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Viewpoints: Wealth Management

2010

Viewpoint: PFM Is Big Banks' Revenue Remedy

American Banker | Oct 26

Banks can not only strengthen customer loyalty by helping users better manage their money but also leverage a comprehensive view of customers' financial positions.

Viewpoint: Restore Investor Self-Protection

American Banker | May 11

Unsophisticated institutions and their beneficiaries need to be protected, and innovation that is little more than gambling with other people's money needs to be "stifled."

Viewpoint: Six Keys to Wealth Management

American Banker | Apr 27

While providing customers' access to investment and insurance products is not pure banking, it positions your institution to service and support your customers' needs.

Viewpoint: Money Funds Too Big to Be Ignored

American Banker | Apr 13

The SEC proposes limiting risky investments by money market funds. Even though this is a step in the right direction we do not think it is enough.

Feedback: In Defense of Brokered Deposits

American Banker | Mar 10 [Re "As Regs Pinch, Banks Cool to Brokered Deposits," Feb. 18 Community Banking supplement] It would be impossible to give you a full presentatation, so let me just make some fundamental points for your consideration.

2009

Viewpoint: Untapped Potential in Life Insurance

American Banker | Oct 20

Life insurance can be an important addition to the array of products offered by licensed bankers, acting as a 'protective wrapper' for savings, 529 plans, retirement products and debt.

Viewpoint: Unlevel Playing Field Only Invites Trouble

American Banker | Sep 24

Whether spurred by the pursuit of innovation and business success or simple greed, financial companies will always be pushing the envelope of good sense and fair competition.

Viewpoint: A Wealth of Opportunity for Banks

American Banker | Sep 15

There are three key enablers that can help banks capitalize on wealth management opportunities: master data management, team selling and an aligned compensation plan.

Letter to the Editor: TIAA-CREF Begs to Differ

American Banker | Aug 13 To the Editor:
The facts in your Aug. 10 article about variable annuity sales leaders ['TIAA-CREF's Stamina as Annuity Leader in Doubt'] suggest the opposite of the headline.

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