• November 2011

  • Cover Story

  • The Upside of Bank Consolidation

    By Michelle Lodge

    When your bank gets targeted for an acquisition, even the most steely nerved FA can worry about job security. But don't fret: With the right attitude, you can thrive.

  • Columns

    • Producer Profile

  • Tooting His Own Horn

    By Dave Lindorff

    Army vet Steve Kennedy is brave enough to actively manage money in today's environment—it's him versus "Mr. Market" and that's just the way he likes it

    • Outlook

  • A Contrarian Investor's Solitary Confinement

    By Jeffrey Ptak

    It's a gruesome metaphor, but contrarian investing isn't for the meek: Buy what others detest and reject ideas that are practically sacrosanct.

  • Departments

    • Production

  • Take Your Business to the Next Level

    By Margarida Correia

    Want to increase your fee-based business? Industry experts weigh in on our quarterly survey.

    • People

  • Managing Four Generations Under One Roof

    By Paul Werlin

    There is no one-size-fits-all approach, but there are demographic similarities, and a program manager should be able to identify them.

    • Portfolio

  • Part Stock, Part Bond, These Hybrids Pay Real Dividends

    By Elizabeth Wine

    Preferreds are getting popular because they generate income—but they require a lot of diligence and involve a lot of fine print

  • In Every Issue

  • Editor's Letter

  • Populist Outrage Is Back—Ready?

    And it struck me: The collision of general anger, middle class and us droning on about best practices. Is this general angst something bank advisors may be facing at work?

  • FrontLines

  • B of A Ramps Up Program

    Bank of America Corp. is beefing up its wealth management team by hiring more than 80 financial advisors in the metro Northwest region.

  • Customers Move Deposits Despite Being Sticky

    The customers who walk into a branch are the lifeblood of any bank broker. And despite banks trying to make their customers "sticky," some people are finally getting fed up and leaving.

  • Citi's Wealth Management on the Right Track Now

    Citigroup announced that it plans to beef up its own ability to provide financial advisory services to its clients by hiring more advisors, at least 30 in the next year, according to reports.