Bank channel

Tim Killgoar, Raymond James' former director of client experience, will focus on strategic initiatives for the banks and credit unions the division serves.

Dustin Hellams' job as a credit union advisor on an Air Force base gives him a full gamut of clients—from 19-year-old "kids" away from home for the first time to retirees.

The former leader of BISA's research arm and an ex-Comerica Bank wealth executive aim to help banks and credit unions compete more aggressively with wirehouses and independent firms.

The acquisition will give Infinex increased scale as third-party broker-dealers struggle to offset rising regulatory and tech costs.

Three bank breakaways join two former colleagues who started the independent firm Standard Investment Advisors last year.

Abid Gilani, a Wells Fargo senior vice president, was one of the victims in the derailment of an Amtrak train outside of Philadelphia on Tuesday.

Bryan Carnahan, a former advisor at Huntington Bank, allegedly stole nearly $170,000 from a customer's brokerage account to cover investment losses in other customers' accounts.

Wells Fargo and other banks are testing the use of mobile devices to authenticate consumers in the drive-through lane. The pilot, designed to expedite service and improve security, serves as the latest example of a growing trend: preordering banking services via digital devices.

The SEC and other regulators are seeking information about the bank's use of proprietary products in its wealth management business, the company disclosed in a regulatory filing.

Wells Fargo was sued by Los Angeles for allegedly opening accounts and issuing credit cards without customers’ authorization as part of what the city called a “fee-generating machine.”

Richard Ohrn, a former broker with Chase and Wells Fargo in Boca Raton, Fla., was banned last week, 12 days after staging his disappearance at sea.

As more community banks switch to a universal banker model, they are also finding that it can take a year -- or more -- to properly train those employees.

The financial industry and the White House are gearing up for a fresh battle this spring over investment advice for retirement savings.

Banks' customer-satisfaction ratings are at a 10-year high, according to a new study by J.D. Power. The research firm identified the top-rated banks in each region, and found that the postmillennial generation has a thing for the megabanks.

Consider every encounter at work and in your community an opportunity to create a positive reputation for your business.

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

The firm has named Rebecca Gumley director of new business development with the firm's financial institution recruiting team.

Truly effective managers help propel their advisors to higher levels of success—here’s how.

David Paul Santos, a broker with Pioneer Bank in Troy, N.Y., was tricked by a hacker into wiring funds he shouldn't have—and ended up paying the price.

The wirehouse picked up the Blaustein Clancy Financial Group in New York.