Bank & Financial

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

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Financial Planning September 1, 2005 Ed Slott	New Rule on IRA Disclaimers Your client can pass the benefits of an inherited IRA to a child, even after taking a six-figure distribution. Here's how it works.
Financial Planning September 1, 2005 David A. Twibell	For Sale Signs Savvy financial advisers can benefit from the coming avalanche of baby boomers ready to sell their financial businesses and retire.
Financial Planning September 1, 2005 Donald Jay Korn	Time Is On Their Side Helping your younger financial advisory clients enjoy their youth and still stock up for an uncertain future can require diligent, hands-on planning.
Financial Planning September 1, 2005 M. Michael Babikian	A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones.
Financial Planning September 1, 2005 Susan Weiner	Proceed with Caution High-yield bond funds have hit some potholes recently, but don't consign them to the junk heap just yet.
Financial Planning September 1, 2005 Craig L. Israelsen	Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations.
Financial Planning September 1, 2005 Horn & Sturiale	Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure.
Financial Planning September 1, 2005 Russell Wild	Value Line Paradox How is it that the firm's newsletter and its mutual fund, both based on the same investment strategy, have produced such astronomically different returns?
Financial Planning September 1, 2005 Kathy Gevlin	Adviser Pulse New adviser survey: Optimism abounds.
Financial Planning September 1, 2005	On the Job Woodbury Financial Services has appointed six regional sales directors... David M. Cordell of Lubbock, Texas, was elected chair of... GunnAllen Financial has hired Marc Ellis as its senior vice president... etc.
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