Bank & Financial

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

Old Articles: <Older 4091-4100 Newer>

Financial Advisor October 2005 Joel Bruckenstein	No-Cost Retirement Planning Software A look at software: Oppenheimer-Funds Retirement Income Manager... An update on Skill Weighted Portfolio...
Financial Advisor October 2005 Chris Radford	Practice Management: What The Survey Doesn't Say Because there are no surefire business plans for success, it takes a unique combination for each financial advisor to find the "x-factor" -- that intangible number in every business opportunity that equals ultimate success.
The Motley Fool October 5, 2005 Bill Mann	Overstock's Three Affidavits We have reviewed three affidavits undergirding Overstock's lawsuit against a short seller. Ultimately, we believe that these affidavits raise important questions for investors about the integrity of our financial system. Unlike a lot of the silliness in the media relating to Overstock, this complaint is not frivolous.
The Motley Fool October 4, 2005 Rich Duprey	Fannie's House of Cards What is the real value of the home appraisals residing in Fannie Mae's portfolio? When the markets finally get wise and decide to put their money someplace besides these institutions' products, the torrent of cheap mortgage money will slow to a trickle of very expensive mortgage money.
Financial Planning October 1, 2005 Richard Vodra	The Next Energy Crisis Diminishing oil supplies could be considered a variable that, like inflation, should be part of a judicious financial plan. Here's what advisers and consumers need to know.
Financial Planning October 1, 2005 Joan Warner	EIAs: Behind the Hype Equity-indexed annuities are flying off the shelves, but they carry risks that regulators fear are not wholly disclosed.
Financial Planning October 1, 2005 Lisa Roth	When the SEC Comes Calling Advisers need to prepare for an SEC regulatory inspection this month. Here's why -- and how.
Financial Planning October 1, 2005 Donald Jay Korn	The Quest for Yield With a flat yield curve and low interest rates, some financial planners are discovering income in an alternative universe.
Financial Planning October 1, 2005 John J. Bowen	Up Close and Personal "Know your client" isn't just industry jargon. Research shows that client-centered financial advisers get more business.
Financial Planning October 1, 2005 Bob Veres	The Magic Elixir A few simple ingredients can help raise your financial advisory practice above the ordinary.
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