has coveted for years. First Missouri recently rebranded as Verimore, a name it made up by combining words from Latin and English. In both cases, the changes reflect the banks' expansion into new markets.

Fidelity National Information Services plans to dismiss thousands of workers as part of incoming Chief Executive Stephanie Ferris's strategy to win back investor confidence after the fintech giant slumped 44% this year.

Deutsche Bank is weighing cuts to its leveraged finance unit as part of a review by CEO Christian Sewing into underperforming businesses as his three-year restructuring concludes.

Walmart health care executive Cheryl Pegus will join JPMorgan Chase's Morgan Health venture as a managing director, with aims to improve employer-sponsored health care.

Even though there has been some progress over the last eight years, men continue to hold many more board seats and jobs on executive teams than women, according to a recent report from DBRS Morningstar.

Burke & Herbert Financial Services in Alexandria, Virginia, plans to list its shares on the Nasdaq stock market — not to raise funds, but to boost its profile with investors.

Banks that offer a wide array of products and services are confronting extraordinary challenges. They aren't doomed, however.

JPMorgan Chase's asset-management arm entered into a deal to acquire more than $1 billion of single-family rentals, a sign that choppy markets haven't scared investors away from suburban housing.

JPMorgan Chase is on the hunt for buyouts to lend to and is hoping to gain market share in leveraged financing after avoiding the dozens of clunkers that have cost competitors billions of dollars.

The National Credit Union Administration in January proposed a rule that would require credit unions to have succession plans in place. Despite the necessity for arrangements, many CEOs want autonomy in the process and would rather avoid a formal rule.

Klarna has rolled out a search and compare tool in the U.K. and Nordics as the fintech looks to diversify its revenue away from buy now/pay later, which is under increasing scrutiny.

CI Financial Corp. outlined a plan to reduce debt and separate its US and Canadian businesses as the fund manager tries to rebuild investor confidence in its growth strategy.

Reeling from a series of scandals and financial troubles, Credit Suisse Group is paying a massive price to drum up demand for bond sales on both sides of the Atlantic that will give it a much-needed injection of cash.

More than half of bank corporate development professionals surveyed by McKinsey predicted that the next 18 to 24 months will offer better opportunities to create value through acquisitions than the past two years have. Economic uncertainty may provide opportunities for buyers to make deals at discounted prices.

The Swiss bank is branching out into rural Brazil to find millionaires created by rapid growth in the agribusiness and tech industries who need wealth management services.