In today’s volatile market environment, wealth managers and financial planners are having hard conversations with their clients. A few tips to build emotional intelligence into those conversations.
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Banks can learn from the virtual experiences of their customers amid COVID-19 and integrate new technology into their service offerings, including financial advising.
How can community banks make wealth management a profitable part of their strategy? At Canandaigua National Bank and Trust in New York, 45% of non-interest income—and 15% of the bank’s total revenue—comes from wealth management, says EVP Sam Guerreri.
The Securities and Exchange Commission today finalized a rule implementing a “best interest” standard of conduct for broker-dealers when making recommendations on securities transactions or investment strategies to retail customers.