Bank channel

Why is branding so important and how can you build a stronger brand?

The self-directed channel hasn’t been as bad as expected for traditional advisors. And there may even be some opportunity left.

Few bank executives could state a clear and comprehensive wealth strategy. And most had trouble identifying something about their wealth management efforts that was unique.

Banks need to keep their customers in mind as just one constituency when designing their compensation plans for advisors

Paul Springmeyer joined the bank’s Private Client Reserve unit as a senior portfolio manager and John Ostrand joined as a trust officer.

What does it take to be a successful advisor? And how do you prove your worth to clients?

The two Monday morning sessions at the Bank Insurance & Securities Association’s annual conference were billed as “Market Perspectives” and they lived up to the name.

In the two months since its launch, the iPad app has been downloaded by a half million Wells Fargo customers, who have rated it just under four stars. What's unique about the app is that it lets customers manage consumer, small business and Wells Fargo Advisors brokerage accounts in one place.

If there was a theme to the opening sessions of the Bank Insurance & Securities Association’s annual conference in Florida on Sunday, it could be characterized as moderation.

BIC Editor Lee Conrad outlines the conference sessions that piqued his interest.

The New York Hudson Valley thrift seeks to make wealth management an important core business line and not just a tertiary line.

Zinder notes that there are 200,000 financial advisors, but that only about 1,000 or so are producing $1 million a year. What are they doing that you’re not?

Robert Stevenson, a 14-year veteran of Northern Trust Co., will provide high-net-worth clients with integrated investment services.

There's still a wide disparity between what buyers are willing to pay and what sellers are willing to accept, and the U.S. Bancorp CEO does not see that gap closing any time soon.

What will the next big legislation look like? We asked academics, analysts and former top regulators to weigh in.

Anne Copeland, an executive vice president of the bank’s Wealth Management Group since April 2012, will lead Regions’ efforts to provide banking, trust, and investment management services to affluent and high-net-worth individuals.

On the heels of getting recognized for its social media marketing content, Regions Bank dishes on what material has worked best for it and what it plans to do next in the socialsphere.

JPMorgan Chase has fired back at attempts by representatives of the former Lehman Brothers to link its collapse with the so-called Whale.

The $825 million community bank has selected Infinex Financial Group as its new broker dealer.

Observers say it's unlikely Congress will be able to strike a deal to stop across-the-board budget cuts from going into effect, raising concerns for bankers and regulators alike.