-
Banks are closing branches and relying more heavily on technology to serve customers. Concerns that online and mobile banking don't reach all customers could leave banks open to allegations of discrimination.
September 15 -
First National Bank of Bemidji in Minnesota is looking to add advisors and clients.
September 11 -
The 30-year industry veteran joined from Bank of the West.
September 11 -
Few banks consistently earn more than four stars in the Apple and Google App Stores. The rare high performers listen to users and pioneer new features.
September 10 -
Community banks could be vulnerable to increased funding costs, particularly rates tied to retail deposits. Technology, and improved modeling, could help them hold onto more deposits.
September 9 -
New advisor will focus on ultrahigh-net-worth clients mostly in the Miami area.
September 9 -
The Tuscaloosa, Ala.-based credit union selected Cetera Financial Institutions to help it grow its investment services program, which has approximately $40 million in brokerage assets.
September 2 -
There are ways to find new advisors besides hiring from competitorshere are some of them.
August 27 -
The new exec will help the bank's wealth management business groups work together to bring in more business.
August 27 -
The Syracuse, N.Y.-based credit union chose CUSO from among five third-party broker-dealers for its technology, reporting capabilities and specialization in financial institutions.
August 27 -
Julz Burgess will provide strategic direction and focus on business development, client service and retention.
August 24 -
Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering.
August 21 -
The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.
August 20 -
When Bank of America shareholders gather next month to decide if Brian Moynihan can keep his chairman title, they wont be the only ones about to weigh in on his career.
August 20 -
Depositors at mutuals in Ohio and Massachusetts have approved measures making it more difficult for their institutions to convert to stock ownership. Still, many industry observers believe the mutual industry is poised for more consolidation.
August 20 -
New Wells Fargo recruits have a combined 55 years of experience.
August 18 -
Regional banks are selling more and more of the machines that big retailers use to count, store and deposit cash. As old-school as it sounds, it's making the banks money at a time when they need alternative revenue sources.
August 17 -
Fidelity National Information Services, a provider of banking and payments technology, agreed to buy software maker SunGard Data Systems in a deal valued at $9.1 billion, including the assumption of debt.
August 12 -
David Kuipers, named president and CEO of Associated Investment Services, replaces Bill Curtis, who retired in July.
August 5 -
Jorge Daniel Usandivaras claimed to have been fired for blowing the whistle on what he saw as improper transactions.
August 4


