Banco Popular de Puerto Rico

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.

With tax season upon us, most advisors are looking for ways to help clients maximize their tax savings. But with some converting to Roth IRAs, the folks at Allianz offered some cautions to help navigate rocky conditions.

Americans held $15.6 trillion in retirement assets at the end of the third quarter of 2009, according to the ICI, but as we emerge from the Great Recession, advisors and investors want to know what they need to do to retain and grow assets from here.