Practice and client management

The consulting giant's annual global banking review highlights a stark trend: Over a seven-year period, more than 70% of the net increase in financial assets ended up not on U.S. banks' balance sheets, but instead at insurance and pension funds, sovereign wealth funds, in private capital markets and elsewhere.

Hint: It requires balancing technology with the appropriate degree of personalization and human interaction.

Seventeen companies showed off their latest tech aimed at streamlining the lending experience.

A half dozen experts shared advice for financial advisors and clients who are buying, selling or refinancing homes.

Thomas Nides, a former U.S. ambassador to Israel and longtime Morgan Stanley executive, will take over the megabank's public affairs division as its work to fix regulatory concerns continues. He succeeds Bill Daley, the former chief of staff to President Barack Obama, who recently announced his retirement from Wells.

The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?

Following New York Community Bancorp's acquisition of Flagstar, the company is ditching the regional bank brands that it long used. CEO Thomas Cangemi calls Flagstar a "neutral" but "patriotic" name that underscores the firm's nationwide expansion strategy.

Working in tandem, they can help both the loan officer and a company increase their business and return on investment.

The ads ran on websites including Investopedia, Martha Stewart and Southern Living, a lawsuit alleges.

Forget special offers, ubiquitous branches and promises of convenience. Younger clients want to see state-of-the-art technology and hear good things from friends and family, according to a recent Arizent survey.