Bank & Financial

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

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Financial Planning January 1, 2011 Christopher I. Franklin	Winner's Circle Without a winner's circle in leadership, an advisory practice will lag behind its peers. Building a winner's circle is just as important to your success as market resurgence.
Financial Planning January 1, 2011 Donald Jay Korn	True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar.
Financial Planning January 1, 2011 Craig L. Israelsen	Measuring Stick It's worth the effort to calculate the performance of a mutual fund under different investing assumptions.
Financial Planning January 1, 2011 Jonathan Beatty	Joining Forces Does your firm have the human resources infrastructure to recruit and integrate a new advisor or team of advisors?
Financial Planning January 1, 2011 Bogan & Doss	Get in Shape Managing your business, just as with your waistline, is easier when you have clear goals, committed behavior and the ability to monitor your progress against your goals.
Financial Planning January 1, 2011 Ed Slott	Q&A: Roth IRAs Advisors should be ready for a slew of new tax-related questions about 2010 and 2011 Roth IRA conversions. Here are some of the most frequent questions I receive from financial advisors.
Financial Planning January 1, 2011 Ingrid Case	Fading Minds In the best circumstances, families tell planners when an older person is no longer able to make independent financial decisions.
Financial Planning January 1, 2011 Donna Mitchell	Strong Finish After enduring the ups and downs of 2010, exchange-traded fund investors were hoping to end the year in the black.
Financial Planning January 1, 2011 Martin Shenkman	Keeping the Faith When it comes to estate and financial planning, religious topics are rarely discussed and almost never integrated into planning.
Financial Planning January 1, 2011 Jim Grote	True Contrarian Steve Henningsen of the Wealth Conservancy in Boulder, Colo., really walks the talk. He has market by minimized risks by buying enormous quantities of gold and silver for his clients.
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