Bank Channel

See which TPM tops the list for both highest production-per-adviser and highest fee income.

The industrywide gain in fee income is a welcome development given the new fiduciary rule--see how firms are preparing for new regulations as well as new competition.

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.

The firm has named two executives to newly created positions to help build on the momentum it says it has developed in serving clients in the western U.S.

Truxton Trust has just one office, in Nashville, but it boasts clients in some of the wealthiest locales in the country, including Silicon Valley and New York.

The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.

Hiring advisers with a variety of backgrounds can result in a well-rounded team. Everyone is unique, but nobody can do what a group can accomplish together, says one program manager.

These top bosses have kept their advisers focused during a difficult year for the bank channel and increased business to boot. Read about their strategies and insights

Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.

Honest communication can make a big difference in preventing people from quitting during management upheavals.