Bank Channel

At least 14 executives have accepted posts this year leading wealth management and related investment services groups at several financial institutions, including HSBC, PNC Bank and Wilmington Trust. Find out who they are and what their new roles entail.

It's been a tough year for bank wealth management, but these bosses kept their advisors on track and boosted business along the way.

Here we present the program managers who topped the list in each metric used to determine the main Top 25 ranking.

"Being a program manager allows me the opportunity to be the player/coach and the time to help others get better at what they do,” says Pinnacle Bank's Gary Collier.

Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.

Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.

The bank’s financial advisors and licensed bankers will continue to offer insurance services through the many insurance carriers Regions works with.

Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.

The bank’s latest retreat from wealth management will move 51 advisors to the independent space under Woodbury Financial.

The bank’s wealth management businesses posted $217 million in first-quarter profits, up from $156 million in the same quarter a year ago.