Bank channel

Banks are lining up behind Capital One to launch robo platforms even as they gird for an initial hit to their brokerage business.

U.S. banks operating in the U.K. may have to deal with new sets of financial regulations — a process that will take time and create more uncertainty.

Eleven executives were tapped this year to lead wealth management and related investment services groups at Key Private Bank, Regions Bank, U.S. Bank, Wells Fargo Private and Wilmington Trust. Find out who they are and what their new roles entail.

BIC took a fresh look at its top program managers and re-ranked them based solely on team assets under management.

The bank is rolling out a new digital advice offering that pairs robo technology with financial advisers, most of whom have the CFP designation.

Terry Dolan replaces Kathy Rogers, who is stepping down from her role due to changing family circumstances.

The bank, which operates in 12 states, is bringing customers in the door even as it cuts its retail square footage by half. The lure? The offer of a financial "checkup" that tens of thousands of people have accepted.

The New Jersey bank moved its investment services program to Raymond James after a 14-year relationship with Essex Securities.

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.

Financial planners moving to new jobs are jumping less hurdles and increasing AUM, a new study says.

The large Northwest Pacific institution abandoned its third-party broker-dealer for CUSO Financial Services.