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News
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Bank Annuity Sales Finally Stabilize
September 2, 2010Fixed annuities, which experienced a sales boom last year in banks, stem the bleeding, while variable annuities finally start trending upward, Kehrer-Limra says.
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Most 401(k) Participants Ignore 2Q Volatility
September 2, 2010An 11.4% decline in the S&P 500 Index fails to deter group plan participants’ long-term plans.
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SEC Launches Muni FA Registration System
September 2, 2010The Securities and Exchange Commission Thursday announced that it has adopted a temporary rule requiring municipal advisers to register with it by Oct. 1 in order to comply with the recently enacted Dodd-Frank Wall Street Reform and Consumer Protection Act.
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BNY Mellon Completes Acquisition to Expand Wealth Management Into Canada
September 1, 2010Bank of New York Mellon announced Wednesday it completed its first wealth management acquisition in Canada with its purchase of I(3) Advisors, a Toronto independent wealth strategy company.
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Scout Acquires Fixed-Income Specialist
September 2, 2010Scout Investment Advisors announces its second deal in as many months, buying Reams Asset Management.
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Silver Bridge Snags Bostonian’s Mathers
September 1, 2010The independent wealth manager’s move marks another step in its aggressive growth strategy.
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Hewitt and Ennis Knupp Close Acquisition Deal, Announce New Moniker
September 2, 2010After roughly a month of deliberation, Hewitt Associates said Thursday that its acquisition of investment consultant powerhouse Ennis Knupp + Associates has been approved.
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People on the Move: Spotlight on Larry Gore
September 2, 2010Wilmington Trust's new executive talks about his strategy for growth in the New York market.
Editor's Choice
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Bank Advisors Split on Fiduciary Standard
August 26, 2010While some advisors complain a fiduciary standard would be an unnecessary compliance expense, others say being able to raise client expectations is a plus.
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New Editor's Blog: Taking It to the Bank
August 27, 2010Pamela 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
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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.
Discussion of the Week: 
