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News

Editor's Choice

  • Bank Advisors Split on Fiduciary Standard

    August 26, 2010

    While some advisors complain a fiduciary standard would be an unnecessary compliance expense, others say being able to raise client expectations is a plus.

  • New Editor's Blog: Taking It to the Bank

    August 27, 2010

    Pamela Black, Bank Investment Consultant’s editor-in-chief, begins her new blog with a closer look at the “Flash Crash” and what we can learn from it.

Current Issue

  • The September issue is now online!

     

  • Taking Care of Business

    While a challenging nut to crack, specializing in the small-business owner market can lead to a diverse (and lucrative) revenue stream.

    Common Ground

    Getting trust and brokerage to work together is tough, but the result can be a cohesive—and profitable—wealth management solution.

    Personal Prospecting

    Some good examples of how your colleagues are using referral events to produce great quality introductions that result in new clients.

    The Most Wanted List (of Variable Annuities)

    What are the hottest products in the bank channel? The top 5 variable annuities have lifetime income options, deferral bonuses (aka rollups), and can provide what lots of people want: Upside potential and downside protection in one package.

    Where Do Widows Go?

    Most women leave their advisors when their husbands die. Why? Part of the problem is that advisors think widows are little old ladies who have never managed anything but their households. That neither reflects reality nor addresses what these women need.