Bank & Financial

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

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Financial Planning May 1, 2011 Pat Durner	Breaking Away Advisors who scoured the globe for their clients were amply rewarded over the past 10 years.
Financial Planning May 1, 2011 Marie Swift	Client Communications 2.0 Here's what advisors need to know to communicate with new clients who are more prone to use social media (as well as friends and colleagues in the physical world) than advertising and company promotions to inform their decisions about products and services.
Financial Planning May 1, 2011 Glenn G. Kautt	Waiting for Takeoff If I want a job (or I want to hire someone) in the financial planning industry, what should I do?
Financial Planning May 1, 2011 Bob Veres	To the World of 2020 I'm writing this column to help you address the issue on the minds of investors and consumers everywhere in your future day and age: How can we finally fix the regulatory system after the latest traumatic events shook the markets to their core?
Financial Planning May 1, 2011 John J. Bowen, Jr.	Going Private Private client events can have a sizable impact on the success of your practice-helping you build credibility with existing clients and attract new business. Yet many advisors overlook these events or conduct them poorly.
Financial Planning May 1, 2011 Donna Mitchell	Hybrid's New Groove Registered investment advisor firms looking for ways to expand their businesses might try turning to broker-dealers for a boost.
Financial Planning May 1, 2011 Andrew Rudd	First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time.
Financial Planning May 1, 2011 Craig L. Israelsen	Getting Back In For the most conservative clients, the most prudent way to reenter the equity markets is by degree. For investors with well-diversified portfolios and lengthy holding periods, a lump-sum approach will likely produce better outcomes.
Financial Planning May 1, 2011 Joseph A. Tomlinson	Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions.
Financial Planning May 1, 2011 Michael F. Kay	Beyond Numbers At my firm, we use financial life planning tools as part of our process, and we take the time to understand the client's past, present and future goals for life transitions and retirement.
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