Bank & Financial

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

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Financial Advisor July 2005 David J. Drucker	The Secret World Of Impaired Risk Annuities Many financial advisors who either sell and/or advise on the purchase of risk management products are still unaware of certain product nuances. Specifically, most advisors are familiar with immediate fixed annuities, and yet may know little about impaired risk annuities.
Financial Advisor July 2005 Bruce W. Fraser	How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill.
Financial Advisor July 2005 Mark S. Furman	Correcting Mistakes In Legal Documents In the right circumstances, irrevocable estate documents can be changed.
Financial Advisor July 2005 Dan Moisand	No Easy Answers Retirement withdrawal rates remain the subject of much debate for financial advisors and clients alike.
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
Financial Advisor July 2005 Joel P. Bruckenstein	CRM And Integration If it can deliver on their planned improvements, and if it can attract enough critical mass to generate a profit, NationBuilder has the right stuff to become a serious competitor for financial advisors' CRM dollars.
Financial Advisor July 2005 Raymond Fazzi	Clearing The Field While the clearing firm market has become treacherous terrain for smaller players, who are vulnerable to being either swallowed up or pushed out by larger firms, some smaller firms have managed to implement successful growth strategies.
Financial Advisor July 2005 Brian J. Jacobsen	The Danger Of Crossing Borders One of the clearest dangers to the financial services profession is when people cross borders; especially now, when brokers are behaving as advisors.
Investment Advisor July 2005	Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.
Bank Systems & Technology June 29, 2005 Ivan Schneider	Lost Data Tapes Likely To Be Costly for Citi CitiFinancial revealed in early June that computer tapes containing the personal information of 3.9 million customers were lost in transit. The incident will cost the firm significant money to remedy, starting with the need to assuage affected customers.
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