Wealth management

The bank, in conjunction with iCapital Network, is slashing requirements to participate in certain alternative investments that it once offered mainly to institutions or the ultrarich.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

The credit unions are primarily in the eastern half of the country, with assets ranging from $11 million to nearly $7 billion.

Europe's PSD2 data-sharing standards are meant to foster cooperation in the market, but banks are getting more competitive as they seek to plug a revenue drain the new rules threaten.

The bank said it kept fee rebates that should have gone to a small pension fund; some women say the company's “bro” culture hinders their advancement.

The $65 million-asset credit union earned the 2018 Growth and Progress Award from the Credit Union Association of the Dakotas for exceeding the state's average across a variety of growth metrics.

The investment bank has asked Rob Rooney, an executive who wore multiple hats at the company, to focus full time on the data-oriented strategy he has devised for its wealth management, capital markets and other functions.

The Michigan bank hopes conversational technology can get customers to talk more freely about their financial health.

The $3 billion sale of Financial Engines to Edelman Financial Services puts every investment adviser on notice that the future is in digital wealth management. More deals like it are expected.