Banking and Finance

Investment advisers and brokers will soon be faced with new federal disclosure and compliance requirements, but the changes disappointed consumer advocates and suggest more state regulatory action on fiduciary rules is likely, Financial Planning magazine reported. …

Wells Fargo, the Des Moines area’s largest private employer, announced plans to overhaul its corporate philanthropy strategy to focus on housing affordability, small-business growth and the financial health of individuals. In an announcement released today, …

Iowa-chartered banks provided about $62.6 billion in total loans to Iowa businesses, farmers and consumers as of March 31, up 5.18% from the first quarter of 2018, according to results released by the Federal Deposit …

Credit union representatives are learning how to help their members become better savers through the Iowa Credit Union Foundation’s new “People Helping People” Financial Coach Program. Thirty-nine attendees from 22 credit unions attended the three-day …

Grinnell Mutual, the largest primary reinsurer of farm mutual companies in North America, announced it has added two positions to its senior leadership team. Andrea Brunk has been named vice president of Strategic Experience. The …

The American Institute of CPAs has recognized Michaela Christian, a graduate of Iowa State University, as a winner of the 2018 Elijah Watt Sells Award. Christian is employed as a tax associate with RSM US …

Wells Fargo is donating $100,000 to Greater Des Moines Habitat for Humanity and on Tuesday team members are building the walls of a Habitat house to celebrate the 100th Habitat house supported by the financial …