Updated Monday, September 22, 2014 as of 4:13 AM ET
Secrets to Boosting Advisor Productivity in Credit Unions
Designing comp plans with many grid levels is one way credit unions can boost advisor productivity, according to a report from Kehrer Bielan Research & Consulting.
More in Bank Channel
Ane S. Plate was banned for allegedly looting more than $140,000 from a customer account. more »
The firm hired another wealth director for business development, the second such director it hired in Pittsburgh this year. more »
Two former advisors from Fifth Third Private Bank are joining LPL's broker-dealer and custodial platforms as an independent hybrid firm, StreamSong Advisors. more »
Wealth management services reeled in record first-quarter revenue for bank and thrift holding companies. Here are the top 10 banks with the fastest-growing wealth management programs. more »
The Minneapolis-based bank has added three wealth management advisors and one senior trust officer to the Chicago office of the Private Client Reserve. more »
Two days after Apple unveiled its attempt to advance mobile payments, CFPB Director Richard Cordray cited the burgeoning field as a key area of concern his agency needs to examine. more »
Big banks are still avoiding bank M&A, but the reasons are evolving. Plenty are still looking inward, while others are focusing on buying fee businesses. U.S. Bank CEO Richard Davis says he doesn't want to be burdened with an integration when the economy takes off. more »
BB&T is back in the business of buying banks for the first time in several years, even though most of its peers think regulators are opposed to big-bank M&A. BB&T's investments in compliance improvements make its executives feel confident about getting new deals done, CEO Kelly King says. more »
Morgan Stanley, the best-performing stock among the largest Wall Street banks since the end of 2012, will rise at a slower pace over the next year as the current price anticipates the firm reaching its profitability goal, said David Konrad, a Macquarie Group analyst. more »
Banc of California has announced extensive community reinvestment goals as part of its planned purchase of 20 Banco Popular branches in Southern California. The agreement, which appeased a community group that had opposed the sale, shows how much power such organizations wield when it comes to M&A. more »
More banks are considering switching to a universal banker model, where selling products and services becomes more important. The transition requires patience, planning and training. more »
Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals. more »
Some leaders of large community banks like are eager to line up the next big deal. Others seem content to steal lenders and open offices after several years of acquisitions. more »
10 Signs Your Clients May Be Slipping
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