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Location: Categories / Business / Industries / Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.
Old Articles: <Older 20011-20020 Newer>
Registered Rep.
June 18, 2014
Matt Oechsli
Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards. mark for My Articles 1718 similar articles
Registered Rep.
June 17, 2014
Anne Field
When Clients Lose Mental Acuity It's a difficult, touchy and often heart-breaking challenge: how to handle aging clients who seem to be losing their mental acuity. mark for My Articles 5 similar articles
Registered Rep.
June 17, 2014
Alan Lavine
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. mark for My Articles 776 similar articles
Registered Rep.
June 16, 2014
Mindy Diamond
When CPAs and Wealth Managers Come Together While the financial advisor and accountant might seem like a bit of an "Odd Couple" at the outset, there are significant synergies to be had. mark for My Articles 261 similar articles
Registered Rep.
June 13, 2014
Mark Miller
Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession. mark for My Articles 1137 similar articles
Registered Rep.
June 11, 2014
Stan Luxenberg
Bargains in Closed-End Funds? According to Thomas J. Herzfeld Advisors, the average closed-end bond fund now sells at a 6% discount to the value of its assets. You can buy $1 worth of bonds for 94 cents. mark for My Articles 788 similar articles
Registered Rep.
June 9, 2014
Megan Leonhardt
Costs Weigh Down U.S. Wealth Business U.S. and Canadian brokerages continued to have the most cost-intensive wealth management model, leading to relatively flat profit levels. mark for My Articles 590 similar articles
Registered Rep.
June 3, 2014
Diana Britton
Are IBDs Turning a Corner? In April, the number of new b/d formations (17) outpaced the number of withdrawals (13) for the second straight month, according to a new report by Fishbowl Strategies mark for My Articles 50 similar articles
Fast Company
Jul/Aug 2014
Nancy L. Miller
Money: Facebook's Final Frontier. Why Payments, Not Virtual Reality, Are Its Next Holy Grail Even JPMorganChase CEO Jamie Dimon and American Express CEO Kenneth Chenault expect Facebook (and Google) to be a future rival of their mega-banks. mark for My Articles 534 similar articles Hockey Stars On Wall Street We tracked down a bunch of former professional hockey players and college stars who are now working on Wall Street as traders, financial advisers, hedge funders and bankers. mark for My Articles 116 similar articles
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