Bank & Financial

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

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Financial Advisor July 2005 Bill Bachrach	Significantly Improve Your Referral System If you want to improve your referral success, try using questions like the following to elicit information. Remember, you'll be asking your existing financial advisory clients about people who might benefit from working with you.
Financial Advisor July 2005 Rebecca Pomering	The 20/80 Rule Revisited Imagine what your financial advisory business could be if you focused your efforts--your time, resources, staff, marketing, client service--on the clients within your target; but instead of those clients comprising only 20% of your client base, they comprise 80%.
Financial Advisor July 2005 Simonoff & Longo	Merger Mania The price of financial advisory firms is about to go up -- big time. At virtually every level, size and scale of the business, an owner can find many prospective buyers for their firm, practice or book of business.
Financial Advisor July 2005 Tracey Longo	AssetMark's Asset Grab How former financial planners found a way to bring their asset management model to 1,200 advisors in less than a decade.
Financial Advisor July 2005 Raymond Fazzi	Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.
Financial Advisor July 2005 Marla Brill	Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future.
Financial Advisor July 2005 Jeff Berends	Big Savings For Small Employers Individual defined benefit plans are appealing to the self-employed.
Financial Advisor July 2005 David L. Lawrence	Overcoming The Profit Crunch What can the small financial practice do to stop the bleeding, given substantially increased compliance requirements that add to the cost of doing business, along with the expense of satisfying the security of information (disaster recovery planning) mandated in Sarbanes-Oxley?
Financial Advisor July 2005 Gail Liberman	Strong Interest Interest-only mortgages are hot, but they pose risks for clients.
Financial Advisor July 2005 Lynn O'Shaughnessy	A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering.
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