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News

Current Issue

  • 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.