Bank Investment Consultant

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• Cover Story

• Taking a Hard Look at the Retirement Dream

  By Lauren Barack

• Planning for Longevity, Not Just Retirement

  By Elizabeth Wine

• It's Not Rocket Science, Clients Need Help

  By Lee Conrad

• At Low Tide, People Feel Lost

  By Lee Conrad

• Making the Distinction Between Needs and Wants

  By Judy Schoolman

• Improving Retirement Advice to Clients

  We solicited opinions from around the industry with one overarching theme in mind: How can bank advisors better prepare their clients for retirement?

• Columns

Producer Profile

• Advisor to the Lawmakers

  By Dave Lindorff

  Financial advisor Roderick Day has seen his share of government workers—some of whom are on financial services committees and others who actually write financial laws. But he notes that their lack of financial literacy, on a personal level, is astounding.

Outlook

• A Case for U.S. Stocks

  By Bob Doll

  It's been a volatile ride punctuated by some setbacks along the way. But over the past two years, investors have seen U.S. equities advance with incredible strength.

• Departments

People

• All FAs Inherit Assets, Some Just Swagger More Than Others

  By Rick Rummage

  When advisors leave a wirehouse, they take most of their books. But there is still plenty left to dole out, and over the years it adds up.

Portfolio

• The Next Big Thing Is Here

  By Paul A. Werlin

  Structured CDs seemed to come out of nowhere. But they quickly became, arguably, the hottest products in the bank channel.

• Using Alternatives to Your Clients' Benefit

  By Keith Weber

  Despite claims to the contrary, Modern Portfolio Theory isn't dead—it's just being used improperly.

• In Every Issue