Wealth management

Project 2025, a new venture from the Children's Miracle Network's Credit Unions for Kids program, has tapped 10 young credit union leaders to envision how the industry can improve its corporate giving.

Political contributions from Wall Street rose, but did they influence policy?; bank stocks post biggest monthly gain since President Trump was elected.

Jacqueline Howard's personal interest in helping close the wealth gap prompted her to steer Ally Financial toward a more concerted effort on this front.

Alex Carriles, who runs mobile, online and digital accounts at BBVA Compass, describes how updates like account aggregation and expense analysis have helped increase use of its app.

Congress has returned from its two-week vacation with plans to debate a number of issues important to the credit union industry.

Get ready to meet 15 women — ages 40 and under — whose accomplishments and influence set them apart.

When M&T Bank was acquiring Wilmington Trust in 2011, it tapped into Abigail Mrozinski's deep understanding of its newly added wealth business to help the merger go smoothly.

Overhauling Citi Private Bank's capital markets business in the Americas required finding someone who not only had expertise, but also had the ability to lead while growing revenue. The natural pick was Kristen Bitterly.

"If you gathered the U.S.-based senior counsels of the major Chinese banks operating in the United States," said Joseph Loffredo, assistant general manager and chief financial officer at the New York branch of China Merchants Bank, "you'd find one outlier, a lady about half the age of most of the others."

Earnest hopes offering a streamlined process can help it thrive in a risky niche.

David Tyrie, the bank’s new head of digital banking, discusses plans to offer customers constant course corrections and its new Life Plan product, and the latest on the virtual assistant Erica.

CEO Kessell Stelling said he thinks about Synovus' depressed stock price daily, even though his team is ahead of schedule cutting costs from a deal that closed in January.

With just $22 million in assets, Manchester Municipal Federal Credit Union has millions in student loans on its books and never recorded a charge-off.

Whether JPMorgan tipped its hand on a succession plan; U.S. Bank hires its first chief digital officer; all eyes on CFPB as it modernizes its debt collection rules; and more from this week’s most-read stories.

In her first policy speech since being confirmed as the agency's director, Kathy Kraninger promised less focus on enforcement actions and more emphasis on consumer education.

Bank of New York Mellon's clients shifted more of their deposits to higher-rate products. It was one of several trends that hurt the custody bank's bottom line.

The investment platform, which is in the early stages of development, will be part of Marcus, the consumer bank Goldman launched in 2016.

Financial education programs have been shown to be largely ineffective. What low-income consumers really need from banks are better products and more tailored advice.

The company could use its share of proceeds from the IPO to repay debt and pursue bank acquisitions.

The San Francisco bank has roughly doubled its assets in the last five years without the benefit of an acquisition.