Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Financial Planning June 1, 2008 Martin M Shenkman	Protect the Weak Chronic illness affects every aspect of wealth management. Because these matters are so important, you'll have to work through any discomfort about addressing these issues.
Financial Planning June 1, 2008 Julie Littlechild	Is Loyalty Enough? When it comes to client relationships, though, client loyalty should not be the primary objective.
Financial Planning June 1, 2008 Ray Sclafani	Reinvention Time If you're thinking of making significant changes to your independent finance business, you'll need a strategic plan and help in navigating the complexities of transition.
Financial Planning June 1, 2008 Savage & Lowenstein	Semicustom Solutions Managing client accounts based on model portfolios and harnessing technology to implement investment strategy efficiently and consistently at the client portfolio level.
Financial Planning June 1, 2008 Ilana Polyak	Pink-Slip Blues In today's uncertain environment, financial advisors need to know if their client's job is in jeopardy and to brainstorm about Plans B, C and possibly D.
Financial Planning June 1, 2008 Gavin Morrissey	Executive Privilege Immediate income taxation and concentrated equity risk are issues that must be addressed by clients who elect to distribute net unrealized appreciation.
Financial Planning June 1, 2008 David A. Twibell	Hedge Your Bets During these troubling times, how can advisors help clients protect their investment portfolios? There are a number of viable strategies.
Financial Planning June 1, 2008 Arnott et al.	Heads I Win, Tails I Lose Less A Fundamental Index portfolio is neutral relative to the economy, weighting companies in accordance with their current economic footprint. When is it the right choice for investors?
Financial Planning June 1, 2008 Elizabeth O'Brien	Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments.
Financial Planning June 1, 2008 Stacy Schultz	More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors.
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