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News
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Bank of the West Names Chief Fiduciary Officer
May 16, 2012Bank of the West Wealth Management has hired Scott Cripps to oversee the group’s fiduciary responsibilities to affluent and high-net-worth clients.
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How Can Advisors Build a More Modern Portfolio?
May 16, 2012Following a pair of bear markets, advisors know the days of buy-and-hold investors with 60/40 portfolio allocations are over. But if a 60/40 allocation is no longer relevant, what is the right mix?
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Investors Again Snub U.S. Stock Funds
May 16, 2012For the week ended May 9, investors pulled an estimated $2.41 billion from U.S. stock mutual funds. Since the beginning of the year, the funds have lost more than $34 billion in outflows.
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Discovering New Ways to Use ETFs
May 16, 2012Institutional investors that began using exchange-traded funds for manager transitions, rebalancing and other tactical applications are increasingly using these products for more strategic purposes.
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Helping Clients Minimizing Personal Risk
May 16, 2012Unforeseen, costly emergencies and expenses are a given in every life. Eleanor Blayney, CFB Board's consumer advocate said: "It's just as important to protect our finances – or indeed anything we value – from loss, as it is to grow our wealth."
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JPMorgan Loss Highlights Need for Financial Reform, Geithner Says
May 16, 2012Treasury Secretary Tim Geithner said Tuesday that the $2 billion trading loss at JPMorgan Chase makes a "powerful case" for the financial reforms being implemented under the Dodd-Frank Act.
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Advisors Eye Alternatives, Question Buy-and-Hold Approach
May 16, 2012According to the 2012 Natixis Global Asset Management U.S. Advisor survey, the global financial crisis and uncertain market recovery has accelerated interest in alternative investing.
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Bond Fund Purchases Carry Risk
May 16, 2012Individual investors have been flocking to municipal bond funds, searching for safety and relatively high yields.
Editor's Choice
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Emerging Markets: What’s the Right Amount?
Bank Investment Consultant wants to know what percentage of client portfolios bank advisors are recommending for allocation to emerging markets investments. Click here to participate in the survey. And also visit our online discussion forum to share your thoughts on emerging markets investments.
Current Issue
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The May issue is now online!
The Top 20 Program Managers
While we spend most of our efforts the rest of the year covering advisors in the bank channel, we set aside one issue to devote to the bosses: the program managers.
How to Grow Your Practice
Many advisors will say they grow via referrals. Fine, but how often do you really get a big referral? In the meantime, here are some other ways to grow your practice.
Fight Night: ETFs Versus Open-End Funds
It's the distribution platform driving the battle between these two investment products.
Differentiate Yourself in a Crowded Advisor Market
Standing out is tough when the crowd is so large-so here are some ways to make yourself unique, build your "brand" and outpace the competition
Small Town Guy Just Wants to Help
From big city to small town, Willy Gamalero, of Madison County Community Bank, is a financial advisor who just wants to help people in the investing world — and beyond.
