Bank channel

The PricewaterhouseCoopers recruit will work with wealth management experts whose clients are looking for an investment bank to lead the sale of their business.

The rep argued that the money she received was not a loan but rather the proceeds from the sale of her tractor to the customer.

The acquisition of IPI will add about $8 billion to the independent broker-dealer.

First-quarter profits jumped almost 40% on $577 million in revenue.

The rep declined to provide the regulator with documents it needed to investigate allegations that she converted $13,000 for personal use.

While first-quarter revenue from insurance services fell 7.5% year-over-year, the overall wealth management business still managed to come out ahead.

The Buffalo-based institution generated $120 million in first-quarter revenue from trust services, up 8% year-over-year.

First-quarter revenue jumped 9% year-over-year even as the number of advisers fell by 10%.

The Houston-based institution will look to Raymond James to expand its investment offerings to clients throughout Texas and Oklahoma.

We've reshuffled our top 100 bank advisers to list them by percentage increases in their annual production. Here are the top 20.

Wealth management executives command large enterprises at many financial institutions and are getting paid handsomely for it.

The family claims that the holdings in their trusts were overly concentrated in the shares of the once prominent publicly listed company that that went bankrupt in 2015.

Karen Dixon will oversee private wealth management services in Texas.

How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.

Tom Scaturro will lead Key Private Bank market teams in Florida and the Hudson Valley/metro New York region.

The two were part of a three-person brokerage team that joined SunTrust Private Wealth Management in Atlanta.

Compensation is just part of the consideration for an adviser to go independent.

Using only monetary rewards as the sole means of motivation is a missed opportunity to spur advisers to greater levels of production and productivity.

Commission, salary or bonus: Who gets what, how and where? We've got it all here.