John C. McRae, who is a member of Citizens National Bank’s Wealth Management Division, as well as a Branch Manager and Senior Financial Advisor with Raymond James Financial Services, was chosen as No.

Bank Investment Consultant released its annual “Top 50 Bank Reps” ranking in the Dec. 2010 issue, a roster that included eight from PrimeVest Financial Services Inc., an independent, self-clearing ...

DENVER-- Portfolio Management Consultants, Inc. (PMC) announced that it has entered into an agreement with Sterling, a division of National City Bank, to provide investment advisory and support ...

Susan Welo, a registered representative with Securities America serving First State Bank of North Dakota and Goose River Bank, has been named to Bank Investment Consultant magazine's Top 50 Bank ...

JPMorgan Chase & Co. is promoting a 17-year insider to lead the financial giant’s major investment-banking business and is setting up a new unit within that franchise to focus on digital banking ...

Bank Investment Consultant recently published a new article about the recent changes to reverse mortgages. The article, written by Howard J. Stock writes about H.R. 3221: Housing and Economic Recovery ...

Invest Financial Corp. announced that three of its program managers, Paul Restante, president of Community Investment Services, Inc., Jack Nelson, senior vice president of Johnson Investment Services ...

If you have any questions, reach out to me on IG: Also, connect with me on LinkedIn: Email me at: [email protected] In this video, I bring you along for a week in my life in New York City.

The newly formed fund of Irvine-based bank consultant Carpenter and Co. is expected to invest $6 million into San Luis Obispo-based Mission Community Bancorp. Carpenter Community BancFund is set to ...