Practice

Bankers who were at the ICBA's national convention last month are considering ways to expand social media use and offer new products that will not run afoul of regulators.

Now that the infrastructure is in place, Umpqua Private Bank is ready to scale the business, says Kelly Johnson, the executive vice president of the wealth management division.

When advising small business owners, it helps to have the same passion — and entrepreneurial skills — as they do.

Fear can be a powerful emotion and drives many bad decisions — don't let your career get sidelined because you let logic fly out the window.

When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions.

A run-down of the stories in this issue, including a discussion of the year following the Raymond James merger with Morgan Keegan.

Our legal expert discusses whether brokerage firms have to report arbitration actions against them.

Keep new leads coming in by branding yourself as a transition specialist.

When production stalls, advisors need to either get going or move on.

Getting clients together as a family unit not only helps build wealth, but also cohesiveness.