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Financial Planning
June 1, 2008
Max Mejiborsky |
Some Tips on GIPS Conforming to the Global Investment Performance Standards is purely voluntary for investment advisors and in no way replaces any of the laws, regulations or no-action letter guidance issued by the SEC or state regulators.   |
Financial Planning
June 1, 2008
Stacy Schultz |
5 Questions with Ryan Peschka A conversation with a student at the University of Kansas who is an assistant portfolio manager for the applied portfolio management class. |
Financial Planning
June 1, 2008
Dakin Campbell |
UBS to Exit Muni Biz UBS confirms reports that it will exit or sell the institutional municipal securities group in an effort to focus on core client businesses after reporting first-quarter 2008 losses of $11 billion. |
Financial Planning
June 1, 2008
Elizabeth O'Brien |
Don't Keep Me a Secret! In his new book, Don't Keep Me a Secret!, Bill Cates, president of Referral Coach International, has a trademarked process for advisors to assist them in generating referrals. |
Bank Systems & Technology
May 26, 2008
Maria Bruno-Britz |
U.S. Banks Are Talking More About Core Conversions The core system. Without it, a bank would crumble. Given the state of most banks' core systems, however, it's a miracle that they are able to function at all, some experts say. |
Bank Systems & Technology
May 26, 2008
Nancy Feig |
BPM's Strategic Benefits Offer Greater Agility Enterprisewide Business process management enables banks to link their IT systems into their processes, allowing them to automate, streamline and monitor key processes, such as account opening, compliance and payments. The impact can be amazing. |
Bank Systems & Technology
May 26, 2008
Lisa Valentine |
EVP and CIO Paul Johnson Guides BB&T Corp. in Organic Growth Financial services giant BB&T is looking at organic growth to fuel its future success by transforming the firm's IT organization into a "value center" more akin to a line of business. |
Bank Systems & Technology
May 26, 2008
Peggy Bresnick Kendler |
Banks Leverage New Telepresence Technologies to Enhance Services and Processes Telepresence and videoconferencing promise to improve customer service, cross-selling efforts, training, and more; but how can banks best utilize the emerging technologies? |
Bank Systems & Technology
May 26, 2008
Darren Podrabsky |
Telepresence Allows Banks to Bring Together Global Resources While Offering Quick Return on Investment To best utilize telepresence to improve customer satisfaction and realize enhanced productivity, banks should consider choosing flexible configurations and multipoint capabilities. |
Bank Systems & Technology
May 26, 2008
Howard S. Lichtman |
As Telepresence Becomes More Common in Banking, Use Will Expand to Intercompany Applications To communicate with the greatest number of customers, partners, vendors, and employees, banks can explore a variety of in-house and outsourced telepresence solutions. |
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