Wealth management

The fresh optimism is starting to outweigh some of the worries hanging over the sector heading into the new year.

But some industry watchers are tempering expectations, saying that the language is too vague to know for sure if China is serious about introducing more foreign competition.

The Mechanicsburg, Pa.-based credit union has revamped its financial literacy offerings to align with in-school curricula on the topic developed by the Pennsylvania Department of Education.

The bank is likely to tout asset management at its upcoming investor day; credit union assets have exceeded banks' growth in the past decade.

The bank is likely to tout asset management at its upcoming investor day; credit union assets have exceeded banks' growth in the past decade.

New tech like APIs and artificial intelligence will help consumers manage all their finances through an app, rather than just transfer funds.

Democracy Forward filed the lawsuit Monday against the consumer bureau, Director Kathy Kraninger, the U.S. Department of Education and Education Secretary Betsy DeVos.

Several proposals in Congress requiring clear disclosures on student loans could help lower defaults.

The Pennsylvania company gained $67 million in assets under management as part of the acquisition.

Banks like RBC and JPMorgan Chase can now more easily draw real-time FactSet data feeds into applications.

Politicians' grand plans to reform the college funding process won't come to fruition anytime soon, so credit unions shouldn't ignore the opportunties presented by student lending.

Washington Trust warned that it could lose $3 million in annual revenue after two top advisers left to join a brokerage firm. Other banks are facing similar hits.

The Maryland company agreed to acquire Rembert Pendleton Jackson, which has $1.3 billion in assets under management.

After shaking up the financial services industry last month by eliminating commissions for all online trades, Charles Schwab is setting its sights on building out its lending services.

One organization's findings reveal that financial counseling, when done right, can also help boost institutions' lending and brand recognition.

NCUA financial metrics don't illustrate the way these institutions have changed consumers' lives for the better.

Digit is applying its automated-savings techniques to the growing problem of student loan debt.

Another look at the variety of ways credit unions are making a difference.

With more baby boomers aging, credit unions must adopt policies and practices to help identify and stop these crimes.

Why the Toronto bank is focusing on digital features; complaints about credit monitoring plans flood CFPB; the strategies midsize banks are relying on to stimulate growth; and more from this week’s most-read stories.