Wealth management

Disgraced financier Jeffrey Epstein continued to receive privileged access to financial services well after his crimes were revealed. This exposes a troubling side of the U.S. banking industry that deserves closer examination.

Financial services firms have a responsibility to help more people — especially younger generations — navigate an increasingly complex financial landscape with clarity, confidence and optimism.

Zions Bancorp. is among the latest banks to report material losses due to alleged borrower fraud. Stocks of regional lenders plunged on Thursday.

Meghan Shue of Wilmington Trust sits down with Mary Ellen Egan of American Banker to discuss her business and what she's telling clients now.

Solita Marcelli of UBS discusses wealth management's future, leadership, and why risk management is the heart of the industry.

Former City National CEO Kelly Coffey has a new venture in wealth management; Erin Siegfried is Northwest Bancshares' new chief legal counsel and corporate secretary; Flagstar Bank secures OCC approval to merge its holding company into the bank; and more in this week's banking news roundup.

Oden, the U.S. Head of International Wealth and Private Banking at HSBC, details what her clients are asking about today.

The Consumer Bankers Association elected Atlantic Union Bank's Maria Tedesco as its 2025 board chair; Banco Santander's Steffen Doyle is leaving the firm; Commerzbank's lawyers allege an ex-analyst made up sexual harassment claims against a colleague after he lost his job; and more in this week's banking news roundup.

Technology is moving quickly and retirement investing is now an individual responsibility, but the core purpose of a Wall Street career is still vital, the veteran banker said in an exit interview.

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.

The robo-adviser fintech publicly released its S-1 filing on Monday, even as a government shutdown could chill the IPO market.

A bipartisan bill offered Monday by Senate Banking Committee member Katie Britt, R-Ala., and Andy Kim, D-N.J., would force the Securities and Exchange Commission to update a 25-year-old threshold that holds small financial firms to higher regulatory standards.

S&T Bancorp is shuffling its board structure as Chairwoman Christine Toretti plans her departure; Philip Bohi is named general counsel of the American Financial Services Association; Coastal Community Bank appoints Brandon Soto as its new chief financial officer; and more in this week's banking news roundup.

The Harrisburg, Pennsylvania, community bank agreed to acquire 1st Colonial Bancorp in Mount Laurel, New Jersey, in a $101 million deal that would help deepen its presence in greater Philadelphia.

Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.

Comerica announced the promotion of Kristina Janssens to be its next chief risk office; Washington Trust hired James "Jim" Brown, an executive from Berkshire Bank, as its chief commercial banking officer; Citizens Financial pledged $20 million to support workforce development programs; and more in this week's banking news roundup.

The Federal Open Market Committee's decision to reduce interest rates for the first time in nine months lifted bank stocks Wednesday. The 25-basis-point reduction could lead to net interest income headwinds now, but loan growth later, analysts said.

The bank's senior leadership is seeking a solution to perhaps its biggest challenge in over a decade: A $26 billion increase in capital requirements leveled by its home government, Switzerland. 

City National Bank promotes Brandon Williams to head private banking and wealth management; a former U.S. Postal Service letter carrier is sentenced to five and a half years for stealing over $10 million in checks from the mail; Lazard expands its North American investment banking franchise with two managing director hires; and more in this week's banking news roundup.

A cohort of U.K.-based fintech founders are fundraising to launch a digital bank for high net worth individuals, known internally as "Project Arnaud."