BISA Magazine - Quarter 3, 2015 - (Page 2)

BISA Investments & Insurance | Advisory Services | Wealth Management | Retirement Income Table of Contents Quarter 3 Volume 24 Number 3 06 Cover Story Spec ial Supp lemen t BANKS FEAR 'UNINTENDED CONSEQUENCES' FROM DOL'S PROPOSED FIDUCIARY STANDARD 38 by Andrew Singer Dean Urbanski Honored with BISA's First Career Achievement Award by Andrew Singer 12 Umpqua Bank's 'Polar Opposite' Brokerage Program: 16 Former Wirehouse Reps Find Haven at an Oregon Community Bank by Andrew Singer SunTrust Bank Embraces Diversity in Its Brokerage and Wealth Unit by Andrew Singer 22 Departments: President's Letter.............. 4 Compliance and Regulatory Watch ............ 28 Financial Advisor Update ............................... 32 Special Supplement ....... 38 Spotlight on Annuities Ad Index ............................ 44 BISA Leadership Advisory Board ................ 44 BISA Magazine is now available in a new, streamlined digital format. Visit BISA's website www.bisanet.org to access the digital edition. http://www.bisanet.org/

Table of Contents for the Digital Edition of BISA Magazine - Quarter 3, 2015

Contents

BISA Magazine - Quarter 3, 2015