IPS AdvisorPro® Exhibited at Recent ABA Conference: Co-Founder Linda Lubitz Boone Commented on Increase in Wealth Mgmt. Opportunities for Bankers
March 15, 2010
March 15, 2010
Banks In Wealth Management – Is Now The Time?
Charles Paikert
Editor in New York – Family Wealth Report
The proverbial window of opportunity for bankers who want to be in the wealth management business has never been wider.
And bankers can’t say they haven’t been alerted: the seize-the-moment theme was repeated throughout last week’s American Bankers Association’s annual Wealth Management and Trust Conference in Phoenix, both from the podium and on the exhibit floor.
In fact, the conference began with the keynote speaker exhorting bankers to “switch to offense this year.” Read more
