Third Party marketers

Updated Tuesday, May 21, 2013 as of 4:02 AM ET

Third Party Marketers

May Women Advisors Forum Events Feature Top Planners

Successful female advisors from around the country will network and build skills at two separate Women Advisors Forums this month. The first is set for May 15 at the Metropolitan Club in New York; the second is planned May 30 at the Westin Galleria in Dallas.

Both of the daylong events are tailored to women advisors to help them capitalize on the remarkable opportunities that exist within the profession. Panels and speakers offer ways to leverage experience to expand a practice, recruit more female advisors and attract more female clients. The events also offer opportunities for advisors to earn CE credits. more »

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LPL to Bolster Licensed-Branch-Employee Platform

Licensed branch employees represent a significant opportunity that many banks have not tapped to its full potential, according to LPL's Rob Comfort. more »

IAB Financial Bank Switches Investment Program to Cetera

Cetera will provide the Fort Wayne, Ind.-based community bank with wealth management services, solutions and support. more »

East West Bank Moves Investment Program to Cetera

The Pasadena-Calif.-based bank decided to move its program because of Cetera’s technology platform, product menu, reporting capabilities and the training it provides advisors. more »

Provident Bank Expands Wealth Management Services

The New York Hudson Valley thrift seeks to make wealth management an important core business line and not just a tertiary line. more »

Northern Bank and Trust to Change TPM Firm

The $825 million community bank has selected Infinex Financial Group as its new broker dealer. more »

Invest Adds Affinity Credit Union to Roster

Affinity says the relationship should help it grow and increase productivity more »

Women Advisors Forum: Smartest Practice Tips

Get great advice and networking opportunities, too. more »

CALENDAR

Home Federal Bank Moves Investment Program to Raymond James

Raymond James will be instrumental in helping the program transition to fee-based business from transaction-based business. more »

New England Federal Credit Union Moves Investment Program to CUSO

The credit union cited CUSO’s technology platform and tools that allow members to manage their investment and insurance needs. more »

Alliant Credit Union Taps LPL to Help Grow Investment Program

Alliant launched the investment program in 2009 and said it wanted to take the business to the next level. more »

Regions Bank Hires PrimeVest as Its TPM

The agreement will help the bank fill the service gap that was left after it sold its brokerage unit, Morgan Keegan, to Raymond James earlier this year. more »

Women Advisors Forum/Southern California: Protect Your Legacy

Take care of your clients' futures as well as your own. more »

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