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Higher rates would help bring relief to bankers whove seen lending margins squeezed and expenses pushed up by new technology and regulations.
September 11 -
To help investors cut through the clutter of ETFs on the market, Merrill Edge devised a list of 61 high-quality ETFs from which they can build their own portfolios.
September 10 -
Citi Private Bank nabs talent from J.P. Morgan and Abbot Downing to serve the super wealthy in key markets.
September 9 -
Regions remains on the hook for litigation tied to Morgan Keegan, which it sold last year to Raymond James Financial.
September 9 -
Five years ago, we experienced the worst market meltdown in our lifetimes. Here we share lessons learned from bank advisors and tips on how theyve changed their practice from better managing the debt portion of clients portfolios to tuning out the hysteria of the media.
September 9
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Failures, mergers and charter consolidations have all played a role in the latest decline, but what's really driving down the numbers is the lack of de novos.
September 6 -
Alex Kramer joined the Private Client Reserve to lead a team of 10 advisors as managing director.
September 5 -
The firm promoted two executives to newly created regional posts based in Naples and Miami.
September 5 -
The strength of America's financial system is a result of the diversity of its players, but that diversity wont survive if our nation continues down the path of one-size-fits-all regulatory reform.
September 5 -
The banks new chief investment strategist is assessing the product platform and is looking to expand Websters investment offerings.
September 4 -
Don Quattrucci rejoined BNY Mellon from U.S. Trust, where he most recently served as managing director and market investment director for two years.
September 3 -
Regulatory costs are devouring a greater portion of revenue, time and resources at small banks.
September 3 -
Huntington announced today that Gregory A. Smith was named president of Cincinnati-based Haberer Registered Investment Advisor, a wholly-owned subsidiary of the Huntington National Bank.
September 3 -
Brent Smith, a relative newcomer to Susquehanna, will run the program previously managed by two sales managers.
September 3 -
Chris DiMattio has built a high-volume, low-margin business at FCNB Bank focusing on 401(k) plans of local employers in the Scranton, Pa. area.
September 1 -
Our stories about HSBC's compensation changes received a great deal of attention. Here is a sampling of opposing views on the subject.
September 1 -
The Bentonville, Ark.-based bank generated $25 million in brokerage revenue last year, beating 133 banks in the region, according to a report from Michael White Associates.
September 1 -
Bank of the West's push into the high-net-worth wealth management market appears to be paying off.
September 1 -
Under a new compensation structure implemented at the beginning of the year, advisors are paid a salary plus a quarterly discretionary bonus, marking a major shift from being paid solely on commission.
September 1 -
Welcome to the biggest issue of Bank Investment Consultant that we've put together in my time here. Fittingly, it's also one of the most important. Last year I proclaimed our annual retirement issue to be the most important of the year. This year, we've packed even more important and actionable information into an even bigger volume.
September 1
