Wealth protection

Flagstar Bank promotes newly hired Jason Birnbaum; Finstar Financial tops $1billion-asset threshold with acquisition of Sitgler; digital platform Bluevine launches checking account for high balances; and more in the weekly banking news roundup.

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 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 mass retirement of baby boomers and the growing affluence of women are the biggest disruptive forces in the industry, says Gunjan Kedia. Here's how she's dealing with them.

Under CEO Kelly Coffey, JPMorgan Chase’s private bank is growing revenue by double digits and is laying out plans for a big nationwide expansion.

Baby boomers may have been overtaken as the largest generation of consumers in America, but the older demographic still presents plenty of business opportunities for credit unions.