Wealth management

IN|VEST 2017: INNOVATIONS IN INVESTING, SAVING AND ADVICE:Wealth management is increasingly technology driven—with new user interfaces, account aggregation, artificial intelligence and regulatory changes driving progress for those at the leading edge.In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the digitalization of the wealth management market.

Credit Suisse, the second-largest Swiss wealth manager, faces a sweeping tax evasion and money laundering investigation spanning five countries and potentially involving thousands of account holders.

The San Francisco firm unveiled a new logo that prominently depicts its connection to its longtime owner, BNP Paribas. In doing so, it is wagering that any fallout from negative public perceptions of global megabanks will be outweighed by new opportunities to generate revenue.

The bank will have $700 million in assets under management after it buys HJ Wealth Management in Pennsylvania.

CIBC’s CEO vows to stay “disciplined” in his bid to buy PrivateBancorp, even as some of the Chicago bank’s investors say the deal is insufficient. The head of RBC, meanwhile, said it will pursue organic growth instead of acquisitions, at least for a while.