Bank & Financial

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

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Wall Street & Technology July 1, 2005 Kerry Massaro	From The Editor: Breaking Up Is Hard to Do Is the relationship coming to an end? Will we be hearing the big "D" word, or is the relationship between financial firms' buy sides and sell sides just maturing and evolving, as all long-standing relationships do?
Wall Street & Technology July 1, 2005 Maria Santos	ACM Targets Broker-Dealers Already used in the bank trust and insurance channels, smartSolutions allows users to manage small investment accounts, including those with assets of less than $100,000.
Wall Street & Technology July 1, 2005 Maria Santos	LightPort Streamlines Reporting LightPort is speeding up the reporting process for financial advisers with the release of Portfolio Express, which automatically collates individual pages of reports and statements into a single PDF file for each client.
Wall Street & Technology July 1, 2005 Maria Santos	Leman Heads Execution Trading at HSBC Electronic trading industry veteran James Leman was named managing director, head of execution trading for the Americas, at HSBC Securities. Leman will be responsible for all program, algorithmic and direct-market-access trading for institutional and corporate clients.
Wall Street & Technology July 1, 2005	Gardner Leaves Frank Russell for IDI Michael Gardner, former manager of trading implementations in charge of the trading and operations of Frank Russell Securities' business lines joined Institutional Direct Inc. (IDI), a wholly owned subsidiary of Bear Stearns, as senior managing director and head of transition services.
Wall Street & Technology July 1, 2005 Maria Santos	Deutsche Bank's Lehrman Moves to Merrill Ira Lehrman joined Merrill Lynch as first vice president and head of global investment banking and client technology.
Wall Street & Technology July 1, 2005 Maria Santos	Wellington Takes On Ops and IT Advest promoted John Wellington to director of operations and IT, a position that was created as a result of internal restructuring.
Wall Street & Technology July 1, 2005 Maria Santos	Top 5 Risk Initiatives Financial institutions have a lot to focus on in the risk department. Here are this year's top five risk initiatives.
Wall Street & Technology July 1, 2005 Maria Santos	Investor Distrust According to a recent survey, less than one-third of U.S. households agree that their mutual fund companies can be trusted to advertise honestly, outperform their competitors or even do the right thing.
Wall Street & Technology July 1, 2005 Maria Santos	Fast Facts According to the Securities Industry Association's 2004 Investor Survey, nine out of 10 investors are "very" or "somewhat" satisfied with the service provided by their investment professional.
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