Bank channel

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.

A growing number of community banks are experimenting with traveling employees and student part-timers to cut branch expenses.

The Cape May, N.J.-based community bank has a investment services program that would make most rivals envious. And it has a rapidly expanding assets under management to prove it.

Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings.

Smaller banks cannot afford to support high-density branch networks as economic challenges persist.

Fewer investors across all age groups are using traditional advisors as their primary provider of financial guidance, according to research group Cerulli Associates.

Since 2008, U.S. Bank has recruited talent from rival firms to lead various regional units of its business. The investment seems to be paying off, as revenues have inched up over the last year.

Success in business often comes down to strategy. But based on the responses we received to our Top 50 ranking last year, I'm afraid that too many advisors don't know what that means. For the last question, we asked for a brief explanation of what sets them apart from the competition. It was a chance to boast a bit, but it essentially asked for their "elevator pitch"-or what exactly makes them valuable to clients. I cannot tell you how many responses we got saying the same thing: Listen to their needs and goals; devise a personalized plan that accounts for their risk tolerance; use all the tools and solutions offered by my bank; educate my clients and return all phone calls promptly.

We asked the experts to help present the concepts of behavioral finance in a practical way. See how their insights can help you in your practice.

Why banks focus more and more on affluent clients — and why they may miss mom and pop investors more than they think.

Karen Wimbish, head of retail retirement at Wells Fargo discusses her 16 years in the securities business.