Bank & Financial

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

Old Articles: <Older 20111-20120 Newer>

Registered Rep. November 6, 2014 David Armstrong	Drowning in Liquid Alts Liquid alternative funds, which seek to replicate hedge fund strategies in registered mutual fund structures, should play a substantial role in most client portfolios.
Registered Rep. November 4, 2014 Megan Leonhardt	Wires Have Biggest Social Media Footprint Out of all advisors, it's those sitting at banks who are most reluctant to embrace social media -- only about one out of every five use it, a number that has not budged much from previous years.
Commercial Investment Real Estate Nov/Dec 2014 Pruitt & DeRensis	CMBS Maturity Wave Commercial mortgage-backed securities lending has shown signs of health to the tune of $84 billion issued in 2013, and issuance anticipated to approach $100 billion in 2014
Registered Rep. October 31, 2014 Megan Leonhardt	The Lost Opportunity Despite the greater freedom and advantages using the tools can bring, only 53 percent of advisors at RIA firms are using social media for business.
Registered Rep. October 31, 2014 David Armstrong	Editor's Letter: November 2014 Since the financial crisis, money has poured into liquid alts. Morningstar research shows some $300 billion net assets in alternative mutual funds, up from $50 billion in 2008.
Registered Rep. October 31, 2014 John Kador	The Millennial Mindset Millennials are today's largest-growing demographic and poised to take over as investors, consumers and leaders.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Registered Rep. October 30, 2014 Philip Palaveev	To Ensemble or Not To Ensemble Thousands of advisors are negotiating the combination of their practices with others in order to create scale, leverage each other's skills, gain resources, and tackle succession.
Registered Rep. October 30, 2014 Megan Leonhardt	Arnerich Massena: Tony Arnerich & Sheree Arntson on Forward-Thinking Investing We spend a lot of time talking with the experts to really understand the global macro environment and where there are windows of opportunity.
Registered Rep. October 30, 2014 Megan Leonhardt	Plante Moran: Jim Baird on RIA Investment Strategies Our foundations are in strategic asset allocation. It's where we've always started, and I can't foresee us ever moving away from that.
<Older 20111-20120 Newer> Return to current articles.