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BlogsTaking it to the Bank
Morningstar Offers a New Contrarian Investment
Lee Conrad
Willie Keeler and Robert Frost knew the importance of “hitting ‘em where they ain’t and A Road Not Taken—Will your clients embrace the same ideas?
May 9, 2011Managing The Cross Sell
Lee Conrad
Cross selling is really important, but most banks still aren’t doing it very well.
April 29, 2011How Can Banks Conquer the Mass Affluent Market?
Pamela J. Black
While half of U.S. banks are aware of the opportunity with mass affluent investors and are busy enhancing their online capabilities, the other half believe they distinguish themselves from the Charles Schwabs of the world with in-person advice.
March 25, 2011Showing Management the Value of Brokerage
Pamela J. Black
How can advisors take advantage of opportunities created by limitations on fees and transactions? Program managers at BISA’s bank broker-dealer breakout session presented some interesting answers. “Banks are struggling with where to get more revenues because of fee reductions,” said Rob Comfort, head of Huntington Investments. “This gives us an opportunity to play a prominent role.” …
March 18, 2011Licensed Platform Reps: It’s a No Brainer
Pamela Black
“More banks do not have licensed bankers than have them,” according to recruiter Rick Rummage. “Every bank should have them and license them.”
March 4, 2011The Liquidity Premium
Pamela Black
Most people don’t think about it, but there is a liquidity premium on publicly traded securities just as there is a risk premium, yet most only think about it in the case of extremely illiquid assets such as private equity.
February 18, 2011What Women Want
Pamela Black
Women want a quality relationship with their advisors that involves interpersonal, relationship-driven factors. What does that translate into in your practice? It starts by listening.
February 11, 2011Where to Invest In Bonds In 2011
Pamela Black
If interest rates can only go up from here, shouldn’t you minimize your exposure to bonds? Not according to Zane Brown, a fixed-income strategist from Lord Abbott who addressed a crowd of advisors at the IMCA New York Consultants Conference.
February 8, 2011Thinking Negative to Get Positive Results
Pamela Black
Getting to the next level is the biggest challenge for advisors. Here's a unique approach to the age-old conundrum.
February 4, 2011Strong Prospects In Global REITs
Lee Conrad
The U.S. has the most REITs, but the emerging markets are drawing more interest from investors.
February 4, 2011What Options Should Advisors Consider Before Converting Clients to a Roth?
Pamela J. Black
Advisors need to consider a Net Unrealized Appreciation calculation, according to C. James Johnson, a presenter of retirement planning and tax strategies for Allianz Life Financial Services.
February 2, 2011The SRO Debate
Pamela J. Black
Is this really no big deal for bank advisors?
January 21, 2011Two Simple (But Revolutionary) Steps Toward a Better Retirement
Pamela J. Black
There are two proposed pieces of legislation sitting in Congress that would seem to be no-brainers for helping people save for retirement and helping advisors help their clients.
January 7, 2011You Bet Your Life (Insurance)
Pamela J. Black
Life insurance seems to be the breakout product of 2010 on many levels for bank brokerage programs.
December 23, 2010Why Mixing Active and Passive Investing Won't Create a Better Portfolio
Pamela J. Black
While the occasional active investor/mutual fund will beat the market over time, the odds are weighted powerfully against that happening.
December 17, 2010
Discussion of the Week: 
