Wealth management

The latest in BBVA Compass' ventures with fintech companies will bring it a simpler way to offer investment advice to the millions of households that typically don't qualify for it.

Johnson Financial Group in Racine, Wis., has agreed to buy the wealth management business of Cleary Gull Advisors.

First Republic Bank in San Francisco has appointed Katherine August-deWilde to the newly created position of vice chair.

First Republic Bank in San Francisco has appointed Katherine August-deWilde to the newly created position of vice chair.

Banks face immense challenges trying to keep up with technology, but they also must cater to older customers with big deposit accounts who still use their branch.

Boston Private Financial Holdings has appointed its chief executive, Clayton Deutsch, as CEO of its bank subsidiary, Boston Private Bank & Trust.

JPMorgan Chase investment bank head Daniel Pinto said internal technology projects, including those focused on blockchain, big data and robotics, will be a "major priority" next year.

State Street said it incorrectly invoiced at least $200 million in asset servicing expenses to clients over a period of 18 years.

TriState Capital Holdings in Pittsburgh has agreed to buy asset management firm Killen Group in Berwyn, Pa., for between $30 million to $35 million in cash, based on conditions tied to the asset manager's cash flow.

Moven will soon prompt its customers for usernames and passwords only for riskier transactions. By removing the login for most functions, the company aims to drive engagement in an app meant to be used on the go.