Susquehanna Bank is getting behind its brokerage program in a major way. For starters, the bank recently appointed an executive to lead the 10-plus-year program formerly co-led by two sales managers. The mandate given the new program manager: double revenue over the next three to five years.
For the past two years, Bank of the West has assiduously courted high-net-worth clients. But now it’s starting to spread the love more broadly. The bank recently made a series of moves to woo the long-neglected mass-affluent customer.
Advisors don't need to devote hours a day to get started with social media — a simple weekly message or educational information that engages people is a great start.
Investment programs at community banks are on a roll. In the first half of 2013, they generated $283.3 million in revenue, the most they’ve made in the first six months of any year since 2007.
For bank advisors looking to advance their careers, there’s no better news than a promotion or a new job. Here is a sampling of moves among bank advisors this month.