HOLLYWOOD, FLA. – New skills and new training are necessary for advisors to succeed in today’s market, but banks and broker-dealers have not made it a top priority.

These deficiencies were topics of discussion the first day at the Bank Insurance and Securities Association conference here this week when a panel session called “Navigating the New Retirement Health Care Paradigm” took an interesting turn into a discussion of whether banks and broker-dealers have committed to training advisors properly to give the best advice possible on Medicare and Social Security. Further, the firms may be doing themselves a disservice in their hesitance.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access