Bank & Financial

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

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Financial Planning August 1, 2005 Julian Block	Betting It All If financial advisory clients don't keep track of their gambling winnings and losses, it's Uncle Sam who hits the jackpot at tax time.
Financial Planning August 1, 2005 Roccy DeFrancesco	Staying at Home Reverse mortgages may be the answer for seniors in danger of outliving their assets. Even if an RM is not a good fit for your clients, it is important to know about them so you can advise clients if their friends, children or an outside advisor suggest an RM to them.
Financial Planning August 1, 2005 Mitchell Rose	Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly.
Financial Planning August 1, 2005 John Nersesian	The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting.
Financial Planning August 1, 2005 Israelsen & Lindsley	Minimum-ism Do funds with higher minimums get better returns? Not necessarily, an analysis shows.
Financial Planning August 1, 2005 Donald Jay Korn	In Front of Your Face Financial services funds have been among the most consistent performers in the last five years. Then why do investors have so little regard for them?
Financial Planning August 1, 2005 Bert Whitehead	AUM Under Fire The financial adviser's quandary: how to construct an ethical fee arrangement. Until recently, charging clients a percentage of assets under management (AUM) was considered a legitimate fee-only option. But today this approach is having its moment of scrutiny.
Financial Planning August 1, 2005 Kathy Gevlin	Adviser Pulse As the industry evolves, financial planners split into haves and have-nots.
Financial Planning August 1, 2005	On the Job Virginia Jo Dunlap has joined the Certified Financial Planner Board... Boston-based Fidelity Investments has appointed William C. Carey as... Morningstar Investment Services in Chicago has hired Steve Ferrone as... etc.
Financial Planning August 1, 2005 Pamela Black	White Paper Financial planners' views on Social Security reform.
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