Viewpoints: Wealth Management
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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.
Survey
Facebook's securities filings show its Facebook Credits digital currency business is exploding. Does it pose a serious threat to banks?





















