Bank & Financial

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

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Financial Advisor September 2008 Evan Simonoff	Editor's Note Small and midsize advisory firms continue to thrive. Their problem isn't earning a decent living or attracting new clients; their challenge is finding an exit strategy that doesn't entail selling the business for a song.
Financial Advisor September 2008	Frontline News News of interest to the financial services industry: M&A Talks Hit Many Roadblocks... Ameriprise Buys H&R Block's Advisor Business... Morningstar Buys Developer Of dbCAMS+... Securities America To Buy Brecek & Young... etc.
Financial Advisor September 2008	The Plight Of The Small(er) Planner If you've been in the business for a few years and your fee structure is making you do more work for less money, you need to come up with a structure that's fair and doesn't alienate clients who were with you from the beginning. And then, how do plan for a successor to take it all over?
Financial Advisor September 2008 Evan Simonoff	The Old Rules Don't Apply Anyone watching the stream of economic news surfacing this year has to wonder if there is a growing gap between perception and reality.
Financial Advisor September 2008 Andrew Gluck	Reeling In Freelancers Advisory firms have adopted some aspects of a virtual office, and the most captivating among them is hiring freelancers over the Web instead of using staff.
Financial Advisor September 2008 Rebecca Pomering	Picking A CPA Mate The concept of financial advisors partnering with CPAs is not a new one. But if the strategic fit isn't good and if the partnership has not been forged with deliberate, thoughtful planning, the results won't be merely disappointing, but disastrous.
Financial Advisor September 2008 David Lawrence	An Exercise In Belt Tightening For those advisors who are fee-only or fee-based, a decline in the markets can translate into a reduction in gross revenue for their firms. What can be done to stabilize net profitability in such an environment?
Financial Advisor September 2008 Mary Rowland	The Great Escape One way brokers are escaping is by forming teams, while they are still at the wirehouses, to provide the base for a ready-made independent business.
Financial Advisor September 2008 Mitch Anthony	Assessing `Fiscalosophy' How we think about money is just as important as how we manage it. Read on to see how financial advisors can determine how their clients think about money.
Financial Advisor September 2008 Mike Sheets	Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years.
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