Bank & Financial

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

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On Wall Street October 1, 2009 Carri Degenhardt-Burke	How to Avoid a Bad Match The delicate dance between advisor and manager during the recruiting process can break down at any time.
On Wall Street October 1, 2009 Denise Federer	Successfully Embracing Change In moving to a new advisory firm, the critical question becomes: How willing are you to experience the discomfort that typically comes with change? Well, as it turns out, being uncomfortable might not be such a bad thing.
On Wall Street October 1, 2009 E. Thomas Foster Jr.	Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans.
On Wall Street October 1, 2009 Martin M. Shenkman	Trust Lessons From Poker: Simple Is Enough, Until It Isn't Trust planning is flexible. With a bit of thought you can work with your clients and their other advisors to select the optimal trust for the situation at hand.
On Wall Street October 1, 2009 Frances A. McMorris	Can Clients Really Count on a Recovery? Do your clients agree that the sun is beginning to rise after this brutal economic storm? And if the recovery is indeed in place, then where should your clients be putting their hard-won assets, which have taken such a beating in recent months?
On Wall Street October 1, 2009 Pat Olsen	John Brett John Brett feels that at a time when financial advice is so valuable, the system to provide it has broken. But we need to return to an era of more regulation to rebuild trust.
Bank Technology News October 2009 Michael Sisk	The Core of the Matter Wanda Guttas, executive vice president at Union Bank, is taking her bank on a journey few in the industry have dared -- a four-to-five-year trek to a full-scale core upgrade.
Bank Technology News October 2009 Michael Sisk	Core Renewal Down Under Dan Curran, executive general manager for core banking modernization at Commonwealth Bank of Australia, speaks with Bank Technology News about why the bank embarked on a core conversion project, why it choose SAP, and what it takes to succeed.
Bank Technology News October 2009 Steve Bills	BofA, Citi Call In the SOA Plumbers Citigroup and Bank of America's sweeping new cash management products signal the mainstream arrival of service oriented architecture -- and its potential to overcome the limitations of legacy systems.
Bank Technology News October 2009 John Adams	IT Cleanup in the Home Equity Aisle Two risky strategies of the past -- high-cost home equity loans made without tax and insurance escrow accounts, and the use of tech platforms siloed between different types of real estate lending -- are coming back to bite mortgage lenders via tough new regulations.
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