Bank channel

Next week, we’ll unveil our annual Top 50 Bank Advisers online and in print. In the meantime, we’re proud to present our Next 50.

Next week, we’ll unveil our annual Top 50 Bank Advisors online and in print. In the meantime, we’re proud to present our Next 50.

Chief executives from BofA and PNC raised concerns about the conduct of data aggregators and particularly how well they protect customer data.

The bank projects that fee income from its trust, insurance and brokerage operations will continue to grow in the range of 10% to 12% from 2016 to 2018.

We'll soon unveil our ranking of top bank advisors. In the meantime, one of our regular contributors outlines the characteristics needed to excel in the channel.

The New York Department of Financial Services' letter indicating potential cyber rules are prompting concerns that the state's plans could lead to more stringent measures throughout the industry.

The Cybersecurity Information Sharing Act, which has advanced far on Capitol Hill, promises to help businesses and government thwart cybercriminal attacks. But privacy advocates say the bill would make misuse of consumer data even easier.

A FINRA arbitration panel found that she was wrongly accused of participating in client meetings where an advisor she worked with misrepresented investment products.

Baby boomers will continue to be the nation's wealthiest generation for the next 15 years and remain the largest fee pool for banks and financial services firms, according to new report.

The executive will serve wealthy families in the eastern Florida region, including Jupiter, Palm Beach and Miami, as the bank looks to expand GenSpring, its ultrahigh-net-worth business.

FINRA moved to banish the broker for failing to cooperate with an investigation into allegations that he borrowed thousands of dollars from a 70-year-old customer without Wells Fargo's prior approval.

The Short Hills, N.J., bank chose Invest Financial for its home office resources, scale and technology.

Julian Cruz, an advisor at IBC Bank in McAllen, Texas, along the Rio Grande River, goes south of the border for the majority of his business.

Nobody thought it would be pretty, but last quarter's results were even worse than expected, and low fee revenue is largely to blame. Trading and mortgage banking were particularly bad, and few of the big banks managed to offset the declines.

Changing jobs can be messy if you mishandle the details. Here are 5 tips on making a career move.

In the wake of the exec's departure, the bank has implemented a new field structure that aims to bring the banking and investment services businesses together.

The rep was expelled for failing to cooperate with a FINRA investigation into allegations that she misappropriated funds from a retail bank customer's account.

The widespread adoption of online and mobile banking has largely happened at a time when rates have been near zero. At some point, rates will rise and the value of the experience will be pitted against the value of a yield for depositors.

The wirehouse is sending executives to Credit Suisse offices to deliver the firm's pitch, and will fly advisors out to its headquarters in St. Louis next week.

Banks are working quietly behind the scenes to determine whether they should take the exemption that will allow them to charge commissions on retirement business.