Bank & Financial

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

Old Articles: <Older 20141-20150 Newer>

Registered Rep. January 23, 2015 Mark Miller	New Law Could Mean Benefit Cuts For Retirees If you have clients receiving a defined benefit pension - or who will in the future - here's what you should know about this legislation.
Registered Rep. January 23, 2015 Megan Leonhardt	SIFMA Questions The Numbers in White House Research on Broker Conflicts Investors could be losing 10 to 15 percent of their potential retirement savings because of conflicted advice from brokers, according to a memo written by White House economic advisors that could galvanize presidential support for new rules governing advisors of ERISA accounts.
Registered Rep. January 22, 2015 Ryan W. Neal	Advisor Industry Shrinks While Assets Continue to Grow A recent report by Cerulli Associates found that the industry shrank 1.9 percent to 287,119 advisors in 2013. Asset levels, however, are on the rise.
Fast Company Elizabeth Segran	Where Millennials Learn About Money Over Plates Of Chocolate Mousse With Ginger Cream Society of Grownups is a place for newly minted adults to learn about money. It's not a bank, since no financial services are sold and it's not a financial consulting firm.
Registered Rep. January 2, 2015 Mindy Diamond	Spousal Team Dynamics With spousal partnerships, one's relationship at the office often impacts one's personal life and vice versa. It takes willingness, understanding and a thick skin to make a spousal financial partnership succeed.
Registered Rep. December 24, 2014 Kevin McKinley	Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like.
Registered Rep. December 23, 2014 Brad Zigler	The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days.
Registered Rep. December 19, 2014 Anne Field	Job Hoppers According to Cerulli Associates, 89 percent of financial advisors came to the profession after working somewhere else.
Registered Rep. December 19, 2014 John Kador	Budgeting Woes Is there a financial advisor who does not recommend that clients establish and maintain budgets? Yet surveys show that it's not easy for clients to start new habits or break old ones.
Registered Rep. December 18, 2014 Matt Oechsli	The Year of Financial Advisor Transformation For advisors to capture more affluent business and demonstrate their value beyond performance, they'll have to transform their business.
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