Social Media Adoption: Why So Slow? Inertia, caution and waiting for clearer regulatory guidance on social media compliance keeps some financial firms behind the trends, says Blane Warrene says.
How to Retain the Next Generation Matt Matrisian of Genworth Financial Wealth Management outlines five tips for advisors to hold onto the next generation of their existing clients.
Take advantage of the latest features we've made available to you in the new BankInvestmentConsultant.com. At Bank Investment Consultant we are dedicated to the needs of advisors in the bank channel. Personalize your experience by taking advantage of our new iBIC section and receive news, opinions, expert advice and practical business building ideas delivered to you anytime, anywhere.
Acquiring a practice or hiring another advisor can offer your business a boost beyond that of traditional organic growth strategies like networking and referrals, says advisor Geri Pell.
Inertia, caution and waiting for clearer regulatory guidance on social media compliance keeps some financial firms behind the trends, says Blane Warrene says.
This interactive tool provides you the ability to evaluate several top wirehouses and regional firms in the employee channel. The data was compiled from On Wall Street's annual broker-dealer survey and reflects performance for 2011. Use the pull-down menu to view information on total revenue, fee revenue and commission revenue. Click any column head to re-sort the list. Compare up to four firms by checking the box next to the firm's name and clicking the Compare button. Click on a company name to access contact information.
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.
