BISA Portfolio
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INNOVATION
Register now  for the  2018 BISA Annual Convention, the premier event for the bank insurance and securities industry. Join BISA leaders and 700+ bank professionals and executives March 6-9, 2018 at the Diplomat Beach Resort in Hollywood, Florida.  [11/9/2017]
Trinlogix is a recipient of the 2017 Technology Innovation Award for their Interaction Report platform, which is used to view portfolios / funds in its interactive 3D view and is fully searchable.  [10/26/2017]
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]
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]
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]
Pershing is a recipient of the 2017 Technology Innovation Award for their platform PDF Capture, a new technology tool that provides broker-dealers with a capture solution for consolidated financial reports that helps firms meet the guidelines set forth by FINRA Regulatory Notice 10-19.  [9/14/2017]
BISA is excited to co-sponsor a benchmarking report set to release soon by Stathis Partners & LPL. These monthly reports will provide key industry insights to BISA members.  [9/7/2017]
Navian Capital is a recipient of the 2017 Technology Innovation Award for their Enhanced Client & Suitability Tools, a fully customized, multi-product, issuer/carrier neutral platform portal brings together tools for structured products and annuities including: product training and continuing education, compliance testing, personalized marketing collateral, product research, filtering and comparison tools, ratings, an order entry system, and more.  [8/24/2017]
Kehrer Bielan Research & Consulting is a recipient of the 2017 Technology Innovation Award for their DoL Revenue Impact Calculator, an interactive tool that models how the revenue picture will change after the Rule goes into effect, taking into account the reality of each firm’s business and adjusting for the actions management plans to take in 2017.  [8/10/2017]
The world of information-gathering and connecting has changed drastically. Not terribly long ago we got our news from television, radio and newspapers. Now, where do people go for news? Smart phones, laptops, iPad.  [8/3/2017]
Implementing a robo advisor strategy starts with these critical decisions. Banks of all sizes are waking up to the dramatic growth of robo advisors, with industry leaders aggressively rolling out their own offerings. However, smaller to mid-sized banks can also get into the game.  [8/3/2017]
Envestnet is a recipient of the 2017 Technology Innovation Award for their Wealth Management Platform. "Envestnet is honored to be recognized by BISA for our achievements in financial technology innovation," said Bill Crager, President of Envestnet.  [7/27/2017]
CUSO Financial Services, LP/Sorrento Pacific Financial, LLC is a recipient of the 2017 Technology Innovation Award for MyPortfolioView (MPV), a mobile application that provides clients an easy and secure way to manage their investment portfolios remotely.  [7/12/2017]
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]
Cetera is a recipient of the 2017 Technology Innovation Award for DOL Dynamics and Cetera Fastpath.  [6/7/2017]
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]
Athene USA is one of the nation’s largest manufacturers of fixed indexed annuities (FIAs), but the West Des Moines, Iowa-based company has not distributed its product through banks—until now.  [4/3/2017]
Financial planning is evolving into a family affair, and for good reason. Baby boomers will be passing down an estimated $30 trillion in assets to their Generation X and millennial children over the next two to three decades—and financial advisors need to be on alert.  [4/3/2017]
In an age of rising compliance and regulatory concerns, paperwork is proliferating. And it is delaying the completion of brokerage and insurance transactions.  [3/1/2017]
It can happen in just about any profession: You’re in a slump, you start getting stale, you hit a wall. What you need are some fresh ideas, a motivational boost, and someone who can analyze where you’re falling short and offer advice on a professional level.  [3/1/2017]
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