BISA Portfolio
by BISA administrator
Yesterday BISA shared the co-sponsored July 2017 Industry Benchmarking Report, produced by Stathis Partners and LPL Financial. » READ MORE
The three pillars of the US retirement system—Social Security, workplace retirement plans, and individual savings—will not provide adequate retirement security for a growing number of people, accordin [10/18/2017]  » READ MORE

The Q3 Issue of BISA Magazine is now available as a digital edition. Content from the issue is also available on Portfolio. The issue explores several topics, including: [10/19/2017]  » READ MORE

As a sales leader, you can't afford to miss this: Tony Cole, CEO of the Anthony Cole Training Center, will be presenting a webinar on Thursday, October 26 from 2:00-3:00p.m. ET. [10/19/2017]  » READ MORE

Produced by Stathis Partners and LPL Financial, BISA’s August 2017 Benchmarking Report is set to release very soon. [10/19/2017]  » READ MORE

Raymond James is a recipient of the 2017 Technology Innovation Award for their Advisor Mobile App, a new technology tool that allows advisors access to client details, including portfolio holding information, recent trading activity, CRM notes and more, with the click of a button and through a centralized and direct digital channel. [10/12/2017]  » READ MORE PIEtech is a recipient of the 2017 Technology Innovation Award for their MoneyGuidePro platform, a tool that makes the client experience consistent and quality financial plans possible on a large scale. [9/28/2017]  » READ MORE BISA last week released its co-sponsored July 2017 Industry Benchmarking Report, produced by Stathis Partners and LPL Financial. Following the inaugural release of the benchmarking report, BISA members can look forward to receiving valuable industry insights in future months of the report. [9/21/2017]  » READ MORE

Cyber threats continue to increase year over year and attack techniques are more sophisticated than ever. From ransomware such as WannaCry and Petya, to denial of service (DDoS) attacks using Internet of Things (IOT) devices, to data breaches disrupting the 2016 U.S. presidential election process, cyber threats are at the forefront of our lives and likely will be for many years to come. [10/12/2017]  » READ MORE In a brief filed Wednesday in a Minnesota lawsuit, the Department of Labor indicated that it had submitted to the Office of Management and Budget (OMB) a proposal to delay implementation of the remaining parts of its fiduciary rule from January 1, 2018, until July 1, 2019 [8/10/2017]  » READ MORE Ron Insana believes the Department of Labor’s (DOL) fiduciary duty rule is history. [7/12/2017]  » READ MORE
Increase the ROI of Your People to Impact Your Financial Institution’s Bottom Line
The late Peter Drucker, known internationally as the “Father of Modern Management”, has a famous quote in his magnum opus Management: Tasks, Responsibilities, Practices (Harper Row, 1974), that says, “Leadership is lifting a person’s vision to higher sights, the raising of a person’s performance to a higher standard, the building of a personality beyond its normal limitations”. [9/7/2017]  » READ MORE
Building Better Customer Relationships by Asking the Right Questions
Last month, CNBC Portfolio Perspective featured an article by Sarah O’Brien who wrote that the financial services industry will become more “customer focused” and “a more ethical, value-oriented socially responsible profession over the next five to 10 years”. Per the article, regardless of what happens to the current DoL regulations under Trump, the industry will migrate this direction because of burgeoning awareness. [7/7/2017]  » READ MORE
Understanding the Era of the Digital Financial Life
A great reckoning with investors will soon confront financial institutions (FIs). Since the mid-1990s, the financial industry has made bold promises about how technology, the internet, big data and other revolutionary tools will transform all aspect of their financial lives. [6/28/2017]  » READ MORE

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