Restructuring Your Investment Department for the New Normal
Banks can learn from the virtual experiences of their customers amid COVID-19 and integrate new technology into their service offerings, including financial advising.
Browsing: Wealth management
ABA Supports SEC’s Accredited Investor Proposal
In a comment letter to the FDIC on Monday, the American Bankers Association offered support for the Securities and Exchange Commission’s proposal to amend the definition of “accredited investor” under Regulation D and “qualified institutional buyer” definition under Rule 144A.
Study Finds Mobile Apps Are Key Opportunity for Wealth Management
Consumers are less satisfied with their wealth management mobile apps than they are with retail banking or credit card apps, but when wealth firms provide an outstanding mobile experience, clients are more likely to sign up for additional products and services, according to a J.D. Power study released today.
The Changing Face of Wealth Management Customers
The long-anticipated transfer of wealth to Gen-Xers and millennials has begun. How can banks position themselves to succeed with these clients? Insights from a recent ABA survey offer some clues.
New ABA Report Addresses Shifting Wealth Management Landscape
With an estimated $68 trillion set to change hands by 2030, a new report released by ABA today delves into how that wealth transfer will affect wealth management practices.
Podcast: Making Wealth Management Core to Your Community Bank
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.
Podcast: M&A Tips from a Fast-Growing Bank
On the latest episode of the ABA Banking Journal Podcast, United Bankshares President Rick Adams talks about United Bank’s experience with M&A and offers tips on providing quick and candid communication in the merger process.
The Fear of Bankers Is Real
By Kathleen Craig
The High Net Worth Customer Experience
By Andrew Stevens
Reporting from Wealth Management
A Marketing Money Podcast