Bank & Financial

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

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Financial Planning March 1, 2011 Ed Slott	Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.
Financial Planning March 1, 2011 Martin Shenkman	Back From the Future Irrevocable life insurance trusts are the foundation of many estate plans. Changes in the 2010 Tax Act raise a host of issues and opportunities for existing ILITs that planners should address.
Financial Planning March 1, 2011 Jim Grote	The Seer Harold Evensky, president of Evensky & Katz in Coral Gables, Fla., asks, "Is your alpha big enough to cover taxes and expenses?"
Financial Planning March 1, 2011 Temma Ehrenfeld	Poised for Success Sheryl Clark works three days a week from home as a member of the Alliance of Cambridge Advisors.
Financial Planning March 1, 2011 Temma Ehrenfeld	Diversification Works Investors with diversified portfolios who rode out the crash actually owned slightly bigger portfolios at the end of 2010 than they had at the peak of the market in 2007.
Financial Planning March 1, 2011 Donna Mitchell	On The Move New promotions and hires in the financial services industry.
On Wall Street March 1, 2011 Conrad & Konish	Compensation 2011 While recruiting packages generate a lot of interest, the actual pay that advisors receive from their firms doesn't get as much attention. So once again, On Wall Street has sifted through the payout grids in our industry for a unique comparison of their pay packages.
On Wall Street March 1, 2011 Diamond & Diamond	The Big Leap So are all wirehouses really the same these days? Similar, but not exactly the same, according to Todd Forman and Evan Steinberg, advisors at Morgan Stanley Smith Barney.
On Wall Street March 1, 2011 Lorie Konish	A Uniform Fiduciary Standard May Reduce Investment Choices The fallout from the U.S. Securities and Exchange Commission's recent recommendation of a uniform fiduciary standard rolls on. As dates for hearings hang in the air, so do the possible effects on the wealth management industry.
On Wall Street March 1, 2011 Lorie Konish	All-Public Panels Approved For Arbitrations The move may be hailed by investor groups, but other industry experts are criticizing the Securities and Exchange Commission's recent approval of a rule change that allows for the option of all-public panels in FINRA arbitrations.
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