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The Motley Fool
September 16, 2004
Nathan Slaughter |
The Finer Points of Finance Bankrate's new CEO Tom Evans shares his insights into the industry and his outlook for Bankrate.   |
InternetNews
September 15, 2004
Clint Boulton |
IBM Loses JPMorgan Outsourcing Deal The financial services firm will regain control over its data centers, help desks, distributed computing, data and voice networks, as well as 4,000 employees and contractors. |
The Motley Fool
September 15, 2004
Selena Maranjian |
Free Research From Brokerages A little shopping around can yield lots of free stock research. |
Insurance & Technology
September 14, 2004 |
The Financial Services 40: Tracking Innovation In Financial Services The traditionally risk-averse insurance industry is discovering that innovation is not such a scary concept. The firms that are able to deploy technology in innovative, customer-focused ways consistently have a competitive advantage generating profits and building market share. |
Registered Rep.
September 1, 2004
David A. Gaffen |
Parting is Such Sweet Sorrow You won't have to steal client addresses and phone numbers any more when switching firms --- that is, if you work for Merrill Lynch, Smith Barney or UBS Securities. |
Registered Rep.
September 1, 2004
Will Leitch |
Directed Brokerage Goes Down for the Count The first target has been hit: Directed brokerage is no more, and 12b-1 fees might be in more danger than had been thought. |
Registered Rep.
September 1, 2004 |
Funny Fact AmeriFirst Financial Services announced last month that it is launching a fund that invests in the death benefits due from life insurance policies. |
Registered Rep.
September 1, 2004 |
Highbrow Drifter Style drift has become shorthand for freelancing fund managers buying whatever the heck they want. Craig Callahan of ICON Funds says this is a misconception. |
Registered Rep.
September 1, 2004
Will Leitch |
For Advisors, 2003 Was a Better Year The fortunes of advisors took a turn for the better in 2003, according to the annual report from the Securities Industry Association. |
Registered Rep.
September 1, 2004
Will Leitch |
Institutional Unit Is Schwab's Bright Spot With the job cuts, branch closings and refocusing currently under way at Charles Schwab & Co., there's one area that seems to be safe. Schwab's Institutional unit isn't going anywhere. |
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