• December 2011

  • Cover Story

  • The Top 50 Bank Reps

    By Lee Conrad

    Here are this year's best bank-based financial advisors and the secrets to their success.

  • Columns

    • Producer Profile

  • Muni Bonds and Blue Skies

    By Dave Lindorff

    Advisor Fred Greene likes tax-free bonds for his clients and has specific reasons why. But he really gets excited when he's in the air and able to clear his head.

    • Outlook

  • Benefits Of Dividends Don't Stop at Yield

    By Robert Shearer, Kathleen Anderson

    Today's uncertain macro backdrop has many investors steering clear of stocks, and in a world of heightened volatility and ongoing global concerns, few would disagree that a dose of caution is warranted.

  • Departments

    • Production

  • Support In A Bank Program Is A Two-Way Street

    By Keith Weber

    What can you do when your institution doesn't embrace the investment services program?

    • People

  • Are You A Trusted Advisor Or A Product Salesman?

    By Rick Rummage

    Sell your client on you and your incredible advice instead of your firm—loyalty should lie with you

    • Portfolio

  • Better Tools for Financial Advisors

    By Rolf Agather

    Indexes have come a long way and can be effective tools for advisors, but you have to know how to use them

  • In Every Issue

  • Editor's Letter

  • Profits Profits Everywhere

    With 97% of the firms in the S&P 500 reporting third quarter earnings by press time, profits are on track to set a record. What's more, the old record was set in the second quarter.

  • FrontLines

  • Clients Will Pay Up For Service If They See Value First

    "Customers will go along with price increases if they think they are getting a fair value for the service," says Jens Baumgarten of Simon-Kucher & Partners.

  • Banks Build Up Wealth Units To Reach Ultra-Rich Clients

    The battle for the high-net-worth and ultra high-net-worth client is heating up. In recent weeks, wealth managers of all stripes have announced plans to strengthen their services for their most affluent clients.