The Latest

Luanne Cundiff is president and CEO of First State Bank of St. Charles in Missouri.

Maryann Kennedy is the senior deputy comptroller for large-bank supervision at the Office of the Comptroller of the Currency. She is a member of the OCC’s executive committee and oversees the nation’s largest, most complex banks that, when combined, hold more than $10 trillion in total consolidated assets. She began her regulatory career at the OCC in 1991. Ms. Kennedy is a mother of four and a grandmother of six.

A recent sale-tax hike in the country and the impact of the coronavirus have driven the yen to it's biggest two-day drop since 2017.

The acquisition is the latest demonstration of firms merging banking, wealth management and digital services to meet clients' every financial need.

Florence Holland serves as the lead manager of pipeline initiatives at the American Institute of CPAs.

In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.

Undisclosed payments from alt managers should have been explained to clients in Form ADV, the regulator says.

Sean Duffy is a former member of the U.S. House of Representatives, representing Wisconsin's 7th district. He was the lead sponsor for PROMESA, which was passed and signed into law in 2016.

The choice surprised analysts, investors and even insiders because of his limited experience in wealth management and investment banking.