Wealth management

BofA is rolling out new names for its investment banking, wealth management and private banking divisions.

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Fifth Third is helping consumers — and millennials in particular — save for big-ticket purchases with a new tool that squirrels away small sums into an account that can’t be immediately accessed.

Royal Bank of Canada reported a 5% increase in quarterly profits, but a sharp increase in its loan-loss provision is raising concerns about credit quality.

California-based CuVantis aims to change the model for how credit unions offer financial planning by offering non-commissioned services to members.

While student, auto and credit card balances are at or near record levels, housing debt is shrinking, credit quality is weakening a bit and lending standards, at least in some sectors, are tightening.

Credit unions tout their readiness to assist with a variety of life stages, but a loan product for one of the most difficult potential life experiences is virtually nowhere to be found.

Barclays, BMO, Citibank, Goldman Sachs and ING contributed to the online student lender, which last year made over $1 billion in loans.

The combination of their convenient branch networks and strong digital offerings makes large, national banks tough to beat in dispensing financial guidance, consumers say.