Regional banks

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.

The holidays must be coming soon because BIC is working on its annual ranking of top bank advisors.

“It’s not about us getting to them. It’s about them getting to us,” Daniel Darst, chief marketing officer for People’s United Bank, said of client marketing.

Short sellers tend to go against the tide, making investments based on a belief that a stock is going to tank. These 10 banks have drawn the greatest amount of short-interest activity recently.

The bank recruited a wealth executive from J.P. Morgan Chase to “continue accelerating the unit’s pace of growth,” it said.

Meet the best of the best in the bank channel. Read about how they approach their jobs, how they serve clients and how they made the list.

Here we conclude with 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. Check out the top 25, as well as those who ranked 51-100, in separate slideshows.

A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.

The rep purportedly received an email from the impostor requesting that she sell securities to fund the wire request to a third-party in the United Kingdom.

We've reshuffled our Top 100 bank advisors to list them by annual production. Here are the top 20.

First-quarter profits jumped almost 40% on $577 million in revenue.

Robo advisers may have found the answer to a lingering problem for the financial industry: serving the mass-affluent in a profitable way.

The top level manager also has experience overseeing adviser recruiting.

The independent broker-dealer landed four recruits from Merrill Lynch, Edward Jones, Wunderlich Securities and Ameriprise.

The new exec replaces Randy Bluth who left the bank six months ago to pursue other opportunities.

The bank named a head of private wealth management for its northern California and Pacific Northwest region.

Young upstarts have to take a long, hard look at their business models and make key investments as the market cools off.

Veteran Jason Miller was named to a new post as head of Wealth Planning in the U.S. He is supported by four regional leaders who are also new to their roles.