Wealth management

Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments. There's already a squeeze from higher interest rates, which are expected to slow consumer spending and economic growth.

The market appears strongly divided, as commercial real estate presents investors with stark choices and big risk-management decisions, often differing by region and by sub-sector.

This generation is more capable of increasing homeownership rates than any others over the past several decades, argues dv01's head of research.

Shadows loomed over Credit Suisse and First Republic early Thursday, but the sector outlook brightened after billions of deposits were pledged to the U.S. bank.

The San Francisco bank is said to be exploring strategic options that include a sale, according to people familiar with the matter. The firm is also weighing options for shoring up liquidity, some of the people said.

After several years when the scandal-plagued bank was focused on cost cutting, CEO Charlie Scharf indicated Tuesday that the company has opportunities to expand revenue across every line of business.

But knowledge of HELOCs and HECMs is higher among Gen Z and millennials than boomers.

Hafize Gaye Erkan, whose surprise departure from First Republic Bank disrupted the lender’s succession plans earlier this year, will become chief executive officer of Greystone as the closely held commercial-property lender expands into wealth management and private banking.

The size of their returns during the past decade belie their negative yields so far this year.

The company reached an agreement with 39 states to pay $1.85 billion to resolve claims that it had used predatory lending practices.

There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health?

The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis.

Financial advisors have a variety of objectives in working with their investment-planning clients. But when all is said and done, clients are usually mainly interested in a successful road map to growing and protecting their wealth to and through retirement.

Digital technologies are transforming the delivery of financial services and reshaping consumer expectations. At the heart of change is the speed of money movement, which now represents the future — success for those who deliver, challenges for those who don't.

How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.

Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men.

The SmartBuy program, offered by the Illinois Housing Development Authority, has drawn interest from out-of-state buyers too.

The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem.

The digital bank is on a larger mission to attract younger customers. It's inserting itself into the popular video game in the hope that game players will learn about its products and have fun at the same time.

Innovation is key in today's dynamic market. Suni Harford, president, asset management at UBS walks us through two significant innovations she drove in the asset management industry this year — including a ground-breaking approach to climate change and sustainable investing.