October 16, 2014
CFP professionals overwhelmingly value the certification: 92% say they are very satisfied with their decision to pursue it, and 97% chose to retain their certification last year.
September 10, 2014
A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.
September 8, 2014
For advisors looking to break out of wirehouses, legacy firms or banks, going independent doesn’t necessarily mean they have to go it alone.
September 8, 2014
Dodd-Frank has failed to solve the too big to fail problem, according to consultant J.V. Rizzi — and some of the best solutions, like breaking up the banks, are also the most unlikely.
September 4, 2014
Some institutions strongly oppose personalized marketing efforts, which causes branch teams to live in fear of breaking marketing rules and become complacent with the status quo.
September 3, 2014
While customers were losing faith in banks, they were falling in love with tech. Banks will have to start changing their message if they're going to catch up, according to consultant Chiaki Nishino.
David G. Barnes
August 27, 2014
Pride, greed, sloth and envy are just a few of the potential stumbling blocks in the management of banks' bond portfolios, writes investment advisor David Barnes.
August 11, 2014
Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.
August 8, 2014
It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.
August 5, 2014
Digital channels are not strategies in and of themselves, writes Kevin Tynan, a bank marketing executive. In fact, three important customer groups are unlikely to be swayed by mass emails and pay-per-click advertising.
July 25, 2014
Federal Reserve stress tests evaluate banks' ability to withstand severely adverse scenarios like the Great Recession. But the next downturn may pose different problems, according to Tony Hughes of Moody's Analytics.
Mike Baxter and Dirk Vater
July 15, 2014
Banks that want to stay ahead of the digital curve should consider hub-and-spoke branch models, products that blend digital and physical services and innovation labs that allow creative thinkers to experiment - and even to fail.
July 14, 2014
Reducing the number of Home Loan banks would lower the cost of advances for community banks, leaving them with more money to lend out to their communities.
July 9, 2014
Unless we return the Farm Credit System to its original mission, taxpayers could be on the hook for a bailout in the near future and farmers’ access to credit could be reduced, writes Rep. Marlin Stutzman.
June 25, 2014
When bills supporting deregulation gain support while high-profile members of Congress speak out in favor of stricter enforcement, our guest columnist says banks find themselves wondering if “they love me” or “they love me not.”