Bank & Financial

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

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Financial Advisor February 2012	Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Financial Advisor February 2012	Cetera Buys Genworth's Tax And Accounting Unit Genworth's tax and accounting financial advisory unit, Genworth Financial Investment Services, was sold last month to Cetera Financial Group, an independent broker/dealer network serving approximately 5,000 financial advisors.
Financial Advisor February 2012	Two Firms Unite To Form One Large CPA-Based Wealth Manager The new entity will have 41 offices in 12 states across the central and western U.S., as well as two offices in India.
Financial Advisor February 2012	IMCA Boosts 2011 Membership The Investment Management Consultants Association's stepped-up efforts to attract new members paid dividends in 2011, with overall membership up 7% for the year.
Financial Advisor February 2012 Evan Simonoff	A Warning For Advisors On the eve of the worst financial crisis in 80 years back in 2006, what were the seers at our nation's central bank doing?
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Financial Planning February 1, 2012 Allan Roth	Betting On A Roth Conversion In these financially tumultuous times, Roth conversion strategies can reduce risk substantially for clients in 2012.
Financial Planning February 1, 2012 Deena Katz	Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it.
Financial Planning February 1, 2012 Bob Veres	Chicken and Egg Running a financial planning practice takes you into a lot of chicken-and-egg situations, where it seems like you have to have something already before you can get access to it. But here's the good news: There are solutions for many of these blind alleys in your business growth.
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