Wealth management

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.

First Tennessee Bank has established a partnership with the nonprofit Operation Hope to offer free financial literacy workshops and counseling sessions in several branches.

Affluent customers deserve special attention, but banks have to think outside of the box to improve loyalty and customer satisfaction with this important customer segment.

Why a small bank like First Mid-Illinois ignored the conventional wisdom — 'Commercial banks buy property/casualty firms.' 'Private-equity will outbid you.' 'Leave the innovation to the big guys.' — and bought a retail health-insurance agency.

First Republic Bank in San Francisco has promoted Mike Selfridge to the newly created role of chief banking officer.

Did men get more than their fair share of the managing director promotions at Goldman Sachs, and what does Barbie have to do with a Fed trailblazer? Also, JPMorgan Chase's Mary Callahan Erdoes isn't getting on the robo-advisory bandwagon and women talk about "systematic sexism" in the journalism and entertainment fields.

PwC's Dennis Nally on how men can empower women in financial services; Fidelity's Kathy Murphy on drawing female customers to financial planning; Well Fargo's Maureen O'Donnell on welcoming female advisers aboard; and are the regulatory agencies welcoming to women?

A handful of entrepreneurs have created apps that let workers, especially those with inconsistent incomes, receive portions of their paychecks before payday. Their emergence underscores how slower payments look out of date in an on-demand world.

In a few instances, banks have temporarily blocked data aggregators from screen scraping customers' bank account information. Are the banks exercising appropriate judgment or obstructing potential competitors?