Wealth Management

JULY 7, 2025

As 401(k) plan formation explodes, banks may step in to serve the market. JPMorgan's success offers a model, but challenges remain for new entrants.

Banking 179

Banking Planning Marketing Marketing 179

Calculated Risk

FEBRUARY 3, 2025

Meanwhile, banks reported stronger demand for C&I loans to large and middle-market firms, while demand for C&I loans to small firms remained basically unchanged. Furthermore, banks generally reported tighter standards and basically unchanged demand for commercial real estate (CRE) loans.

Banking 162

Banking Marketing Marketing 162

Calculated Risk

FEBRUARY 25, 2025

The FDIC released the Quarterly Banking Profile for Q4 2024: Full-Year ROA and Net Income Increased in 2024 The banking industry reported full-year net income of $268.2 However, these banks tend to have lower concentrations of such loans in relation to total assets and capital than smaller institutions, mitigating the overall risk.

Numbers 162

Numbers Banking Assets Portfolio 162

Calculated Risk

MAY 12, 2025

Furthermore, banks reported tighter or basically unchanged lending standards, and weaker or basically unchanged demand for commercial real estate (CRE) loans. Banks also responded to a set of special questions about changes in lending policies and demand for CRE loans over the past year.

Banking 147

Banking Marketing Marketing 147

Wealth Management

SEPTEMBER 17, 2024

Jim Rourke and Michael Liu were named co-heads of private client partnership development, which links Bank of America’s global corporate and investment bank, Merrill wealth management and the Private Bank.

Banking 270

Banking Investing Investments Wealth Management 270

Calculated Risk

MAY 8, 2023

Meanwhile, banks reported tighter standards and weaker demand for all commercial real estate (CRE) loan categories. In addition, banks reported tighter standards and weaker demand for home equity lines of credit (HELOCs). Meanwhile, demand weakened for all RRE loan categories. emphasis added Click on graph for larger image.

Banking 363

Banking Government Marketing Marketing 363

Calculated Risk

MAY 29, 2024

The FDIC released the Quarterly Banking Profile for Q1 2024: Reports from 4,568 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) report aggregate net income of $64.2 percent is now at its highest level since fourth quarter 2013, driven by office portfolios at the largest banks.

Numbers 312

Numbers Banking Insurance Assets 312

Calculated Risk

AUGUST 5, 2024

Meanwhile, banks reported tighter standards and weaker demand for all commercial real estate (CRE) loan categories. For loans to households, banks reported, on balance, basically unchanged lending standards and weaker demand across all categories of residential real estate (RRE) loans. emphasis added Click on graph for larger image.

Banking 329

Banking 329

The Big Picture

MARCH 4, 2025

The transcript from this weeks, MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan , is below. Melissa Smith is co-head of commercial banking for JP Morgan. Previously she was co-head of the bank’s Innovation Economy Group. And just to define that middle market sort of means in, in the commercial banking, right?

Banking 130

Banking Economy Startup Marketing 130

Calculated Risk

JUNE 15, 2025

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2025 2026 2027 Mar 2025 1.5 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2025 2026 2027 Mar 2025 4.3 Dec 2024 1.8 The unemployment rate was at 4.2%

Banking 286

Banking Economics Economy Marketing 286

Wealth Management

AUGUST 7, 2024

Alberto Francis is leaving Bank of America Private Bank to form Rockview Private Wealth through LPL’s high-net-worth-focused employee affiliation model.

Banking 298

Banking 298

Calculated Risk

NOVEMBER 6, 2023

Furthermore, banks reported tighter standards and weaker demand for all commercial real estate (CRE) loan categories. In addition, banks reported tighter standards and weaker demand for home equity lines of credit (HELOCs). Meanwhile, demand weakened for all RRE loan categories. emphasis added Click on graph for larger image.

Banking 328

Banking Government 328

Trade Brains

JULY 1, 2025

Goldman Sachs is a leading global investment banking, securities, and asset management firm serving corporations, financial institutions, governments, and individuals worldwide. The Bank caters to a range of banking services covering commercial and investment banking and transactional/branch banking.

Banking 115

Banking Engineering Numbers Financial Services 115

The Big Picture

FEBRUARY 28, 2025

This week, I speak with with Melissa Smith , co-Head of Commercial Banking at of J.P. Morgan , Previously she was co-head of the banks Innovation Economy Group. She works with founders, CEOs and CFOs, delivering a cohesive banking experience to startups and fast-growing companies. She has been with JPMorgan for over 20 years.

