Bank Investment Consultant - news, commentary and community bank investment professionals

N.Y. Slashes '09 Budget

August 21, 2008

Rating analysts responded favorably to New York's mid-year budget cuts that trimmed $427 million from the current 2009 fiscal year.
Two Firms Weigh in on ARS Probe

August 21, 2008

Fidelity Investments and Charles Schwab & Co. suggest state and federal securities regulators focus their auction-rate securities investigations on the major banks and broker-dealers that underwrote ARS.
Economists Underscore Risks of 'Age Inflation'

August 20, 2008

While there has been growing talk of the aging of America, two National Bureau of Economic Research economists have now coined a term for it: "age inflation."
Hedge Funds Take Huge Loss as Mood Swings

August 20, 2008

Many alternative asset managers posted their worst figures in years last month after worldwide sentiment suddenly changed on energy prices, financial stock and the U.S. dollar.

Coaching Session

The Secrets of Time Management

August 21, 2008 2:00 PM - 3:00 PM EDT

More and more of us are left wishing we had extra hours in the day to run errands, to email, to spend time with our families and to relax! In this new AdvisorMax coaching session, time management expert Cara Brook will highlight common time wasters and distractions that keep us from staying focused.
Podcast

Trusts: The Next Big Thing

As affluent Boomers age, trust services are essential in helping to manage client assets and ensure the transfer of wealth. Are you ready to present yourself as an experienced trust advisor?

Sign-up for BankInvestmentConsultant.com today and take advantage of our exclusive member-only features. Free site registration entitles you to:

Call for Nominations: BIC Top 20 Wealth Managers

Announcing Bank Investment Consultant's first annual ranking of Wealth Managers. Nominations close on 8/29/08.
The August issue is now online!
People on the Move

Promotion announcements and firm changes for advisors.
Handling Market Volatility

SPECIAL REPORT: Reacting to current marketing conditions—What actions should an advisor take to reassure clients?
Podcast Library

Our free podcasts for advisors provide information and advice from industry experts on a wide variety of topics. Listen now, or download now and listen at your convenience.
RECAP: The Women Advisor Forum, NYC

This TIAA-CREF -sponsored event, held on July 10th, brought together women advisors at the top of their profession. Includes VIDEO highlights!

Election 2008

McCain, Obama and the economy
ETFs

News and information about exchange traded funds
International Mutual Funds

News and information about international funds
Real Estate/REITs

News and information related to real estate and real estate investment trusts
Socially Responsible Investing

News and information about socially responsible investment portfolio options
Watercooler

A look at the lighter side of financial news

Communicate Effectively with Long-Distance Clients

Good communication with clients is a priority for financial advisors. But with long-distance clients, it becomes more of a challenge. AdvisorMax asked top financial advisors for their advice on how to achieve great relationships with remote clients.
Four Things You Are Doing Wrong in Your First Client Meeting

The initial meeting with a prospect can make or break the financial advisory relationship. With so much hanging on that first meeting, don't make these common advisor mistakes.