Updated Sunday, September 21, 2014 as of 12:05 AM ET

Make a Successful Acquisition: 3 Key Rules

James Poer
September 10, 2014

A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.

Going Independent? 7 Business Partners You Need

Shirl Penney
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.

Big Banks Headed Straight for Another Bailout

J.V. Rizzi
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.

Homespun Marketing Can Be a Branch's Secret Weapon

Dave Martin
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.

Communication Can Win Back Wary Customers

Chiaki Nishino
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.

7 Deadly Sins of Bank Investment Portfolio Management

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.

The Business of Breaking Away

Shirl Penney
August 11, 2014

Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.

Want to Be a Thought Leader? Here's How

Marie Swift
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.

Banks Have a Case of Digital Marketing Myopia

Kevin Tynan
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.

Banks May Not Be Prepared for the Next Recession

Tony Hughes
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.

How Banks Can Prime Themselves for Digital Transformation

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.

How to Reform the Federal Home Loan Banks

Thad Woodard
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.

Farm Credit System Oversteps, Competes With Small Banks

Marlin Stutzman
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.

Is Congress Sending Banks Mixed Messages?

Brandon Daniels
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.”

Why Gender Diversity Should Matter to Investors

Sallie Krawcheck and Joe Keefe
June 10, 2014

There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.


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