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Once the pace of private equity-backed sales of middle-market companies picks up, the Rhode Island-based bank expects to benefit. CEO Bruce Van Saun says that Citizens' recent expansions in private banking and wealth management will provide opportunities to cross-sell to corporate clients.

Mortgage shop Newrez has entered into at least 22 partnerships with real estate brokerages.

Household net worth decreased $1.3 trillion, or 0.9%, in the third quarter to almost $151 trillion, a Federal Reserve report showed Thursday.

Roger Arnemann serves as the General Manager and Senior Vice President of Analytics at Guidewire Software, where he brings over 20 years of expertise in technology solutions to the table. His experience spans across catastrophe modeling, insurance analytics, cyber risk, and FinTech, making him a valuable asset to the company. Arnemann holds  Bachelor of Arts (B.A.), Bachelor of Science (B.S.), and Master of Science (M.S.) degrees from Stanford University.

The financial services firm boosted a private placement by $100 million on Wednesday and introduced a new product for third-party originators earlier this week.

Luis F. Rosa, certified financial planner and enrolled agent, is the founder of Pasadena, California-based financial planning firm Build a Better Financial Future.

He is host of the "On My Way to Wealth" podcast, co-founder of the BlatinX (BLX) Internship Program and co-founder of the SER Latino Advisor Summit. Among his many industry accolades, Rosa has been named to Financial Planning's list of people who will transform wealth management, to the InvestmentNews 40 Under 40 list, to Financial Advisor magazine's 10 Young Advisors to Watch, and four times to the Investopedia Top 100 Financial Advisors list. In 2023 NerdWallet named him one of eight Hispanic personal finance influencers to follow for money advice. 

Rosa came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, Rosa noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. Rosa uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry.

The rally in Treasuries ahead of the Federal Reserve's first interest-rate cut may only just be getting started, according to Bank of America Corp. research.

Recent economic data pushed investors toward Treasurys over the past week, driving 10-year yields to as low as 4.1%.

James Gerber is the CFO of SimSpace Corp. and a former financial regulator at the Pension Benefit Guaranty Corp.

Michelle Savage is vice president of communication at XBRL US.