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Merrill Wealth Management and IMG Academy are partnering to bring financial education to those looking to succeed on and off the field.

The surprise announcement of their exit distracted from some record metrics and the firm's indication that it will be keeping its cash sweep yields the same.

Chase has launched a generative AI tool that acts as a research analyst for the mega bank's employees, according to an internal memo viewed by Bloomberg.

Opponents of the new regulation won a legal victory in a ruling that places it in a stay during their lawsuit challenging the legality of the changes to ERISA.

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.

Marc Rothchild is senior vice president, head of claims at Xceedance, a leading global provider of strategic operations, support, technology, and data services for insurance organizations. He leads the claims business at Xceedance, bringing 20 years of operations and technology leadership experience across the insurance, software and supply chain distribution industries. Prior to Xceedance, he spent 13 years leading various U.S. and global teams across claims, operations, analytics, and technology at AIG —most recently for its digital commercial insurance carrier, Blackboard Insurance.

Peter Flynn is senior vice president, personal lines America at Xceedance, a leading global provider of strategic operations, support, technology and data services for insurance organizations. He oversees all client engagements and the Xceedance product offering within the sector. Prior to joining Xceedance, he was senior vice president of broker development at PURE Insurance, a high-net-worth personal lines specialist insurer. His career also includes a significant tenure of 15 years at Chubb, where he was involved in underwriting and sales and held various leadership roles.

Ameriprise Financial reported higher second-quarter earnings driven by its wealth groups.

Daniel Chu is the founder and CEO of Tricolor.

Net revenue for the Private Client Group reached a new height of $2.42 billion, an 11% jump from the same quarter last year.