Wealth management

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.

The former banking lawyer, who went on to run major business lines at Merrill Lynch and UBS, will be honored Thursday at American Banker’s Most Powerful Women in Banking gala.

Two credit unions are part of a fintech pilot program to help borrowers set aside money to pay down student debt faster.

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 report from an advocacy group that focuses on college affordability says schools need to do a better job of educating students about their eligibility for federal loans, which typically carry lower interest rates than loans from private-sector lenders like credit unions.

The mass retirement of baby boomers and the growing affluence of women are the biggest disruptive forces in the industry, says Gunjan Kedia. Here's how she's dealing with them.

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.

European banks are testing rings, watches and bracelets that are linked to credit and debit accounts; European regulators appear keener on increasing competition than U.S. counterparts.

Harford traveled more than 70,000 miles in her first six months at UBS in an effort to meet every one of her group’s 500 employees, from secretaries to managing directors.