Bank & Financial

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

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Financial Advisor September 2008 Andrew Dodds	Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
Financial Advisor September 2008 David Welling	Manning Positions The recent success of the independent advisor industry is also the source of one of its greatest challenges. Managing this continued growth can be challenging.
Financial Advisor September 2008 Michael C. Keenan	Running With Scissors For an investment committee, there is nothing more perilous than the selection and termination of active managers. These managers directly affect investment returns, and, despite everyone's best efforts, the decision to change them can result in costly mistakes.
Financial Advisor September 2008 Alan Lavine	Tenth Time Around When financial advisors make decisions, they are typically also reviewing tons of investment reports for ideas and insights. Each has his favorite sources for inspiration.
Financial Advisor September 2008	Where They Stand Financial Advisor's semiannual ranking of the top separately managed accounts in nine categories.
Financial Advisor September 2008 Marla Brill	Seeking Solid Ground The tribulations of the financial services sector are likely to keep the stock market from gaining momentum for the rest of the year and perhaps longer.
Financial Advisor September 2008 Karen DeMasters	Reducing Guesswork Helping wealthy clients set up charitable giving plans or donor-advised funds through one of the 650 community foundations that now exist in the United States is becoming more popular with financial advisors.
Financial Advisor September 2008 Tracey Longo	Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients.
Financial Advisor September 2008 Kenneth P. Brier	Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action.
Financial Advisor September 2008 Gregory Bresiger	Making Templeton The legendary money manager John Marks Templeton started early. At age 4, young Templeton was making money at a vegetable business in his native Winchester, Tenn. A short biography of the legendary investor.
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