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The regional bank's play for a piece of the wealth management pie, under wraps for more than a year, has a unique twist.
November 3
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The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.
June 5 -
The firm failed to accurately describe the costs and benefits of exchanging variable annuities and recommended exchanges without knowing if they were suitable, FINRA said.
May 8 -
The new exec fills a position that has been open since its last chief of insurance left the post in October.
March 19 -
Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.
January 11 -
Brian Lamb succeeds Mike Michael who was named to the post in May.
December 22