Wealth management

The bank is likely to tout asset management at its upcoming investor day; credit union assets have exceeded banks' growth in the past decade.

New tech like APIs and artificial intelligence will help consumers manage all their finances through an app, rather than just transfer funds.

Democracy Forward filed the lawsuit Monday against the consumer bureau, Director Kathy Kraninger, the U.S. Department of Education and Education Secretary Betsy DeVos.

Several proposals in Congress requiring clear disclosures on student loans could help lower defaults.

The Pennsylvania company gained $67 million in assets under management as part of the acquisition.

Banks like RBC and JPMorgan Chase can now more easily draw real-time FactSet data feeds into applications.

Politicians' grand plans to reform the college funding process won't come to fruition anytime soon, so credit unions shouldn't ignore the opportunties presented by student lending.

Washington Trust warned that it could lose $3 million in annual revenue after two top advisers left to join a brokerage firm. Other banks are facing similar hits.

The Maryland company agreed to acquire Rembert Pendleton Jackson, which has $1.3 billion in assets under management.

After shaking up the financial services industry last month by eliminating commissions for all online trades, Charles Schwab is setting its sights on building out its lending services.