Bank & Financial

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

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Investment Advisor December 2005 Robert F. Keane	Client-Focused Offering comprehensive financial planning and a whole lot more, Schultz Financial Group may be living the advisory business model of the future, today.
Investment Advisor December 2005	Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks.
Investment Advisor December 2005 Dan Moisand	The IA Soapbox: The Future's Coming, Ready or Not Despite the need and the demand, the public is too often confused as many people are selling financial planning but not delivering the genuine article.
Registered Rep. November 30, 2005 Halah Touryalai	LPL Deal Signals Seller's Market for B/Ds Mergers and acquisitions experts say the Linsco/Private Ledger sale to two private equity firms offers proof that it's a seller's market for independent broker/dealers. Moreover, many more b/d deals are on the way, they say.
Registered Rep. November 30, 2005 Kristen French	Wachovia Shaves Payout, Levels Charges on In-House and Outside SMAs After simplifying it's payout structure earlier this year, Wachovia Securities announced that it would make some more tweaks in 2006 and raise ticket charges on some in-house money-management products to match those of third-party products.
The Motley Fool November 30, 2005 Dayana Yochim	Wall Street's Bonus Biz As investors anticipate fourth-quarter results, so do the men and women of Wall Street. Beginning in mid-December, 150,000 of these hard-working Wall Street laborers will learn the amount of their year-end bonus.
The Motley Fool November 29, 2005 Rick Aristotle Munarriz	Janus Goes for a Facelift A magazine article suggests that the mutual fund company was ready to go private this summer.
IDB America November 2005	IDB Supports Basic Social Services in Nicaragua Municipalities The bank approved a $45 million concessional loan to Nicaragua to support a decentralized and participatory system of public social investment in municipalities that will increase access by the poor to basic services.
OCC Bulletin	Fair Credit Reporting Medical Information Regulations Section 411 of the Fair and Accurate Credit Transactions Act prohibits creditors from obtaining or using medical information pertaining to a consumer in connection with any determination of the consumer's eligibility, or continued eligibility, for credit.
The Motley Fool November 28, 2005 Seth Jayson	H is for Housing. And Hiss. The housing market is getting a bit squishier, but whether that indicates a soft landing is anyone's guess. And a potential implosion of the sub-prime mortgage market is part of the bear argument against originators like H&R Block.
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