A series of events and online content that focus on bank wealth management program leadership, sales force strategies and investment product trends.
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How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.
April 7 -
A higher standard of client care can still be enforced in the marketplace, fiduciary supporters say.
March 23 -
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As a channel, we must get better at attracting and retaining HNW assets.
March 23Stathis Partners -
With an eye toward potential repeal, Alexander Acosta told senators that he will abide by President Trump's executive memorandum and review the rule's impact.
March 22 -
Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.
March 22Stathis Partners -
Hope is dimming, but top Democrats like Sen. Elizabeth Warren and investor advocates are unlikely to relent in their efforts to preserve the regulation.
March 6 -
With a deep résumé representing Wall Street firms, Jay Clayton is seen as a business-friendly choice not expected to push major new regulations or ramp up RIA exams.
January 4 -
When advisers quit, banks lose revenue even when they hire replacements. The present value of that lost revenue averaged $2 million, according to a study by Kehrer Bielan.
January 4 -
The legal setback for the rule's foes still leaves three ongoing court challenges, as well as an uncertain future after Trump takes office.
December 15