Bank & Financial

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

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Financial Advisor June 2011 Mary Rowland	Keeping Family Trust New Hampshire leads the way among states using generous new laws to compete for family trust business.
Financial Advisor June 2011 Roy Diliberto	Reconciling Couples' Money Differences While financial life planners are not trained as therapists and shouldn't attempt to solve marital problems, it is also true that most of our clients are not having relationship problems, but may be having significant issues about money.
Financial Advisor June 2011 Evan Simonoff	RIA M&A Game Changes A rebound in revenues and assets has not translated into higher valuations for RIA firms or an increase in M&A activity.
Financial Advisor June 2011 Bruce W. Fraser	Rebuilding Trust -- Part 1 Though Bernard Madoff was carted off to jail, he still casts a long shadow over the financial advisory community and advisor/client relationships.
Financial Advisor June 2011 Joel P. Bruckenstein	Hidden Levers A number of new technology products have been launched offering quality econometric tools at reasonable prices. One of the more ambitious of these new products is Hidden Levers, now in beta testing.
Financial Advisor June 2011 Jerilyn Klein Bier	Emerging Opportunities Socially responsible asset managers scour emerging markets for investments with appeal.
Financial Advisor June 2011 Jim Picerno	Macro And Markets Two sides of the risk management coin.
Financial Advisor June 2011 Alan Lavine	Exotic Alternative Advisors should scrutinize the risk-return trade off of including floating-rate loans in client portfolios.
Financial Advisor June 2011 Timothy P. McGrath	Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management.
Financial Advisor June 2011 Marla Brill	Mining Mid-Cap Growth Over the next few years, the challenge will be finding stocks that can grow earnings enough to give portfolio stocks room to appreciate.
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