Lee Conrad

The real forces that will define the bank advisory channel in the near future and separate the winners from the losers will come from outside the bank's walls. Still broadly an issue of corporate culture, this struggle will coalesce around the overall culture of the advisory industry—and business in general.

Learn to delegate and trust others to assist you.

Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.

When the market is doing so well, people develop short memories and start thinking they can manage their investments themselves.

The bank advisory association named Jeff Hartney as executive director, effective July 7, to replace Jim McNeil.

It seems that the bank channel has experienced a failure to communicate.

City National Bank hired five wealth management pros in its private client group in California’s central coast region.

Managing people is almost impossible to do well. And for senior management, finding qualified people to hold mid-level management positions is difficult as well.

Jim McNeil moves to Information Inc., another group within SmithBucklin, as his career comes full circle.

DataPak will enable financial institutions to infuse customer data from their wealth management or brokerage operations into their core systems.

People underestimate the chances of dying from likely causes, like heart failure, while overestimating the chances of dying from an unlikely cause, like murder. This can cause big mistakes in retirement planning.

Deciding when to claim Social Security is one of the biggest financial decisions your clients will ever make and you need to be able to frame the discussion properly in order to help.

New skills and new training are necessary for advisors to succeed in today's market, but banks and broker-dealers have not made it a top priority.

Despite some bright spots, the bank channel has some surprising areas in need of improvement, according survey findings unveiled at the annual review-and-preview at this week's BISA conference.

There are a number of good sessions scheduled for the BISA conference this week. Here are a few that piqued our interest.

Bank Investment Consultant is compiling its ranking of the best program managers in the bank channel. Be sure to get your nominations in.

FINRA barred Fernando Arevalo and Jimmy Caballero, two brokers at JPMorgan Chase Securities, for stealing $300,000 from an elderly widow with diminished mental capacity.

BNY Mellon Wealth Management made two senior hires in Boston and San Diego that are part of its recruiting campaign to increase its sales force by 50% by the end of next year.

Advisors in the field, or those who cover multiple bank branches, will be able to electronically transport clients’ documents in an easier format.

Since the crisis, this segment has focused on paying its debt, but now it’s investing for retirement again. The kicker: just 40% use advisors.