Wealth management

Political contributions from Wall Street rose, but did they influence policy?; bank stocks post biggest monthly gain since President Trump was elected.

Jacqueline Howard's personal interest in helping close the wealth gap prompted her to steer Ally Financial toward a more concerted effort on this front.

Alex Carriles, who runs mobile, online and digital accounts at BBVA Compass, describes how updates like account aggregation and expense analysis have helped increase use of its app.

Congress has returned from its two-week vacation with plans to debate a number of issues important to the credit union industry.

Get ready to meet 15 women — ages 40 and under — whose accomplishments and influence set them apart.

When M&T Bank was acquiring Wilmington Trust in 2011, it tapped into Abigail Mrozinski's deep understanding of its newly added wealth business to help the merger go smoothly.

Overhauling Citi Private Bank's capital markets business in the Americas required finding someone who not only had expertise, but also had the ability to lead while growing revenue. The natural pick was Kristen Bitterly.

"If you gathered the U.S.-based senior counsels of the major Chinese banks operating in the United States," said Joseph Loffredo, assistant general manager and chief financial officer at the New York branch of China Merchants Bank, "you'd find one outlier, a lady about half the age of most of the others."

Earnest hopes offering a streamlined process can help it thrive in a risky niche.

David Tyrie, the bank’s new head of digital banking, discusses plans to offer customers constant course corrections and its new Life Plan product, and the latest on the virtual assistant Erica.