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Updated to include information about LPL. While the Northeast hunkered down yesterday waiting for Hurricane Sandy, it was pretty much business as usual for bank advisorsor at least for their clients. more »
When LPL Financial sought to improve its highly successful Model Wealth Portfolio platform, its advisors made a couple of requests: make it easier for us to select securities and to rebalance our client portfolios. 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.