Bank channel

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.

Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.

These wealth management execs, among the best in the channel, oversee their teams in the midst of major industry changes brought on by technology, demographics and smaller branches.

Retirees may withdraw their application within 12 months of receiving their first monthly Social Security check; plus, three ways to be smarter about drawing retirement income.

The advisor was banished for refusing to cooperate with a FINRA investigation into wire activity in the advisor's bank account.

The decline was primarily due to the sale of the bank's propriety mutual fund business in the fourth quarter of 2015.

Industry veteran Bob Carr on how to approach advisor training (and how the old days weren't always so good.)

Advisor Kevin McDermott shares his opinions on the biggest mistakes he sees from young advisors in the bank channel.

The broker was reprimanded for lying on a customer's behalf.

The rep refused to cooperate with a FINRA investigation into allegations that he stole money from retail bank customers.

Change happens when it has to. For bank advisors, this means they'll get succession plans--eventually.