Banco Popular de Puerto Rico

Equities continue their climb, notching gains of 15.7% so far this year, as measured by the S&P 500. This comes after a 13% gain last year. Against that backdrop, we asked Morningstar to rank the top mutual funds in the U.S. for the past 12 months. We limited it to open-end funds that have at least $100 million in assets and that have been in business for at least five years.

Men and women alike underestimate how much money they will need in retirement. Here are some of the findings from an annual survey from the Employee Benefits Research Institute and Mathew Greenwald Associates.

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

In the current issue of Bank Investment Consultant, contributor Michael White details some of the reasons that thousands of community banks have opted to not offer wealth management services to customers. White says these banks are making a mistake, and uses an analogy to outdated hi-fi audio systems to illustrate their backward thinking. He even offers his analysis in the form of an acronym: HI-FI.

Who are the most productive top program managers? Here’s a ranking of our top program managers by production per advisor. How do you stack up?

Check out a new look at our top bank program managers list, reshuffled and ranked by percentage increase in team production.

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

Our current cover story in the magazine focuses on the state of the third-party marketers in the bank channel. One aspect of the industry that we were not able to include is a ranking of these broker-dealers by AUM. So we list them here for your perusal.

Are you looking to improve your relationships with colleagues and clients? Check out five simple steps from recruiter and consultant Rick Rummage.

Which top program managers are surging? Check out a list of the top program managers that saw their assets surge last year.