Bank & Financial

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

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Financial Advisor January 2005 Alan Lavine	Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself.
Financial Advisor January 2005 Tracey Longo	Walking Clients Through The Mortgage Maze New options add value to financial advisor relationships while saving clients fees.
Financial Advisor January 2005 Joel Bruckenstein	First Look: iRebal---"The Intelligent Rebalancer" The iRebal software allows financial advisors to rebalance across accounts at the household level. Additionally, it is designed to help manage cash flows into and out of the portfolio.
Financial Advisor January 2005 Tracey Longo	How Fee-Based Programs Led 2004 Brokerage Profits Fee-based profitability is not lost on brokerage executives, who are ramping up programs designed to attract more planners to a fee-based business model and away from traditional commissions.
Financial Advisor January 2005 Raymond Fazzi	RIAs Enjoy A Fertile Market Registered investment advisors have an opportunity as more households continue to enter the realm of the "affluent" and seek advice, but they'd better get the operational side of their practices in order.
The Motley Fool December 31, 2004 David Meier	Sallie Mae Goes Solo But why would SLM want to be a completely private company and lose the advantages of access to extremely low-cost capital that its cousins Fannie Mae and Freddie Mac enjoy? Perhaps the benefit of access to that capital wasn't so great.
BusinessWeek January 10, 2005 Dean Foust	The Mortgage Biz Has Lost Its Fizz Goodbye, refi boom. Hello, sinking profits and industry consolidation. The roots of the industry's problems are no mystery. Mortgage activity has fallen off sharply since the Fed began hiking rates last spring.
BusinessWeek January 10, 2005 Mara Der Hovanesian	How AMG Is Growing Like Gangbusters With the mutual-fund scandal ebbing and a record $330 billion in new cash plowed into stock and balanced funds during 2004, shares of public money managers have surged.
OCC Bulletin December 28, 2004	Fair Credit Reporting Act Final rule: Identity theft and identity theft report definitions... Duration of active duty alerts... Appropriate proofs of identity...
The Motley Fool December 28, 2004 Dayana Yochim	Wall Street's Bummer Bonuses Streeters are getting a little less than they did in the past, but this year bankers and brokers and other money pros will fare just fine. Bonus payouts will rise 10% to 15% over last year's incentive awards, thanks to a strong first half of the year.
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