Bank & Financial

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

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Investment Advisor September 2005 Andrew Gluck	The Gluck Report, Part I: Second Act A Techfi pioneer returns with new portfolio management software: although Rob Major has some work to do over the next year or two to make AssetBook a viable competitor, there's a good chance he can overcome the hurdles.
Investment Advisor September 2005 Andrew Gluck	The Gluck Report, Part II: Broker/Dealer Tech Report How broker/dealer Portfolios Financial Services uses technology to maximize business.
Investment Advisor September 2005 Bob Clark	Clark at Large: Can't Tell a Book... For all its flaws, Mark Hurley's new treatise, Back to the Future: The Continuing Evolution of the Advisory Business, offers advisors some valuable insights.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
Investment Advisor September 2005 Olivia Mellan	The Psychology of Advice: Gender Matters A financial advisor's understanding of male-female differences (and similarities) can offer more insight, more compassion, and more inspiration in helping individuals and couples create the life they envision.
Investment Advisor September 2005 Angela Herbers	The Fast Track: Stoking Star Power If the FPA wants to truly train young advisors to build a profession, then perhaps they should first train the trainers, rather than unrealistically making us believe that training the next generation is not a "burden" we as financial professionals are obligated to bear.
Investment Advisor September 2005 Melanie Waddell	The Playing Field: The Image is All Important Document imaging is becoming a must-have technical solution for compliance-conscious financial advisors.
Investment Advisor September 2005 Alan R. Eber	The Tax Advisor: The Foreign Trust Tax Solution Clients want protection against future creditors and unscrupulous predators. The foreign asset protection trust may in many cases provide the ideal defense. Also, some tax burdens can be relieved, legally, with Foreign Asset Protection Trusts (FAPT).
Investment Advisor September 2005 Callahan & Howard	Outside the Box Style boxes place artificial constraints on portfolio managers that may lead to underperformance. Instead, the authors argue, we should set managers free to pursue their unique styles.
Investment Advisor September 2005 Callahan & Howard	Redefining the Role of the Advisor Financial advisors must free managers with definable stock selection styles and strict disciplines, and devote their time to counseling, educating, and providing discipline to investors.
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