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Registered Rep. June 25, 2010 Kristen French |
The Final Wall Street Reform Bill And You After a herculean 20-hours straight of negotiations, Congressional committee members agreed Friday morning to a Wall Street reform package that will be much tougher on the country's banks.  |
Bank Systems & Technology June 23, 2010 Penny Crosman |
Citi Debuts Text Banking Yr acct S overdrawn. TTYL, Citi. Citi's mobile banking offerings also include a downloadable iPhone app a mobile version of citi.com that customers can access from their smartphones' browser.  |
Bank Systems & Technology June 22, 2010 Penny Crosman |
PCI Council to Give Banks Extra Time to Adapt to Security Standards Moving its standards for securing payment card-related data, applications and terminals to a three-year lifecycle to give members more time to get used to them and offer feedback.  |
Financial Planning July 1, 2010 Marie Swift |
What Have You Done For Me Lately? Do your clients understand the true value of what you do? Your best defense may be to make sure that you're articulating the value of the various services you perform.  |
Financial Planning July 1, 2010 Marion Asnes |
Envestnet's Fiduciary Opportunity Bill Crager, president of Envestnet, is not going to wait for Washington to figure out the fate of the fiduciary standard. The way he sees it, the market has already spoken.  |
Financial Planning July 1, 2010 Glenn G. Kautt |
Admit It Few people like to admit they are wrong; it's tantamount to admitting failure. Even so, analyzing your advisory business regularly is a key to success and properly serving clients.  |
Financial Planning July 1, 2010 Bob Veres |
The Change Equation By giving us better information about precisely how humans are weird, behavioral finance may be able to help advisors be more effective.  |
Financial Planning July 1, 2010 John J. Bowen, Jr. |
Duplicate Efforts Duplicate your top clients -- using their insight to attract more ideal clients like them -- and you'll see a substantial jump in your revenue without much additional variable cost.  |
Financial Planning July 1, 2010 Donna Mitchell |
The Pioneer Richard Thaler, now a professor at the University of Chicago, along with cognitive psychologists Daniel Kahneman and the late Amos Tversky, pioneered and shaped the field of behavioral economics thirty years ago.  |
Financial Planning July 1, 2010 Jeanne Lee |
Reform Lite The 1,600-page financial reform bill passed by the Senate in May still doesn't do enough to enhance consumer protections for individual investors, some industry observers say.  |
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