Bank & Financial

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

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Financial Planning September 1, 2011 Martha C. White	Commingled Finances Advisors need to take extra steps in all the issues that couples face.
Financial Planning September 1, 2011 Ed Slott	Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses.
Financial Planning September 1, 2011 Donald Jay Korn	Tough Love Planners can play a vital role in facilitating a client's economic survival.
Financial Planning September 1, 2011 Frank O'Connor	Asset Magnet Variable annuities continued to show strength in the first quarter with new sales of $38.7 billion, a 23.2% increase over the year-ago quarter's total of $31.4 billion.
Financial Planning September 1, 2011 Jenny Sherman	Art is an Asset More boutique firms that provide wealth managers with financially based art market analysis are cropping up, and a clutch of new art-focused investment funds are launching.
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
Financial Planning September 1, 2011 Jim Grote	The Talmud Strategy Roger Gibson follows this strategy: "Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve." So it is written in the Talmud
Financial Planning September 1, 2011 Scott Wenger	Be The Lighthouse This summer, investors have been forced to endure lots of fog and repeated storms, creating unprecedented volatility. And that's when the job of financial advisor becomes so vital.
Financial Planning September 1, 2011 Temma Ehrenfeld	Person of Interest: Asking Clients for Feedback Few planners ask their customers to evaluate them. Julie Littlechild is on a mission to change that.
Financial Planning September 1, 2011 Temma Ehrenfeld	The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios.
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