Bank Investment Consultant October 2015

With close to half of all bank advisors near retirement age, how are banks planning to replace them?

A retiring advisor focused on the best fit between his clients and five young successors.

As fee-based business increases, succession planning takes on a bigger role in the channel.

If you want to increase referrals in the long run, don’t always act in your own best interest in the short term, columnist Jonathan Clements says.

Louis Papa maintains round-the-clock, uninterrupted communication with all of his clients, which is possible because he only serves around 60.