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Financial Advisor
March 2010
Evan Simonoff |
When Advisors Distort Editor's Note: One advisor, who claims to be a CFP licensee and proclaims himself to be an advocate of self-directed investing, used the statistics in last year's survey with extreme dishonesty to make his point.   |
Bank Systems & Technology
February 25, 2010
Penny Crosman |
KeyBank Prints Less, Saves $2.5 Million Cleveland bank has already saved $2.5 million in reduced printing costs through the use of print tracking and reporting software. |
| Financial Advisor |
Advisor Emporium iShares Launches International Sector Funds... Commonwealth Releases Managed Account Program... SunAmerica Introduces Living Benefits... Nuveen Offers Two New Funds... more... |
| Financial Advisor |
Frontline News Independent B-Ds Inside... States Gear Up To Examine More Advisors... IRS To Regulate All Tax Preparers... Guggenheim To Buy Security Benefit... RIA M&A Activity Down In '09... Majority Of Advisors See Growth In '10... more... |
CFO
March 1, 2010
Ryan & Leone |
Brighter Days Bank CFOs describe how they've weathered the storm, dealt with TARP, and learned many invaluable lessons. |
CFO
March 1, 2010
Scott Leibs |
Tales from the Dark Side Bank CFOs describe their survival strategies. |
CFO
March 1, 2010
David M. Katz |
Is Your Broker Mediocre? It may be a buyer's market, but choosing the best broker is far from easy. |
Bank Technology News
March 2010
Rebecca Sausner |
Community Banks Make Lemonade 2009 was not the year that most community banks undertook groundbreaking technology projects. Rather, projects that focused on increasing efficiency or wresting cost savings out of existing technologies and contracts found themselves at the top of most CIOs' to-do list. |
Bank Technology News
March 2010
Rebecca Sausner |
1. Union Savings Breaks Security Barriers, Arrests Fraud There aren't too many one-of-a-kind, leading edge community bank IT projects, but Union Savings Bank's integration of its video surveillance system with biometric recognition and search software and its Fiserv teller platform surely makes that list. |
Bank Technology News
March 2010
Michael Sisk |
2. Fauquier's Core Swap Saves a Million When Fauquier Bank choose to upgrade its core system in 2008 newly hired CIO Chip Register was determined the bank would not repeat it's last experience. |
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