Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
A new Fifth Third social media campaign offers recent college graduates free one-on-one career counseling. The initiative is part of a trend of banks allocating marketing dollars to unusual perks and charitable giving to differentiate their brands. more »
Wealthy individuals are having a harder time differentiating between advisory firms, according to a new study that expects American households will accumulate nearly $11 trillion in assets over the next five years. more »
Children still like paper statements, but Mom and Dad's reliance on plastic has meant less loose change ending up in the piggy bank. Mobile banking is hot, but peer-to-peer payments are off to a bit of a slow start. more »
Banks that dont offer a compelling mobile experience run the risk of losing customers to a crop of mobile-first startups offering low fees, broad ATM networks and a wide array of advanced features. 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.