Welcome to the biggest issue of Bank Investment Consultant that we've put together in my time here. Fittingly, it's also one of the most important. Last year I proclaimed our annual retirement issue to be the most important of the year. This year, we've packed even more important and actionable information into an even bigger volume.
Our cover package this month consists of two features: The first, by writer Lauren Barack, puts a twist on the usual preparedness article. Instead of looking at your clients' situation, she looks at yours. Bank advisors don't have the options that many independents do, or many wirehouse advisors for that matter. Turns out, many need help and Barack lays out the winning strategies being used by some bank advisors.
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