Wealth management

Bank of America is giving its "erica" chatbot more time to learn the nuances of language and banking basics. A profanity filter is one recent addition.

The Silicon Valley lender that caters to affluent millennials has ambitions to become a one-stop shopping destination for financial services.

Brendan Dickinson of Canaan Partners says PFM startups have deep relationships with customers, unlike online lenders, but the revenue model isn't as strong.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

Self Lender and Wela, two fintech startups, are making their marks on the savings app space by providing incentives to users to manage their money wisely.

James Herbert, 72, has once again postponed retirement. The longtime CEO was scheduled to step down at yearend, but the company says he will remain at the helm through 2020.

Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.

Current, an app debuting Tuesday, updates the joint account for an era of tweens with smartphones.

Wells Fargo is piloting features that could help customers boost savings or plan for a trip.

Atlanta's Westside neighborhood is one of the most underbanked regions in the country, but a new collaboration between Equifax and the National Federation for CDCUs aims to tackle that head on.