Wealth management

BOK benefited from rising rates and revenue from its wealth management businesses, even as loan growth remained flat and other fee income categories declined.

The new tax law took a one-time bite out of fourth-quarter results, but higher rates strengthened yields and new business boosted fee income.

Wealth management assets, deposits and fee income swelled at the San Francisco bank, but interest and noninterest costs rose along with them.

Banks are increasingly investing in technology that will enable them to deliver highly personal and customized communications with customers.

Sundie Seefried is high on pot banking. Hollywood is not so sweet on the former SBA head's bid for Weinstein Co. Another woman takes on Mick Mulvaney in court. And what's shushing women on Wall Street with stories to tell? Arbitration, for one thing.

Banks have strictly controlled adviser-client text communications due to regulatory concerns.

SunTrust and First Republic are taking benefits they offer to their workers, such as financial wellness training and student debt repayment, and extending them to corporate clients as benefits they can offer to their own employees. In doing so, they are strengthening relationships with valuable commercial customers.

The New York company, which offers loans and provides personal finance advice, plans to expand its product line and invest in new technology with the funds.

Helping young employees pay down student debt is a more meaningful benefit than pingpong tables at work or free beer.

The Protocol for Broker Recruiting, signed in 2004, was designed to mitigate lawsuits when advisers left to join a competitor. Recent high-profile defections have raised concerns that the accord could unravel.