HOLLYWOOD, FLA. - Few bank executives could state a clear and comprehensive wealth strategy. And most had trouble identifying something about their wealth management efforts that was unique.
Those were just two of the conclusions presented at a panel discussion the Bank Insurance & Securities Associations annual conference in Florida. The session, Bridging the Organizational DivideSharing Success Stories, was moderated by Wayne Cutler, managing director at Novantas, who was citing a joint survey from Novantas and BISA when presenting those conclusions.
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