Parsing the pros and cons of growing your own broker-dealer, buying a brokerage, or entering an alliance. Page 2A

Brokerage customers at banks are older and less affluent than those at wire houses, so banks stress financial planning. Page 4A

Instant status as a full-fledged financial services institution was National City's goal in buying a brokerage. Page 6A

An alliance between the nation's third-largest discount brokerage firm and a small Florida bank is exceeding both partners' rosiest expectations. Page 8A

Although discount brokerage dominates among banks, the industry is clearly moving toward full-service brokerage. Page 9A

First Union chooses to build its own brokerage network based on training platform employees. Page 10A

Training and marketing help for banks is high on the list of door openers for mutual fund providers. Page 12A

Banks weigh product features, pricing, and training support in choosing which annuities to sell. Page 12A

Profiles of investment marketers and clearing firms - the operations that help banks do the job in brokerage. Page 13A

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