Bank & Financial

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

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Financial Planning December 1, 2011 Ann Marsh	Planners Fighting Poverty Frank Pare believes financial planners can play a meaningful role in helping to turn around the country's financial crisis and help reduce poverty.
Financial Planning December 1, 2011 Danielle Reed	Alternative Benefits Defined benefit plans have relied on a much broader range of asset classes and have historically outperformed defined contribution plans, says Bill McDermott, head of defined contribution services at Goldman Sachs Asset Management.
On Wall Street December 1, 2011	The Top 40 Advisors Under 40 Our first place winner Thomas Hutson-Wiley offers two pieces of advice for financial advisors who aspire to real success: Pick a specialty and do not be afraid to partner.
On Wall Street December 1, 2011 Milton Ezrati	Europe's Ultimate Solution: A Long, Painful Adjustment Quite aside from how the Greeks vote or not, Europe's recent agreement, though it will help the debt situation, remains entirely inadequate.
On Wall Street December 1, 2011 Elizabeth Wine	Best Bets for 2012 All analysts acknowledge the whipsaw volatility of the stock market, and many are looking to income generators. Most are fans of dividend-paying stocks from companies with strong balance sheets.
On Wall Street December 1, 2011 Peter J. Wallison	Volcker Rule: A Throwback To A Bygone Era The Volcker Rule, enacted as part of the Dodd-Frank Act in 2010, has lately received a lot of adverse commentary.
On Wall Street December 1, 2011 Michelle Lodge	Five Questions With Laura Carstensen What do advisors need to say to their clients, especially their older clients, about fraud?
On Wall Street December 1, 2011	Who's News Morgan Stanley Smith Barney hired three advisors from UBS Financial Services... Bank of America Merrill Lynch hired Morgan Stanley Smith Barney advisors Raymond Stacy and Christopher Pieper... Wells Fargo Advisors hired advisor Zoran Vaz...
On Wall Street December 1, 2011 Alan J. Foxman	When Clients Make Questionable Decisions What is our fiduciary duty regarding elderly clients with diminishing mental capacity?... An elderly couple, who are clients of one of our investment advisors, want to name him in their wills as the trustee of a trust for their child...
On Wall Street December 1, 2011 Carri Degenhardt-Burke	Does Your Firm Have Your Back? From managers to million dollar producers, we scoured Wall Street to Main Street to be told repeatedly that constant communication and perspective can help see your clients through the difficult times and into the good.
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