Bank channel

Dan Overbey, president of BISA, and president and CEO of Atlantic Capital Advisors, outlines his top three issues regarding long-term training for bank advisors.

The Federal Deposit Insurance Corp. is attempting to clarify its policy regarding brokered deposits after a persistent flood of inquiries from bank and others about what meets the definition.

The firm will offer advisors expanded trust services and support with multi-generational family planning.

Banks are expected to start rolling out digital wealth management offerings this year that could attract young clients who favor a mix of technology and personal advice.

Investors' demands that the country's biggest bank produce better earnings amid costlier regulations are prompting fresh cries to break up JPMorgan Chase.

The firm was sanctioned for failing to review the incoming and outgoing email correspondence of its registered reps.

Predictions by several municipal experts forecast a 2015 that runs the gamut from a flattening yield curve to increased issuance on the heels of a surprisingly strong year of performance in 2014.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.

After a 10-year stretch with CUSO, Oregon's biggest credit union has switched its investment services program to Raymond James.

In-store branches are easier and less expensive to start, but they're also easier to eliminate when banks need to cut costs.

Standard & Poor's gave an investment-grade A-minus rating to a series of bonds Detroit recently sold as part of its exit from bankruptcy.

ATM company Diebold has put together a mini-branch prototype that features artificial intelligence, voice recognition and video tellers.

Oil at $50 per barrel will almost definitely create problems for banks in oil-producing regions as well as Wall Street financial institutions that finance the sector. Analysts already forecast the price of crude will fall that low — the only other question is how long it might last.

The president's decision to bolster ties with the island nation will likely give banks relief from sanctions, as well as expanded opportunities for money transfers and the financing of U.S. exports.

JPMorgan Chase’s asset-management unit promoted Robert Stark to head of strategic relationships, replacing Lee Beck, who left for BlackRock last month.

Monterey Credit Union could be the first credit union to convert since mid-2013. Management hopes the move will allow it to make more small-business loans, while providing greater access to capital.

Lebenthal picked up an RIA that oversees $250 million in assets, as well as a team of two advisors in New York.

Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.

The wirehouse brought over five advisors from UBS and Citi Personal Wealth Management.

An advisor team generating $6.7 million in annual revenue has left J.P. Morgan Securities for Raymond James & Associates.