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The California credit union teamed up with Golden State Wealth Management to provide financial advisory services to its 28,000 members.
July 28 -
U.S. Bank hired a professional psychologist to help ultrahigh-net-worth families work through financial issues.
July 27 -
Up to 100 branches could be closed as just one cost-cutting measure after Key pays premium price for its biggest acquisition.
July 27 -
Thomas Dicker will oversee the firm's 38 U.S. wealth offices and will be responsible for driving growth.
July 26 -
The acquisition of the New York City-based firm is expected to boost People's United's assets under management to $8 billion.
July 22 -
Second-quarter revenue from trust and brokerage services sank 11% and 10%, respectively, from the same period last year.
July 22 -
Second-quarter revenue declined across trust, insurance and brokerage businesses, with trust services posting the sharpest fall.
July 21 -
While surprised by Donald Trump's decision to add the reinstatement of the 1930s-era banking law to the GOP platform, Republican lawmakers at the convention in Cleveland maintained that Trump is a better choice for the economy and the financial system.
July 20 -
We reshuffled the deck on our top program managers and ranked them by third-party marketers.
July 20 -
Several big banks are getting into the business, mostly by forming partnerships with fintech companies. Smaller banks are expected to soon follow suit.
July 20