News

  • Retirement Assets Rise, Led by IRAs and 401(k) Plans

    May 13, 2008

    Americans' retirement assets rose 6.7%, to $17.6 trillion, last year despite tumultuous market conditions.

  • JPMorgan May Face SEC Civil Charges

    May 13, 2008

    The Securities and Exchange Commission's enforcement staff has notified JPMorgan that it is considering filing an enforcement action against the firm over alleged securities law violations.

  • Fed's Liquidity Initiative: Knowns and Unknowns

    May 13, 2008

    Though its single most stabilizing move was the mid-March rescue of Bear Stearns Cos., the Federal Reserve has also gone to great lengths to grease financial markets by swapping cash or Treasury securities for less liquid assets.

  • Dimon Sets Stage For Deal Closure, US Recession Woes

    May 13, 2008

    JP Morgan's CEO Jamie Dimon told a group of investors on Monday the recession is its beginning stages and bet a one-in-three chance that it would match the recession on the 1980s.

Featured Events

  • Expert Forum

    Personality-Based Selling

    May 12, 2008 - May 30, 2008

    In this AdvisorMax Expert Forum, business development expert Dan Finley will highlight common ways to build rapport with prospects. Learn how to read the visual, vocal and physical contact clues to determine their personality type. Once you understand their personality, you will know what to do and what not to do to gain the business!

  • Podcast

    New Frontiers for ETFs

    As dramatic an entrance as ETFs have made on the investing scene, the industry is still innovating at a fast pace. New products looking to capitalize on almost every niche in the investing world are coming out almost daily. And ETFs are gaining a toehold in the highly lucrative 401(k) market. Our panel of experts discusses the rapidly evolving landscape of ETFs in this new podcast.

  • Coaching Session

    The Power of PR in Your Marketing Plan

    May 14, 2008 4:00 PM - 5:00 PM EDT

    Learn how to build your business through the power of public relations and a focused brand in an exciting new AdvisorMax coaching session led by marketing expert Marie Swift.

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Features

  • Don't Neglect the Little Guy

    Bank advisors, like everyone else, have been competing for high-net-worth clients, while neglecting the huge mass-affluent audience that wants to do business.

  • An Advisor Turns Trader

    While everyone else is outsourcing investments, Citibank Smith Barney advisor Charles Bracken wants to be a portfolio manager.

  • Building Rapid Rapport

    Uncovering the hidden path to developing deep trust and confidence with prospects and clients.

  • Fixed Annuities Rise Again

    Falling interest rates on CDs have finally given new life to these languishing contracts.

  • The Case for LTC Insurance

    How to convince clients—and yourself—that long-term-care coverage is a smart purchase.

  • People on the Move

    Promotion announcements and firm changes for advisors.

Channels

Practice Management from AdvisorMax

  • The Right Business Card

    Handing out business cards is the easy part. Ensuring that a prospective client keeps your card is hard. One way to influence the outcome: design.

  • Don't Skip the Small Talk

    Skipping the small talk tells people that you have an agenda—one that centers on what they can do for you, instead of making a genuine connection. And that’s not the impression you want to give to potential clients and contacts. But with a little preparation and practice, you can become a small talk master.

  • Managing Your Technology

    A study by MIT's Sloan School of Management showed that while constant BlackBerry use kept co-workers in touch, it also fed into daily stress as employees compulsively checked for emails at night and on weekends. How can advisors control their technology, without it controlling them? Our experts weigh in.

  • The Five Attributes of Highly Successful Advisors

    What does it take to be a successful advisor? According to a new survey, forging a deeper relationship with an advisor that goes just beyond numbers is of particular importance to clients. In fact, your clients are likely ranking your interpersonal skills on the same level as your financial talents.