Bank channel

Industry observers hail the combination, noting that Infinex focuses on small banks while Essex deals with larger institutions.

A consumer group argues in a new report that banks are being too aggressive as they try to persuade their customers to switch to the electronic delivery of monthly statements. Now it's calling for the CFPB to step in.

The rep was reprimanded for allegedly failing to disclose her business involvement with a kitchen-cabinet installation company in Florida.

The growing divide is due to special incentives for top advisors, as well as changes in the grids that give them a bigger percentage.

Bankers managing advisors is akin to compliance officers managing salespeople. One is constantly wanting to say “No,” the other “Yes.”

Cybercriminals and hackers are increasingly targeting people, and not just technology, in an attempt to breach financial institutions.

In 2015, FINRA slammed offenders with $46.3 million in sanctions for suitability-related infractions, nearly six times the $7.9 million it imposed in 2014.

Of 358 bank holding companies with wealth management programs, 223 grew their programs from the previous year. Here are the ones that posted the fastest year-over-year growth through the third quarter of 2015.

The FBI's fight with Apple over access to a locked iPhone could undermine software security for financial institutions and their technology vendors.

The Spokane, Wash.-based credit union will look to CUSO to rebuild its investment program and integrate it into its core offerings and services.

These advisors from our BIC Top 50 have either logged the most years in the industry (because seniority counts), or the fewest (so does cracking the top ranks at a young age.)

JPMorgan Chase chief Jamie Dimon added to his defenses of megabanks, arguing that regional and community banks rely on them. The comments could inflame tensions among banks instead of easing them.

The firm has launched a new online tool that it says will help advisors at partner banks and credit unions expand their relationships with clients.

These advisers from our BIC Top 50 have either logged the most years in the industry (because seniority counts), or the fewest (so does cracking the top ranks at a young age.)

The community bank will be looking to Raymond James to help it grow its investment services program, which currently has nearly $100 million in AUM.

Despite the rise of digital banking, most people still look to physical channels when opening accounts. That's partly due to consumer preference, but banks have a long way to go to make the digital sales experience smooth.

Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.

Wells Fargo's Joe Nelson has catapulted himself into the company's upper echelons in his second stint as a bank advisor.

Gary McAlum, USAA's top security executive, discusses what he sees as a false choice between security and convenience, his company's progress in getting users to adopt biometric authentication, and the need for a holistic approach to security.

A rough economy, regulation and evolving technology will keep forcing small banks to merge, said Richard Hunt, head of the Consumer Bankers Association. Hunt's position puts him at odds with bank advocates, including Camden Fine at the Independent Community Bankers of America, who believe small banks should ignore the drumbeat calling for more consolidation.