Wealth management

Bank of America's Merrill Lynch arm has been steadily rolling out digital products since 2020, most recently a program for advisors to produce short videos.

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

Employees of the collapsed bank are using LinkedIn, and old-school means, to find new jobs.

Shadows loomed over Credit Suisse and First Republic early Thursday, but the sector outlook brightened after billions of deposits were pledged to the U.S. bank.

The San Francisco bank is said to be exploring strategic options that include a sale, according to people familiar with the matter. The firm is also weighing options for shoring up liquidity, some of the people said.

The regional firm said it had won out over other candidates to provide investment program support to roughly 100 Comerica financial advisors.

The new Greenlight for Work program allows employers to provide working parents with financial education for their whole family.

AlumniFi, built by Michigan State University Federal Credit Union and Nymbus, has partnered with fintechs to help its college-grad users improve their finances and pay down debt.

The bank will try to convince investors that its Asset and Wealth Management arm is poised to make Goldman more competitive.