Banking 173

Banking Startup Economy Investing 173

Calculated Risk

MAY 28, 2025

The FDIC released the Quarterly Banking Profile for Q1 2025: Net Income Increased from the Prior Quarter, Led by Higher Noninterest Income Quarterly net income for the 4,462 FDIC-insured commercial banks and savings institutions totaled $70.6 The banking industry reported an aggregate return on assets of 1.16 billion, up $3.8

Banking 251

Banking Numbers Portfolio Sales 251

Wealth Management

MARCH 31, 2025

In its fourth deal of 2025, Wealth Enhancement has acquired the wealth services division of First International Bank and Trust, its first location in North Dakota.

Banking 264

Banking 264

Wealth Management

MARCH 26, 2025

Robinhood Strategies portfolios will include a mix of single stocks and ETFs for a 0.25% annual fee, while the private banking service will include estate planning and tax advice exclusively for Gold members.

Banking 232

Banking Estate Planning Taxes Portfolio 232

Wealth Management

JANUARY 8, 2025

(Sponsored Content) Discover how high-net-worth clients can have a full array of options for investing and banking capabilities at Wells Fargo.

Banking 246

Banking Clients Investing Investments 246

The Big Picture

JANUARY 2, 2025

It is especially true for strategists and forecasters at large brokers and banks. So as strategists at Bank of America Corp., Deutsche Bank AG, Goldman Sachs Group Inc., As the Federal Reserve shifted to cutting interest rates, Treasuries were seen as ripe to give equities a run for their money.”

Banking 345

Banking Economics Planning Investing 345

Calculated Risk

JUNE 18, 2025

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2025 2026 2027 Jun 2025 1.2 Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2025 2026 2027 Jun 2025 4.4 So, GDP was revised down for 2025. Mar 2025 1.5

Banking 205

Banking 205

Trade Brains

JUNE 11, 2025

The HDFC Bank share continues to play a defining role in India’s financial markets, particularly in 2025. Its price movement has gone beyond reflecting individual performance it is now influencing the broader banking index, Bank Nifty , in a visible and consistent manner. HDFC Bank Shares’ Impact on Bank Nifty 1.

Banking 59

Banking Economics Investing Investments 59

Trade Brains

JULY 1, 2025

Leading brokerage firm Emkay Global has flagged concerns regarding the management efficiencies going inside the bank. With a market capitalisation of Rs 7,414 crores, the shares of Karnataka Bank Ltd are currently trading at Rs 196 per share, down by 20 percent from its 52-week high of Rs 245 per share. percent and 6.33

Banking 59

Banking Consulting Distribution Financial Services 59

Trade Brains

JUNE 19, 2025

India’s banking ecosystem is vast and diverse, comprising 13 public sector banks, 21 private sector banks, 44 foreign banks, and 12 small finance banks. As of 2024, total assets held by public sector banks stood at Rs. 16,128,080 crore, while private sector banks held assets worth Rs.

Banking 66

Banking Assets Investing Investments 66

Trade Brains

JUNE 7, 2025

Financial Highlights Punjab National Bank (PNB) reported a net interest income of Rs 42,782 crores in FY25, marking a 6.7 On a year-on-year (YoY) basis, the bank earned Rs 10,757 crores in Q4 FY25, up by 3.8 On a year-on-year (YoY) basis, the bank earned Rs 10,757 crores in Q4 FY25, up by 3.8 On a QoQ basis, it increased by 1.31

Banking 64

Banking Assets Accounting Investing 64

Trade Brains

JUNE 30, 2025

The shares of this leading bank tumbled over 8 percent on Monday as its senior executives resigned from the management, citing allegations of fraud. With a market capitalization of Rs 7,408 crores, the shares of Karnataka Bank Ltd are currently trading at Rs 196 per share, down by 25 percent from its 52-week high of Rs 245 per share.

Banking 59

Banking Financial Services Retail Investment Advisor 59

Wealth Management

JANUARY 10, 2025

BofA announced it hired Ed Riley and Jessica Mullin several days after unveiling its new advisory group for ultra-high-net-worth clients based out of its Merrill Wealth division.

Banking 356

Banking Clients 356

Calculated Risk

MARCH 19, 2025

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2025 2026 2027 Mar 2025 1.5 GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2025 2026 2027 Mar 2025 1.5 at the end of 2025 (3.9%-4.4%) Dec 2024 1.8 Dec 2024 1.8

Banking 179

Banking 179

Wealth Management

JULY 22, 2024

Alexandra Romeo Boyles and Will Coughlin will be based out of Denver. The additions follow the firm attracting Northern Trust alum Tom Riley earlier this year.

Banking 305

Banking 305

Wealth Management

MAY 27, 2025

The migration of lending away from regulated banks and more transparent public markets creates potential risk.

Economics 191

Economics Banking Marketing Marketing 191

Validea

JULY 1, 2025

According to Barron’s , major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual exam with room to spare, prompting a wave of capital return announcements. 3 View BAC Bank of America Corp. Dividend/Buyback : Bank of America raised its dividend to $0.28

Banking 52

Banking Valuation Wealth Management Investing 52