Finance

Since becoming head of investment and corporate banking at Mizuho Americas, Katz has lead it through explosive growth in its M&A strategy and leveraged buyout practices.

As global co-head of mergers and acquisitions at J.P. Morgan, Aiyengar is the only woman and only person of color to hold such a position.

Mohr, the chairperson of the Fairness Opinion Committee, vets every fairness opinion originating in both Asia and the Americas, ensuring that M&A transactions are equitable for all.

Neobanks and Fintechs have raised the bar in terms of client experience and expectations, forcing incumbents to break free and innovate. Now they are coming after the next generation, launching next-gen youth-focused offerings. Europe is leading this charge with nearly half of the startups based in the region. With the increased popularity and competition how are these neobanks finding different ways to market and monetize? In this session hear from Taylor Burton, co-founder of Till Financial on why there is a race to capture the next generation and how Fintechs like Till Financial is turning is a popular trend into a profitable business.

The robo advisor plans to use the capital to expand its business-to-business units.

Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.

Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.

Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

Find all of the data from FP’s annual survey of the industry and ranking of firms by yearly revenue.

Sonya Lutter joined Herbers & Co.'s Academy as its new director of institutional research and education.

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

After unveiling another deal for an RIA with billions in AUM, the firm is also revamping its CRM system with Salesforce as its vendor.

Rising equity values and incoming assets drove higher earnings despite the lower number of financial advisors at one of the largest wealth managers.

Tailwinds behind fiduciary services and financial advisor demographics are working in the RIA holding company’s favor, CEO Rudy Adolf says.

The wealth manager has opened more ways to affiliate with the firm by starting to tap M&A deals with a sizeable pipeline for more in the future.

The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.

Despite fewer incoming advisors, CEO Ron Kruszewski says the company’s pipeline is strong and extending to the independent channel.

The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.

Industry experts weigh in on the future of wealth management.

Record-level asset management fees and investment banking revenues were credited with the increase in net revenue.