For banks to keep or acquire a fair share of the available financial assets, they must be in a position to help individual investors find the right balance of risk and reward, suitability, liquidity, and growth.

These remarks apply equally to the competitiveness of third-party firms and banks. If your bank is not in a position to provide customers with this help, whether directly or through a third-party arrangement, then retention of customers assets will not be possible over the long term.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.