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Bank Systems & Technology December 23, 2007 Peggy Bresnick Kendler	Banks Eye Wealth Management Market As baby boomers transition into retirement, the market for wealth management services is more promising than ever.
Bank Technology News February 2002 Karen Epper Hoffman	Planning for New Opportunities With a healthy boost from software and online delivery, financial planning services quickly may become the most hotly contested battleground for banks, brokerages and other companies to vie for consumers...
Bank Systems & Technology March 30, 2007 Nancy Feig	Mass Affluent Customers Seek Wealth Management Services Consumers with enough money for diversified investment products but not quite enough to warrant the attention of private bankers represent a new market and new opportunity for retail banks.
Bank Systems & Technology January 30, 2008 Maria Bruno-Britz	City National Bank Appoints Rodney Banks VP of Commercial Banking Services Rodney Banks, new executive VP and manager of commercial banking services at Los Angeles-based City National Bank, says customer relationship management solutions are more vital now than ever before.
Bank Systems & Technology December 1, 2005 Phil Britt	High Tech, High Touch and High Net Worth As banks attempt to expand their private banking operations to attract high-net-worth customers, they're enhancing their support technologies to provide better customer service, improve profitability, and expand product and service offerings.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
Financial Planning May 1, 2006 Barr & May	Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game?
Bank Systems & Technology February 22, 2007 Maria Bruno-Britz	Spillenkothen Joins Deloitte's Banking Regulatory Practice The former Fed regulator hopes to help banks gain an enterprise-wide view of compliance in his new role.
Wall Street & Technology February 14, 2006	Small Businesses Big Biz for Banks Capturing small businesses as banking customers will be a top priority for many banks this year, according to a new report.
Financial Advisor July 2006 Grove & Prince	Accountants As Wealth Managers Accountants offering wealth management can be double-edged swords -- simultaneously delivering tremendous opportunities and thorny challenges to the firms and professionals they work with each and every day.
Investment Advisor October 2006 Savita Iyer	Stepping Into The Great Wide Open An open architecture approach is allowing big banks to compete with private banks for the wealthiest clients.
U.S. Banker June 2007 Lee Conrad	Banks' Insurance Operations: Are Painful Lessons Paying Off? Banks clamored for years for the right to underwrite and sell insurance, but few have proven adept at it. There are signs of progress, however, as some banks embrace the brokerage side and gain revenue.
Financial Planning November 1, 2005 John Bowen	Small Steps, Big Results Financial advisers don't have to make sweeping changes in their businesses to alleviate some of their most pressing concerns, like: finding new wealthy clients... fighting for clients... growing assets... etc.
Bank Systems & Technology March 29, 2006 Maria Bruno-Britz	Sticking With the Tried and True The days when large U.S. banks could sustain their old core systems on the IT version of life support are numbered, according to TowerGroup.
Bank Systems & Technology January 31, 2006 Peggy Bresnick-Kendler	Demographic Trends How are retail banking customer demographics changing? What is the significance of these trends?
U.S. Banker June 2007 Karen Krebsbach	Tapping, Keeping Top Talent Is Tough, But Worthwhile What does it take to find and keep the best banking professionals? The key, not surprisingly, is compensation. If banks can meet this challenge, the prize is all theirs.
Bank Systems & Technology March 27, 2008 Peggy Bresnick Kendler	The Credit Crisis Has Increased Scrutiny on Trade Finance The global credit crisis has emphasized the importance of cash management while intensifying the spotlight on corporate governance and banks' risk management practices
Registered Rep. January 28, 2011 John Aidan Byrne	Banks Losing Mass Affluent To Online Brokerages U.S. and Canadian banks say developing mass affluent wealth management business is a top priority, but they're not doing enough about it.
Bank Systems & Technology September 28, 2007 Maria Bruno-Britz	Transaction Processing Not Enough to Succeed In Commercial Banking Banks will need to move away from the transaction processing model to become the advisers of choice for their corporates.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Bank Systems & Technology February 1, 2007 Anthony O'Donnell	Educated Opinions: 2007 Bank Technology Forecast Industry experts give their forecasts for bank technology in 2007.
The Motley Fool August 15, 2006	Banking Alternatives Investors, don't think you're stuck with Federated First Financial. You might do better elsewhere.
Wall Street & Technology June 13, 2007 Melanie Rodier	Are Banks Meeting the Cash Management Needs of Middle Market Businesses? Data shows midmarket companies want their banks to provide cash concentration, positive pay and foreign exchange capabilities online. But currently only the biggest banks tend to offer these services.
Wall Street & Technology June 22, 2004 Jessica Pallay	Separate but Equal? The market is demanding separately managed accounts, but can the technological challenges be overcome?
Bank Systems & Technology January 31, 2006 Ivan Schneider	Size Matters To stave off a purchase by more-efficient and better-capitalized European banks, can U.S. banks manage an operational turnaround in time? For institutions that have been built through M&As, that's a questionable proposition.
Bank Systems & Technology March 30, 2007 Peggy Bresnick Kendler	What It Takes to Serve the Small and Mid-Size Business Market Banks looking to build their presence in the small and mid-size business market should focus on providing online tools that can help these customers become more efficient in handling their cash management and payment needs.
