- Should you heed the siren song of third-party
firms.
There is a groundswell of interest in the financial services community in partnering with or acquiring third-party administrators. Banks, insurance companies, large employee benefit consulting firms, brokerage firms--even investment management firms--are looking at these specialized companies as avenues to new customers, new markets and increased profits, along with indirect access ......
- National City announces appointments
National City Bank recently announced the addition of Marie E. Suplica as personal trust administrator, Christopher J. Amato as vice president and Spencer D. Stone, Jr. as assistant vice president. Marie E. Suplica, personal trust administrator in the trust administration area of the Private Client Group is responsible for serving ......
- Choosing an investment management
consultant.
Choosing an investment management consultant Finding the right investment consultant can significantly affect the performances of an institution's board-designated, operating, and building funds. Consultants can be hired to coordinate entire investment programs or to focus on specific objectives. An investment consultant can help an institution: * Establish an investment policy ......
- Minn. Bankers Assoc. hires experienced compliance expert
* Janet Johnson has been appointed compliance specialist for the Minnesota Bankers Association. Johnson will be addressing compliance issues and also will provide on-site compliance consulting services to MBA member banks. Johnson formerly worked as a compliance consultant at Bremer Financial Services, Inc. in Lake Elmo, Minn. Johnson has more ......
- Revisiting corporate pension fund
allocation.
Make calm, defensible strategy decisions--even when markets are stormy. The party ended with a bang last summer. Financial executives in charge of corporate pension plans had looked like heroes without much effort for several years. But after three consecutive years in which even the S&P 500 index registered 20%-plus returns, ......
- What's hot with TBASCO?
HEADNOTE DON'T TURN CUSTOMERS AWAY-GIVE THEM THE PRODUCTS THEY WANT INVESTMENT PROFESSIONALS, INC. See if this sounds familiar: You are the operator - and perhaps owner - of a business that has had great success in the past. Your business happens to be a bank, which has been built on ......
- How to ... Choose a financial advisor
If you lack the time, expertise or confidence to choose investments and insurance policies or plan for college or retirement, you're not alone. Many people feel overwhelmed or intimidated by the prospect of planning their finances. That's where financial advisors come in.