Updated Friday, November 21, 2014 as of 3:18 PM ET

From running the New York City Marathon to leaving a $100 million book of business, Don Jankowski doesn't hesitate to throw himself into something new.


Supporters argue the new agency has unprecedented power that needs to be checked, but others contend the GOP simply wants to undercut an agency it never liked to begin with.

Before your clients file those 1040s, consider post-year-end planning opportunities. Although most tax planning opportunities expired in 2010, some post year-end techniques are still available.


It is imperative to understand what women want, which can be summed up in one word: relationship. Studies show that intrapersonal, relationship-driven factors are key to overall satisfaction.

Even if turmoil across the oil patch weren't threatening to drive prices up, the fundamentals are good.


We're all guilty of allowing little things to distract us from what we should be doing. But the more efficiently you work, the bigger the returns you will receive. Follow these 11 rules to keep time-eating distractions at bay.

by: Jim Eads

There are three critical success factors, and they all contribute to the same goal: increasing the effectiveness of the network that exists at every financial institution.


Spring training season is upon us, but it's not just baseball players who are back in the game. As you'll see in this issue, bank advisors across the board are doing better and feeling more optimistic.


Fixed and variable annuities sold in through banks each changed course, the former rising and the latter falling in January, according to the Kehrer-Jackson Monthly Bank Annuity Sales Survey.

Bank of America Merrill Lynch's retirement services unit is generating significant new business, much of it from existing clients of the bank.

Union Bank of California enjoyed a steep increase in brokerage revenue last year, due to increased referrals to its advisors from a beefed-up corps of licensed bankers.

According to the first annual Kehrer-Limra 2011 Predictions Survey, executives from responding banks are not only bullish on hiring, but they report that sales are shifting toward newer hybrid products, and institutions are more optimistic about succeeding at an integrated approach across brokerage, trust and private banking.

The November Issue is now online!


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