Updated Thursday, December 18, 2014 as of 11:23 AM ET
JPMorgan Promotes Stark to Head of Relationships, Replacing Beck
JPMorgan Chase’s asset-management unit promoted Robert Stark to head of strategic relationships, replacing Lee Beck, who left for BlackRock last month.
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Monterey Credit Union could be the first credit union to convert since mid-2013. Management hopes the move will allow it to make more small-business loans, while providing greater access to capital. more »
Lebenthal picked up an RIA that oversees $250 million in assets, as well as a team of two advisors in New York. more »
Deutsche Bank was accused of using underfunded shell companies to evade U.S. taxes in a government lawsuit seeking $190 million in taxes, penalties and interest. more »
Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015. more »
The wirehouse brought over five advisors from UBS and Citi Personal Wealth Management. more »
Facing the threat of competition from Google and Amazon.com, UBS has turned to a company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients. more »
An advisor team generating $6.7 million in annual revenue has left J.P. Morgan Securities for Raymond James & Associates. more »
Wells Fargo Advisors recruited a veteran advisor generating more than $1 million in annual revenue. more »
Blue Elephant Capital Management is planning a second fund to purchase loans originated on online marketplaces, and the differences from its first fund show how hot the sector has become. more »
At a roundtable with federal and state regulators in Los Angeles this week, bankers offered some fresh ideas about possible regulatory relief. Here is a sampling. more »
This is it, our signature ranking of the top 50 financial advisors in the bank channel. more »
This is it, our signature ranking of the top 50 financial advisors in the bank channel. more »
We caught up with our No. 1 advisor from 10 years ago, Denise White, and talked about the twists and turns her career has taken. more »
The December Issue is now online!


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