Amid growing commoditization of investment management services, bank advisors are searching for ways to stay relevant.
That was a common theme that popped up repeatedly at Raymond James' Financial Institutions Division Symposium in St. Petersburg, Fla., on Feb. 9 11.
Speakers urged advisors to connect with clients on a personal level to set themselves apart from automated or "robo" advisors. In addition, speakers addressed a variety of other topics, from the outlook for the economy to succession planning and recruiting. Here are some of the more notable things we heard.
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. --Margarida Correia