Banking

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

The Connecticut-based community bank announced a raft of new board and executive appointments, giving shape to a new strategy aimed at winning more business from high-net-worth individuals.

The largest independent digital investment advisor in the U.S. is buying the automated investing arm of the woman-focused company.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own destination after a giant M&A deal.

The investment banking giant has been the subject of regulatory probes regarding the way it vets prospective clients. So far, that's not driving away potential clients, executives say.

A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?

Richard "Dick" Parsons, the former Citigroup chairman who died Thursday, is credited with helping the New York megabank survive the financial crisis. Earlier in his career, he led Dime Savings Bank out of the savings-and-loan crisis.

As Congress remains gridlocked, state legislatures are writing laws that force banks to report scams to the police. But the banks are pushing back.

Gorman is stepping down as the bank's chairman at the end of the year. Here's a look at how he rebuilt Morgan Stanley with a focus on wealth management.