Subject Root Tag

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

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?

As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.

The $7.5 billion fund’s comeback comes as the spread between 3- and 5-year yields slid below zero for the first time since 2007.

Firms take notice: older generations are adopting new technology at a quickening pace.

The regional firm launched its seventh new office this year.

The firm will test markets in a few cities next year in a bid to keep pace with a shifting wealth management landscape.

In the Treasury market, all eyes remain on the yield curve after three-year yields climbed above those of the five-year bonds.

The representative had already been permitted to resign and suspended by state regulators, but the firm lost its case for additional damages.

The broker-dealer has also appointed a new northeastern regional director for its independent contractor division.

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.

Fees are down, making analysts targets for cuts.

The banker involved in a case going before the justices is accused of misrepresenting the financial condition of a client.

Some of the changes to rental property rules may be confusing for clients.

The industry risks becoming more of a boy’s club, rather than less of one.

The leading independent robo wants to maximize excess assets left in checking accounts.