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The San Francisco company tells investors to think ahead to 2011 taxes, as filing deadline has just passed.

Wells Fargo Securities has hired three new public finance investment bankers as the firm seeks to expand its program nationally.

Even the most useful banking apps won't get as much play as Angry Birds. But bankers can learn from popular games and use similar technology as part of their customer interactions.

Fed Chairman Ben Bernanke broke with tradition on Wednesday, offering a rare glimpse into how the central bank conducts monetary policy, a process usually kept secret.

A Supreme Court decision limiting class-action lawsuits was a win for banks and other corporations on Wednesday, but the victory may prove to be short-lived.

John Thiel will start his new position May 1, according to a company memo sent by wealth management division President Sallie Krawcheck on Wednesday.

“In a broader context, we expect wealth management to be a faster growing piece of the total bank and if you look at segmentation, the ultra-high-net-worth space is the fastest growing segment in wealth management,” said Mark Jordahl, the president of U.S. Bank Wealth Management.

The excitement in the room at the 10th Annual Closed-End Funds and Global ETFs Capital Link Forum in New York City on Wednesday was palpable.

Henry Wagner comes to UBS from Stern, Agee & Leach.

Gen X investors are more disgruntled with their advisors than any other generation and they have reason to be: those with advisors saw growth in their portfolios in 2010, but much less than their self-directed peers.

According to Spectrem Group, its Millionaire Investor Confidence Index fell nine points in April to minus-one, a neutral reading and the index’s lowest level since September. This marks the second-consecutive monthly decline for the index, following an identical nine-point decline in March.

For wealth managers, the big question is this: is the unified managed account a realistic goal that will become a reality over time? Or is it a holy grail that will capture imaginations but remain unrealized, draining resources that would better be spent elsewhere?

With tax season behind us, advisors are looking for answers regarding IRAs and Ed Slott has some regarding rollovers and conversions, the step transaction doctrine, and Gold IRAs.

SEI finds that talking about money may still be taboo.

BB&T became the latest bank to roll out a new mobile banking application, giving business and consumer customers the ability to check balances and pay bills from their Android-powered smartphones and tablet PCs.

Investors tired of miniscule returns from their money market accounts and intrigued by small-cap funds in a variety of industries pumped more than $11.3 billion into diversified U.S. equity mutual funds in the first quarter and more than $14.8 billion into global sector funds.

Waddell & Reed Financial, the Overland Park, Kansas, mutual fund complex, said it earned $45.6 million, or $0.53 per diluted share, in the first quarter.

And global sector equity funds saw $14.8 billion in inflows.

Market participants slammed the Municipal Securities Rulemaking Board’s new draft Rule G-43 for broker’s brokers, calling it everything from irresponsible to anti-competitive.

"Capital at the bank has been extremely consistent quarter after quarter," Levan notes. But now with the parent company's equity position negative, time is running out on BankAtlantic.