Recent Stories From This Author
May 1, 2013
This year's top branch managers found a way to succeed during the most challenging times.
May 1, 2013
From the ball field to Sunday service, BNA's Mike Alef is an Everyman figure in the world of financial planning.
April 1, 2013
Life in New Orleans is still defined by Hurricane Katrina and the devastating flood. But in that chaotic aftermath, Keith Laterrade of Gulf Coast Bank & Trust was able to build his reputation and his business.
March 1, 2013
Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings.
February 28, 2013
Experts say that clients should wait to collect benefits from Social Security. But there is actually an exception. And it has to do with the relationship between Social Security and Medicare.
February 27, 2013
Are you steadfastly relying on the estimates provided by Social Security? Are you 59 years old and about to get married for the second time? There is a lot of misunderstanding about Social Security, but today's tips could help clients down the road.
February 26, 2013
Are your clients planning to use Social Security? If they’re not, it’s probably because they do not know enough about it. You should be the one to start this conversation.
February 22, 2013
Even while the big picture has some question marks, suffice it to say that any client over the age of 40 will see Social Security as an important source of retirement income. So advisors can take steps now to help their current clients.
February 21, 2013
Social Security will play a critical role in the retirement income for mass affluent investors. But how can advisors help clients think about Social Security in a strategic way?
January 1, 2013
From bank tellers to senior management and bank owners, Fremont Bank's Susan Lyle and Adam Nieto make the elusive idea of cross-selling a reality.
December 23, 2012
“The banking space is definitely going to get smaller,” predicts Robert Bolton, president of Rochester, NY-based Iron Bay Capital, which runs a long-short fund that invests exclusively in financial institution stocks.
December 1, 2012
The investment landscape next year will put a new twist on an old expression: It's boring but it beats the alternative.
December 1, 2012
Fiscal Cliff? Take the Plunge: Look for Buying Opportunities
November 1, 2012
The financial advisor industry is facing a looming crisis. Advisors are getting older, and there aren't enough talented young people entering the field to take the reins as these older advisors retire.
November 1, 2012
The high-tech clients of financial advisor Laura Pedroncelli, of First Tech Federal Credit Union in Sonoma, Calif., are focused on their careers and willing to outsource their investments-and as a group, they're not very tolerant of risk.
October 1, 2012
After 28 years in the Social Security Administration, Jack Butler, an advisor with HTLF Investment Services, takes his knowledge to the bank channel to educate clients on what they can expect from the program.
October 1, 2012
Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.
September 1, 2012
Many people are not gaining the full benefit they could from Social Security. And in many cases, financial advisors don't know enough about how the program works to help their clients. Yet it will continue to be a key part of many clients' retirement income.
September 1, 2012
With a laid-back style and team spirit, Gonzalo Echevarria, a financial advisor with AMTrust Bank, finds a home and builds a community in the Sunshine State.
September 1, 2012
Sam and Josh Stewart, father and son co-managers of the Wasatch World Innovators Fund, have figured out a solution to their investment differences.
