The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live! The panelists are Donna McNeely from Kinecta Wealth Management & Bill Hecklick from Ameriprise. Listen now🎧: bit.ly/4086XkC

Sponsoring and commissioning research in BISA is spearheaded by the Research Committee, co-led by @KevinMummau and @john_olerio. We asked Kevin of CUSO Financial Services how the committee is ensuring a research-focused future for BISA. Read more: bit.ly/41pmttE

BISA can't wait to watch you smile this big at the BISA 2024 Annual Convention, taking place March 5-8 2024, at the The Diplomat Beach Resort in Hollywood, FL! Add it to your calendar so you don't miss a beat: bit.ly/40TFfsG #BISA2024

Introducing BISA’s newest installment of the Committee Spotlight series — featuring Amanda Vogel, Future Leaders Committee co-chair. Amanda takes a deep dive into the highlights, achievements and future outlook of the committee. Read more from Amanda: bit.ly/3ZJjDyp

From that initial group of 30 women at the 2023 BISA Women’s Networking Breakfast to this year’s record-setting 170 attendees, it’s become a highly sought-after event. 🌟 Wendy Galante on her reflections from the Women's Networking Breakfast: bit.ly/3TDbo5j

In the DE&I Peer Group Session at #BISA2023, speakers Decker Moss & Joelle Guymon took a deep dive into diversity, equity and inclusion in the workplace. In this article, we’ll share with you some of the key topics & takeaways discussed at the session: bit.ly/3yGr66g

BISA is excited to introduce our new Committee Spotlight series. In this first installment, we spoke with Jim Nickens (@Didntchano), DE&I Committee chair, about the successes, goals and future of the committee. Read about the DE&I committee: bit.ly/3xMLHVZ

In celebration of the BISA members who are part of the Black community, we’re sharing some of the invaluable content they’ve provided that you may have missed for this #BlackHistoryMonth. Read the article: bit.ly/3YXtAbB

Robert Mittel wasn’t sure whether to accept this opportunity to write about employee recognition and engagement — but then he reflected and realized his years spent as a manager have taught him quite a few things. Read more from Mittel: bit.ly/3I6LUb3

Last year, @JPHartney regularly saw BISA members share knowledge, advice and strategies for tackling the 2023 challenges and transitions. Read more from Jeff: bit.ly/3XT31Ut

In 2022, Industry Trendwatch and BISA Portfolio Podcast featured a lineup of industry experts on topics ranging from DE&I to wealth management — and much more. Located wherever you get your podcasts, be sure to rate and subscribe. Happy listening! 🎙️: bit.ly/3ZYmftk

Today we hear from Michael Miroballi, president of BISA, as he emphasizes and reflects on the most important aspects of BISA as an organization as we lean into 2023 together. Join Michael in excitement towards what lies in the year ahead! Read more: bit.ly/3GtuK6O

There are some stiff challenges ahead for banks and their advisory arms in 2023 as well as some unique opportunities for client asset growth. Here are predictions about the trends that could impact advisory activity over the next 12 months. Read more: bit.ly/3Gw6vVE

BISA’s DE&I Rising Star classes of 2021 & 2022 had an eventful year, experiencing both challenges and celebrations. We asked a few of them to share their key takeaways as 2022 comes to a close. Plus, they give advice to the 2023 class. Read more: bit.ly/3BWZknP

In this fourth and final installment of BISA Portfolio’s Q&A series with 2022 Circle of Excellence awardees, Howard Hammond shares how BISA has made an incredible impact on his career. Read more: bit.ly/3W74QMx

The pace of mergers and acquisitions within the #wealthadvisory space was fast in the first half of 2022. Business combinations are one way to go in a grinding, low-return environment. For the moment, money management M&A seems to be on pause. Read more: bit.ly/3uviHjK

For Maggie Wall, the holidays are all about staying connected and sharing appreciation for those around her. Below are a few tips for connecting with clients and teams over the holidays. #BISA Read more: bit.ly/3UEjASB

BISA is pleased to have hosted the Regulatory & Compliance Summit this week in Washington D.C. This event brought together program executives and compliance officers from across the bank insurance and securities industry, with special guest, SEC Commissioner Hester Peirce.

Our annual Regulatory & Compliance Summit is underway! ⭐️ We’re here in Washington, D.C. and excited for our attendees to gain valuable insight from industry professionals. #BISA Attendees: share your favorite part of day one below ⬇️

Managing U.S. SEC FINRA exam priorities isn't always a walk in the park, but guest host Carol Goulding and guest Serina Shores break down how they do so effectively — and have fun along the way — in this edition of BISA's #PortfolioPodcast. Listen Now🎧: bit.ly/3DFuRKX