December 19, 2013
For years, bankers have bemoaned the looming death of the traditional bank branch. Now it looks like it’s actually starting to happen. Finally.
June 26, 2013
In his 19 years in the industry, Ken Wren has seen young bank advisors repeating some of the same mistakes. Here are three career tips to help keep them on track.
May 31, 2013
The best bank managers and best wirehouse managers have a lot in common. While each has the distinct flavor of their respective channels, they are very similar in spirit.
April 11, 2013
Wealth management, broadly speaking, is seeing impressive growth. But “broadly speaking” is a frustratingly vague term and most of your clients are not among the economic winners of late.
March 8, 2013
BIC Editor Lee Conrad outlines the conference sessions that piqued his interest.
February 28, 2013
The Social Security System will be a significant source of retirement income for anyone over the age of 40. And it most likely will continue for decades, provided it gets tweaked and changed along the way. But that’s an important caveat. It needs to be changed.
February 21, 2013
There is a lot of misinformation and misconceptions about Social Security. With the right knowledge, you’ll be able to help your clients as they struggle with their own fears of outliving their money.
May 9, 2011
Willie Keeler and Robert Frost knew the importance of hitting em where they aint and A Road Not TakenWill your clients embrace the same ideas?
April 29, 2011
Cross selling is really important, but most banks still arent doing it very well.
Pamela J. Black
March 25, 2011
While half of U.S. banks are aware of the opportunity with mass affluent investors and are busy enhancing their online capabilities, the other half believe they distinguish themselves from the Charles Schwabs of the world with in-person advice.
Pamela J. Black
March 18, 2011
How can advisors take advantage of opportunities created by limitations on fees and transactions? Program managers at BISA’s bank broker-dealer breakout session presented some interesting answers.
“Banks are struggling with where to get more revenues because of fee reductions,” said Rob Comfort, head of Huntington Investments. “This gives us an opportunity to play a prominent role.”
March 4, 2011
More banks do not have licensed bankers than have them, according to recruiter Rick Rummage. Every bank should have them and license them.
February 18, 2011
Most people dont think about it, but there is a liquidity premium on publicly traded securities just as there is a risk premium, yet most only think about it in the case of extremely illiquid assets such as private equity.
February 11, 2011
Women want a quality relationship with their advisors that involves interpersonal, relationship-driven factors. What does that translate into in your practice? It starts by listening.
February 8, 2011
If interest rates can only go up from here, shouldnt you minimize your exposure to bonds? Not according to Zane Brown, a fixed-income strategist from Lord Abbott who addressed a crowd of advisors at the IMCA New York Consultants Conference.