Bank & Financial

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

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Investment Advisor January 2006 Angela Herbers	The Fast Track: Often, Smaller Can be Better Small financial firms can use the research on bigger firms to enjoy continued success.
Investment Advisor January 2006 Ben Warwick	The Puzzler: Trading by the Calendar The January Effect, which involves buying small-cap stocks at year end and selling them a month later, is the Elvis of investing. Has it left the building?
Investment Advisor January 2006 Bob Clark	Clark at Large: Two Steps Back? Just when FPA is moving into high gear, some of its rhetoric sounds suspiciously retro.
Investment Advisor January 2006 Andrew Gluck	The Gluck Report: Financial Planning's Future Financial planning software is better than ever. Here's a look at what the big four are up to: Financeware... Profiles+Professional... MoneyGuidePro... NaviPlan Extended...
Investment Advisor January 2006 Melanie Waddell	A Notch Higher Broker/dealers expect their clearing firms to act like true strategic partners.
Investment Advisor January 2006 Jonathan Henschen	How to: Producer Group A producer group can extend the reach -- and profitability -- of a financial advisor's practice. However, not all producer groups are created equal.
Investment Advisor January 2006 Kathleen M. McBride	Balancing Act The broker/dealer model is changing, spurred by business and regulatory pressures, and reps may stop talking to their clients.
Investment Advisor January 2006 Kathleen M. McBride	Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.
Investment Advisor January 2006 Robert F. Keane	Far From Fossilized Advisors Capital Management looks to provide clients with true individual portfolios of diversified securities at a much lower cost than is possible with mutual funds.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
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