Brokerage / Wealth articles

Vantage Point

Vantage Point

Capturing the opportunity of emerging affluent consumers By Donald H. Wood A few years ago, a large regional bank acquired a community bank. The community bank’s division that served the bank’s “mass affluent” customers—the group of nearly 50 million upper middle-class consumers who are moderately wealthy or fast on their way to becoming so—was included

A Trusted Resource

A new ICBA alliance with Kanaly Trust provides an alternative for underperforming trust and wealth management programs By Carol Patton Maximizing return on investments has never been more important, for both companies and individuals. So here’s a question to consider: Is your community bank’s trust department or wealth management program delivering the same level of

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