Bank & Financial

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

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Financial Advisor July 2009 David J. Drucker	Taming The Bear With ETFs Clients upset? Maybe you should have used ETFs and Tom Lydon's simple investment strategy.
Financial Advisor July 2009 Raymond Fazzi	College Savers In Retreat New 529 plan sales are down in the wake of the market collapse, while plan participants retreat to ultraconservative options.
Financial Advisor July 2009 Mitch Politzer	Managing In A Post- Economic Crisis Era As painful as the current environment is for your clients, over the next decade it will prove to have been the optimal point to invest. But it must be done on a selective basis.
Financial Advisor July 2009 Sherri Scordo	NAPFA Under Ethics Spotlight After drawing unwanted attention when some of its members were recently accused of fraud, the National Association of Personal Financial Advisors is wrestling with ways to ensure that members abide by the organization's ethical standards.
Financial Advisor July 2009 Sherri Scordo	Compliance Concerns There's a lot of buzz these days about potential changes in compliance rules and the impact on advisors.
Financial Advisor July 2009 Sherri Scordo	6% Withdrawal Rate OK What's the magic number for client withdrawal rates? Various research has long pointed to around 4%, but research in recent years has nudged that rate to higher levels.
Investment Advisor July 2009 James J. Green	Taking the Really Long View (Longer Version) A conversation with Robert Manning, CEO of MFS Investment Management.
Bank Systems & Technology June 30, 2009 Nathan Conz	Heartland Completes First Phase of Encryption Pilot Heartland Payment Systems announces it has successfully completed an AES-encrypted transaction process from a merchant card reader through to a processor network.
Financial Planning July 1, 2009 Donald Jay Korn	Filling the Gaps Clients who own small businesses are likely to face problems in this uncertain economy, and financial planners can help address at least some of their issues.
Financial Planning July 1, 2009 Joel P. Bruckenstein	Introducing NetX360 It remains to be seen if Pershing can execute its plan to ensure that clients receive the maximum benefit from their new NetX360 technology. If Pershing succeeds, it could give the company a large technological lead over its competitors.
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