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News
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Union Bank Aims to Triple Licensed Bankers
March 12, 2010Union Bank’s licensed retail banker staff should double this year, to about 200, and increase to 325 within three years.
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JPMorgan Chase To Launch ETF Family
March 12, 2010The company plans to launch its first actively-managed ETF later this year that would invest in about 300 domestic large-cap stocks.
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Survey: Most Advisors Turn to Social Media
March 12, 2010Firms are grappling with how to best use the technology while not running afoul of regulators.
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The Product Guru: Think Practically, Invest Globally
March 12, 2010Your dad’s generation could get away with investing domestically; your clients cannot.
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In the Game: Beating Back Entitlement Syndrome
March 12, 2010Your next generation of clients will require a bevy of new skills. The key—learning to say “no.”
Current Issue
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The March issue is now online!
Surviving a Bank Failure
Record numbers of failed banks mean advisors should have a Plan B just in case.
2009 TPM Report Card
Last year was busy for third-party marketers (TPMs), the broker-dealers who sell investments through banks and credit unions.
Moving Made Easy?
The protocol agreement for broker recruiting may not go down so well with banks and credit unions.
Exclusively Online: Eight Ways to Build Wallet Share
All banks talk about cross-selling, but few excel at it. Maybe it's because they focus too much on pushing products and not enough on the intangibles - education, service, trust - that help build loyalty. Technology matters, too. Want to deepen customer relationships? Here are eight ways to do it.
The Best Talking Points
The Internet is a fount of information about people, as long as you know where and how to look. People searching can also be fun and, once you get used to it, easy as well.
The Credit Union Way
A number of advisors and program managers who made the switch from banks to CUs swear by the customer loyalty that a true service culture provides.
What's Happening With REITs?
REITs have regained a lot of ground last year, delivering an average return of 20% in 2009. But many experts warn that a commercial property crisis could be still in the offing, and housing prices are still falling in most areas.
Discussion of the Week: 
