Bank & Financial

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

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Financial Planning February 1, 2011 Donald Jay Korn	Heir Loss Beneficiary problems can cause even the best financial plans to go awry.
Financial Planning February 1, 2011 Martin Shenkman	Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading.
Financial Planning February 1, 2011 Elizabeth Wine	Last Wishes Planners report that they occasionally have to walk a fine line between talking clients out of distasteful or even illegal estate planning techniques and facilitating eccentric requests.
Financial Planning February 1, 2011 Jim Grote	Internal Strength Anne Shumadine, one of three founders and now chairman of the board of Signature Financial Management, has successfully courted an exclusive client base that receives an enviable level of service through a 5-1 client-to-staff ratio.
Financial Planning February 1, 2011 John McCormick	Tech Futures For financial advisors, "What's next?" is becoming a strategically important question as the industry demands greater business efficiency and smarter ways to compete.
Financial Planning February 1, 2011 Donna Mitchell	Hot Topics News for advisors: Home Sweet Home... Dismantling Dodd-Frank?... Health Savings Surpluses...
Financial Planning February 1, 2011 Temma Ehrenfeld	Town Hall Tales Cicily Maton began calling "Town Hall" meetings for her clients. During the worst of the down market, 30 people would attend, with another 20 participating by phone. Now clients ask if they can bring friends.
Financial Planning February 1, 2011 Temma Ehrenfeld	Global Entrepreneurs For advisors who choose stocks based on sharp management and who also like indexing, there's an option that promises both, Global Entrepreneur, an index and fund that reflect what active stock-pickers look for in managers.
Financial Planning February 1, 2011	Calendar February events: Fourth Annual Inside ETF Conference... Consultants Conference... Investing in the Developing World... Florida International Banker's Association... Active/Passive Investor Summit... more...
Financial Planning February 1, 2011 Donna Mitchell	On The Move Changes: Kevin M. Keefe joins the New York City-based Advisor Group... Edward Mora appointed chairman of the Disciplinary and Ethics Commission... JHS Capital Advisors adds Frederick J. Vetter as chief compliance officer... Rob Alan and Keith Thomas have both been promoted at Putnam Investments...
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