Bank Systems & Technology June 26, 2006 Maria Bruno-Britz	Lands of Opportunity The international opportunities for U.S. banks with the right IT and know-how can be huge, provided they follow the appropriate strategy.
Bank Systems & Technology August 3, 2005 Peggy Bresnick Kendler	Core Systems To Improve To improve customer service, product development, regulatory compliance and fraud prevention, banks must transform their core systems to enable more agile business processes.
Bank Systems & Technology February 21, 2008 Danne Buchanan	Banks Will Face Competition in the RDC Space Third parties that can decouple remote deposit capture from the deposit relationship may pose a threat to banks in the payments space.
Wall Street & Technology January 5, 2004 Jim Middlemiss	Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management.
Bank Systems & Technology February 29, 2008 Peggy Bresnick Kendler	Health Savings Accounts Present Huge Opportunity to Banks Several bankers discuss the benefits to banks of providing health savings accounts to customers.
Wall Street & Technology April 27, 2009 Penny Crosman	Extreme Makeover: Broker Workstation Edition A quest for increased adviser productivity and a forthcoming cost-basis reporting law are driving wealth management technology integrations and upgrades at Canada's largest brokerage, RBC Dominion Securities, and U.S. advisory firm Silver Bridge as well as others.
Insurance & Technology November 12, 2007 John Macaluso	Banks Should Consider Extending SOA With BPM Banks should consider extending SOA technologies with business process management strategies.
CFO March 1, 2007 Randy Myers	Dividing the Spoils Most CFOs and treasurers recognize that when the credit cycle finally does turn, they may need the goodwill of a longtime banking partner to ensure access to capital under less-than-ideal conditions.
Bank Systems & Technology November 1, 2006 Nancy Feig	Integrating the Channels Financial institutions are juggling numerous channels and the multitude of ways in which they touch customers. Many banks are actively looking to integrate those delivery channels more strategically.
Financial Planning October 1, 2005 Jerry W. Miller	Talk to Her Make no mistake: It is critical to understand your financial advisory clients. Women are attuned to the demands of successful long-term investing and also much more disposed than men to heed professional advice.
Bank Systems & Technology March 11, 2004 Ivan Schneider	In the Advice Game, Bankers Lag Behind Financial Planners Affluent investors seek out multiple sources of advice. But only 20% turn to banks for advice, and just a handful use bankers as their primary advisors, survey says.
U.S. Banker February 2006	Provident Rewards 'Primary Relationship' Loyalty A customer-retention program recently rolled out by Provident Bank has no minimum asset requirement. And even though analysts say it makes sense, it is not necessarily a slam-dunk.
Financial Planning April 1, 2013 John J. Bowen, Jr.	5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.
Bank Systems & Technology August 1, 2007 Nancy Feig	Banking Customers More and More Mistrustful of Financial Institutions It's not just security breaches that are causing consumers to lose faith in their financial institutions. Consumers in general are more demanding, and this attitude spills over into the relationships they have with their banks.
Bank Systems & Technology September 27, 2007 Nancy Feig	Customer Satisfaction Is Key to Driving Organic Growth at Banks As banks seek new market segments to target, they're also looking at new ways in which their systems can improve the customer experience to increase share of wallet.
Registered Rep. November 6, 2002 Rick Weinberg	Brokers Taking Hits from Surveys Brokers continue to take hits for Wall Street's research conflicts and the sluggish market, according to two recent polls that show investors are not seeking advice from brokers.
Bank Systems & Technology January 1, 2007 Maria Bruno-Britz	Study: Banks Need New Ways to Gauge Customer Payment Preferences A recent study shows behavior models can help financial institutions understand clients better and can improve their competitive position in the payments business..
Bank Systems & Technology July 21, 2007 Deena M. Amato-McCoy	Retail Banks' IT Integration Efforts Key to Differentiation Platform integration is critical for banks seeking to provide exceptional service, according to a study.
Financial Planning May 1, 2005 Paramjit Mahli	Adviser Pulse Affluent investors need more tax planning advice.
Financial Advisor December 2003 Grove & Prince	The Financial Life Of Senior Executives Who do America's top executives favor as their primary financial advisor and how did they find that advisor?
Bank Systems & Technology May 25, 2006 Maria Bruno-Britz	Corporates' Wishes Are Banks' Commands Between industry consolidation and the entrance of new players in the market, banks have their work cut out for them when it comes to serving business customers and meeting their demands.
U.S. Banker September 2005	Turf War The banking and real estate lobbyists are ready to square off once again over banks selling real estate, an irony given that banks' ambivalence remains strong. But for one small Virginia maverick, selling real estate since January, business is booming.
Bank Systems & Technology August 24, 2006 Deena M. Amato-McCoy	The New Integration While expanding data volumes and regulatory changes are putting more and more pressure on banks' core processing systems, they can't diminish their original services.
CFO October 1, 2006 Fink & Durfee	The 2006 CFO Survey of Trends in Banking Finance executives' concerns about the banking industry.