Do you have a catchy name for services such as trust, investments and brokerage: Below are excerpts from a recent online question-and-answer session conducted by marketers who participate in the ABA Marketing Network's Online Community.
Position | MARKETERS' FORUM |
QUESTION:
What do you call the area that manages trust, investments, brokerage, etc. Does anybody have a snazzy name?
Joann Marsili, CFMP
Fidelity Deposit and Discount Bank | Scranton, Pa.
RESPONSE:
It All Goes Under the Label of Wealth Management
Trust, retirement 401(k) plans for businesses, Investment management, brokerage, private banking, estate planning, etc., all come under the umbrella of Wealth Management.
Audri Godfrey, CFMP
Security National Bank of Omaha | Omaha, Neb.
RESPONSE:
It's Wealth Management or Retirement Services
Wealth Management includes: Trust & Investments, Alerus Investment Advisors and Alerus Securities (brokerage).
Retirement Services includes: Alerus Retirement Solutions, Retirement Income Solutions (IRA roll-overs), and ESOP Fiduary Services.
We recently pulled retirement services out separately from wealth management because this part of our business administers retirement plan assets as opposed to managing the assets. Thus, from a reporting standpoint, our management team felt it more accurate to treat them as separate business divisions.
Kara Schumacher
Alerus Financial N.A. | Grand Forks, N.D.
RESPONSE:
We Avoid the Term 'Wealth Management'
We use Trust & Investment--again, nothing snazzy here! We've stayed away from the term "Wealth Management" because the department senior vice president worries that it implies...
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