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Doris Meister, formerly president of U.S. Markets for BNY Mellon Wealth Management, also joined the bank's 15-member management group.
August 17 -
Rick Ulmer, the former regional executive for insurance services in the Mid-America region, will now oversee insurance operations in 10 states.
August 12 -
The bank's heavy concentration of mass-affluent customers gives it a strong advantage over its rivals, Citizens claims.
August 9 -
The regional broker landed three recruits from First Allied Securities, Edward Jones and U.S. Bank.
August 3 -
Thomas Dicker will oversee the firm's 38 U.S. wealth offices and will be responsible for driving growth.
July 26 -
The acquisition of the New York City-based firm is expected to boost People's United's assets under management to $8 billion.
July 22 -
Second-quarter revenue from trust and brokerage services sank 11% and 10%, respectively, from the same period last year.
July 22 -
Second-quarter revenue declined across trust, insurance and brokerage businesses, with trust services posting the sharpest fall.
July 21 -
Several big banks are getting into the business, mostly by forming partnerships with fintech companies. Smaller banks are expected to soon follow suit.
July 20 -
The executive has added 15 new advisers this year and plans to add 15 more by the end of 2016, bringing the total broker force to 130.
July 19 -
The Birmingham, Ala.-based bank generated $103 million in second-quarter revenue from its brokerage, trust and insurance operations, up 6.2% year-over-year.
July 19 -
The hit smartphone game Pokémon Go taught banks a lesson in mobile strategy this week: gamify it.
July 18 -
Second-quarter profits from wealth management and securities services jumped 56.3% to $100 million from $64 million a year ago.
July 15 -
Second-quarter revenue dipped 9.4% year-over-year, while profits plunged 22.5%.
July 15 -
BIC took a fresh look at its top program managers and re-ranked them based solely on productivity.
July 11 -
Banks are lining up behind Capital One to launch robo platforms even as they gird for an initial hit to their brokerage business.
June 27 -
Eleven executives were tapped this year to lead wealth management and related investment services groups at Key Private Bank, Regions Bank, U.S. Bank, Wells Fargo Private and Wilmington Trust. Find out who they are and what their new roles entail.
June 22 -
Sandra Pierce will assume her role once Huntington completes its acquisition of FirstMerit.
June 22 -
BIC took a fresh look at its top program managers and re-ranked them based solely on team assets under management.
June 21 -
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.
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