Banco Popular de Puerto Rico

It’s an advisor’s dream: Having customers as devoted and loyal as the adoring fans at a Lady Gaga concert. The customers would follow the advisor from bank to bank or even to a different channel in the same way that rock star groupies follow their favorite performers. Building that kind of loyalty, of course, isn’t easy. It takes time and perseverance. Rick Rummage, founder and CEO of the career-consulting firm The Rummage Group, has five tips for advisors who want to build a strong following among their customers. Here’s how they can achieve the advisor equivalent of rock star status.

For bank reps looking to advance their careers, there’s no better news than a promotion or a job offer that’s too good to refuse. Here’s a sampling of bank reps who were either promoted or moved to new organizations to assume roles of greater responsibility from January 25 to February 9 of this year.

For bank reps looking to advance their careers, there’s no better news than a promotion or a job offer that’s too good to refuse. Here’s a sampling of bank reps who were either promoted or moved to new institutions to assume roles of greater responsibility from Jan. 11 to Jan. 24 of this year.

The nation’s estimated 17,600 bank advisors are as diverse as the U.S. itself. Here are 12 who were profiled in our magazine this year, each with different investment philosophies, market niches, and business development approaches. Their interests, too, are just as varied, making each producer stand out on many levels.

Here are this year’s best bank-based financial advisors and the secrets to their success.

Most people never do the type of research required to get into the right career in the first place. So we’re here to help with a package of articles to help you determine your own profile.

If your clients are considering long-term-care insurance, you might steer them clear of the following typical mistakes.

For three days, 610 bank investment advisors, speakers, sponsors and exhibitors assembled in Hollywood, Fla., for insights and ideas on the industry. Check out some of the images in this photo gallery.