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Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings.

Smaller banks cannot afford to support high-density branch networks as economic challenges persist.

Fewer investors across all age groups are using traditional advisors as their primary provider of financial guidance, according to research group Cerulli Associates.

A new LIMRA report found that younger generations of American consumers are not giving retirement the attention it deserves.

Since 2008, U.S. Bank has recruited talent from rival firms to lead various regional units of its business. The investment seems to be paying off, as revenues have inched up over the last year.

Success in business often comes down to strategy. But based on the responses we received to our Top 50 ranking last year, I'm afraid that too many advisors don't know what that means. For the last question, we asked for a brief explanation of what sets them apart from the competition. It was a chance to boast a bit, but it essentially asked for their "elevator pitch"-or what exactly makes them valuable to clients. I cannot tell you how many responses we got saying the same thing: Listen to their needs and goals; devise a personalized plan that accounts for their risk tolerance; use all the tools and solutions offered by my bank; educate my clients and return all phone calls promptly.

Helping Clients Face Retirement

We asked the experts to help present the concepts of behavioral finance in a practical way. See how their insights can help you in your practice.

As the banking industry continues its consolidation trend, advisors will increasingly find themselves in search of greener pastures for themselves and their clients.

Why banks focus more and more on affluent clients — and why they may miss mom and pop investors more than they think.