Bank & Financial

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

Old Articles: <Older 3831-3840 Newer>

Investment Advisor September 2005 Eric Uhlfelder	Primed for Income An old standby -- the closed-end fund -- is showing new life, finding a receptive audience among the income needy.
Investment Advisor September 2005 Kathleen M. McBride	Bank on It David Ellison of the FBR Small Cap Financial Fund uses a "mathematical hunt and peck" method to find sterling bank stocks.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
Investment Advisor September 2005 Kathleen M. McBride	Building a Brilliant Career Larry Barton of The American College offers words of wisdom on how to be a successful financial advisor.
Investment Advisor September 2005 Robert F. Keane	Proud to Be a Rep Gary Charlebois has built his financial planning business on helping people plan for retirement and feels he can best serve his clients' interests as a commissioned broker/dealer rep.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Investment Advisor September 2005 Melanie Waddell	The Care Calculation Sales are down and premiums are up for long-term care insurance, but the cost of long-term care continues its steep increase. Advisors need to learn more about this product and discuss it with clients.
Investment Advisor September 2005 Melanie Waddell	Retirement Plan Advisor: The Lower Cost 401(k) Option Using exchange-traded funds (ETFs) as investing options in 401(k) plans is becoming increasingly popular as firms realize that ETFs offer participants a lower-cost option than mutual funds. More and more advisors are also acting as investment consultants for fairly large plans.
Investment Advisor September 2005 Clair & Joseph	Hedgeworld Hedge Fund Focus: Hedge Fund Indexes Grow up Mirroring the growth of the hedge fund industry, hedge fund indexing has taken off in recent years, driven by investor demand for transparent benchmarks and the index providers' recognition that trusted indexes can, if carefully constructed and marketed, attract their own assets.
Investment Advisor September 2005 Dan Danford	The IA Soapbox: Sorry, Bob. They Still Don't Get it There is no such thing as incidental financial advice. Either financial planning is being done properly and in the sole interests of the client (as in fee-only) or it's just being used as a ploy to sell investment products.
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