Bank of the West's Merger of Units Boosts Referrals

By consolidating its insurance, wealth and investment units, Bank of the West of San Francisco increased the rate of referrals from bankers in the past year... Richard Byrd, who heads the wealth, investment and insurance businesses, which are known collectively as the wealth management group, said the consolidation has created a broader range of client services and helped solve the problem of different units competing for referrals...

Financial Planning: Bank of the West's Merger of Units Boosts Referrals