Bank & Financial

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

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Financial Planning October 1, 2011 Bob Veres	Fiduciary for All If we want to clean up the financial services world, we're going to have to change our tactics. The more I look at our political system, the less likely it seems Congress would ever vote to rein in Wall Street's predatory behaviors.
Financial Planning October 1, 2011 John J. Bowen, Jr.	Listen Deep At the heart of successful client relationships is your ability to understand clients on a meaningful level.
Financial Planning October 1, 2011 Donna Mitchell	Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management.
Financial Planning October 1, 2011 Ilana Polyak	At Home, Overseas You might think a portfolio dominated by companies based in the U.S. and Europe would make its manager nervous. Yet David Winters, skipper of the $1.6 billion Wintergreen Fund, sees tremendous opportunities.
Financial Planning October 1, 2011 Craig L. Israelsen	Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010.
Financial Planning October 1, 2011 James L. Poer	Smooth Operator Many investment advisors are missing the possibility of growing their businesses, increasing client face time and saving on staffing costs. All it takes is a forward shift in how they employ technology.
Financial Planning October 1, 2011 Yankee et al.	Big Help, Small Cost Whether you are a sole practitioner or a large firm with multiple advisors, a solid internship program can add significant value to the quality of work your business produces.
Financial Planning October 1, 2011 Jennifer Woods Burke	The Risk of Hide and Seek Advisors are often guiding clients through financial nightmares rather than living their own. But a FINRA enforcement action this year demonstrates how easily your career can slip away if you don't properly disclose financial troubles.
Financial Planning October 1, 2011 Martha C. White	Breaking News When Rich Arzaga decided nearly five years ago he needed to boost his brand image and increase exposure to prospective clients, a weekly e-newsletter was just the ticket.
Financial Planning October 1, 2011 Ingrid Case	Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.
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