Bank channel

Advisors have invested a significant amount of sweat equity in their books. Why not tap that resource to fund their own retirement?

Banks are under pressure to keep their top-producing advisors—here's what they're doing about it.

With close to half of all bank advisors near retirement age, how are banks planning to replace them?

A retiring advisor focused on the best fit between his clients and five young successors.

As fee-based business increases, succession planning takes on a bigger role in the channel.

Cardinal Financial made a big push into wealth management a decade ago. Today, it remains an inconsistent business, though management is optimistic about the future.

The two failed to cooperate with FINRA investigations into alleged misconduct, including allegations that one converted customer funds.

DD4BC, a group that threatens to knock out corporate websites unless it is paid off in bitcoins, has expanded its denial-of-service attacks on banks.

The 25 largest bank-owned broker dealers produced almost $22 billion in fixed and variable annuity sales last year, or 57% of the total sold by all banks and credit unions.

Interest rates are still at zero, and banks will still be OK — though they may have to do a little scrambling. That could mean a shift away from short-term, rate-sensitive assets, or yet another round of cost-cutting.

Banks are closing branches and relying more heavily on technology to serve customers. Concerns that online and mobile banking don't reach all customers could leave banks open to allegations of discrimination.

First National Bank of Bemidji in Minnesota is looking to add advisors and clients.

The 30-year industry veteran joined from Bank of the West.

Few banks consistently earn more than four stars in the Apple and Google App Stores. The rare high performers listen to users and pioneer new features.

Community banks could be vulnerable to increased funding costs, particularly rates tied to retail deposits. Technology, and improved modeling, could help them hold onto more deposits.

New advisor will focus on ultrahigh-net-worth clients mostly in the Miami area.

The Tuscaloosa, Ala.-based credit union selected Cetera Financial Institutions to help it grow its investment services program, which has approximately $40 million in brokerage assets.

There are ways to find new advisors besides hiring from competitors—here are some of them.

The new exec will help the bank's wealth management business groups work together to bring in more business.

The Syracuse, N.Y.-based credit union chose CUSO from among five third-party broker-dealers for its technology, reporting capabilities and specialization in financial institutions.