Wealth management

The $3 billion sale of Financial Engines to Edelman Financial Services puts every investment adviser on notice that the future is in digital wealth management. More deals like it are expected.

Bill payment proved too unwieldy for Intuit’s personal finance app Mint, and the feature will be discontinued in June, about 18 months after it launched.

The San Antonio company said that it has scaled back its exposure to energy loans in favor of a greater emphasis on loans of less $10 million.

Consumers around the world are increasingly accessing banking solely through digital means, according to new global studies by Oracle and the World Bank.

The Chicago custody bank also benefited from a recent acquisition of a UBS business in Europe and the lower federal income tax rate.

The consumer lender Oportun is rolling out a product designed to combat overdraft fees.

The 2018 Credit Union Cherry Blossom 10-Mile Run and SacTown run helped CUs raise hundreds of thousands of dollars for Children's Miracle Network hospitals. Here's a look at some of the day's festivities.

BMO Wealth Management aims to modernize its investment service and give advisers better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.

Some clients of Wells Fargo's wealth management division were steered into investments that weren't always in the best interests of clients, according to several people familiar with the unit.

New York state's pension funds are urging credit card companies to consider following Citigroup's lead in cracking down on gun sellers.

The information request is the 11th issued by the agency since acting CFPB Director Mick Mulvaney in January launched a review to examine the bureau's practices.

While the banking industry is divided on the use of conversational technology, the San Francisco company believes chatbots can make it easier for customers to discuss their finances.

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

While some key indicators dropped in the year ending Dec. 31, 2017, credit unions in many states continue to thrive, with several new states jumping to the head of the pack for various growth measurements.

The Portland, Ore., company has hired four private bankers from City National as part of a broader effort to provide a full range of services to business owners and high-net-worth households in Orange County and San Diego.

Are American college students using their student loan dollars wisely? A LendEDU study explored how those funds are spent.

Berkery will be succeeded by Michael Blum as the chairman of UBS Bank USA. A Merrill Lynch alum, Berkery was part of the turnaround team at UBS' wealth management unit, and during her tenure, the lending book at its bank more than doubled in size.

The $6 million acquisition will add four businesses with a total of $700 million in assets under management.

One fintech has a new twist on gamification — tie savings contributions to achievement in the most popular games.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.