Bank channel

"Being a program manager allows me the opportunity to be the player/coach and the time to help others get better at what they do,” says Pinnacle Bank's Gary Collier.

Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.

Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.

The bank’s financial advisors and licensed bankers will continue to offer insurance services through the many insurance carriers Regions works with.

Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.

The bank’s latest retreat from wealth management will move 51 advisors to the independent space under Woodbury Financial.

The bank’s wealth management businesses posted $217 million in first-quarter profits, up from $156 million in the same quarter a year ago.

The executive will lead PNC’s wealth business beginning in June.

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

The bank recruited a wealth executive from J.P. Morgan Chase to “continue accelerating the unit’s pace of growth,” it said.

The broker also purportedly neglected to disclose an outside real estate business to BBVA, FINRA said.

The Chicago-based community bank is the second bank this year to move its business from Invest Financial.

The new exec fills a position that has been open since its last chief of insurance left the post in October.

Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

The beleaguered bank is reported to have been ordered by the Justice Department in late 2017 to conduct an independent investigation of the business.

Donald Heberle will leave his post at the end of March, a decision mutually agreed on by both Heberle and bank management.

The bank is looking to attract more affluent customers with $250,000 to $3 million in investable assets, the bank's head of wealth management told analysts.

First Federal Savings Bank of Champaign-Urbana moved its investment services business to LaSalle St. Securities in a bid to deepen relationships with the back-office staff supporting the business.

Robert Moore divided the firm's six IBDs into two channels, promoted a new COO and hired from a rival.