Bank & Financial

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

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Financial Planning December 1, 2010 Scott Schutte	Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families.
Financial Planning December 1, 2010 Mary Quist-Newins	Missing in Action As planners look to grow and ultimately transfer their businesses for maximum value, aligning team members with market opportunities is just common sense. This means actively recruiting and retaining more female financial planners.
Financial Planning December 1, 2010 Marco Chmura	An Upward Swing Prudential continued to lead the way as the top seller of variable annuities with $5.3 billion in second-quarter sales and a 15.7% market share.
Financial Planning December 1, 2010 Martin Shenkman	Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.
Financial Planning December 1, 2010 Jim Grote	The Collaborator Brett Ellen has a modest goal: He wants to make American Financial Network the "go-to financial planning firm" for middle-market American businesses and their employees.
Financial Planning December 1, 2010 John McCormick	The Tech Challenge It's not how much you spend on hardware and software, it's how well you integrate it.
Financial Planning December 1, 2010 Donna Mitchell	How Many Seats on Your Bus? If a potential client asks you whether your firm is taking on new clients, do you know what to say? Too often RIAs fumble the answer, trying to size up the prospect's net worth on the spot rather than providing a straight answer
Financial Planning December 1, 2010 Matt Brady	Timing Is Everything The era of historically low income tax rates, when investors enjoyed a maximum tax rate of 15% on long-term capital gains is likely coming to a close. In 2011, federal tax rates will likely revert to higher levels, with more increases expected in 2013 and afterward.
Financial Planning December 1, 2010 Donna Mitchell	On The Move New hires in the finance and investment arena.
BusinessWeek November 24, 2010 Schmidt & Brush	Will Currency Derivatives Get a Pass on Oversight? Banks want them exempted. Geithner is caught between bankers and regulators on how much oversight to give currency derivatives.
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