Bank & Financial

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

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Financial Planning September 1, 2008 Bob Veres	The Price of Going Pro Some financial advisors today believe that by striving to create a profession, they may actually be aiming too low.
Financial Planning September 1, 2008 Glenn G. Kautt	Let's Make a Deal Growing your company larger will allow you to compete if there are economies of scale, if you can establish a local or regional dominance, or if you can attract and larger and more profitable clients.
Financial Planning September 1, 2008 Stacy Schultz	Young and Restless The conversation has changed among the NexGen members who attended their third annual meeting into talk of succession plans and career paths.
Financial Planning September 1, 2008 Jim Grote	Give and Take Sean Stannard-Stockton is a financial advisor who brings the two disciplines of wealth management and philanthropy consulting into harmony for high-net-worth clients interested in giving.
Financial Planning September 1, 2008 Martin M Shenkman	Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate.
Financial Planning September 1, 2008 Joel P. Bruckenstein	Going Paperless More financial planners are starting to embrace the idea of using a document management system.
Financial Planning September 1, 2008 Blaine Aikin	New Disclosure Regimen Planners are facing considerable competition from brokers in the arena of retirement plans, and the reality that brokers typically don't work as fiduciaries is a thorn in planners' sides.
Financial Planning September 1, 2008 Jeanne Lee	HSA Highlights As healthcare costs continue to skyrocket, small business clients must arm themselves with strategies to help their employees save money on health benefits. One way is knowledge of health savings accounts and the various ways they can make benefits more affordable.
Financial Planning September 1, 2008 Donald Jay Korn	The Art of Appraisals A smart advisor will fill in an appraiser about the purpose of the evaluation at the time of the engagement. There's nothing wrong with indicating how the appraisal will be used.
Financial Planning September 1, 2008 David E. Adler	Tackling the Spend-Down The message that retirees with 401(k)s will have to make a decision about how to structure their assets in retirement to avoid running out of money is loud, but not clear.
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