Connecting With Clients' Children Off-to-college meetings can help advisors strengthen relationships with the next generation of potential clients. Advisor Erika Safran reveals a few things she makes sure to discuss.
How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
The FPAs new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organizations profile among lawmakers and build a culture at the organization to attract a new generation of planners.
Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program. more »
The worlds biggest bond dealers, including JPMorgan Chase & Co. and Morgan Stanley, failed to properly report trades to the industrys price-tracking system more than 11,000 times. JPMorgans penalty: About three minutes of its annual profit. more »
Regulatory, recruiting and retirement issues dominated the agenda at the annual BISA conference. Here are some of the smartest things we heard from economists, executives and other industry leaders during the well-attended three-day event. more »
JPMorgan Chase & Co. reached a $13 billion deal with the U.S. Justice Department that ends probes into the banks sale of mortgage bonds, the largest amount paid by a financial firm in a settlement with the government. more »
The bond market has suffered one of its biggest sell-offs in years. With investors shifting their money into other asset classes, bond prices have been left incredibly undervalued. There are several reasons why now could be the best time to go into the bond market. more »
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.