PRIMEVEST and Human Capital Resources to Conduct Trends Survey

Share Article

PRIMEVEST Financial Services, a leader among broker-dealers serving financial institutions exclusively, and Human Capital Resources, a nationally known firm specializing in recruiting, employee testing/evaluations, and a wide range of consulting services, are jointly conducting a survey of financial professionals and managers in financial institutions. The survey is designed to uncover the current attitudes, perceptions and beliefs of financial professionals in the financial institution investment channel.

PRIMEVEST Financial Services, a leader among broker-dealers serving financial institutions exclusively, and Human Capital Resources, a nationally known firm specializing in recruiting, employee testing/evaluations, and a wide range of consulting services, are jointly conducting a survey of financial professionals and managers in financial institutions. The survey link, available on both the Human Capital Resources and Bank Investment Consultant websites, is designed to uncover the current attitudes, perceptions and beliefs of financial professionals in the financial institution investment channel.

"In these turbulent times, financial institution-based investment professionals have very specific ideas about what the future may bring," said LeAnn McCool, national sales manager at PRIMEVEST. "We want to understand what they're thinking so that we can better serve their needs."

Paul Werlin, president of Human Capital Resources, has conducted several surveys in the channel and believes that there has never been a more opportune time to survey financial professionals in financial institutions.

"It is so important to really understand what investment representatives and their managers are thinking at this critical time," said Werlin. "We are delighted to be working with PRIMEVEST, so that together we can bring to light the issues, challenges and opportunities investment representatives and managers believe are of critical importance."

McCool added, "We expect to uncover rep and manager sentiments about a wide range of issues including their thoughts about the markets, the financial institution, the products they sell and the support they receive. We hope the insights we gain will help everyone in the industry."

The survey will be available online for financial institution investment representatives and management personnel beginning May 27 and ending June 14. A comprehensive report of the survey results is expected to be published in a future issue of Bank Investment Consultant.

About PRIMEVEST:
PRIMEVEST Financial Services is a self-clearing broker-dealer serving the clients of nearly 600 financial institutions in 50 states and Guam. PRIMEVEST makes it easier for financial institutions to succeed by delivering innovative investment and insurance solutions, comprehensive support and a flexible program structure. One of the broker-dealers of ING, PRIMEVEST is a shareholder of the Chicago Stock Exchange, and a member of the Depository Trust and Clearing Corporation (DTCC), the Securities Investors Protection Corporation (SIPC), and Financial Industry Regulatory Authority (FINRA). PRIMEVEST is not affiliated with Human Capital Resources.

Securities and insurance products offered by PRIMEVEST are: Not FDIC/NCUSIF insured; may go down in value; not financial institution guaranteed; not a deposit; and not insured by any federal government agency.

Press inquiries:
Jayson Hron • PRIMEVEST • 800-245-0467, ext. 64506 • Jayson.Hron @ us.ing.com

About Human Capital Resources
Human Capital Resources is one of the premier recruiting, specialized training, consulting and candidate evaluation firms serving the needs of the financial services and bank investment program marketplace.

About ING:
ING is a global financial institution of Dutch origin offering banking, investments, retirement services and life insurance to over 85 million private, corporate and institutional clients in more than 50 countries. With a diverse workforce of over 130,000 people, ING comprises a broad spectrum of prominent companies that increasingly serve their clients under the ING brand.

In the U.S., the ING (NYSE: ING) family of companies offer a comprehensive array of financial services to retail and institutional clients, which includes life insurance, retirement plans, mutual funds, managed accounts, alternative investments, institutional investment management, annuities, employee benefits, financial planning, and reinsurance. ING holds top-tier rankings in key U.S. markets and serves over 17 million customers across the nation. For more information, visit http://www.ing.com.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website