Management Tag

Comparing Managed and Dual Employee Programs
Comparing Managed and Dual Employee Programs

When a bank or credit union chooses to provide retail investment services via a third-party broker-dealer (e.g., LPL Financial, Raymond James, CUNA, etc.), they must decide the type of networking arrangement. This arrangement consists of two main models: managed program and dual employee program. This article provides an overview of these two structures, the advantages […]

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Best Practices in Working With Your Third-Party Broker-Dealer Webinar Recap
Best Practices in Working With Your Third-Party Broker-Dealer Webinar Recap

We recently hosted a webinar titled: Best Practices in Working With Your Third-Party Broker-Dealer. This webinar explored how bank and credit union investment services programs can get the most out of their third-party broker-dealer partnership. Terrapin Technologies President, Kristefor Lysne, moderated the discussion and was joined by: Brian Lauer, Partner at Messick Lauer & Smith […]

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Upcoming Webinar: Best Practices in Working With Your Third-Party Broker-Dealer
Upcoming Webinar: Best Practices in Working With Your Third-Party Broker-Dealer

We’re excited to announce our upcoming webinar Best Practices in Working With Your Third-Party Broker-Dealer scheduled on Wednesday, March 17, 2021 at 1:00 PM CT. In this webinar, we explore how your investment services program can get the most out of your third-party broker-dealer partnership. Discussion Topics Include: A look at how investment services programs grow and why […]

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Webinar Recap: Leveraging Financial Institution Data in LPL Bank and Credit Union Programs
Webinar Recap: Leveraging Financial Institution Data in LPL Bank and Credit Union Programs

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 included accelerating growth in your investment program, how firms can use customer activities and events at the […]

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