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.
Citigroup assets at its Asian wealth management businesses climbed to a record $251 billion at the end of May as U.S. and European banks have been seeking to boost their wealth businesses in Asia to tap rising affluence in economies from China to Southeast Asia. more »
Community banks and credit unions need to recognize and tout the distinct advantages they offer advisors as they compete with bigger financial institutions for top talent, says Frank Smith, vice president of Recruitment at LPL Financial Institution Services. more »
Like the Postal Service, small banks must radically change their business model, expect more consolidations and mergers, focus on critical services and avoid relying on the U.S. government for help - it could make things worse. more »
Upstate New York banker John Buhrmaster discusses the regulatory challenges small banks face, his issues with big banks and why smaller banks need to take a serious look at charging more for the services they offer. 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.