Bank Investment Consultant

Expanding Asset Allocation Programs with Next Generation Commodity Indices

Oil. Gas. Food. The great resource race is on and it may be time to gain exposure. Learn about new opportunities that are providing investors with the most efficient commodity exposure. In this white paper, Van Eck explains why next generation commodity indexes are a true alternative to traditional index investments. Download this report and examine how contango, backwardation and roll yield can impact returns of commodity funds and find out about innovative solutions that are helping investors.

College Savings Strategies

CollegeBoundfund®’s Practical Solutions for Emotional Goals
The key to successful long-term growth of your business isn’t simply getting more clients, it’s forging deeper relationships that lead to “stickier” business. When clients save for college, they’re putting away emotional money—it’s about dreams for their loved ones.
Our College Saving Strategies Brochure:

• Provides several ways you can incorporate 529 in your overall practice, and
• Demonstrates the benefits of education planning within the larger framework of wealth management

How the 2011 tax changes will affect you

Recent tax legislation extends tax cuts at every income level, renews unemployment benefits and enacts a one-year cut in Social Security taxes.

2011 Evolution Revolution

Evolution/Revolution is an in-depth study on the trends of the investment adviser profession that analyzes annual updates filed by SEC-registered investment advisers, including information on assets under management, employees, advisory and other business activities, clients, custody, disciplinary history and other information the SEC requires investment advisers to file electronically. The 2011 report notes slight growth in the number of SEC-registered investment advisers and the resumed growth in total assets under management (AUM). The report includes statistics covering the ten years of information from preceding reports.