Bank & Financial

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

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Financial Advisor June 2005 David J. Drucker	The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right?
Financial Advisor June 2005 David L. Lawrence	Finding And Keeping Great Employees Things to do---and to avoid---when it's time to grow your financial advisory staff.
Financial Advisor June 2005 Eric L. Reiner	Insurance Companies Work Hedge Funds Into Their Act Wrapping hedge funds in private life or annuity products affords tax deferral, or in the case of insurance, tax-free gains via the death benefit.
Financial Advisor June 2005 Bruce W. Fraser	The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.
Financial Advisor June 2005 Marla Brill	Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks.
Financial Advisor June 2005 Sydney LeBlanc	Thinking Outside The Managed Account Box An interview with Steve Gresham, executive vice president of Phoenix Investment Partners Ltd., and also a member of the Money Management Institute Board of Governors on the state of the managed account industry.
Financial Advisor June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Financial Advisor June 2005 Raymond Fazzi	Regulatory Challenges Top Broker-Dealer Agenda Rarely has the potential of the financial advisory business, with a huge demographic wave of baby boomers approaching retirement, looked brighter. But never has the regulatory climate been more challenging.
Financial Advisor June 2005	Monitor Of Direct Investment Industry Dies At 65 To foster better decision-making by investors and investment advisors, Bob Stanger invented a host of analytical tools specifically for direct participation investments, helping to organize the direct investment industry.
The Motley Fool May 31, 2005 Seth Jayson	Merger, My Sweet Ameritrade stops playing hard to get and puts on some moves of its own. In the end, this is still an industry where revenues and earnings cycle with fickle investor sentiment and where pricing is going to continue to drop as time goes on. Buy the business accordingly.
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