Industry

A former branch manager is promoted to oversee 142 employees.

Advisors Patti Brennan and Judy Rubin offered tips on communicating value to new clients.

Wealth managers from separate teams moved to the wirehouse.

Advisors must do a better job nurturing new women advisors and engaging female clients. Even so, AIG Advisor Group CEO Erica McGinnis has high hopes for women in the industry moving forward.

Veris Wealth Partners, an RIA specializing in sustainable investing, recruited the advisor, who was managing $500 million as a portfolio manager.

CFO moves up as departing exec heads to asset management shop.

Management roles at the wirehouse have shifted following the announced departure of a key executive.

James Gorman and other executives got performance-based stock awards that have more than doubled in value since they were granted three years ago.

To court young talent, banks are reimagining their ads for positions like call center agents and video tellers as YouTube clips. They are also finding ways to make applications easier to fill out on mobile devices.

Two groups representing five advisors left Morgan Stanley to join RBC.