Investment Services Boost Client Loyalty at Banks, Credit Unions
Clients that purchased an investment from their financial institution will keep their deposit and credit products longer, increasing the profitability of the institution overall, a new study shows.
More in Practice Management
Advisors must be aware of the basics of protecting their more vulnerable elderly clients. Here are a few tips to keep in mind. more »
Change is coming and certain new technology trends will play a significant role for planners. more »
One of the first new investments from parent company RCS Capital will become available to all nine – and eventually 11 – IBDs by May. more »
Newly bereaved spouses can face a host of unfamiliar financial issues, and older women are at particular risk. Here are a few specific ways that advisors can help. more »
Bank advisors produced an average of $32,888 in revenue in November of 2014, down 16% from the previous month, according to BISRA's most recent Monthly Bank Investment Services Monitor. more »
In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks. more »
Why is inheritance planning so difficult? Fear of exclusion along with existing family dynamics can complicate the process -- and strain relationships. more »
Jones' football prospects are certainly bright. But what about his hoped-for career as a financial advisor? more »
Make flash cards of potential spending goals -- funding a grandchild's education, buying a yacht -- and ask clients to make piles of high-priority cards, suggested Harold Evensky during a session on communication tips. more »
For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base. more »
Even the wealthiest clients are happy when their advisors uncover extra cash for them. Here’s how to do it. more »
Forming a practice with your child or another family member may seem like a great idea, but experts warn they take just as much work as any other partnership. more »
Lately, banks have been testing video tellers and high-tech mini-branches, figuring that these alternatives to full-fledged branches can increase efficiencies and cut costs while preserving the human interaction customers still desire. more »
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