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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 -
Bank advisors don't have as many options as those in the independent or wirehouse channels when it comes to their own retirement planning. So a few are coming up with innovative ideas.
September 1 -
Three case studies show how advisors are helping their clients meet life's challenges and prepare to live out their sunset years in style.
September 1 -
Banks earnings for the three months ending June 30 marked a second consecutive record quarter, the FDIC said today in its Quarterly Banking Profile.
August 30 -
As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.
August 29
Financial Planning -
The Private Client Reserve hired a new wealth management advisor from UBS Private Wealth Management to support growing business in the Chicago market.
August 29 -
BlackRock Inc. (BLK), the worlds biggest money manager, won dismissal of a lawsuit brought by two pension funds that accused the company of collecting grossly excessive compensation from securities-lending returns linked to iShares Inc.
August 29 -
Rosemary Berkery, who heads UBS's U.S. bank, knows her commercial banking rivals are gunning to win away the bank's super-rich clientele. In an interview, she explains how UBS is fighting back by offering wealthy customers new banking products, like mortgages and credit cards.
August 29 -
National Bank of Canada, the countrys sixth-largest lender, reported quarterly profit that beat analysts estimates on gains in earnings from trading and wealth management.
August 28 -
Wells Fargo's regional president of Florida operations has been promoted to a national executive.
August 27 -
Many banks are trying to lure newly affluent Gen X and Gen Y clients with high-tech services, but they may have better luck with a more traditional approach, according to new research.
August 27
