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Article: Financial planning: going beyond trust services

Article from:
Bank News
Article date:
September 1, 2005
Author:
Copyright

Banks seeking a competitive edge are turning to financial planning as a way to attract new clients and enrich existing customer relationships. Often, these efforts mean taking the custodial advice and investment management services traditionally offered by trust and private client departments in connection with estate planning activities and making them available to a broader range of customers in a retail setting.

In addition, brokerage services are being increasingly offered through a brokerage subsidiary housed within the bank.

Diverse factors such as deregulation, the approaching retirement of 77 million baby boomers and increasing complexity of investment choices are driving market ...

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