Wealth management

The potential sale comes as Credit Suisse prepares to unveil a turnaround to investors next week. The bank is looking to simplify and pare down following scandals and losses.

Goldman Sachs Group's David Solomon is embarking on his third major reorganization in just four years as chief executive, undoing some of the signature moves he made as recently as 2020.

Royal Bank of Canada expects to gain more market share in the U.K. wealth management business in the years ahead, with its technological capabilities key to attracting clients.

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

Bank of Nova Scotia shares are on pace for their worst year since 2008 as analysts warn of weakness in the Canadian lender's international business and uncertainty about the shake-up in its leadership.

The San Francisco bank announced the hiring of a nine-member team led by Merrill Lynch veterans Harold Reinstein and Michael Nelson. First Republic reported 26.4% growth in wealth management revenue during the second quarter.

Officials say the decision to call off the acquisition, first announced in January, was mutual.

The Charlotte, North Carolina, bank is one of several that have embedded automated investing in their online and mobile banking, alongside access to human advisors.

Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.

The state's lottery program has begun referring the 30,000 people a year who buy winning tickets to credit unions for financial advice.