Bank & Financial

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

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Financial Planning December 1, 2008 Gobind Daryanani	Balancing Acts How do you rebalance assets in these turbulent times? A new approach, called opportunistic rebalancing, squeezes more alpha out of rebalancing.
Financial Planning December 1, 2008 Stephen Savage	What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients?
Financial Planning December 1, 2008 Frank O'Connor	New Sales Creep Up New sales of variable annuities in the second quarter crept up higher than those in the first quarter, although still lagging behind the same period of last year.
Financial Planning December 1, 2008 John E. Girouard	Life Goals Making clients uncomfortable enough to talk about themselves in an honest way is how you build trust, which leads to comfort, which leads to loyalty.
Financial Planning December 1, 2008 Stacy Schultz	Room to Grow Independent financial advisory firms have yet to reach their full maturity, according to a new study by Moss Adams.
Wired November 24, 2008 Daniel Roth	Financial Industry Scapegoat Reinvents Himself as Financial Reporter As the market sinks, Wall Street analyst Henry Blodget's opinions are even more in demand, though he's still hated by a large portion of his prospective audience.
Bank Systems & Technology November 24, 2008 Peggy Bresnick Kendler	Zions Bancorporation Implements Orbograph's Automation 08 Recognition Service The Automation 08 recognition service enables financial institutions and service bureaus to approach straight-through-processing levels of efficiency and targets automation levels of 98 percent with 99 percent accuracy.
The Motley Fool November 24, 2008 Alex Dumortier	Are Foreclosures Unavoidable? Experience is showing that when banks have modified loan terms it is only moderately effective in avoiding foreclosures.
The Motley Fool November 24, 2008 Morgan Housel	Citigroup Comes Back for Seconds Barely more than a month after receiving a $25 billion injection from the Treasury, a one-week swoon in its stock price sent Citi limping back to the Treasury, hat in hand, for second helpings.
Job Journal November 23, 2008	Career Snapshot: Account Collectors In this economic downturn, demand for debt collectors is rising.
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