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The bank cited Cetera’s digital platform as an attraction that will offer a competitive advantage to help grow its business.
April 20
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The Houston-based institution will look to Raymond James to expand its investment offerings to clients throughout Texas and Oklahoma.
April 12
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Tim Killgoar, the director of strategy and consulting, will succeed John Houston.
March 23
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The bank's retail brokerage operation employs 12 advisers and has approximately $780 million in advisory and brokerage assets.
March 16
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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.
February 23
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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.
February 16
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"We believe they have made our overall platform more competitive," said a top executive in the LPL division that supports banks and credit unions.
February 8 -
The large community bank will look to LPL to help the investment services business meet the requirements of the fiduciary rule.
January 19 -
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.
November 30
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The Korean-American bank will look to the firm to grow its wealth management program and adviser force.
November 17
