Wealth management

Patel is among Goldman Sachs's most senior women and shepherded some of its highest-profile relationships with investors around the world.

Social distancing has put a crimp in the credit union industry's usual philanthropic activities, but many institutions are finding new ways to give back during this festive season.

Wells Fargo, reeling from years of scandals, is unloading several businesses as it seeks to simplify its structure. The sale of the asset management unit could fetch more than $3 billion, according to industry sources.

The Boston-based firm has been informally working with an adviser to review strategic alternatives for State Street Global Advisors, including a merger with a competitor, people familiar with the matter said.

Like LendUp, a small-dollar lender, Ahead Financials is targeting consumers who are gainfully employed but have blemished credit histories.

Jobs will be harder to find for graduates, and there are new underwriting platforms that can better predict students' future income in their chosen field.

The Office of the Comptroller of the Currency says JPMorgan Chase’s fiduciary unit lacked sufficient controls to manage risk and avoid conflicts of interest.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

Jobs will be harder to find for graduates, and there are new underwriting platforms that can better predict students' future income in their chosen field.

The Indiana company agreed to acquire Hoosier Trust, which manages about $300 million in assets.