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U.S. Bancorp Investments, the brokerage affiliate of U.S. Bank, has added two financial advisors to its staff in Bismarck, N.D. Steve Felchle and Jason Ernst will deliver wealth management and financial planning services to affluent clients, the firm announced Wednesday.
Investors working with financial advisors were more confident and prepared than their unassisted peers both during and after the financial crisis, according to a new study from Fidelity Investments. more »
What are the traits of successful advisors and what do they do in their practices to set them apart? Michael Silver of Focus Partners offers insight into the way top advisors think about and market their practices. See more practice management tips in 30 Days 30 Ways to a Better Practice. 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.