Wealth management

The credit union is working with CUSO Financial Services, a unit of Atria Wealth Solutions, to add secure document uploading and other features to its website.

Under Coffey's leadership, the Los Angeles bank has increased assets by more than 50% in just two years.

As chief financial officer for the Americas, Mahtani's job includes managing communications with regulators, the board of directors and other stakeholders, an especially complex undertaking during lockdown.

The country's biggest financial companies are well represented in the ranking. Citigroup leads the way, followed by JPMorgan Chase and Bank of America.

Digital technologies are transforming the delivery of financial services and reshaping consumer expectations. At the heart of change is the speed of money movement, which now represents the future — success for those who deliver, challenges for those who don't.

Join Financial Planning's Editor-in-Chief, Chana Schoenberger, Chief Correspondent Tobias Salinger, industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes the financial advisory sector is undergoing.

Goldman Sachs Group agreed to buy the asset-management arm of the Dutch insurer NN Group NV as the bank grabs a toehold in the fast-growing sustainable-investing industry and boosts its European ties.

Personal-wealth businesses in the asset-management arm will be consolidated under the newly christened PNC Private Bank.

First United Bank in Oklahoma bought a minority stake in Exencial Wealth Advisors instead of acquiring it outright to give the owners an incentive to stick around and help build the business — and to make it easier for the bank to bail if things don't work out.

The firm is offering customers of JPMorgan Private Bank a passively managed fund in partnership with NYDIG, CoinDesk said, citing two people familiar with the matter.