Banco Popular de Puerto Rico

How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.

What changes should advisers expect in the coming years? Editor Lee Conrad talks with career consultant Rick Rummage to explore the relevant issues.

Choices are mushrooming in the independent space for top advisors seeking a career change, recruiters say.

A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.

Serving a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with LPL exec Arthur Osman about segmenting a book of business.

You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with consultant Peter Bielan about changes banks are considering for their advisers.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

Dying young isn’t the problem, our expert says, tongue-in-cheek. Consultant-author Brian Doherty talks to Editor Lee Conrad about the real problem underlying financial problems in retirement – long life.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.