Banking

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.)

Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisers based solely on annual production.

Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

This type of software had the biggest influence on ROI, according to our tech survey.

When advisors are uncertain where to begin, colleagues and even relatives can help.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Some may not want to get dressed, shaved and made up before meeting on camera.

Share documents with clients and collaborate securely online through document vaults.

Such tools can help advisors more easily assess clients’ risk tolerance.

Advisors use Facebook, LinkedIn, Twitter; some companies formulate official policies.

Advisors must ensure that their firms meet the needs of the younger generation of workers.

They may be reluctant to have their financial information transmitted electronically.

Create a performance management process to get the most from staff members.