Bank & Financial

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

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Financial Planning September 1, 2008 Ed Slott	Military Moves If you have clients who serve our country, you should be aware that President Bush signed the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, which contains several provisions affecting the retirement plans of military personnel.
Financial Planning September 1, 2008 Richard Mac Hisey	Can We Talk? New research reveals that our poor communications may literally be putting investors at risk.
Financial Planning September 1, 2008 Stacy Schultz	5 Questions with Diahann Lassus A short interview with Diahann Lassus, the new chair of NAPFA.
Financial Planning September 1, 2008	Industry Event Calendar Events of interest to those in the financial services industry.
Financial Planning September 1, 2008	New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools.
Bank Systems & Technology August 25, 2008 Orla O'Sullivan	Huntington Hits Annual m-Banking Target in Two Months Adoption of mobile banking by Huntington Bancshares' customers has been more than ten times higher than hoped.
Bank Systems & Technology August 21, 2008 Maria Bruno-Britz	EMC Offers Banks FACTA Solution Information infrastructure solutions company EMC Corp. has introduced a solution designed to help U.S. financial institutions and creditors develop and implement an identity theft prevention program compliant with the FACTA Identity Theft Red Flags guidelines and related regulations.
Financial Planning September 1, 2008 Joseph A. Tomlinson	Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets?
Financial Planning September 1, 2008 Stephanie Bogan	Who Will Succeed? There is little doubt that current and anticipated growth, the challenges of managing firms and related human capital dynamics will lead us further into uncharted waters.
Financial Planning September 1, 2008 Bob Veres	Power Plays The recent Financial Planners Association luncheon allowed attendees to voice their concerns to a panel that included newly installed CFP Board CEO Kevin Keller.
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