In one week we will welcome over 500 individuals representing more than 200 financial services institutions to the 2012 CEB TowerGroup Financial Services Conference in Boston.  This three-day event will give business and technology executives the latest industry insight needed to maintain a competitive advantage. 45 unique sessions including panel discussions and keynotes will cover today’s most pressing topics in the financial services industry, including Social Media, Mobile Payments, Business Analytics, Evolving Regulatory Reform and more. Read More »

The News: An adviser’s ability to read personality types and adapt communication strategies to different clients helps retain and grow relationships. Read More »

The CEB TowerGroup Conference is quickly approaching and if you still haven’t registered here are three more reasons why you can’t afford to miss this event. This year we have the privilege of hosting leaders from Metlife, CEDAR Document Technologies, mFoundry, HCL Technologies and Paydiant who will lead panel discussions on a variety of topics including technology investments, customer insight, regulatory compliance and mobility. The following is a preview of what you can expect from three of this year’s panel sessions. Read More »

The News: The profound demographic trend that is boosting demand for investment advice — the millions of baby boomers retiring or planning their retirement — also threatens the financial advisory sector with a talent shortage. Read More »

Wealth management firms are eager to lend their low-spread deposits, but clients are largely unwilling to borrow because of debt-phobia lingering from the crisis. Firms must revive the credit revenue stream by ensuring relationship managers effectively communicate the current opportunity to capitalize on historically low interest rates. Yet over 50% of wealth management executives report their RMs have average or below average credit advisory ability. Read More »

The News: A new study finds 60% of advisors now use social media for business at least several times a week. Read More »

The Forum’s Q1 2012 survey of over 650 high-net-worth individuals across 24 countries shows a marked improvement in their feelings about personal finances. Globally, high-net-worth individuals on average reported better feelings about personal finances, with the HNW segment feeling notably better in this area than the UHNW. Younger high-net-worth individuals, aged 18–29, felt notably more confident in financial service providers than consumers in all other age segments, suggesting the Gen Y segment may be becoming more open to wealth management.

Learn more about these and other key benchmarks in the Forum’s Q1 2012 report on the state of the global HNW.

The News: A leading industry commentator recommends helping clients cut off their adult children from parental financial support.

Our View: Use education to drive family financial consensus. Advisors should use education and family planning sessions to help parents and children agree on financial guidelines and values.

How We Can Help: Learn how one leading firm helps advisors build intergenerational consensus on the goals and purpose of family wealth in The Forum’s case study, Financial Empowerment Education Program

Click here to read the full article on RegisteredRep.

We are only weeks away from one of the premier events in the financial services industry, the 2012 CEB TowerGroup Conference. After a sold-out event in London, anticipation is growing for the upcoming Boston event.  If you still have haven’t registered, here are the top five reasons you and your organization can’t afford to miss this opportunity! Read More »

The News: Seventy-seven percent of advisers ranked acquiring more clients as their top goal for 2012, but negative news and opinions about the economy may dissuade clients from making referrals. Read More »