Bank & Financial

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

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Financial Advisor December 2004 Jeff Hollowniczky	Outsourcing By Multi-Client Family Offices Whether you are a multi-client family office (MFO), an existing single-family office or a comprehensive wealth management firm thinking of offering services to other families, one of the most crucial decisions you will face is which services to outsource.
Financial Advisor December 2004 David J. Drucker	Reassigning Clients Offering replacement advisors doesn't have to be a dreaded event. Many advisors have found lots of ways to do it smoothly. Just borrow from their experience and you, too, should be able to devise a system that works for your firm.
Financial Advisor December 2004 David L. Lawrence	CRM: An Efficient Client-Centered Model Defining your relationship with a typical client is the most basic and fundamental aspect of a financial practice. Software programs can make client relationship management easier. Here are a few examples.
Financial Advisor December 2004 Gregory Bresiger	Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients.
Financial Advisor December 2004 Tracey Longo	Getting There From Here A brighter future than the one usually painted for American retirees is possible -- but only with some determination and finesse, says Robert C. Pozen, chairman of the $137 billion Boston-based MFS Investment Management.
Financial Advisor December 2004 Sydney LeBlanc	The Gift of Rebalancing Advisors are once again in the throes of year-end activities regarding their clients' accounts. And while this may be when to rebalance portfolios, how to do it is debatable.
Financial Advisor December 2004 David J. Drucker	Business Mobility Gets Unwired The concept of "upward mobility" is taking on a new meaning, suggests a report by TowerGroup, "Mobilizing the Financial Services Enterprise: Business Mobility Gets Unwired."
Financial Advisor December 2004 Ted Schwartz	Time For Some Changes Are variable annuities the greatest invention since sliced bread or are they a scourge that should be driven from the planet? Here are some suggestions for changes to the industry to take annuities out of the regulators' crosshairs.
The Motley Fool December 8, 2004 Rich Smith	Do Online Banks Facilitate Fraud? A new phishing scam involving SunTrust presages trouble for online bankers.
IDB America November 2004 Daniel Drosdoff	Unshackling the Banks A new IDB study urges Latin American governments to create environments where credit can thrive.
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