Banking

James Dunlap will continue in his role leading the bank's private wealth businesses as the company prepares for the acquisition of FirstMerit Corp. in the third quarter.

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.

These adviser bosses have qualities that help them grab top talent for their firms, says recruiter Mark Elzweig.

The appointment to the newly created post is part of the bank's strategy to expand its client offering.

The San Francisco bank has snagged three advisers from City National Bank and Wells Fargo and added them to the team in California.

Information is flying at clients from TV and the Internet, and it's just too much, says Wells Fargo adviser Matt Fryar.

Truxton Trust has just one office, in Nashville, but it boasts clients in some of the wealthiest locales in the country, including Silicon Valley and New York.

While most of the channel has not begun to grapple with succession planning, the biggest banks have begun to chalk up successes in certain areas, and even a handful of small banks are seeing some progress.

These advisers from our BIC Top 50 notched the highest ROAs.

These advisers from our BIC Top 50 have either logged the most years in the industry (because seniority counts), or the fewest (so does cracking the top ranks at a young age.)