Citizens Bank

New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.

Here we conclude the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.

Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.

Here is the second segment of the Top 100 Bank Advisors. The top 25, as well as those who ranked 51-100, are included in the corresponding slideshows.

A well-rounded approach wins the day with the annual bank advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.

What are the top strategies and priorities of the best of the best in the bank wealth management channel?

SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

In an investor-backed power play, the tech startup wants wirehouses and banks to turn to it instead of traditional software providers as they make upgrades.

The defrauded clients included the advisor’s own in-laws, who had suffered from Alzheimer’s and a debilitating stroke.

The bank recruited a wealth executive from J.P. Morgan Chase to “continue accelerating the unit’s pace of growth,” it said.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

The bank's retail brokerage business sold customers shares in mutual funds with front- or back-end sales charges when they were eligible for Class A shares that waived the upfront sales load, FINRA claimed.

The new offering has been rolled out to roughly half of the 2.65 million households the bank serves, with the remainder to come on board by the end of September.

The rep took more than $1,500 from the bank's cash drawer over a three-month period beginning on New Year's Eve last year, FINRA claimed.

The rep claimed the firm misled him when they recruited him from PNC Bank.

Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.

We've sliced and diced our top bank advisers to list the banks and TPMs based on the number of our winners in their ranks.