Bank & Financial

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

Old Articles: <Older 18671-18680 Newer>

Financial Planning March 1, 2012 Mitchell et al.	Hot Topics Raymond James Financial names Van Law president of RIA division... European countries join U.S. effort to join tax cheats... Younger investors less optimistic about retirement... more...
Financial Planning March 1, 2012 Ann Marsh	Cetera CEO Scales Up Valerie Brown is CEO of one of the fastest-growing networks of independent advisors in the country, Cetera Financial Group in El Segundo, CA.
Financial Planning March 1, 2012	Calendar Events of interest to the financial services industry through March, April and May 2012.
On Wall Street March 1, 2012 Lorie Konish	Go,Teams! When Hilliard Lyons introduced its current team-based award program in its compensation program five years ago, it led to what Executive Vice President Darryl Metzger now calls an "A-HA" moment for the firm.
On Wall Street March 1, 2012 Tom Roseen	Recent Losses Continue to Haunt Equity Investors Over the last 87 years the number of years of equity outperformance (63) handily beat the number of years of underperformance (24). Armed with this knowledge, we shouldn't let the fear of loss alone drive our investment decisions.
On Wall Street March 1, 2012 Elizabeth Wine	A New Bull Market? "I believe that investors are like dieters, they look to January for a new beginning," Sam Stovall, chief investment strategist for S&P Capital IQ, says.
On Wall Street March 1, 2012 Michael Cohn	FATCA Exempts Local Secrecy Laws The law, known as FATCA, requires foreign financial institutions to report to the U.S. government on the holdings of U.S. taxpayers. It has generated consternation abroad since it was enacted in 2010.
On Wall Street March 1, 2012 Michelle Lodge	Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo.
On Wall Street March 1, 2012 Todd Colbeck	Closing the Sale More Effectively If you are effective at solving people's problems you will become an effective salesperson. I will discuss how to set the mood for a sales meeting, how to learn what really motivates a client, and how to do a one-page close.
On Wall Street March 1, 2012 Alan J. Foxman	Regulators Redefine Assets Advisor Q&A: Do I have discretionary authority with my clients?... Do we now count the variable annuities sub-accounts?...
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