At our LPL Financial annual advisor conference here in San Diego, we’re hosting bank and credit union investment program managers and advisors representing from more than 180 financial institutions of all shapes and sizes from across the country.

If there is one overriding theme from the financial institution advisors, it’s this: the pressure to perform is only growing. As low interest rates and sluggish loan demand continue to make healthy profit streams from traditional deposit and lending activities harder to come by at FIs, investment programs are increasingly viewed as a critical channel for generating non-interest income. 

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