Updated Thursday, July 31, 2014 as of 9:41 PM ET
How Community Banks Can Win the War for Millennials
The race is on for community banks to successfully attract younger adults as customers.
Banks are beginning to fully grasp that millennials generally considered those born between the early 1980s and the early 2000s have different preferences when it comes to financial products than previous generations, industry observers said.   more »
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'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli. more »
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By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans. more »
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Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning. more »
Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors. more »
Looking beyond widowhood and divorce, advisors are missing opportunities to market their services to female clients. more »
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