Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
Depositors at mutuals in Ohio and Massachusetts have approved measures making it more difficult for their institutions to convert to stock ownership. Still, many industry observers believe the mutual industry is poised for more consolidation. more »
Five executives were recently named to lead wealth management units at Associated Bank, Bank of the West, First Midwest Bank and Union Bank. Find out who they are and what their new roles entail. more »
Regional banks are selling more and more of the machines that big retailers use to count, store and deposit cash. As old-school as it sounds, it's making the banks money at a time when they need alternative revenue sources. more »
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.