Bank channel

The bank derives 15% of its revenues from insurance but it has set a long-term target of getting that to 20%.

We reshuffled the ranking to list advisers by their production as a ratio of their AUM. Here are the top 25.

The former First Tennessee Bank adviser defrauded numerous customers to satisfy a gambling addiction that started when he was in college, according to court documents.

The new hire was previously with Deutsche Bank where he served as head of Issuer Services.

The rep was suspended for 18 months and fined $7,500 for allegedly adding his wife as a 50% primary beneficiary to a customer's variable annuity without the customer's knowledge.

So far this year, at least 9 banks switched their investment services programs to new third-party broker dealers. One outsourced its broker-dealer operations to a TPM for the first time.

More banks are implementing second-story adviser programs as they embrace advice-based client relationships in the wake of the fiduciary rule.

The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

The restructuring of the business following the May 2011 acquisition of Wilmington Trust is largely over, enabling it to grow.

Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.

More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.

Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?

Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.

While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.

The long merger trend among the broker-dealers behind the bank channel is likely over, and new banks are not joining the channel in a major way. Where will TPMs find growth?

The new hire will oversee the private banking and investment management services Umpqua offers to the high-net-worth.

"They like what we do. They like the capabilities. They like the technology we have," he said of the clients drawn to the bank's wealth management platform.

The bank tapped the leader of Wells Fargo Securities to succeed David Carroll.

The investment services programs of Athens Federal Community Bank and Androscoggin Bank command $201 million in client assets.

The bank sees the greatest growth coming from its own customer base, particularly the emerging affluent.