Wealth management

In American Banker's Leaders Forum, our journalists interviewed top executives from across the banking and fintech sectors as well as regulators who keep them in line.

Two frontrunners have emerged as possible successors to the long-serving CEO, but even more potential candidates wait in the wings.

A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.

Come the second quarter of 2024, JPMorgan Automated Investing will be no more.

Once considered key drivers of the boom in ESG investing, millennial and Gen Z investors no longer seem so supportive now that the economy is experiencing more turbulence, a new study finds.

The change comes over massive overhaul as the mega bank seeks to build divison under Sieg.

Wiggan is taking the place of Ray Chun, who will run the Canadian personal banking division.

The revamp will see Greg Olafson become global head of private credit from his current role as co-president of alternatives.

What do younger clients want from wealth managers? Katy Knox, president of Bank of America's Private Bank, sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss the future of high-net-worth investing and what clients are looking for now.

Once the pace of private equity-backed sales of middle-market companies picks up, the Rhode Island-based bank expects to benefit. CEO Bruce Van Saun says that Citizens' recent expansions in private banking and wealth management will provide opportunities to cross-sell to corporate clients.