Bank & Financial

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

Old Articles: <Older 18561-18570 Newer>

Financial Planning February 1, 2012 Ingrid Case	Fighting Back Balance Point Divorce Funding of Beverly Hills, advances divorcing spouses money to pay household expenses, lawyers, forensic accountants and other professionals. In return, the firm takes a share of the larger settlements its clients hope to win.
Financial Planning February 1, 2012 Martin Shenkman	Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea.
Financial Planning February 1, 2012 Jim Grote	Partner in Finance Marilyn Dimitroff, of Capelli Financial Services in Bloomfield Hills, Mich., sees her relationship with her clients as a partnership.
Financial Planning February 1, 2012 Scott Wenger	Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.
Financial Planning February 1, 2012 Marsh et al.	Hot Topics More audits coming for high-net-worth clients... Guardian life hiring 800+ financial reps... Hedge fund bonuses disappoint...
Financial Planning February 1, 2012 Ann Marsh	Keeping It All in the Family Burbank, Calif., planner Cameron Thornton founded a second company alongside his planning practice - Navigator Legacy Partners. It's devoted to preparing wealthy families for the transformational experience of inheritance.
Financial Planning February 1, 2012	Demystifying Volatility Investors shell-shocked by a recent period of extreme volatility may focus on avoiding exposure to volatility at all costs. However, those using the rear-view mirror to reduce volatility may risk long-term underperformance.
Financial Planning February 1, 2012	Upcoming Events In February: Investment Management Consultants Association, Minneapolis... Securities Industry and Financial Markets Association, New York... Financial Planning Association, San Francisco...
On Wall Street February 1, 2012 Konish & McMorris	Raymond James Rising Raymond James & Associates struck a deal with Regions Financial to buy its Memphis-based Morgan Keegan unit for $930 million.
On Wall Street February 1, 2012 Sasha Franger	Being Aware of Equity Exposure in Target-Date Funds Target-date series assets, as well as the number of target-date series, have doubled in recent years.
<Older 18561-18570 Newer> Return to current articles.