Bank & Financial

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

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Registered Rep. December 17, 2014 Jerry Gleeson	Meet Your Robo Advisor Like other firms often maligned as "robo-advisors," Personal Capital provides an online platform of free tools that let investors track and benchmark their holdings.
Registered Rep. December 17, 2014 David Armstrong	Editor's Letter: January 2015 Thankfully, we're burying the old "robo-advisor: good or bad" debate, and moving on to much more exciting things.
Registered Rep. December 16, 2014 Debbie Carlson	Time to Buy Oil? This is the time for managers to assess their energy holdings.
Registered Rep. December 16, 2014 Alan Lavine	Structured Settlements It's possible to earn yields upwards of 6 percent on "secondary market" annuities issued by top-rated carriers such as Allstate, MassMutual, Prudential, AIG, John Hancock, MetLife, Berkshire Hathaway and New York Life.
Registered Rep. December 15, 2014 John Kador	Ten Best Business Books of 2014 Here are lesser-known works that offer fresh comment on the mysteries of finance, leadership and customer service. The list includes one or two self-published titles.
Registered Rep. December 12, 2014 Mark Miller	When Paying Taxes on Retirement Accounts Makes Sense It's almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. In some situations, it can make sense.
Registered Rep. December 4, 2014 Diana Britton	Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life.
CRM January 2015 Leonard Klie	Apple Launches Apple Pay Many retailers aren't buying into the newest mobile wallet solution.
Fast Company Jared Lindzon	Meet The Woman Who Is Trying To Change The Credit Card Industry Suneera Madhani is a 27-year-old woman who barely stands above 5 feet tall and she is challenging the male dominated industry.
Registered Rep. December 2, 2014 Megan Leonhardt	Drivers of Advisor Satisfaction: Technology And Efficiency Financial advisors are known to harbor a strong streak of independence and autonomy, and aren't shy when it comes to letting their opinions be known, both good and bad.
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