Practice and client management

The Protocol for Broker Recruiting, signed in 2004, was designed to mitigate lawsuits when advisers left to join a competitor. Recent high-profile defections have raised concerns that the accord could unravel.

Increases in charitable donations will be more important than ever for bank reputations, as tax breaks and a lighter touch from financial regulators rekindle public anger about the financial crisis.

Members will receive 2 percent return on loan finance charges, bonus dividend.

There are plenty of challenges ahead for Puerto Rico residents, but credit unions with a presence on the island have largely returned to business as usual.

Two credit unions make a commitment to human resources, Iowa Credit Union League recognizes a trio of award winners and more CU professionals and volunteers in the news.

The energy crisis, hurricane damage and merger costs have hampered earnings per share at the Louisiana bank. Its CEO has to clear those hurdles and convince investors steady growth is ahead.

David O. Brock will retire from Florida's Community Credit Union in early 2018, to be succeeded by SVP Linda Cappelli.

The veteran banker wants to turn his Pennsylvania bank into a major business lender. But first he has to spin off the buzzy digital-only bank he helped build.

There’s growing evidence that the greatest progress and most effective decision-making are not the products of a single charismatic leader or pair of leaders, but of a collaborative culture. Banks could benefit from adopting this mindset.

The California-based credit union has seen significant growth among young members, but satisfaction rates were on the decline among all demographics due to long lines and wait times.

Scott Page, CEO of CoBiz Bank, will retire in a few days. He will be succeeded by Steven Bangert, the company's chairman and CEO. The company's chief financial officer will also become its chief operating officer.

The company will gain four Chicago-area branches as part of the $41 million all-cash acquisition for the parent of ABC Bank.

New Hall of Fame inductees and other award winners announced, plus more new hires and promotions at credit unions across the country.

Rita Lowman recently joined the bank from C1 Financial, where she had been chief operating officer.

David Becker is trying to prove to investors that his Indiana bank can succeed over the long term. With the rise of online banking and fintech firms, Becker is a community banker worth watching in the new year.

Bank M&A started off with a bang this year, with eight of the 10 biggest deals taking place in the first six months. North Carolina and Florida accounted for six deals on the list.

Prince Alwaleed bin Talal, who is the largest shareholder of Citigroup and has been detained since early November in a corruption probe, faces a demand from Saudi Arabian authorities of at least $6 billion to win his freedom, according to a report in The Wall Street Journal.

Davis, who stepped down as CEO a year ago, will retire as the company's chairman and as an employee at the end of 2017. Umpqua will then become one of the few publicly traded banking companies with a female chair.

Former top commercial mortgage-backed securities strategist Trevor Murray accused the Swiss lender of illegally firing him in 2012 for blowing the whistle on attempts by traders to influence his research reports.

The seven-member council, formed in the wake of the fake-accounts scandal, will advise Wells on social issues, such as diversity, environmental sustainability and the needs of underserved communities.