CORONADO, Calif. - If a recent conference is any indication, banks should expect more brokerage and financial planning firms to come knocking on their doors looking to set up partnerships.

The reason? More banks are getting into the business of selling investments. And the buzz among many of the more than 300 attendees at a financial planning conference here last month was that brokers and financial planners need to hustle to get a slice of the banks' pie.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

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