Wealth management

New CEO Ronald O'Hanley is pushing to reduce expenses, automate more functions and simplify the organizational structure.

There had been a cascade in recent days of downgrades and other negative forecasts in connection with big banks, but some analysts on Wednesday picked up the industry's argument that fundamentals are stronger than the markets are giving banks credit for.

More companies are adding financial health programs to their benefits, creating a market that fits with one of the common uses consumers have found for prepaid cards.

The Pennsylvania company has agreed to buy Forney Financial Solutions.

A pair of studies released Thursday show consumers once again added to their debt burden during the holiday season even as they admit to needing more financial education.

Rushing to copy the Amazon experience, banks and fintechs are focused on simplifying financial services online. A Georgia Tech researcher says that approach is risky.

From stress tests to tailoring the Dodd-Frank Act to the Volcker Rule, the banking agencies have a number of important proposals to finalize in the coming year. But there are several potential obstacles that could throw those plans off track.

Investors are spooked by banks' exposure to oil and other sectors threatened by a global slowdown as well as by policy uncertainties, but banks argue credit quality is strong and recession fears are exaggerated.

It was a year to remember for women executives at SunTrust and Amex’s new CEO, and one to forget for Wells Fargo and investors in bank stocks.

A 2017 holiday shopping growth strategy worked so well for the $4.1 billion-asset institution that management decided to hit the mall again this year.

The personal finance management tool will allow members to combine accounts from other institutions and track spending.

Atlantic Equities’ John Heagerty cut his recommendation on JPMorgan Chase to neutral, saying the bank now “offers the least upside” to price targets among the major banks.

Digit, Chime and Pluto are among those said to be stepping into a void left by the banking industry. But designing helpful enough, yet flexible enough, financial safeguards for consumers is easier said than done.

From partnerships with law enforcement to Toys for Tots drives, here's how credit unions are making the holiday season special for those in need.

U.S. student loan debt outstanding reached a record $1.465 trillion last month and one particular set of borrowers is having a hard time paying back their loans.

Several challenger banks are trying to relieve consumers’ financial stress by offering tools that guide better habits.

The Massachusetts bank has offered wealth management services in the state for several years.

The changes affected Dean Athanasia, Thong Nguyen, Katy Knox and Andy Sieg. The company also gave more responsibility to Chief Administrative Officer Andrea Smith.

Through a new partnership with the Military Spouse Advocacy Network, the trade group will help provide training, videos and classes to the spouses of service members.