Cetera Financial Group

More banks are implementing second-story adviser programs as they embrace advice-based client relationships in the wake of the fiduciary rule.

The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

Although revenue fell for the FP50, most firms upped their AUM.

Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.

More advisers usually means more overall revenue, but not always. See how the TPMs compare on both metrics.

Spoiler alert: LPL has the highest AUM. That's no surprise, but where do the others rank? Scroll through to find out.

Facial recognition software is more efficient and accurate than any questionnaire, says the IBD's chief executive, Robert Moore.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

A clear path has emerged after historic revenue drops among the top independent broker-dealers.

The former Fifth Third program manager will also help Cetera-affiliated banks and credit unions grow their wealth management programs by increasing client wallet share.

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The bank cited Cetera’s digital platform as an attraction that will offer a competitive advantage to help grow its business.

The Houston-based institution will look to Raymond James to expand its investment offerings to clients throughout Texas and Oklahoma.

The bank's retail brokerage operation employs 12 advisers and has approximately $780 million in advisory and brokerage assets.

Bank and bank advisers need to improve at the tangibles (financial plans) and intangibles (corporate culture) in the future.