High net worth

First Republic adding half-dozen branches in Manhattan


The San Francisco bank is also bulking up in Florida and Wyoming, no-tax states where many of its affluent clients have retired or have second homes.


NCUA Chairman Rodney Hood praises Trump in new White House video


Hood's comments mark an unusual turn for an industry famous for its bipartisanship.


JPMorgan Chase's Mary Callahan Erdoes: The Most Powerful Woman in Finance


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.


Bryn Mawr Trust seeks to go where robo can't


How is the Pennsylvania bank trying to differentiate itself in wealth management? By assembling a team of private bankers to cater to the complex needs of high-net-worth clients.


Lian Duan, China Merchants Bank | Most Powerful Women: Next


"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."


Dimon on tax-hike proposals: The rich 'can afford to pay more'


Billionaire CEO Jamie Dimon is OK with tax hikes on the rich, as long as the revenue goes where he thinks it'll do the most good.


BofA shuffles leadership in consumer banking, wealth units


The company also expanded the responsibilities of Chief Administrative Officer Andrea Smith.


UBS face $6 billion fine as tax-fraud trial nears end


The Swiss banking giant has been accused of helping wealthy French clients hide assets from tax authorities.


Citizens to buy wealth management firm in New York


Clarfeld Financial Advisors will become a division of Citizens Bank Wealth Management.


Warren calls for Sloan's head; bank groups pan Volcker 2.0


The senator wants the Fed to retain its asset cap on Wells Fargo until the CEO is fired; industry groups call on regulators to reconsider or scrap plans to modify Volcker Rule.