Top 10 Stories of 2012
From the Top 50 bank advisors of the year to major acquisitions in the banking space, 2012 has been a roller-coaster ride for the banking industry.
As we look back at some of the major events that shaped the year, several stories generated wide interest among our readers.
Here are Bank Investment Consultant’s Top 10 stories of 2012.
Here are this year's best bank-based financial advisors and the secrets to their success.
While it's true that some community banks struggle to remain solvent, others are thriving. Several factors contribute to this industry's optimism.
Many bank advisors feel they aren’t getting enough referrals from branch employees. What can they do? Here are five tips to get your bank referrals flowing.
Want to see your revenue leap within 30 days? Focus on the clients who produce most of your revenue. In our upcoming issue of BIC, you can read consultant Todd Colbeck’s advice on how to segment your book of business to do just that. Meanwhile, here is a high-level overview.
Here are 10 ways advisors can set themselves apart in a crowded market.
To bridge the gap between traditional retail service staff in the bank branches and the investment advisors, there needs to be a genuine all-for-one mentality.
While we spend most of our efforts the rest of the year covering advisors in the bank channel, we set aside one issue to devote to the bosses: the program managers.
By 2014, U.S. retail banks should see revenue from their wealth management units hit more than $80 billion, according to consulting firm Booz & Co. Unfortunately, banks haven't exploited this opportunity too well.
We all know the stats — 10,000 people a day will retire for the next 20 years. And guess what? Most of them aren't rich. Many fall into the "mass-affluent" category, which means they have some money, but they can't afford to make any mistakes. And many of them have very little time left. What can you do?
The ranks of the mass affluent are much bigger in number and in greater need of financial guidance than high-net-worth investors.
From the Top 50 bank advisors of the year to major acquisitions in the banking space, 2012 has been a roller-coaster ride for advisors in the the bank channel.