by James Pfeiffer | Jan 19, 2021 | News
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Minneapolis, M.N. – Jan. 19, 2021: Terrapin Technologies today announced a new trade...
by James Pfeiffer | Jan 11, 2021 | Strategic Growth
We recently hosted a webinar titled: Leveraging Financial Institution Data in LPL Bank and Credit Union Programs. The panel featured industry leaders who discussed ways to leverage financial institution data to successfully drive revenue and growth. Discussion topics...
by James Pfeiffer | Dec 2, 2020 | News
Does your investment program lack a complete picture of your client’s wealth across the organization? Are you looking for new ideas on collaborating with the financial institution to boost referrals and drive growth? If either of these resonates with you, then join us...
by James Pfeiffer | Nov 12, 2020 | Strategic Growth
The Third-Party Broker-Dealer Model A growing number of banks and credit unions are partnering with third-party broker-dealers (also known as third-party marketers) such as LPL Financial Institution Services and Raymond James Financial Institutions Division. Industry...
by James Pfeiffer | Oct 21, 2020 | Strategic Growth
A few weeks ago, we hosted a webinar titled: Leveraging Data For Compensation in LPL Bank and Credit Union Programs. We brought together a group of seasoned leaders to discuss advisor compensation best practices. Terrapin Technologies President, Kristefor Lysne,...
