Bank & Financial

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

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Financial Planning December 1, 2011 Ilana Polyak	Gateway to Protection It's still hard to ignore just how fragile the U.S. economy is, with an anemic growth rate and stubbornly high unemployment on top of the hobbled real estate market and troubles in Europe. Yet most fund companies haven't been sitting idly by
Financial Planning December 1, 2011 Paul Schervish	Why Give? When planners help clients manage their wealth, it is important to help them recognize the deep emotional sources of philanthropy.
Financial Planning December 1, 2011 Matthew Lemieux	Shock Absorbers Lipper defines equity-income funds as those funds that seek relatively high current income and income growth through a substantial allocation in equity securities. The current benefit of this type of investment is volatility management through steady income generation.
Financial Planning December 1, 2011 Howard Hill	Decoding Mortgage REITs Mortgage REITs have become a hot topic as Wall Street firms have boosted coverage of this specialized slice of the stock market amid a flurry of IPOs over the past two years or so. These companies are potentially worthy investments, even for risk-averse clients.
Financial Planning December 1, 2011 Ann Marsh	All That Glitters Metal mania has gripped some investors amid the ups and downs of the capital markets, spurring everyone from governments to private enterprise to dream up new ways to meet the demand for gold and silver.
Financial Planning December 1, 2011 Brian Keil	Cost Basis Pointers Vast changes to cost basis reporting rules are set to go live in 2012. These changes will challenge - and possibly cause headaches for - advisors and their clients.
Financial Planning December 1, 2011 Donna Mitchell	Smooth Transitions Mature American workers switch jobs and careers in their peak years for various reasons, whether they are seeking more personal fulfillment or need to rebound after a layoff. Planning each client's career transition will involve different fine details.
Financial Planning December 1, 2011 Nancy R. Mandell	Peace of Mind Chartis is one of a handful of insurance companies focused on the special needs of the very wealthy - the top 1% to 2% of the nation's population. Establishing ties to financial planners has become increasingly important for these insurers.
Financial Planning December 1, 2011 Jim Grote	The Mitigator Marc Henn divides his clients into three basic groups: four family-office clients with a minimum asset base of $15 million; three clients transitioning to family-office status with an asset base of $7 million to $15 million; and wealth management clients with a $1 million minimum.
Financial Planning December 1, 2011 Scott Wenger	Smile, the Forecast is Cloudy If understanding which technology most appeals to financial planners - and why - is of value to you, there's a treasure trove of intriguing and industry-shaping stats awaiting you.
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