Wealth management

Convinced that clients want as much human interaction as ever, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently.

Scharf, a former Visa CEO and JPMorgan executive, succeeds Gerald Hassell as leader of Bank of New York Mellon.

Expenses also rose, as well as the provision for loan losses, but credit quality remained spotless at the lender to the wealthy.

The app allows users, many of them first-time investors, to get started for as little as $5.

A community bank gets taken to task by the Equal Employment Opportunity Commission. Tennis player Andy Murray makes his mom — and lots of other women — proud at Wimbledon. Also, the Bank of England's Charlotte Hogg and Morgan Stanley's Naureen Hassan.

Artificial intelligence can help wealth managers serve clients better, but some say the technology is too immature to be useful right now.

The companies will use an application programming interface to let Chase customers send the data to the apps Finicity supports, including personal financial services apps and income verification tools.

The nearly 200-year-old firm wants to help clients access, organize, transmit and use data more effectively.

It might seem unusual for an Old National Bancorp to lure away a regional executive from the much larger Fifth Third, but not in wealth management, where competitiveness can be as much about emphasis as size.

Greenlight Financial Technology offers a card that enables parents to control where their kids spend money.