Wealth management

Capital One acquired Level Money, a startup with a budgeting app for consumers, on Monday. Level Money has approximately 700,000 users and claims to have helped users manage a total of $12 billion during its brief existence.

Even is building a mobile money-management service for baristas, Lyft drivers, freelancers and others with unpredictable incomes. For $5 a week, users can draw advances on paychecks during rough patches.

Investors' demands that the country's biggest bank produce better earnings amid costlier regulations are prompting fresh cries to break up JPMorgan Chase.

Smaller banks are eager to launch new businesses to increase noninterest income. But a new survey indicates that many are struggling to generate returns from such endeavors.

Moven has modified its personal financial management app to work on a smartwatch. Will millennials be more likely to heed spending advice delivered to their wrists rather than their phones?

City National Bank in Los Angeles is launching a new online magazine with a goal of driving more traffic to its website.

Royal Bank of Canada, the country's second-largest lender by assets, said quarterly profit rose 11 percent on gains in Canadian banking and wealth management.

From streamlined sales improvement tips to “monsters” in the Affordable Care Act, EBA has the best bloggers in the business who share their take on what’s hot in benefits. Take a look at the top 10 blogs of 2014 for a range of advice and business acumen.

Millennial women are making great strides in the workforce, but still "channel their inner ninth grade insecure freshman when it comes to financial matters," according to Fidelity's head of personal investing.

EBA Editor-in-Chief Elizabeth Galentine shares some broker impressions about the health exchanges’ first month and previews future coverage of brokers thinking outside-the-box.

EBA Editor-in-Chief Elizabeth Galentine introduces the first in a series of articles where thought leaders address today’s greatest challenges for the employee benefit adviser — and it’s not all about health reform.

EBA editor Elizabeth Galentine looks back as Employee Benefit Adviser magazine celebrates its ten year anniversary.

Last month, I was out on leave for a couple of weeks after reconstructive knee surgery. Since I was largely on bed rest, I was not able to drive, do chores or take care of my two little boys. I had some time on my hands for the first time in a long time, and filled it with some unexpected insights.

Lifelong income solutions for defined contribution plans are on the way. With defined benefit plans waning and life expectancy waxing, more retirees will need more guaranteed income than Social Security can provide.

MF Global Holdings Ltd. plans to sell bonds with an interest rate that will rise if Chairman and Chief Executive Officer Jon Corzine receives a federal appointment from President Obama.

Morgan Stanley has appointed a new head of its banks team within its financial institutions group in North America, a post that has been vacant since the previous head, John Esposito, left the role more than 18 months ago.

Meet EBA's Voluntary Benefit Adviser of the Year: Clients, carriers and even competitors turn to Rob Shestack to gain from his nearly 20 years of expertise in the voluntary benefits space.

Royal Bank of Canada may spend as much as C$1 billion ($1.06 billion) to buy asset managers outside Canada as the country’s largest lender seeks to triple profit from wealth management in the next four years.

Morgan Keegan, the brokerage unit of Regions Financial Corp., expects to receive initial bids on Monday from companies including Blackstone Group LP, Carlyle Group LP, Stifel Financial Corp. , TPG Capital, Apollo Global Management LLC and Warburg Pincus LLC, Reuters reported Friday citing sources familiar with the situation.

In 2001, a client came to financial advisor Bob Frey with a unique dilemma — and a fateful sense of timing.