Bank & Financial

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

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Financial Advisor October 2004 Tracey Longo	Beyond 55 Veteran financial advisors stay working, but on their terms.
Financial Advisor October 2004 David Drucker	When Your Partner Is Your Spouse Do the traditional gender roles of the 1950s carry over to the office when husband and wife financial advisors work together? Here are three representative situations.
Financial Advisor October 2004 Raymond Fazzi	Planning For The Long Gains While many financial advisors preach discipline and forethought, the sports world is often a fast-paced place of shady business deals, where millionaires are made and broken practically overnight.
Financial Advisor October 2004 Grove & Prince	Family Offices: Assets And Motivations As advisors and financial services firms vie to add the most affluent clients to their roster, the family office is at the top of the list when it comes to assets and opportunity.
Financial Advisor October 2004 Tracey Longo	Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying.
Financial Advisor October 2004 David L. Lawrence	Practice Efficiency Explored Integrating risk profiling systems efficiently with your financial practice operations.
Financial Advisor October 2004 Ron Carson	Passion Prospecting Passion may be a financial advisor's strongest recruiting resource.
Financial Advisor October 2004 Eric L. Reiner	Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention.
Financial Advisor October 2004 Gregory Bresiger	Are Big Tax Savings Really Worth the Risk? IRS cracks down on individuals with questionable shelters. Financial advisors warn that many of these strategies are not worth the risk of audit and possible civil and criminal penalties.
Financial Advisor October 2004 Michael E. Kitces	New IRS Guidance On Car Donations When IRS Publication 4303 is followed correctly, you (or the client you advise) can be confident in your tax deduction---and mistakes will virtually ensure that an IRS audit will be an even more unpleasant experience than it already is.
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