Bank & Financial

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

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Financial Advisor October 2004 Gail Liberman	Advisors Moving Trusts For Cost Savings Like a game of chess, lawyers and wealth advisors are saving their clients money by moving trusts to states with more attractive laws.
Financial Advisor October 2004 Chaplin & Giachetti	Contingency Planning And Rule 206(4)-7 What must a financial advisor do to comply?
Financial Advisor October 2004 Sydney LeBlanc	Your SMA Business Primer Start here to learn how to open separately managed accounts (SMAs) for your clients.
Financial Advisor October 2004 Eva Marer	Uncommon Wealth Private brokerage firm Commonwealth Financial Network has grown at a blazing rate in the last decade.
Financial Advisor October 2004 Jeff Schlegel	Thanks For The Memories Remember Our Heroes, a nonprofit founded by a certified financial planner licensee teaches children history from the source. His current mission is educating consumers about alternatives to mutual funds, such as EFTs and Folios.
Financial Advisor October 2004 Evan Simonoff	Editor's Note Back in July when the Financial Planning Association filed a lawsuit against the Securities and Exchange Commission, many advisors could be forgiven for wondering if the FPA was losing its grip on reality.
Registered Rep. October 1, 2004 Mindy Diamond	Prospects Grim for Wirehouse Brokers with Hybrid Books of Business Hybrid brokers -- those with both retail and midmarket institutional accounts-- at wirehouses might soon be a thing of the past, but that doesn't mean those with this business model have no options.
BusinessWeek October 11, 2004 Joseph Weber	Why Low-Income Lending Won't Take A Hit If Fannie Mae pulled back, private lenders would step in. Banks and other lenders have already increased their lending to low-income buyers -- and have found that the business they once avoided is lucrative.
U.S. Banker October 2004 Adams et al.	Icons of Influence Profiles of this year's "25 Most Powerful Women in Banking."
U.S. Banker October 2004 John Engen	#1 Marjorie Magner Fourteen months ago, Marjorie Magner ascended to one of the most-powerful and influential jobs in banking.
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