The Latest

The advisers once oversaw approximately $750 million in client assets, according to Barron's.

Alan McIntyre is a senior managing director and head of Accenture’s global banking practice.

It might seem unusual for an Old National Bancorp to lure away a regional executive from the much larger Fifth Third, but not in wealth management, where competitiveness can be as much about emphasis as size.

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?

Nick Miller helps commercial banks and credit unions generate more profitable relationships, faster, with small and medium-sized companies, their owners, and employees. He works with branch, field sales, and call center sales team members focusing on client acquisition, relationship development, and retention through sales process and sales execution, positioning, and expertise.�� During the past 30 years,� Nick has consulted with community, regional, and money center banks in the US, Canada, and Mexico on sales strategy implementation, value propositions, sales process, customer experience, and staff development. He has MC’d Source Media’s� Small Business Banking Conference for six years. His “Weekly Sales Thought” column circulates globally and his articles have� been published or quoted in journals including ababankmarketing.com, BAI Banking Strategies, Sales & Marketing Management, Commercial Lending Review, The RMA Journal, and American Banker.��� See his videos and articles at Clarity’s web site, www.clarityadvantage.com.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.

Patricia Purdy is Pacific Resources’ practice lead for specialty benefits, including life, disability, dental, absence and productivity. She is responsible for the development of strategic plans, as well as enhancing productivity solutions through the creation of partnerships and programs to meet immediate and emerging client needs. Pat has a wealth of knowledge and experience in Absence Management, Sales Management and Market Development, helping to create innovative employee benefit solutions. Pat also serves as a member of the executive leadership group, playing an integral role in the development and direction of the company’s overall business strategy. http://www.pacresbenefits.com/

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.