Addressing the Trust and Brokerage Interactions at a Strategic Level

WEBINAR | Board of Directors Fiduciary Oversight and Education

Addressing the Trust and Brokerage Interactions at a Strategic Level

Objective: Develop a better understanding of what Trust and Brokerage Integration is – and is not.

“Integration” can mean whatever your organization wants it to mean! Many organizations want to integrate Trust, Brokerage and Private Banking to the fullest extent possible to provide efficient and effective delivery of investment and trust services to the market. This program will address issues including:

The need to conduct this program is situational. If your organization, like many, has experienced the channel conflict or destination confusion, this program would be advised.