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  • BIC's Top 20 Program Managers Awards

    Bank Investment Consultant Magazine's Top 20 Program Managers Awards honored program managers who bring out the best in their advisors. At a dinner sponsored by New York Life/Mainstay Investments in New York last week, the awards program celebrated managers whose advisors perform well above industry benchmarks.

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  • 2010 Morningstar Investment Conference

    For three days in late June, advisors, industry executives and fund managers descended on Chicago for the 2010 Morningstar Investment Conference. The audience received insight on the flash crash, international investing and the impact of the oil spill in the Gulf of Mexico. Industry bigwigs, including Vanguard's William McNabb, were among the speakers. See photos here and here.

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  • Women Advisors Forum – Chicago

    SourceMedia's Women Advisors Forum descended on Chicago last week. The event offered an opportunity to network with the most successful and influential women financial advisors in the nation, while gaining insight into their career experience and rise to the top.

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  • Royal Alliance NEC 2010

    From June 1 to June 5, advisors affiliated with Royal Alliance came together for NEC 2010 in Orlando, FL. During this educational conference, advisors heard Royal Alliance executives and industry experts speak on a variety of topics from retirement and estate planning to practice management and technology. Attendees also took advantage of valuable networking opportunities with their peers.

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  • Women Advisors Forum

    More than 200 top financial advisors, planners and RIAs attended the recent Women Advisor Forum in New York City, where attendees learned about some of the best ways to build a book of business and tips on how to gain referrals of high net worth clientele. Sessions included career advice and a powerhouse panel of top investment directors, EVPs, and CEOs speaking about how they overcame career obstacles.

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  • SagePoint Financial at the 2010 National Education Conference

    From May 11 to May 14, advisors affiliated with SagePoint Financial gathered for the 2010 National Education Conference in Orlando, FL. During the conference, advisors heard the latest news from SagePoint executives and listened to industry experts share their views on topics from Social Security to real estate during the many educational sessions offered. The conference also provided an excellent opportunity to learn from, and network with, other advisors.

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  • Faces at the IMCA Annual Conference

    Investment Management Consultants Association, or IMCA as it is better known, held its annual conference from May 17 to 19 in Orlando, Florida giving vendors, sponsors, financial advisors and wealth management professionals a place to network, attend workshops and stay up-to-date on the industry.

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  • Photo Gallery: Top 50 Bank Reps 2009

    Check out the photo gallery of Bank Investment Consultant's 2009 ranking of the top 50 bank-based reps.

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  • Photo Gallery: Top 50 Bank Reps 2008

    Check out the photo gallery of Bank Investment Consultant's 2008 ranking of the top 50 bank-based reps.

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