Updated Thursday, April 24, 2014 as of 5:52 PM ET

Why Bank CEOs Barely Rate as ‘World’s Greatest Leaders’

Noma Bruton
April 24, 2014

In order for bank CEOs to be included on any "great leaders" list, trust with customers, employees and shareholders must be strong, says one HR officer.

Want to Boost Branch Traffic? Partner With Retailers

Kevin B. Tynan
April 23, 2014

Community banks need a steady flow of prospects. A partnership with a successful retail concept virtually guarantees constant customer traffic, according to one bank marketer.

A Branch Doesn't Just Sell Products -- It Is a Product

Dave Martin
April 9, 2014

This "product" is weakened in the customer's mind when interacting with a living, breathing banker inevitably involves fending off sales pitches, writes one retail banking program consultant.

It's Long Past Time to Kill the Bank Branch

Maria Aspan
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.

Avoid 3 Common Mistakes of Rookie Advisors

Ken Wren
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.

Channel Surfing: Best Managers at the Wirehouses

Lee Conrad
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.

The Good, the Bad and the Ugly in the Bank Channel

Lee Conrad
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.

Road to BISA: Editor’s Choice

Lee Conrad
March 8, 2013

BIC Editor Lee Conrad outlines the conference sessions that piqued his interest.

Social Security: Changes and Challenges

Lee Conrad
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.

Social and Secure, Just Misunderstood

Lee Conrad
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.

Morningstar Offers a New Contrarian Investment

Lee Conrad
May 9, 2011

Willie Keeler and Robert Frost knew the importance of “hitting ‘em where they ain’t and A Road Not Taken—Will your clients embrace the same ideas?

Managing The Cross Sell

Lee Conrad
April 29, 2011

Cross selling is really important, but most banks still aren’t doing it very well.

How Can Banks Conquer the Mass Affluent Market?

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.

Showing Management the Value of Brokerage

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.” …

Licensed Platform Reps: It’s a No Brainer

Pamela Black
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.”


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