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Bank Investment Consultant articles
Bank Investment Consultant is a magazine specializing in Finance topics.
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Recent articles from Bank Investment Consultant
The Three Faces of Risk; What you need to know about risk tolerance.(Financial Planning)
July 1, 2009... Byline: Pamela J. Black
The market crash of the past 10 months would give anyone pause to question the utility of standard client risk profile questionnaires. For example, how is it that clients seem to have a high risk tolerance during bull markets and a low risk tolerance during bear...
Old Money; Why targeting clients in their dotage isn't a short-term business plan for the advisor.(Financial Planning)
July 1, 2009... Byline: Howard J Stock
Whether you start to cover a territory with a large retirement community or you simply want to keep the clients you have as they age, you'll have to learn how to meet the needs of older people.
This can be a challenge: You may have to handle issues beyond your...
Bad Press.(Editor's Letter)
July 1, 2009... The saying "There's no such thing as bad publicity" may be true for Jennifer Aniston or Angelina Jolie, but it simply doesn't apply to employees of financial services companies, as you'll read about in this month's cover story, "The Big Bank Blues," on page 16.
As I write this, Bank of...
Growth in the Heart of Dixie.(Braching Out in Alabama)
July 1, 2009... BIC: What opportunities are opening up in your territory?
Harris: We're seeing a lot of people changing careers midlife as a result of the downturn, which often means they're bringing big rollovers to the table.
Oakes: The most noticeable thing has been the population explosion in...
The Big Bank Blues; While the chaos is starting to settle, the bad publicity and turmoil created by the mergers of banks and brokerages is still taking a toll on advisors.(Cover Story)
July 1, 2009... Byline: Steve Garmhausen
In the end, Andreas Hess could no longer play the guessing game. Day after day, the Philadelphia-based advisor went to work at Wachovia Securities wondering what the acquisition of his firm by Wells Fargo would mean for his future. With communication from upper...