Lee Conrad

Change is coming faster than ever for the bank channel with disruptive technologies and social media altering the landscape in banking and elsewhere. Here are some ways to keep up and enhance your presence online.

The move is part of BNY’s previously announced plans to expand its nationwide sales force by 50% over the next 18 months.

The new appointments are part of a larger initiative by the bank to grow market share in local markets from Maine to Florida.

The Midwestern community bank has plans to increase its program to seven or eight advisors over the next couple of years.

According to the new arrangement, Raymond James will send one advisor to join the bank to represent the program to clients and prospects at several locations.

The bank trust channel is an important one despite a modest growth outlook.

Is bank management on the same page as you? And what can you do to help keep your book of business strong?

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.

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.

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

Just 37% of baby boomers are confident in their financial preparations for retirement—and that number keeps falling.

Those who do use advisors are scrutinizing the guidance they get and realizing that true value is more than just investment returns.

European investors also turned negative, although their pessimism was less pronounced. Asian institutional investors grew slightly more optimistic.

The system isn’t falling apart, but clients in their 60s have more personal concerns at heart—and you need to be able to answer their questions.

The self-directed channel hasn’t been as bad as expected for traditional advisors. And there may even be some opportunity left.

Few bank executives could state a clear and comprehensive wealth strategy. And most had trouble identifying something about their wealth management efforts that was unique.

Banks need to keep their customers in mind as just one constituency when designing their compensation plans for advisors

The two Monday morning sessions at the Bank Insurance & Securities Association’s annual conference were billed as “Market Perspectives” and they lived up to the name.

If there was a theme to the opening sessions of the Bank Insurance & Securities Association’s annual conference in Florida on Sunday, it could be characterized as moderation.

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