Wealth management

It is the latest of several popular apps to close down in recent weeks.

The global bank’s U.S. unit has bounced back, aided by growth in deposits and wealth management profits as well as a focus on international customers. A $125 million investment in tech and branches hasn’t hurt either.

The tie-up comes as banks put more resources into helping customers manage their finances digitally.

As an investment community, we have to realize that any system with 90% homogeneity is vulnerable, while diversity makes the system more resilient.

After its CEO struggled with the college planning process for her daughter, a new in-house team was established at CommunityAmerica CU to assist members with everything from choosing a school to deciding how to pay for it.

Through the partnership, Clarity Money customers can use Acorns’ automated investing features, while Acorns users can see a snapshot of their investing activity in the Clarity app.

The new Citigold program for affluent customers is more than a product — it is the centerpiece of Citigroup's vision for the future, which will also rely on branch closures and sophisticated apps.

Baby boomers may have been overtaken as the largest generation of consumers in America, but the older demographic still presents plenty of business opportunities for credit unions.

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Second-quarter profit improved modestly at Northern Trust as severance costs offset growth in trust and institutional services.

Convinced that clients want as much human interaction as ever, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently.

Scharf, a former Visa CEO and JPMorgan executive, succeeds Gerald Hassell as leader of Bank of New York Mellon.

Expenses also rose, as well as the provision for loan losses, but credit quality remained spotless at the lender to the wealthy.

The app allows users, many of them first-time investors, to get started for as little as $5.

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Artificial intelligence can help wealth managers serve clients better, but some say the technology is too immature to be useful right now.

The companies will use an application programming interface to let Chase customers send the data to the apps Finicity supports, including personal financial services apps and income verification tools.

The nearly 200-year-old firm wants to help clients access, organize, transmit and use data more effectively.

It might seem unusual for an Old National Bancorp to lure away a regional executive from the much larger Fifth Third, but not in wealth management, where competitiveness can be as much about emphasis as size.

Greenlight Financial Technology offers a card that enables parents to control where their kids spend money.