News Topic: Wealth management

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

The San Francisco bank has roughly doubled its assets in the last five years with the benefit of an acquisition. ... Read full article

The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans. ... Read full article

Nick Zappia is joining the bank from rival BNY Mellon in what is one of the first key hires of new CEO Kelly Coffey. ... Read full article

BofA is rolling out new names for its investment banking, wealth management and private banking divisions. ... Read full article

Royal Bank of Canada reported a 5% increase in quarterly profits, but a sharp increase in its loan-loss provision is raising concerns about credit quality. ... Read full article

Chemical is paying roughly $3.6 billion for the $23.5 billion-asset TCF. The combined company will be headquartered in Detroit, Chemical's hometown, and operate under the TCF brand. ... Read full article

Provident's investment adviser unit will have nearly $3 billion in assets under management after it buys Tirschwell & Loewy. ... Read full article

The San Francisco company's quarterly earnings also reflected higher wealth management revenue. ... Read full article

The Pennsylvania company has agreed to buy Forney Financial Solutions. ... Read full article

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

Through timely investments, opportunistic dealmaking and a laser focus on employee engagement, Turner has Wilmington, Del.-based WSFS on the cusp of becoming a regional power. ... Read full article

Nearly all banks need more fee income, and many have extra cash for investing in growth. Some have started buying up wealth management firms, while others have decided to pare back and specialize. ... Read full article

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

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

The financial system is safer than it was 10 years ago, says John Taft, vice chairman of Baird. But there are still risks lurking unseen in areas like ETFs, ... Read full article

Bank of America said Terry Laughlin, vice chairman and head of global wealth and investment management, has died. He was 63. ... Read full article

The pressure is on for banks to lean more heavily on capital markets, wealth management and other nonmortgage sources of fee income. That could get tougher in upcoming quarters. ... Read full article