Banco Popular de Puerto Rico

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 White says these banks are making a mistake, and uses an analogy to outdated hi-fi audio systems to illustrate their backward thinking.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.

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

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