Bank & Financial

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

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Financial Planning March 1, 2012 Miriam Rozen	New Chapters After Bankruptcy John E. Matheny had a thriving financial planning business, with $35 million in assets under management, until three years ago. That's when the planner confronted disorder in his own finances.
Financial Planning March 1, 2012 Allan S. Roth	The Ethics Dilemma In theory, planners are expected to act as fiduciaries for their clients, meaning that a planner must put a client's best interests ahead of his or her own. In practice, no human being is truly capable of doing this because in the real world our ethics aren't pure.
Financial Planning March 1, 2012 Joel Bruckenstein	Tech Tools: App Innovation SunGard WealthStation Mobile Meeting is a solid example of what an app for advisors can deliver.
Financial Planning March 1, 2012 Kol Birke	Not So Rosy Outlook There are ways to prepare your message and deliver it in such a way that can help you optimize the chances that your clients will thank you for verbalizing what they have been silently dreading.
Financial Planning March 1, 2012 Ed Slott	Skirting an IRA Pitfall Because of an agreement they signed with their brokers, some IRA owners may unknowingly be vulnerable to having their whole account taxed.
Financial Planning March 1, 2012 Frank O'Connor	Solid Footing New sales of variable annuities held steady in the third quarter, totaling $38.5 billion vs. $39.4 billion in the second quarter and $33.8 billion in the third quarter of 2010.
Financial Planning March 1, 2012 Martin Shenkman	Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.
Financial Planning March 1, 2012 Jim Grote	Advisor to the Stars Jeff Wheeler, a studio guitarist turned estate laywer turned financial planner, is now president of the Wealth Collaborative in Los Angeles, where he manages $290 million for actors, writers, producers and athletes.
Financial Planning March 1, 2012 Scott Wenger	Skim Milk While stocks have rebounded ferociously from 2009 lows and Treasury bond prices have rallied mightily, too, many advisors and investors who are focused on yield are flummoxed. There won't be any obvious short-term relief, either, with the Fed pledging to keep interest rates historically low.
Financial Planning March 1, 2012 Ann Marsh	Women Advisors Forum: Sharing Their Strength Female planners will have a chance to gather, learn and connect at SourceMedia's next Women Advisors Forum, set for March 13 in Florida at the Boca Raton Resort & Club.
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