Bank & Financial

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

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Investment Advisor September 2009	Broker/Dealer of the Year, Division IV Quick company stats of Woodbury FInancial Services.
Investment Advisor September 2009 James J. Green	What Representatives Wish For Representatives tell what products or services they wish their current broker/dealers offered, but don't.
Investment Advisor September 2009 James J. Green	Where Representatives Would Go This year, more than many others, many representatives of broker/dealers are reassessing their options when it comes to with whom, and how, they will affiliate.
Investment Advisor September 2009 James J. Green	How the Representatives Voted The year 2009 marked the 19th time that Investment Advisor asked its readers who are representatives of independent broker/dealers to rank their own B/Ds on 14 discrete categories, along with an overall rating.
Investment Advisor September 2009 Philip Palaveev	Tortoise or Hare Which business model is most acceptable to investors? And which to advisors?
Investment Advisor September 2009 Robert F. Keane	Share and Share Alike With 35 years experience in the business, Dan Deighan can rightly claim to be one of the independent advisory profession's pioneers.
Investment Advisor September 2009 Robert F. Keane	About The Planner A short biography of Dan Deighan CEO of Deighan Financial Advisors in Melbourne, Florida.
Investment Advisor September 2009 Mike Patton	Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class.
Investment Advisor September 2009	The Three Questions The signature exercise that Kinder's Institute of Life Planning conducts at its workshops to help an individual discover what's most important to them is to ask themselves the three questions. Advisors would do well by asking clients the same.
Investment Advisor September 2009 Angela Herbers	Easier Said Than Done The trick for any advisory company is not to know that it can be better organized; the hard part is to actually make the transition to a new organizational structure.
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