Bank & Financial

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

Old Articles: <Older 4271-4280 Newer>

Financial Planning November 1, 2005 Russell Wild	Worst-Case Scenario If we ask ourselves (and we need to ask ourselves) what financial planners can do to protect the assets of a client from serious illness or injury, the first two items on the list are clear: Adequate health insurance and a good disability policy.
Financial Planning November 1, 2005 Ed Slott	IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times.
Financial Planning November 1, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
Financial Planning November 1, 2005 Jim Grote	A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations.
Financial Planning November 1, 2005 Donald Jay Korn	Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk.
Financial Planning November 1, 2005 Craig L. Israelsen	Ways of Means Committee There's a critical difference between arithmetic and geometric means when calculating average annualized return. As the standard deviation (or volatility) of annual returns increases, the arithmetic mean grows larger than (and therefore, further away from) the correct geometric mean.
Financial Planning November 1, 2005 Al Zdenek	Stalking the Right SMA Manager For financial advisers, conducting due diligence on managed account managers, the process is more akin to researching hedge funds than mutual funds.
Financial Planning November 1, 2005 Randy Lert	Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%.
Financial Planning November 1, 2005 Kathy Gevlin	Adviser Pulse If you're a successful financial adviser considering a job change, your time has come: Explosive growth in the industry has triggered unprecedented demand for advisory professionals, and limited supply is pushing compensation for top advisers to ever higher levels.
Financial Planning November 1, 2005	On the Job William L. Anthes, former president and CEO of the National Endowment for Financial Education, will begin a three-year term on the Financial Planning Standards Board... AIG Advisor Group has named Brett A. Ishler director of investment products and research... etc.
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