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These advisors from our BIC Top 50 have either logged the most years in the industry (because seniority counts), or the fewest (so does cracking the top ranks at a young age.)
February 24 -
JPMorgan Chase chief Jamie Dimon added to his defenses of megabanks, arguing that regional and community banks rely on them. The comments could inflame tensions among banks instead of easing them.
February 24 -
The firm has launched a new online tool that it says will help advisors at partner banks and credit unions expand their relationships with clients.
February 24 -
These advisers from our BIC Top 50 have either logged the most years in the industry (because seniority counts), or the fewest (so does cracking the top ranks at a young age.)
February 24 -
The community bank will be looking to Raymond James to help it grow its investment services program, which currently has nearly $100 million in AUM.
February 23 -
Despite the rise of digital banking, most people still look to physical channels when opening accounts. That's partly due to consumer preference, but banks have a long way to go to make the digital sales experience smooth.
February 18 -
Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.
February 18 -
Wells Fargo's Joe Nelson has catapulted himself into the company's upper echelons in his second stint as a bank advisor.
February 17 -
Gary McAlum, USAA's top security executive, discusses what he sees as a false choice between security and convenience, his company's progress in getting users to adopt biometric authentication, and the need for a holistic approach to security.
February 17 -
A rough economy, regulation and evolving technology will keep forcing small banks to merge, said Richard Hunt, head of the Consumer Bankers Association. Hunt's position puts him at odds with bank advocates, including Camden Fine at the Independent Community Bankers of America, who believe small banks should ignore the drumbeat calling for more consolidation.
February 16 -
While the final revenue figure will not be available until late April, data through the third quarter suggests that bank wealth management businesses may match 2014's record revenue.
February 12 -
The bank's new ultrahigh-net-worth "boutique" plans to fend off rivals by leveraging the global resources of its French parent, BNP Paribas.
February 11 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisers based solely on annual production.
February 10 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisors based solely on annual production.
February 10 -
When it comes to banks and credit unions, some old wounds never heal.
January 28 -
The lawsuit stems from the conflicting demands placed on advisors who are expected to cross-sell banking products.
January 27 -
The bank is mostly known for high-end clients but this new effort is focused more on the middle class.
January 26 -
The Tupelo, Miss.-based regional bank generated $5.4 million in fourth-quarter revenue from its wealth management operations, down 9.3% year-over-over.
January 26 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.
January 25 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.
January 25




