Bank & Financial

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

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Financial Planning February 1, 2005 Steven K. McGinnis	Must SROs Go? A new SEC proposal to separate trading functions from regulatory activities at the exchanges could have far-reaching effects.
Financial Planning February 1, 2005 David Grau	Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line.
Financial Planning February 1, 2005 Julie Littlechild	The Profit Problem Understanding what a financial adviser is making--or losing--on individual clients takes a lot of work. The alternative is to keep on flying blind. Client profitability is not about cash flow, and as a result, it often gets short shrift.
Financial Planning February 1, 2005 Donald Jay Korn	New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing.
Financial Planning February 1, 2005 DeFrancesco & Flory	The Golden Years? As this country's baby boomers get closer to retirement, long-term care (LTC) will only grow in importance. Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home.
Financial Planning February 1, 2005 Grace W. Weinstein	Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes.
Financial Planning February 1, 2005 Neil A. O'Hara	The Harvest to Come Pharmaceutical stocks may be down, but they're hardly out. For planners and clients who can tolerate the risk of concentration, a selective allocation to the healthcare industry today may represent the ability to buy growth at a value price.
Financial Planning February 1, 2005 Jim Otar	A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios.
Financial Planning February 1, 2005 Paramjit Mahli	Adviser Pulse Although the role of certified public accountants (CPAs) has been gradually evolving for two decades, a recent report highlights how CPAs are making a major push into financial planning, as they quickly redefine themselves to meet market demand.
Financial Planning February 1, 2005 Jennifer A. Liptow	On the Job Who's going where, when: Stuart Rogers has been named senior vice president of corporate... John Kennedy has joined New York-based AXA Distributors as senior vice president... etc.
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