Fifth Third

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

The regional bank's play for a piece of the wealth management pie, under wraps for more than a year, has a unique twist.

The regional firm keeps growing after joining the Broker Protocol in March.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.

The firm failed to accurately describe the costs and benefits of exchanging variable annuities and recommended exchanges without knowing if they were suitable, FINRA said.

It's been a tough year for bank wealth management, but these bosses kept their advisors on track and boosted business along the way.

Here we present the program managers who topped the list in each metric used to determine the main Top 25 ranking.

Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.

Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.

The new exec fills a position that has been open since its last chief of insurance left the post in October.

Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.

Brian Lamb succeeds Mike Michael who was named to the post in May.

The exec will lead the private banking business across 10 markets.

The bank completed the acquisition of a local insurance agency without the executive hired to grow the bank's insurance business.

The launch comes as banks and other players in the advisory industry vie for the $30 trillion in wealth that is expected to change hands in next several decades.

Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.

Mike Michael, an executive vice president and regional president, takes over the business from Philip McHugh, who now heads the consumer bank.

The family claims that the holdings in their trusts were overly concentrated in the shares of the once prominent publicly listed company that that went bankrupt in 2015.

The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.