Bank Channel

Banks Post Strong Growth in Indexed Annuity Sales
Banks now account for 18% of all indexed annuities sold, up from 6% in 2011, according to LIMRA.
Chief executives from BofA and PNC raised concerns about the conduct of data aggregators and particularly how well they protect customer data. Read More »
The bank projects that fee income from its trust, insurance and brokerage operations will continue to grow in the range of 10% to 12% from 2016 to 2018. Read More »
We'll soon unveil our ranking of top bank advisors. In the meantime, one of our regular contributors outlines the characteristics needed to excel in the channel. Read More »
The New York Department of Financial Services' letter indicating potential cyber rules are prompting concerns that the state's plans could lead to more stringent measures throughout the industry. Read More »
The Cybersecurity Information Sharing Act, which has advanced far on Capitol Hill, promises to help businesses and government thwart cybercriminal attacks. But privacy advocates say the bill would make misuse of consumer data even easier. Read More »
A FINRA arbitration panel found that she was wrongly accused of participating in client meetings where an advisor she worked with misrepresented investment products. Read More »
Baby boomers will continue to be the nation's wealthiest generation for the next 15 years and remain the largest fee pool for banks and financial services firms, according to new report. Read More »
The executive will serve wealthy families in the eastern Florida region, including Jupiter, Palm Beach and Miami, as the bank looks to expand GenSpring, its ultrahigh-net-worth business. Read More »
FINRA moved to banish the broker for failing to cooperate with an investigation into allegations that he borrowed thousands of dollars from a 70-year-old customer without Wells Fargo's prior approval. Read More »
The Short Hills, N.J., bank chose Invest Financial for its home office resources, scale and technology. Read More »
Julian Cruz, an advisor at IBC Bank in McAllen, Texas, along the Rio Grande River, goes south of the border for the majority of his business. Read More »
Nobody thought it would be pretty, but last quarter's results were even worse than expected, and low fee revenue is largely to blame. Trading and mortgage banking were particularly bad, and few of the big banks managed to offset the declines. Read More »
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