Bank & Financial

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

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Financial Planning January 1, 2009 Deborah Fox	Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets.
Financial Planning January 1, 2009 Donald Jay Korn	Trust Worthy Some good news that planners can tell their clients: The federal estate-tax exemption has just jumped from $2 million to $3.5 million, so this is an excellent time to review estate plans.
Financial Planning January 1, 2009 Jeanne Lee	More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios.
Financial Planning January 1, 2009 Israelsen & Considine	Seeing Risk Ahead Having the ability to estimate risk potential when pursuing an investment opportunity is an extremely valuable decision-making tool.
Financial Planning January 1, 2009 Donna M. Winn	College? Try Turning a belief in higher education into the discipline to stick with a college saving strategy has gotten much more challenging for clients with markets running amok, an intimidating cost trendline and no shortage of other worthy financial commitments.
Financial Planning January 1, 2009 Marion Asnes	Rebalancing The editor of this publication speaks about rebalancing one's portfolio, one's career, and one's life.
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
Financial Planning January 1, 2009 Richard Bierck	The Affluent Handbook The Affluent Handbook, by Matt Oechsli, is another book that tells us about the wealthy: How they think, what they want, and how to deal with them to advance your business interests.
On Wall Street January 1, 2009 Kearney et al.	The Power Players It's shaping up to be a challenging year for the wirehouse world. From Washington to Wall Street, see who we think will have the most influence on the industry as it battles through the down market.
On Wall Street January 1, 2009 Frances A. McMorris	The 10th Annual Recruiters Roundtable Packages get lowered. Brokers get hired. Markets have tanked. Retention offers are shrinking. And yet, according to the experts in our 10th Annual Recruiters Roundtable, there are still opportunities in the retail brokerage arena, if you know where to look.
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