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Coverage from the 2017 BISA CEO Retreat
Susan Lucia Annunzio, president and CEO of The Center for High Performance at the University of Chicago Booth School of Business, addressed BISA’s CEO Retreat with a keynote on being a leader at your company and in the industry. » READ MORE
NEWS
Republican think-tank scholar Hester Peirce, expected to be selected by President Donald Trump for a seat on the Securities and Exchange Commission (SEC), is a fierce critic of the fiduciary rule. Pei [6/22/2017]  » READ MORE

INSIGHTS
C. Richard Weylman: 'Vision allows you to create the organization's future.' [6/23/2017]  » READ MORE

Susan Lucia Annunzio, president and CEO of The Center for High Performance at the University of Chicago Booth School of Business, addressed BISA’s CEO Retreat with a keynote on being a leader at your company and in the industry. [6/22/2017]  » READ MORE

Alec Ross on why data science is critical to success [6/6/2017]  » READ MORE

INNOVATION
Copytalk is a recipient of the 2017 Technology Innovation Award for their Transcription Service SaaS, a leading technology solution used to secure transcription services to premier financial institutions. [6/21/2017]  » READ MORE Cetera is a recipient of the 2017 Technology Innovation Award for DOL Dynamics and Cetera Fastpath. [6/7/2017]  » READ MORE Fee-based annuities have been slow to catch on. Sales have hovered at around 4 percent of variable annuity (VA) sales for the last couple of years, according to Morningstar. [4/3/2017]  » READ MORE

REGULATORY OUTLOOK
Aite Group consultants recently looked at financial advisers' daily routines. Their findings may surprise you. [6/23/2017]  » READ MORE At this year’s BISA CEO Retreat, June 7-9, at The University of Chicago Booth School of Business in Chicago, attendees heard about insights and trends in the industry, as well as how to harbor an innovative and high-performing environment for executive leadership. [6/15/2017]  » READ MORE Secretary of Labor Alexander Acosta promised that the Department of Labor’s fiduciary rule will go into effect on June 9, without further delay. [5/24/2017]  » READ MORE
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LEADERSHIP PERSPECTIVES
SPONSORED CONTENT
Vision, Passion, and Capacity
Not long ago I was asked by another consultant, what are the biggest problems I see in the financial institution industry? I immediately replied, that it is simply a lack of vision, passion and capacity. [6/14/2017]  » READ MORE
Cost Of Hiring Mistakes
If you have hired salespeople in the past several years, if you are hiring currently or if you expect to hire in the near future, I urge you to complete OMG’s Sales Hiring Calculator, answering the following fifteen questions online. The process should take less than five minutes and if you enter this information into the calculator, we'll instantly provide you with the total cost of your hiring mistakes that will include the dollars spent on recruitment, development and lost business. [5/31/2017]  » READ MORE
From Factory Floor to Financial Institution
Management Principles from Manufacturing, LEAN Production, and Six Sigma [5/10/2017]  » READ MORE
» CLICK FOR MORE LEADERSHIP PERSPECTIVES


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