Banking

The bank, which operates in 12 states, is bringing customers in the door even as it cuts its retail square footage by half. The lure? The offer of a financial "checkup" that tens of thousands of people have accepted.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

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.