Bank channel

A breakdown of adviser comp by bank asset size. See how you compare.

Tim Killgoar, the director of strategy and consulting, will succeed John Houston.

As a channel, we must get better at attracting and retaining HNW assets.

Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.

The bank's retail brokerage operation employs 12 advisers and has approximately $780 million in advisory and brokerage assets.

The firm's latest "industry checkup" reports declines in revenue, adviser productivity and adviser headcount.

Here’s a roundup of the best quotes and most intriguing ideas we heard at the annual convention.

The rep initially alleged his wallet had been stolen and someone forged his signature. He later claimed he must have been drugged.

The broker allegedly sold $285,250 worth of shares to four investors.

The firm was also ordered to pay $62,807 in restitution to affected customers, plus interest.

Consultant Peter Bielan urged bank wealth execs to incentivize long-term thinking on the part of advisers, not just hitting a monthly goal.

Once the fiduciary rule was explained to customers, many became concerned about previous financial advice, with 29% considering switching to a new institution.

Bank and bank advisers need to improve at the tangibles (financial plans) and intangibles (corporate culture) in the future.

The firm has already standardized its variable annuities and alternative investments and is working toward doing the same for mutual funds as well as indexed and fixed annuities.

The former Wells Fargo executive will command a team of 10 local private bankers in the Hudson Valley and metro New York market.

First Midwest Bank's acquisition of $550M Chicago-based RIA is the latest in a string of deals that banks are cutting with advisory firms to expand their wealth management businesses.

We've reshuffled our top 100 bank advisers to list them by tenure in the industry. Here are the top 20.

The appointment follows a management realignment that occurred in the wake of Huntington's acquisition of FirstMerit last August.

The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.

The bank's current leader of Consumer Banking and Private Wealth Management will move to a new role spearheading initiatives to evaluate further fintech alliances.