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Bank Systems & Technology December 23, 2007 Peggy Bresnick Kendler	Banks Eye Wealth Management Market As baby boomers transition into retirement, the market for wealth management services is more promising than ever.
Insurance & Technology February 1, 2006 Maria Woehr	Convenience is Key Here is an interview with ING's COO on how technology supports all lines of business by providing convenience to ING's 200,000 points of distribution, including insurance agents, brokerage firms and third-party administrators.
Registered Rep. July 1, 2004 David A. Gaffen	More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people.
Bank Systems & Technology January 30, 2008 Maria Bruno-Britz	City National Bank Appoints Rodney Banks VP of Commercial Banking Services Rodney Banks, new executive VP and manager of commercial banking services at Los Angeles-based City National Bank, says customer relationship management solutions are more vital now than ever before.
U.S. Banker September 2005	Turf War The banking and real estate lobbyists are ready to square off once again over banks selling real estate, an irony given that banks' ambivalence remains strong. But for one small Virginia maverick, selling real estate since January, business is booming.
Investment Advisor March 2007 Marlene Y. Satter	High-Level Security Advisors who cater to the ultra-high-net-worth now have a new resource for client life insurance coverage.
Financial Planning March 1, 2005 Paramjit Mahli	Adviser Pulse For financial planners to maintain and build strong relationships with ultra-high-net-worth investors, investment performance is crucial.
Bank Technology News March 1, 2008 John Adams	A Nerve Center for the Very, Very Rich After eighteen months of IT research and development, BNY Mellon launches its multi-million dollar Private Workbench, a new Web platform offering myriad reporting and transaction functionality services to high net-worth clients.
U.S. Banker August 2005 Michael Grebb	Climbing Another Ladder Rung Customers want speed and have no patience for inconsistency among channels. That's reason enough for banks to fully combine their silos once and for all.
The Motley Fool March 12, 2004	Discount vs. Full-Price Brokers Why should you pay 10 times more for a stock trade?
AskMen.com Michael Estrin	Fine Living: Build Your Wealth Management Team If you want to handle your wealth like a pro, turn the reigns over to a money management team. Here's how to get started.
Financial Planning November 1, 2008 Stacy Schultz	Today's Business Owner A new study shows that business owners represent 37% of high net worth households and nearly one-third of retirees. These wealthy entrepreneurs present unique challenges to advisors.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Bank Systems & Technology August 24, 2006 Deena M. Amato-McCoy	The New Integration While expanding data volumes and regulatory changes are putting more and more pressure on banks' core processing systems, they can't diminish their original services.
Commercial Investment Real Estate Mar/Apr 2003 Chere LaRose-Senne	Congress Revisits the Issue of Banks Selling and Managing Real Estate Commercial real estate professionals should stay informed on the progress of the Community Choice in Real Estate Act.
The Motley Fool November 14, 2006 Dan Caplinger	Banker, Broker, or Both? Be careful to figure out which hat your bank's employee is wearing. The key to dealing with bank-based brokers is to know exactly what you're being offered at all times.
Registered Rep. November 17, 2014 David H. Lenok	Study Shows MFOs on the Rise Cerulli Associates recently released the 2014 edition of their annual study on high-net-worth (HNW) markets, and the main takeaway is that advisors are buzzing over family offices.
Registered Rep. September 1, 2003 David A. Gaffen	Giants Among us Debbie Jorgensen's book is pushing a half billion dollars, but the true measure of her success is this: She now gets to tell her company's bosses what to do. Jorgensen, with nearly two decades of experience at Merrill Lynch, has recently been appointed head of the firm's advisory committee to management.
Wall Street & Technology February 27, 2005 Chris Murphy	Blend It In - But Not Too Much Forgive IT workers at ING U.S. Financial Services, part of the Dutch banking giant ING Group N.V., if they had their worries when chief operating officer Catherine Smith took over leadership of the IT group a year ago.
Bank Technology News May 2006 Shane Kite	High-net-worth Service: Basic Training For Wealth Advisors Firms like SunTrust are pulling out all the stops to serve the rich, including mentors to help the advisory team deal with every aspect of wealth management, even family counseling.
