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To bridge the gap between traditional retail service staff in the bank branches and the investment advisors, there needs to be a genuine all-for-one mentality.

To succeed as a high-net-worth advisor, you have to think and act like one — start telling everyone you know that you help the wealthy protect and grow their assets.

The potential for internal referrals is the best aspect of working in the bank channel, but most advisors aren't getting the most out of it.

A proposal by regulators to revamp the way banks must measure risk on certain assets is alarming many community bankers, who argue it will raise capital requirements, increase compliance costs and curb lending.

Flying in the face of accepted Wall Street gospel, Mark Mulholland, founder and portfolio manager of the Matthew 25 Fund, takes a leap of faith and turns in one of the best recent performances among mutual funds.

Citigroup is growing its wealth management business with plans to hire 800 brokers and personal bankers over the next two years.

The Salt Lake City-based bank is ramping up its wealth management business with the support of third-party marketing firm PrimeVest Financial Services.

How creative thinking can help advisors with their own retirement strategies.

When do you have to be forthcoming about a civil action coupled with a bankruptcy?

Client appointments should be events.