Banco Popular de Puerto Rico

Our signature top program managers rankings are based on multiple variables. Here we present the top 10 based solely on the percentage increase in team AUM.

Our signature top program managers rankings are based on a proprietary algorithm using multiple variables. Here we present the top 10 based solely on the number of advisors on their teams.

What banks are advisors moving to? Eleven recently switched to BNY Mellon, Citi Private Bank, Liberty Bank, U.S. Bank, Webster Private Bank and Wilmington Trust. One was from a wirehouse.

Several banks have thrived on failed-bank acquisitions since the financial crisis. Here are the most active shoppers, in terms of the number of failures they have bid on, based on data from SNL Financial.

Bank Investment Consultant unveils its annual Top 20 Program Managers, designed to recognize the most successful bank and credit union program managers on several criteria.

Tax season reveals the many misconceptions taxpayers have about the Tax Code. Here's a selection of examples submitted by readers.

Later this week, we'll unveil our annual Top 20 Program Managers. In the meantime, we're proud to present our debut of The Next 20. These program managers ranked 21 through 40 in our final analysis.

Here is a rundown of the high-profile investors in small U.S. banks who command attention and their investments styles.

What banks are advisors moving to? Fifteen recently switched to BNY Mellon, Citi Private Bank, Northstar Bank Colorado, Regions Bank, U.S. Bank and Webster Private Bank.

Community banks and credit unions need to recognize and tout the distinct advantages they offer advisors as they compete with bigger financial institutions for top talent, says Frank Smith, vice president of Recruitment at LPL Financial Institution Services.