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Rick Ulmer, the former regional executive for insurance services in the Mid-America region, will now oversee insurance operations in 10 states.

Client claimed that adviser's recommended strategy earned fees and commissions for the bank but wrecked his inheritance from his great grandfather.

The bank's heavy concentration of mass-affluent customers gives it a strong advantage over its rivals, Citizens claims.

Six executives were recently tapped to lead wealth management and related investment services groups at Huntington Bank, BNY Mellon, SunTrust and U.S. Bank. Find out who they are and what their new roles entail.

The upstate New York community bank is looking to the broker-dealer to help expand its investment offerings and wealth management services.

The bank is the second to join the firm's network in less than a week.

Banks and credit unions can test whether they want to get into the investment services business without bringing in advisers or partnering with a TPM.

These program managers have ranked most consistently among the best of the best.

The California credit union teamed up with Golden State Wealth Management to provide financial advisory services to its 28,000 members.

U.S. Bank hired a professional psychologist to help ultrahigh-net-worth families work through financial issues.

Up to 100 branches could be closed as just one cost-cutting measure after Key pays premium price for its biggest acquisition.

Thomas Dicker will oversee the firm's 38 U.S. wealth offices and will be responsible for driving growth.

The acquisition of the New York City-based firm is expected to boost People's United's assets under management to $8 billion.

Second-quarter revenue from trust and brokerage services sank 11% and 10%, respectively, from the same period last year.

Second-quarter revenue declined across trust, insurance and brokerage businesses, with trust services posting the sharpest fall.

While surprised by Donald Trump's decision to add the reinstatement of the 1930s-era banking law to the GOP platform, Republican lawmakers at the convention in Cleveland maintained that Trump is a better choice for the economy and the financial system.

We reshuffled the deck on our top program managers and ranked them by third-party marketers.

Several big banks are getting into the business, mostly by forming partnerships with fintech companies. Smaller banks are expected to soon follow suit.

The executive has added 15 new advisers this year and plans to add 15 more by the end of 2016, bringing the total broker force to 130.

The Birmingham, Ala.-based bank generated $103 million in second-quarter revenue from its brokerage, trust and insurance operations, up 6.2% year-over-year.