Wealth management

Robins Financial recognizes trio of top employees, Numerica ramps up lending department and more CU professionals in the news.

The San Francisco private bank reported double-digit gains in originations and noninterest income that led to a nearly 30% increase in profits last quarter.

An international regulatory body outlined a series of recommendations for reducing risks posed by the asset management industry, particularly increasing liquidity and reducing leverage posed by derivatives positions.

Financial innovation will stall unless we, as an industry, collaborate on a universal data gathering standard.

Los Angeles fintech firm InvestCloud has acquired London-based Babel Systems for $20 million.

The burden of paying off student loans is increasingly falling on parents and grandparents, and a new report from the CFPB finds that these older borrowers are having a tough time making payments.

Corzine Settlement; Deutsche Fills Post; Student loans

The jobs of chief investment officer departments and financial advisers are likely to change as banks and stand-alone wealth managers adopt artificial intelligence to inform the advice they give clients.

The Minneapolis company's addition of Karen Wimbish, a former Wells Fargo executive, to oversee wealth management products is one of several moves by U.S. Bancorp as it builds up its investment-advisory services.

Opes Advisors shows would-be borrowers how purchasing a house fits into their total financial picture, now and years into the future. Many of its loan officers are licensed investment advisors.

It is time for financial services to rethink retirement savings given changing work habits, customers' expectations of technology and the need for better transparency in 401(k)s.

Bank of America's forthcoming mobile app update will include personal financial management features.

As online shopping and card fraud increase, startups offering easy-to-use "burner" cards could see strong traction.

Banks and data aggregators agree that screen scraping is a practice probably best left behind. In the coming year, the two might get better at sharing data via APIs.

A preview of the next version of Moven's personal financial management app finds a new direction — helping people understand the trade-offs they make between short-term and long-term financial goals.

Intuit's personal finance app Mint has launched a bill tracking and payment function to keep customers on top of their bill management.

The $9 billion-asset company said in a press release Monday that it bought the business assets of Ronald N. Lazzaro in Rutland, Vt., a financial planning an investment services firm.

Mobile could become the one-stop shop that banking companies never quite achieved, blending basic banking, wealth management and other services, if efforts like those underway at Citigroup's fintech unit succeed.

Citizens Bank is the latest to partner with a robo-adviser, but it plans to quickly make the digital investment advice its own.

For its commitment to improving the long-term health of depositors, and a nimble, failure-is-not-a-dirty-word approach to innovation, USAA has earned an honor American Banker normally bestows on a single individual.