Wealth management

Plimoth Investment Advisors, a firm owned by two mutuals in Massachusetts, is buying the business.

In a Q&A, CommonBond CEO David Klein discusses how an OCC charter might benefit customers by lowering the cost to run a student loan refinancing business.

The San Francisco firm unveiled a new logo that prominently depicts its connection to its longtime owner, BNP Paribas. In doing so, it is wagering that any fallout from negative public perceptions of global megabanks will be outweighed by new opportunities to generate revenue.

A new study finds that, when it comes to truly celebrating women, Wall Street still has a long way to go.

With a hand from Geezeo, Jack Henry is rolling out a product that will guide consumers in managing their finances and is said to give banks better insights.

Yolande Piazza has been serving in the role on an interim basis since Heather Cox left for USAA.

Qapital's funding round comes as banks are increasingly adding money management tools to their mobile apps.

The bank will have $700 million in assets under management after it buys HJ Wealth Management in Pennsylvania.

The bank says it will push the rest of the industry to follow its lead and step up lobbying for policies that increase minority homeownership.

The SEC is investigating the bank for selling clients mutual funds that charge marketing fees when other, cheaper funds were available. SunTrust expects an enforcement action.