Bank & Financial

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

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Bank Technology News August 2009	How Wells Keeps Them Satisfied By using ethnography, Wells Fargo is able to see the real-life role the Web can potentially play in its customers' lives and businesses before making site upgrades or redesigns.
Bank Technology News August 2009 John Adams	Note: Less Isn't More Bank IT projects are failing at an alarming rate, as more initiatives are finishing late, over budget or not accomplishing objectives, a trend recent research largely attributes to recessionary cutbacks in funding and personnel.
Bank Technology News August 2009 Michael Sisk	Automated Tellers Are Getting Smarter These souped up smart ATMs don't simply dispense cash 24-hours a day; they are actually replacing tellers at branches.
Bank Technology News August 2009 Craig Priess	On the Backs Of Mules: An ACH Fraud Scheme Banks of all sizes should consider additional fraud prevention strategies to counter today's evolving threats.
Investment Advisor August 2009 Adam Moseley & Wade Spencer	New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases.
Investment Advisor August 2009 James J. Green	Editor's Note: Change Partners Some thoughts from the editor of this publication on the current state of the financial advisory business.
Investment Advisor August 2009 Melanie Waddell	Danger & Opportunity: Consumers Take Center Stage of Reform Debate Financial services reform continues to unfold, with two pieces of legislation being sent to Capitol Hill in July aimed at protecting investors.
Investment Advisor August 2009 Angela Herbers	Danger & Opportunity: Manual Labor This month's case study illustrates why comprehensively documenting a firm's practices and procedures is more than just a boring, nerdy waste of time: it's the key to building an efficient advisory practice.
Investment Advisor August 2009 Jeff Joseph	Venture Populist: Positive Asymmetrical Outcomes A seemingly larger pool of advisors cling desperately to their discredited diversification dogmas and polished pie charts in the hope that investors may have not noticed the failure of their advisors' mantras and models.
Investment Advisor August 2009 Robert F. Keane	Fiduciary to the Forefront Industry leaders, associations, regulators, and consumer advocates call for one fiduciary standard for all.
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