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While it's true that some community banks struggle to remain solvent, others are thriving. Several factors contribute to this industry's optimism.
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By 2014, U.S. retail banks should see revenue from their wealth management units hit more than $80 billion, according to consulting firm Booz & Co. Unfortunately, banks haven't exploited this opportunity too well.
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LPL is already the biggest third-party marketer in the bank brokerage channel and it's looking to get even bigger.
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The industry lurking in the background of bank brokerage, the third-party marketers, is undergoing a sea change. Who will come out ahead?
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You can teach classes, you can advertise or you can flat-out buy new clients. But whichever strategy you take, you need to be committed because it's not easy.
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Private bank clients are more income-focused. How can advisors help them preserve capital across generations?
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Networks and connections can be powerful recruiting tools when used correctlybut it also pays to know when to send a handwritten note
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The high-net-worth set are underestimating a big retirement expense
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Stocks shunned for alternative investments
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What do you do when spouses who are both clients have very different interests?
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