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On Wall Street November 1, 2010 Edmund G. Nasief |
Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.  |
On Wall Street November 1, 2010 Bill Willis |
The Treasure Within In an effort to compete for the high-net-worth segment of the retail market, Merrill Lynch, Morgan Stanley and UBS have formed separate divisions, which were developed to focus on the challenges unique to this wealthy group.  |
On Wall Street November 1, 2010 Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.  |
On Wall Street November 1, 2010 Baruch S. Littman |
The Headache-Free Philanthropist For many, the prestige of establishing a private family foundation to dispense charitable gifts to their favorite causes is alluring. They think of it as a dream come true. But is it really?  |
On Wall Street November 1, 2010 Pat Olsen |
Robert Kendall I joined DWS Investments because I saw the organization as an asset management powerhouse that has a true global presence. I started last December and I'm responsible for managing financial advisor relationships with broker-dealers, independent advisors, bank advisors and RIAs.  |
Bank Technology News November 2010 Karen Massey |
The FinTech 100 The financial services industry is at a turning point, beginning to feel the velocity of change that will drive strategic and IT decisions for the next several years.  |
Bank Technology News November 2010 Andrew Johnson |
Fiserv Jeffery Yabuki says he never doubted his company's ability to endure the financial industry's recent downturn, which eliminated a handful of the banks using its technology and is an ongoing threat to the survival of others.  |
Bank Technology News November 2010 Robin Arnfield |
2-SunGard SunGard is following the money in banking these days, with its company-leading Financial Systems division responding to regulatory demands, and seeing growth in its consulting business, emerging markets, and technology.  |
Bank Technology News November 2010 Andrew Johnson |
3-FIS A year ago FIS executives were focused on closing their $2.94 billion acquisition of rival Metavante Technologies Inc., one of the biggest financial technology mergers of the decade.  |
Bank Technology News November 2010 Rebecca Sausner |
4-TCS There should not be any question as to whether Tata Consultancy Services BaNCS core processing solution can scale.  |
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