Updated Monday, March 2, 2015 as of 11:43 PM ET

Practice

The megabank's commitment to its branches stands out in an industry where customers are shifting more of their banking activity to mobile devices and PCs, and where banks take an increasingly ruthless look at branch performance numbers.  More »
While many of the fundamentals of bank programs haven't changed much, the products, technology and sophistication of advisors and clients alike have increased exponentially.  read more »
'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.  read more »
For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base.  read more »
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A 'New Breed' of Advisor
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Industry Events

March 4, 2015 |

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

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