Bank & Financial

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

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Financial Advisor May 2004 Marla Brill	Employee Stock Options Planning Remains Confusing Advisors must contend with potentially complex tax and retirement issues
Financial Advisor May 2004 David J. Drucker	No Longer An Ancillary Service If your clients are middle-aged or older, learn about old-age care options.
Financial Advisor May 2004 Alan Lavine	Dramatic Changes Loom For Mutual Fund, Annuities Sales Proposed disclosure rules could hurt level-load sales.
Financial Advisor May 2004 Raymond Fazzi	Niche Players Provide More Choices For Advisors Many are trying hard to differentiate themselves---and are succeeding.
Financial Advisor May 2004 Richard B. Wagner	To Whom Much Is Given... This "Stewardship Policy" document/process uses integral principles together with the basic financial planning process to help clients realistically merge realities with possibilities to make solid, current decisions.
Financial Advisor May 2004	Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says.
Financial Advisor May 2004	Frontline News Saving for college costs through 529 plans is a strategy that's gotten a lot of attention from advisors and their clients during the past few years. Lately, however, the investment vehicles are undergoing a different type of scrutiny: investigations by regulators.
CIO May 1, 2004 Stephanie Overby	IT Incorporated USAA Federal Savings Bank rebuilt IT as a for-profit subsidiary, turning IT services into products and IT employees into product managers. The dividends for the business have been great.
Registered Rep. April 29, 2004 David Gaffen	Smith Barney Stays the Course Contrary to other large wirehouse brokerages, Smith Barney does not plan on aggressively expanding its sales force at this time.
Registered Rep. April 29, 2004 David Gaffen	Sunny and One Thousand (CIMA) Degrees A group of top financial professionals this week took a break from worrying about their clients to turn their attention inward at the Investment Management Consultants Organization annual conference, held this year in Boca Raton.
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