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Investment Advisor
October 2005
Robert Bingham |
The IA Soapbox: Giving with Head as Well as Heart A massive national tragedy will prompt your clients to make financial gifts from the heart. It is the financial advisor's job to help prepare clients to make those decisions from the head with assets set aside for this purpose.   |
Investment Advisor
October 2005
Peter A. Karl |
The Tax Advisor: Tax Resources on the Internet For many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings is a black hole. Here are links to resources that can help advisors with these issues. |
The Motley Fool
September 30, 2005
Dayana Yochim |
Stop Blaming Gas for Your Financial Woes Behind on your credit card payments? The American Bankers Association says it's all the fault of soaring gas prices. Why not blame your mother instead? |
The Motley Fool
September 30, 2005
Rick Aristotle Munarriz |
There Goes Another One Another discount broker gets bought out as E*Trade slides a ring onto BrownCo's finger. When will the consolidation end? |
Bank Systems & Technology
September 29, 2005
Deena M. Amato-McCoy |
An Army of One To improve information security and reduce operating expenses through device management, KeyBank integrated Xerox Global Services Office Services tool suite and management services. |
Bank Systems & Technology
September 29, 2005
Vicki Gerson |
A Guiding Voice The National Australia Group, a division of the National Australia Bank Group used Phoenix Interactive's Text-to-Speech software to comply with the Disability Discrimination Act by enabling the blind to bank at ATMs. |
Bank Systems & Technology
September 29, 2005
Maria Bruno-Britz |
People Who Need People (And Their Money) Imagine if private citizens in search of loans were able to go online and receive their money from lenders - who just so happen to be private citizens as well? This unlikely concept actually is being put into action in the U.K. by a company called Zopa. |
Bank Systems & Technology
September 29, 2005
Phil Britt |
Musical Chairs By using PlanView's Version 7.4.1 IT management software, Commerce Bank was able to efficiently manage its IT staff allocation thereby improving project management. |
Bank Systems & Technology
September 29, 2005
Peggy Bresnick Kendler |
Mergers & Acquisitions An interview with five financial industry specialists on technology assets as drivers behind a merger or acquisition and how integrating systems post-merger often presents the biggest challenge to realizing the value of a deal. |
InternetNews
September 29, 2005
Colin C. Haley |
E*Trade Adds Investors With $1.6B Buy The company acquires J.P. Morgan's online trading unit. |
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