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It was only in June 2011 that Investors Bank launched its investment program. But it's been tremendously successful so far, largely because of the support and backing of senior management, says Glenn Brodwater, vice president and director of retail investment services.

People usually don't change after you hire them, so make sure their strengths are a good fit for the job.

From the ball field to Sunday service, BNA's Mike Alef is an Everyman figure in the world of financial planning.

There are only a few dozen banks with assets of $20 billion to $350 billion. In this regulatory climate, these regional banks in the middle of the size spectrum look very much like the industry's new sweet spot.

May Events Feature Top Planners

LPL introduced a comprehensive support program last month for banks' licensed branch employees. The program will be offered in conjunction with Epic Platforms.

Webster Bank's push to expand its wealth management business is making a difference in the bank's financial performance.

Julie Castle, COO of the wealth management unit of Zions Bancorp., says her firm is primed for a growth spurt. "We could be 10 times the size we are today with 5 to 7 years," she says of the firm's projected AUM.

Program managers are in a difficult spot, but one with a lot of potential.

The biggest challenge this year for Mike Zito has been keeping his advisors focused and motivated during a very rapidly changing environment, He provides honest feedback, which he feels is one reason he sees very little attrition. He is focused on growth and is constantly evaluating Trustmark's footprint and looking for gaps and openings to add advisors.