Bank & Financial

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

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Financial Planning August 1, 2009 David E. Adler	Mom, Apple Pie & Financial Education How can advisors actually improve their clients' financial literacy, so they can make more informed and productive choices?
Financial Planning August 1, 2009 Donald Jay Korn	College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy
Financial Planning August 1, 2009 Deena Katz	Cosby, Plato and You It has taken us the better part of 40 years to figure out that financial planning is a process, not a product.
Financial Planning August 1, 2009 Bob Veres	A Swiftly Tilting Planet How will brokers and financial advisors fare in the government's battle to regulate the securities industry?
Financial Planning August 1, 2009 John J. Bowen Jr.	Expert Positioning You must position yourself so that the clients you want to target see you as a true expert who can address their full range of problems, issues and opportunities.
Financial Planning August 1, 2009 Katherine Reynolds Lewis	Time to Reevaluate As the government takes a second look at the financial world, it is evaluating whether target-date funds protect investors' -- your clients, whether they are employers or employees -- best interests.
Financial Planning August 1, 2009 Ken Fisher	SEC Calling If you haven't violated any securities laws or otherwise abused client trust, you have nothing to fear.
Financial Planning August 1, 2009 Mary Quist-Newins	Double Jeopardy One of the main decisions your client must make is whether to buy LTC insurance. Women are in double jeopardy here because they are often both caregivers and receivers. This double jeopardy presents significant financial dangers.
Financial Planning August 1, 2009 Karen Lee	A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success.
Financial Planning August 1, 2009 Martin M. Shenkman	Keep Giving Charities need your knowledge to guide past and prospective donors in how to give now. When times were good, people gave because they felt rich or their accountant said they needed the tax write-offs. Your expertise can help clients see how to continue to give in today's different circumstances.
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