Bank & Financial

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

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Registered Rep. December 1, 2004 Christie Matheson	Subtext City The throwaway terms that management teams, analysts and investment bankers use in lieu of hard facts and real data to describe corporate strategy, outcomes and financials may not mean what you think they do. Here are some funny examples.
Registered Rep. December 1, 2004 Kevin McKinley	Give 'Til It Helps Financial advisors rarely bring up "charity" during client meetings. But you should consider adding a client's benevolent intentions to your list of topics to be discussed.
Registered Rep. December 1, 2004 Kevin McKinley	Make a Killing on Kindness The fact remains that assisting benevolent activities involves two components shared by most successful financial advisors: working with rich people and being near money in motion.
Registered Rep. December 1, 2004 Anne Field	Practice Makeover Like many advisors, Gary Hager has decided to focus on the small-business community, and for good reason. With about 20 million small businesses in the U.S., the market comprises a wide-open opportunity.
Registered Rep. December 1, 2004 Anne Field	Planning for the Handoff Despite the obvious importance, for most small-business owners, careful planning of whom to turn the business over to and when to do it is just about the last thing on their minds. Advisors must persevere to get this job done.
Registered Rep. December 1, 2004 Mark Feffer	Just Below the Surface The American Jobs Creation Act is on its face aimed at large, multinational corporations, but it also packs plenty of positives for small-business owners. The catch is that finding these positives and applying them can take a considerable amount of effort from the business owner's advisor.
The Motley Fool December 1, 2004 Tim Beyers	Carnival of the Ignorant The NYSE faces down brokers who didn't provide basic information to thousands of IPO investors. But refunds? Sorry, folks, but when you invest, you take a risk.
Bank Systems & Technology November 30, 2004 Ivan Schneider	Corporations Seek Bank Buy-In for Supply-Chain Standards Market pressure forces corporate showdown with banks over standards.
Bank Systems & Technology November 30, 2004 Cynthia Ramsaran	Legacy: To Be or Not to Be in the Way Analyst says bankers are holding back real-time banking, not legacy systems.
Bank Systems & Technology November 30, 2004 Ivan Schneider	NetBank Questions Branch Growth Internet banking business models don't die - they just go to hell and regroup.
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