Banco Popular de Puerto Rico

CFAs' knowledge of investments is on another level — which is why the designation is so hard to get. Here's why it can be worth it.

Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees.

Christopher Haigh, founder and CEO of Iconoclastic Capital, isn't afraid to speak his mind — or to change his burgeoning firm's tech stack when necessary.

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

Also this week, Wells Fargo recruits from LPL, RBC and TD Private Wealth, and Corient moves overseas in a deal that doubles its AUM.

Here are 6 steps in how to segment your book of business. This how-to comes courtesy of regular Bank Investment Consultant contributor Todd Colbeck.

In the April issue of Bank Investment Consultant, we detail how financial advisors can boost their business by working with small business clients.

Here we present a new look at our top bank advisors list, reshuffled and ranked by fee-based business.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Bank Investment Consultant was on the scene at the annual BISA conference. Here we have culled the best bits to bring you the most interesting things we heard.