Third party marketers

The bank cited Cetera’s digital platform as an attraction that will offer a competitive advantage to help grow its business.

The Houston-based institution will look to Raymond James to expand its investment offerings to clients throughout Texas and Oklahoma.

Tim Killgoar, the director of strategy and consulting, will succeed John Houston.

The bank's retail brokerage operation employs 12 advisers and has approximately $780 million in advisory and brokerage assets.

Banks and credit unions scramble to adjust their product choices with a significant 40% of those surveyed developing separate menus for retirement and retail accounts.

The executive will set the overall advisory strategy for both CUSO and sister firm Sorrento Pacific as well as RIAs that provide investment and insurance services to financial institutions.

"We believe they have made our overall platform more competitive," said a top executive in the LPL division that supports banks and credit unions.

The large community bank will look to LPL to help the investment services business meet the requirements of the fiduciary rule.

Next week, we'll unveil our annual Top Bank Advisers. In the meantime, see how you measure up to the leading advisers in the channel.

The Korean-American bank will look to the firm to grow its wealth management program and adviser force.

Execs see revenue sinking 7% to 20% next year while management is counting on growth of 4% to 6%.

Alexander Assaf will oversee financial advisers and their teams for the credit union's Addison Avenue Investment Services division throughout Idaho, Oregon and Washington.

Nabbing clients away from competitors is a tried-and-true form of corporate growth. Check out these poaches from the bank channel.

The new member of Cetera's executive committee is knee-deep in efforts to ready institutions and their advisers for the implementation of the new regulation.

The upstate New York community bank is looking to the broker-dealer to help expand its investment offerings and wealth management services.

The bank is the second to join the firm's network in less than a week.

Banks and credit unions can test whether they want to get into the investment services business without bringing in advisers or partnering with a TPM.

The bank's three advisers and $300M in AUM leave LPL after more than a decade.

We reshuffled the deck on our top program managers and ranked them by third-party marketers.

The North Carolina credit union will look to CUSO to help it expand its investment services program, which has about $13.8 million in AUM.