Bank & Financial

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

Old Articles: <Older 16991-17000 Newer>

Financial Planning April 1, 2011 John J. Bowen, Jr.	Listen Up! Want to build great long-term relationships with clients, professional partners and centers of influence in your market niche? Here's a secret: Do a lot less talking and lot more listening.
Financial Planning April 1, 2011 Donna Mitchell	Broker-Dealer Debuts at Pimco As the financial planning industry looks for new investment strategies that will also protect principal, bond giant Pacific Investment Management Co. aims to lead the way and, at the same time, become a major broker-dealer.
Financial Planning April 1, 2011 Craig L. Israelsen	Still Seeking Stability The challenge today for planners is prudently choosing and utilizing a sufficiently wide variety of asset classes so as to create a truly diversified and stable portfolio -- whether it's for the accumulation phase or the distribution phase of life.
Financial Planning April 1, 2011 Allan S. Roth	DIY Annuity Why not build an equity-indexed annuity-like portfolio for your client yourself? In addition to sporting lower fees, it will offer the key advantage of helping your client control irrational financial behavior by bringing peace of mind.
Financial Planning April 1, 2011 Pavlos Panagopoulos	Family Practice If you're a couple thinking of running a financial planning business together, here are a few pointers.
Financial Planning April 1, 2011 Donald B. Trone	Costly Decisions Many people think a fiduciary must select the lowest-cost service provider or lowest-priced basket of goods and services for clients. Not so.
Financial Planning April 1, 2011 Peter Needham	Outsourcing to Grow When a wealth management practice takes on more clients, it also tends to hire staff and expand into more office space. The balancing game is to ensure that the new business brings in enough profits to justify the higher costs.
Financial Planning April 1, 2011 Roddy Marino	Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back.
Financial Planning April 1, 2011 Eduardo Ramos	Courting the Latino Market In many ways, the Hispanic or Latino market is very similar to any other market of financial planning clients. On the other hand, if you don't know many Hispanics or have any Hispanic clients, it can be a hard market to break into.
Financial Planning April 1, 2011 Brad Klontz	Behavior Modification Psychologically minded financial planners are in an excellent position to help clients become conscious of their assumptions about money, the first step to changing them.
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