Bank Technology News December 2005 John Engen	Web Banking: Europe's ING Direct Bucks U.s. Tradition ING Direct is one of the fastest-growing institutions in the U.S., with a strategy that treats banking as a price-sensitive commodity and other banks' customers as easy pickings.
Financial Planning September 1, 2007 David E. Adler	High Net Worth: How Rich is Rich? No one can agree on what high net worth means, precisely, but that hasn't hindered the obsession with this market segment.
Registered Rep. December 1, 2002 David A. Gaffen	Light A Candle, or Curse the Darkness For brokers and financial advisors, 2002 may be remembered as the year in which those who knew they had the right stuff redoubled their efforts to elevate their skills and become the kind of advisors who could survive the bear market and build a 21st century practice.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
National Real Estate Investor September 1, 2006 Dees Stribling	Breaking Down Walls Client relationship management -- the hottest buzzword in corporate real estate circles these days -- is taking on heightened importance even as several real estate functions are being outsourced.
Investment Advisor December 2009 James J. Green	ING Sells Three B/Ds ING agreed to sell three of its U.S. broker/dealers that comprise the ING Advisors Network to Lightyear Capital LLC.
CRM June 2005 Bailor et al.	100 Proven CRM Ideas, Part 1 90 bright ideas for your CRM strategy and 10 dim ones to avoid. Here are tips 1 through 50.
The Motley Fool February 12, 2008 Dan Caplinger	Where You'll Find the Best Rates As customers have moved to the Internet for financial solutions, banks have paid attention.
CRM February 2005 Coreen Bailor	Listening, With Interest ING is growing satisfaction--and revenue--by asking customers and partners what they want, and then giving it to them.
CRM September 8, 2010 Ed Jenks	So Many CRM Service Providers, So Little Time Whether your strategy is operational excellence, product innovation, or customer intimacy, CRM is essential to achieve customer satisfaction. So how do you choose?
CRM February 2013 Leonard Klie	Financial Services: Brokers Yearn for Better CRM Few firms use CRM systems to their full effect.
The Motley Fool January 29, 2009 Dayana Yochim	Invest Now, Save $125 When opening a brokerage account, you can make sure that more of your money gets invested, and less gets gobbled up by transaction costs.
Bank Systems & Technology January 31, 2006 Ivan Schneider	Lost on Easy Street A new study revealed that nearly 75 percent of the more than 1,000 American consumers surveyed said they would switch to a financial services firm with a reputation for making the financial planning process easier.
Registered Rep. November 1, 2005 John Churchill	Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey.
The Motley Fool September 27, 2005 Rich Smith	Cleaning House at Russia's Banks Roughly 20% of Russia's banks are slated to go out of business. After the cleaning of banking houses has run its course, Russian depositors should feel much more secure entrusting their savings to the surviving banks, to the benefit of whomever it is that owns them.
The Motley Fool August 15, 2006	Banking Alternatives Investors, don't think you're stuck with Federated First Financial. You might do better elsewhere.
Registered Rep. June 22, 2011 Charles Paikert	Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded.
Registered Rep. September 18, 2014 Megan Leonhardt	Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing.
CRM January 2010 Barton Goldenberg	Assessing Your CRM Situation You can't know where you are unless you look - and look hard.
Entrepreneur November 2007 James Park	A New Option for Penny Pinch-ING ING's new savings account is tailor-made for growing entrepreneurs.
Financial Advisor March 2004 Grove & Prince	Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.
Registered Rep. February 1, 2008 Kristen French	Morgan Sells Spanish Retail Brokerage Arm Morgan Stanley announced plans this week to sell its Spanish brokerage- and asset- management business to La Caixa, a Spanish financial-services firm, for $885 million.
BusinessWeek July 25, 2005 Gene G. Marcial	Looking A-O.K. At ING ING's global reach and recent success in America make it an attractive option for shareholders.
Financial Planning October 2, 2007 Elizabeth O'Brien	Do the Rich Enrich? Advisors chase high-net-worth clients, but some skeptics remain.
The Motley Fool September 27, 2010 Dan Caplinger	Rich or Not, You Should Do This Discount brokers are great even if you have the money.