Bank & Financial

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

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Financial Planning February 1, 2012 John J. Bowen, Jr.	This Time, It's Personal Sharing a powerful story about yourself - one that gives some insight into who you are and what you stand for - makes listeners want to know you better. It's also one of the best ways to set the stage for a long-term advisor-client relationship.
Financial Planning February 1, 2012 John F. Wasik	State of Regulation As states take over regulation of RIAs with up to $100 million in assets under management, many firm owners are wondering if the transition will prove difficult.
Financial Planning February 1, 2012 Ilana Polyak	The New Gold Standard New York-based Tocqueville Asset Management has been a fan of gold far longer than recent gold bugs have even known where to find the spot price of gold.
Financial Planning February 1, 2012 Susan Ferris Wyderko	Do No Harm In deciding what further rules should apply to money-market funds, the SEC and other regulators would do well to heed the old Latin maxim primum non nocere- first, do no harm.
Financial Planning February 1, 2012 Craig L. Israelsen	Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.
Financial Planning February 1, 2012 Joseph Lisanti	A Moving Target? If most potential clients walking through your door nowadays don't hold target-date funds in their 401(k) plans, that's likely to change in the next few years.
Financial Planning February 1, 2012 Kyle Spencer	Short-Term Lending Planners say they are increasingly seeing short-term loan requests as prime opportunities to talk to clients in depth about how they got into their fix and why they're strapped for cash.
Financial Planning February 1, 2012 Stephanie Bogan	Breaking Through Barriers The first few months of a new year is an ideal time for a company founder to make sure the business is ready to climb to the next level of success.
Financial Planning February 1, 2012 Joel Bruckenstein	inStream, in the Moment While it's early in the game, inStream Solutions might be next in this line of financial planning software innovators. It's a free, goal- and cloud-based planning solution for financial professionals. That's right, free.
Financial Planning February 1, 2012 Donald Jay Korn	A Golden Headache Given the billions of dollars poured into gold investments over the past decade, most financial planners have clients with exposure to the metal in some form. Advisors of gold buyers, beware: To help clients avoid surprisingly steep tax bills and IRS penalties, knowledge of the tax law can be vital.
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