Bank & Financial

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

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Financial Planning October 1, 2010 Joel Bruckenstein	What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs.
Financial Planning October 1, 2010 Carmen Wong Ulrich	What's Next for Diversity The face of financial planners is changing. As go the shifting demographics of this country, so goes financial planning.
Financial Planning October 1, 2010 Marion Asnes	What's Next for Your Business A conversation with Tom Bradley, president of TD Ameritrade Institutional, about current challenges to advisors.
Financial Planning October 1, 2010 Bob Veres	What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation.
Financial Planning October 1, 2010 Deena Katz	What Clients Value Perhaps our biggest hurdle as advisors is that clients don't often see our value until years after they begin working with us, when they begin to experience their success.
Financial Planning October 1, 2010 Bob Veres	Lessons to Practice By These lessons address three of the most common challenges advisors face in their business activities.
Financial Planning October 1, 2010 John J. Bowen, Jr.	Rocket Fuel Some advisors are finding that nonorganic options -- acquisitions, in particular -- are an excellent way to ramp up growth and build successful larger firms.
Financial Planning October 1, 2010 Katherine Reynolds Lewis	Study Harder New Dodd-Frank legislation kick-started two major initiatives that could transform the way financial advice is regulated and for the first time subject financial planning to explicit regulatory oversight.
Financial Planning October 1, 2010 Axel Merk	No Mae? Government-sponsored entities Fannie Mae and Freddie Mac should be set to phase out over 10 years. The U.S. economy will be far healthier when homeowners pay a market-based price for mortgages, rather than a price heavily influenced by bureaucrats.
Financial Planning October 1, 2010 Craig L. Israelsen	Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.
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