-
This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.
December 18 -
This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.
December 17 -
The most outstanding advisors are those who do well across the board, even if they aren't the best in any one specific area.
December 16 -
This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.
December 13 -
The new recruits include a father-and-son duo in Orlando.
September 12 -
Shareholders of both companies will meet separately next month to cast ballots on the $28 billion deal, and BB&T investors will also decide whether the new company should be called Truist Financial.
June 19 -
Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.
June 17 -
"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.
June 16 -
Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.
June 12 -
The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.
June 12 -
The recruits joined from Merrill Lynch, Wells Fargo Advisors, SunTrust and Snowden Lane Partners.
April 18 -
It took less than six months to hammer out the biggest bank merger in more than a decade, and the price was one of the last things discussed, according to a new federal filing.
March 12 -
House prices in the area, already home to Bank of America and Wells Fargo’s East Coast hub, have jumped almost 50% since 2012 and rents downtown have soared.
February 11 -
“The board's record of summarily approving mergers raises doubts about whether it will serve as a meaningful check on this consolidation that creates a new too big to fail bank,” Sen. Elizabeth Warren said in a letter to the Fed.
February 8 -
The biggest bank merger in 10 years makes a lot of sense at the top levels, but some advisors may find their new home restrictive, an observer says.
February 7 -
House Financial Services Chairwoman Maxine Waters said the merger is a direct result of a regulatory relief bill that was signed into law in May.
February 7 -
The stars aligned for the two longtime rivals to join forces, and some observers speculate that other regional banks will need to strike similar partnerships if they hope to remain competitive. But others say such deals are rare because they're hard to pull off.
February 7 -
The industry's largest acquisition in more than a decade will create the sixth-biggest bank in the country, with assets of more than $442 billion.
February 7 -
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.
December 5 -
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.
December 5










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