Bank & Financial

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

Old Articles: <Older 2041-2050 Newer>

Financial Advisor September 2004 Marla Brill	The One-Person 401(k) Takes Off A new retirement plan entry has advantages over IRAs.
Financial Advisor September 2004 David L. Lawrence	Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money.
Financial Advisor September 2004 Dudley, Fast & Wallace	How FLPs Can Survive IRS Scrutiny Properly formed and managed entities with true business purpose will succeed in both the gift and estate tax discount games. Business purpose makes the difference: Taxpayers without it are just rolling the dice.
Financial Advisor September 2004 Raymond Fazzi	Helping Clients Help More advisors are assisting clients with charitable giving.
Financial Advisor September 2004 Karen DeMasters	Retiring Abroad Financial questions become more complicated when two sets of tax codes, inheritance laws or health care regulations come into question, but the resources available to financial advisors are growing as the number of expatriate clients increases.
Financial Advisor September 2004 Dorothy Hinchcliff	Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business.
Financial Advisor September 2004 Joel P. Bruckenstein	Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year.
Bank Technology News September 2004 Holly Sraeel	The Skinny On Fraud: Banks Aren't That Helpful When It Hits While banks have spent scads of dollars educating the public on fraud, there's a disconnect between what banks intend to do on behalf of customers and what actually occurs once fraud is reported.
Bank Technology News September 2004 Brian O'Connell	Good Question: Bank Directors Want Answers From CIOs on IT Issues Board members need to know what their banks are doing to remain secure and compliant. More than ever, those answers lie with the IT team, forcing bank directors to become tech-savvy and forge close ties with the CIO.
Bank Technology News September 2004 John Adams	Automation: Workforce Management Is Getting Warm and Fuzzy New strategies in human resource technology are focused on fostering worker comfort and loyalty. As an example, the article looks at Workbrain, which is used by Wachovia.
<Older 2041-2050 Newer> Return to current articles.