Wealth management

Hung is championing a new initiative at New York Life to help financial advisers better engage with female clients.

Seitz is using her influence as CEO of one of the world's leading money managers to call attention to the $70 trillion retirement gap that she said could grow to $400 billion by 2050 if her industry doesn't address it.

In June, Warson became the first person to hold the newly created job of chairman of Citi Private Bank, North America.

The company founded by her grandfather remains committed to actively managing money for longtime clients, but under Johnson, Fidelity Investments is also aggressively going after younger investors who favor simple and affordable options.

The retirement and investment group Grace runs for Aon is the global firm's second-largest business unit, wit more than $150 billion of assets under management.

Knox's hefty investments in client- and associate-facing technology are paying off for Bank of America's private bank.

Harford was recently promoted to president of UBS Asset Management after a two-year stint as head of investments.

The wealth management and investment services group Kedia leads grew profits by nearly 25% last year and accounted for 13% of U.S. Bancorp's total revenues.

The research division Browning has built at Bank of America Merrill Lynch is consistently ranked among the best in the world.

Under Chang, J.P. Morgan has been named the world's top global research firm for two years running.

A decade into her role as head of JPMorgan Chase's asset management arm, Erdoes continues to deliver strong results for the nation's largest banking company.

The fintech is now worth $10 billion more than its top rival, Square; cost cuts, asset growth and share buybacks could offset the headwinds from low rates.

Readers react to plans by Democratic presidential candidates to reform college tuition, credit unions buying more banks, whether the next president could fire the CFPB head and more.

The move adds heft to the blockchain-based Interbank Information Network; many of those terminated in the phony accounts scandal say they’ve been blacklisted.

The CEOs of Sallie Mae and Discover Financial Services were largely dismissive this week of the threat posed by the two Democratic presidential candidates, though their optimism seemed to be rooted in an assumption that the more sweeping proposals will never become law.

Many Americans are behind in their retirement planning but less than 20% of credit unions provide wealth-management services.

Falling stock prices and concerns about the health of the economy are depressing deal activity.

The bank elevated three senior executives who could be possible successors to CEO Sergio Ermotti; the move to a new rate benchmark won’t trigger a “tax event.”

The proposal's aim is to ensure borrowers are treated fairly and would require companies, including CUSOs, to submit licensing applications.

As the U.K. rapidly transitions toward a cashless society — with U.K. Finance predicting that by 2028, just 9% of payments will be in cash — even pocket money is going digital. And the disappearance of tactile interaction with cash changes how kids learn about budgeting.