Bank channel

The CFA Institute, along with Maria Hartwig, an associate professor of psychology at the John Jay College of Criminal Justice in New York, are working on techniques to help financial professionals improve their ability to detect deception.

According to a report from consulting firm Booz & Co., more than half (51%) of the "rising mass-affluent" say they would consider using their primary bank for investing, compared with only 37% over the age of 50 who said they would.

This list is purely quantitative so those people skills that are so important in any business relationship are simply not captured here.

Professional football players spend 95% of their time preparing — advisors should take a page from that playbook and beef up their referral processes.

After 30 years of declining rates, this past spring was a modest reminder that the tide also rises. The next time will be a disaster unless your clients act now.

Here are this year's best financial advisors in the bank channel and the secrets to their success.

Increases in medium- and long-term interest rates still pose risks, but the Federal Deposit Insurance Corp.'s Quarterly Banking Profile revealed that a rate recovery can also have advantages.

Alfred Feld, who joined Goldman Sachs in 1933 and rose from office boy to private-wealth manager and became the firm’s longest-serving employee, has died. He was 98.

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks.

HSBC in McLean, Va., has hired a longtime Citigroup executive to lead its U.S. branch network.

The rise of mobile banking is starting to impact branch staffing levels. At the same time, new jobs are being created in branches and on digital banking teams.

A former employee at an Ohio branch of U.S. Bancorp pleaded guilty Friday to charges that he accepted $24,000 in kickbacks from debt collectors in exchange for giving them business.

Dan Driscoll will oversee six advisors and will work closely with M&T Bank regional presidents in their respective markets.

Retired Congressman Barney Frank, one of the architects of the Dodd-Frank financial reform law, called Friday for both stringent standards and lenient enforcement around the law's much-watched Volcker rule.

MBIA agreed to insure a $1.16 billion pool of mortgages without its employees reading a report the bond insurer now claims was altered to hide flaws in the loans, JPMorgan Chase’s lawyers told a judge.

Banks should avoid large acquisitions “until the dust settles” from deals done during the financial crisis, U.S. Bancorp CEO Richard Davis said, citing costs that can come years later.

One-fourth of bankers surveyed by KPMG expect to become sellers in 2014 as challenges and regulatory scrutiny rise.

The firm appointed a former executive of Capital One Bank to a new position leading the firm’s private and escrow bankers and coordinating the activities of mortgage banking officers in the field.

Community groups are uniting to protest Regions Financial's short-term loan program, calling on the Birmingham, Ala., company to ditch its "Ready Advance" product.

The Justice Department’s $13 billion mortgage securities settlement with JPMorgan Chase is a record and also a rarity -- Attorney General Eric Holder’s first big win against a bank at the heart of 2008’s financial crisis.