Bank & Financial

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

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Financial Advisor March 2004 Gregory Bresiger	One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes
Financial Advisor March 2004 Tracey Longo	Pace of Advisor M&A Accelerates Make no mistake---when it comes to mergers and acquisitions among advisory firms, it's still a seller's market. But that doesn't mean buyers aren't striking deals that fit their strategic needs superbly, too.
Financial Advisor March 2004 Grove & Prince	Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.
Financial Advisor March 2004 Marla Brill	Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate.
Financial Advisor March 2004 David J. Drucker	Serving The Middle Market From A Lofty Perch Providing financial planning services for middle-income clients has become a hot topic and an even hotter market during the last few years.
Financial Advisor March 2004 Raymond Fazzi	Flex Accounts Under Consideration Again But doubts remain about whether Bush's proposals will be adopted.
Financial Advisor March 2004 Eric L. Reiner	Are You Really Managing For The Long Term? Restricted management accounts can improve returns.
Financial Advisor March 2004 Tracey Longo	Making The Grade With Variable Annuity Exchanges With the creation of one-shot wrinkle reducers like Botox, battery-operated automobiles and cloned humans, can a world where there is no need to replace variable annuities be far off?
Financial Advisor March 2004 Marla Brill	Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis.
Financial Advisor March 2004	Advisor Emporium Advent for Family Offices is designed to meet the specialized investment management and reporting requirements of multi-disciplinary firms offering integrated financial advice to either single or multiple high-net worth families. The company bills it as the industry's first front-to-back solution for family offices.
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