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.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
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.
Most banks and credit unions outsource their investment services programs to third-party broker dealers, also known as third-party marketers or TPMs. Here's how the largest TPMs stack up by the number of advisors they employ and/or manage. more »
Most banks and credit unions outsource their investment services programs to third-party broker dealers, also known as third-party marketers or TPMs. Here's how the largest TPMs stack up by revenue. 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.