-
The Chicago-based community bank is the second bank this year to move its business from Invest Financial.
March 21 -
First Federal Savings Bank of Champaign-Urbana moved its investment services business to LaSalle St. Securities in a bid to deepen relationships with the back-office staff supporting the business.
February 16 -
L&N Federal Credit Union was looking for a boutique-style firm following Invest's acquisition by LPL.
February 5 -
The Short Hills, New Jersey-based bank will look to Cetera to accelerate the program's growth.
January 10 -
The bank chose to integrate its program after its acquisition of 18 New York-based branches of First Niagara Bank last year.
December 19 -
Lagging rival broker dealers, the firm recruited the president of RIA firm Priority Financial Group to lead the financial institutions division.
December 14 -
Central Valley Community Bank of Fresno, California, will look to Raymond James to help it expand its client investment offerings.
December 1 -
California Credit Union and North Island Federal Credit Union consolidated their investment programs in anticipation of their merger in March.
November 6 -
The bank, which has a focus on millennial investors, cited Cetera’s technology tools as a particular attraction.
October 12 -
The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.
September 29