Wealth management

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.

CIBC’s CEO vows to stay “disciplined” in his bid to buy PrivateBancorp, even as some of the Chicago bank’s investors say the deal is insufficient. The head of RBC, meanwhile, said it will pursue organic growth instead of acquisitions, at least for a while.

Canada's largest lender reported double-digit profit growth in its latest quarter in part because of CEO David McKay's focus on expanding in private wealth and commercial banking in the U.S.

CIBC reported strong first-quarter numbers across the board in the kickoff of Canadian banks’ earnings season.

The U.K. challenger bank will reportedly bring the singer on as a brand ambassador, with an option to acquire a stake in the company.

Some banks are looking to hire advisers or buy firms, while others are looking to get out of the business entirely.

The bank has shifted Chief Operating Officer Finn Caspersen Jr. to chief strategic officer and hired Robert Plante to succeed him as COO.

EQ Bank, BankMobile and solarisBank offer insights into how they built their digital-only banks with design thinking, new products and money management tools.

Banks are helping customers build healthy financial habits through their apps. The tools could also strengthen customer retention when rates go up.

The services that Kasisto, Personetics, North Side and Teller offer banks to automate interactions vary in their levels of personality and the workload they can handle.

Sports stars face unique challenges obtaining credit, and bankers need to develop certain skills to successfully court those prospects.

Sports stars face unique challenges obtaining credit, and bankers need to develop certain skills to court those prospects successfully.

The digital personal financial management company is eyeing Europe as it expands its geographic footprint.

By partnering with Intuit, Wells Fargo is continuing its journey toward API-based data sharing, and away from screen scraping.