Practice

Banks with more trust assets under management produce less revenue on average than banks with fewer assets, according to a new study from Kehrer Saltzman & Associates.

Life insurer will offer three funds focused on fixed income, commercial mortgages and real estate assets.

LGBT investors face complex legal issues and this spells opportunity for financial advisors who know how to help.

Bank advisor teams command an estimated $243.2 billion in assets under management, or 39% of all assets in the channel. That's pretty good, considering that only 17% of bank advisors work in teams.

Lawmakers repeatedly returned to the question of whether the five agencies involved in writing the Volcker Rule can enforce it consistently across the various entities they oversee, during a House Financial Services Committee hearing featuring top regulatory officials.

Many wirehouse advisors had to change their compensation disclosure following an abrupt change last fall by the CFP Board.

With Walt Disney's hyper-focus on the guest experience as inspiration, here are a few ways advisors can create an even better client experience.

As consumers increasingly transact through digital channels, the Ohio bank is expanding its newer branch concepts to include so-called smart ATMs in a bid to free staffers from managing a cash drawer.

The board's plans focus on aggressive growth, increased awareness of mark and regulatory impact.

The path from administrative assistant to bank advisor is just part of Annette Martin’s story. Here, we offer more on her shift to fee business, including when not to do it.