For one planning firm, new high-net-worth clients may now come from an unexpected place: a regional bank.
Wealth management firm
"We see this is as a tremendous opportunity to grow our assets under management expectations," says Reynolds. "That is a primary goal on our side."
Banner, a subsidiary of
"Coldstream will be devoted to serving Banner's clients with the same attention to their individual needs and aspirations as we devote to building long-lasting client relationships,"
Banner's plan to pay
"This partnership allows us to have a true banking partner to bring banking services to serve our affluent client needs," says Reynolds. "It is a cohesive relationship."
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