Bank & Financial

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

Old Articles: <Older 12541-12550 Newer>

Financial Planning June 1, 2009 Donald Jay Korn	Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
Financial Planning June 1, 2009 Ingrid Case	What Clients Want Now Clients do have a right to expect planners to get busy -- very busy -- in three major areas now. As the markets start to recover, advisors need to calm clients, stabilize their portfolios, and take advantage of the upside.
Financial Planning June 1, 2009 Joel P. Bruckenstein	Smartphone Smarts Smartphones will change the way advisors work, letting them enhance productivity and better serve clients.
Financial Planning June 1, 2009 Dave Lindorff	Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense.
Financial Planning June 1, 2009 Donald Jay Korn	Know the Score Despite their importance, most consumers know very little about the inner workings of credit scores.
Financial Planning June 1, 2009 Frank O'Connor	Falling Fast New sales of variable annuities continued to decline in the fourth quarter of 2008, falling to $32.6 billion from third-quarter sales of $37 billion, an 11.9% drop.
Financial Planning June 1, 2009 Martin Shenkman	Stretch that Gift . A split-dollar arrangement divides responsibility for paying life insurance premiums between the policy owner and another party, such as a trust or business. This frees up your client to gift more money while buying the insurance coverage necessary to protect the estate.
Financial Planning June 1, 2009 Jim Grote	Finding Freedom Sixty-seven-year-old John Sestina, principal of John E. Sestina & Co. in Columbus, Ohio, believes his clients want financial independence, not retirement.
Financial Planning June 1, 2009 Donna Mitchell	M & A: Who's Buying? Forget the dearth of capital afflicting the rest of the financial industry: RIA firms have access to plenty of money for mergers and acquisitions.
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