Bank & Financial

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

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Financial Planning November 1, 2011 Donald Jay Korn	Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong.
Financial Planning November 1, 2011 Karen E. Klein	Financial Planning, American-Style Planners say that, to serve wealthy immigrants, you'll need to provide family-style attention. "Our clients call us on the weekends and evenings," says Sanjeev Sardana, CEO of BluePointe Capital Management, a wealth advisory firm in San Mateo, Calif., that caters to the Indian diaspora.
Financial Planning November 1, 2011 Donna Mitchell	They Can Live With AA+ After a third quarter in which markets skidded and tumbled to the close, Treasuries were in their glory. The U.S. long government bond category was the only one whose performance was in the double-digit range.
Financial Planning November 1, 2011 Jim Grote	Successful Transitions Linda Lubitz Boone, a CFP and president of the Lubitz Financial Group in Miami, lives for these critical times when clients ricochet between gullibility and paralysis while their financial future totters on the edge of uncertainty.
Financial Planning November 1, 2011 Martin Shenkman	Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws.
Financial Planning November 1, 2011 Scott Wenger	Degrees of Success In this month's cover story on leading schools for financial planning, FP's Danielle Reed finds a solid academic base that will spawn legions of advisors and, importantly, support the profession through research and analysis.
Financial Planning November 1, 2011 Ann Marsh	Performance Driven For their first 25 years in business, married financial planners Dianne and Thomas Melton, founders of Melton Financial Group in Roseville, Calif., didn't tell clients about their previous lives as Las Vegas performers.
Financial Planning November 1, 2011 Danielle Reed	Flight To Safety This year, total insured deposits at U.S. banks totaled $6.5 trillion at the end of the second quarter, up more than $1 trillion from the same period in 2010, and up from $4.3 trillion in the fourth quarter of 2007, according to FDIC data.
On Wall Street November 1, 2011 Lorie Konish	UBS And The Small Business Owner Challenge This project for small businesses is one facet of UBS Wealth Management America's Revitalizing America initiative designed to foster strategies to stimulate the U.S. economy.
On Wall Street November 1, 2011 Jeff Tjornehoj	Finding The Cracks In Your Clients' Portfolios Which strategies are best able to deflect volatility in client portfolios when real market stress shows up?
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