Updated Thursday, May 23, 2013 as of 1:57 PM ET
The program will be offered in conjunction with Epic Platforms Inc.
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Cetera will provide the Fort Wayne, Ind.-based community bank with wealth management services, solutions and support. more »
The Pasadena-Calif.-based bank decided to move its program because of Cetera’s technology platform, product menu, reporting capabilities and the training it provides advisors. more »
The New York Hudson Valley thrift seeks to make wealth management an important core business line and not just a tertiary line. more »
The $825 million community bank has selected Infinex Financial Group as its new broker dealer. more »
Affinity says the relationship should help it grow and increase productivity more »
Raymond James will be instrumental in helping the program transition to fee-based business from transaction-based business. more »
The credit union cited CUSO’s technology platform and tools that allow members to manage their investment and insurance needs. more »
Alliant launched the investment program in 2009 and said it wanted to take the business to the next level. more »
The agreement will help the bank fill the service gap that was left after it sold its brokerage unit, Morgan Keegan, to Raymond James earlier this year. more »
Updated to include information about LPL. While the Northeast hunkered down yesterday waiting for Hurricane Sandy, it was pretty much business as usual for bank advisors—or at least for their clients. more »
As PenFed moves investment program back to former third-party marketer CFS, it sets sights on previous AUM mark of $250 million. more »
Technology was one of the main reasons Nova Bank chose Sorrento Pacific Financial more »
When LPL Financial sought to improve its highly successful Model Wealth Portfolio platform, its advisors made a couple of requests: make it easier for us to select securities and to rebalance our client portfolios. more »
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