Autumn 2013 Issue of Bank Insurance & Securities Marketing:
Redstone’s Brave New World: The FCU Launches Its ‘Life Events’ Platform
Redstone Federal Credit Union (assets: $3.5 billion) has built a comprehensive ‘trusted advice’ platform around 10 ‘life events’—things like buying a house, or preparing for retirement, or having a baby. CEO Joe Newberry is spearheading the initiative.
E-signatures make indelible progress in bank brokerage
In the last several years, e-signatures seem to have come of age. The benefits of e-signatures are proving to outweigh the concerns.
Preparing mutual fund clients for the day when rates rise
‘Not all bonds, and not all bond [mutual] funds, are created equal.’ Some fixed-income products are credit sensitive, some are interest rate sensitive, and it’s the former that clients want to be in now, say industry representatives.
‘Here Come the Alternatives’
While higher yields might be the most salient feature of Alternatives, their historically non-correlated performance might be an even stronger argument for a place in clients’ portfolios.
Even Licensed Bankers are selling indexed annuities now
The persistent low interest rate environment in recent years has cast a long shadow on fixed annuity sales. But there is one notable exception.
From Washington: The Crisis Next Time
In the rush to attempt to cure one of the perceived evils of the latest crisis, Congress failed to recall the principal takeaway from the Banking Crisis of 1929-1933.
Special Supplement: Three Must-Know Concepts to Keep Up with the Changing Investor
Special Supplement: Back to Basics: Habits of Successful Reps
Special Supplement: Where Does your TPM Focus its Tech Investments?
Special Supplement: The War to Transform Bank Web Sites from Brochureware to E-Commerce Sites: Project E-Branch 2020