HOLLYWOOD, FLA. New skills and new training are necessary for advisors to succeed in todays 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.
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