Bank & Financial

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

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Financial Advisor January 2006 Bill Bachrach	Creating The Business You Want Take three steps back and decide how you want your life to look, create your financial game plan and choose where and how to best spend your time. Those three steps will give you the kind of business you really want, and take less time to achieve it.
Financial Advisor January 2006 Evan Simonoff	The Return Of Activist Investing Franklin-Templeton's Mutual Recovery fund is a hedge fund alternative. The fund focuses on three investment strategies: risk arbitrage, distressed securities and special situations., according to manager Mike Embler.
Financial Advisor January 2006 Eric L. Reiner	Treasury Brings Back The 30-year Bond Issuing new "long" bonds benefits numerous constituencies. But will the new bond be a good investment?
Financial Advisor January 2006 Marla Brill	Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.
Financial Advisor January 2006 Roy T. Diliberto	Building A Marketing Plan "Give them what they want" is still a good way to win and keep financial advisory clients.
Financial Advisor January 2006 Jeff Schlegel	The Big Train Wreck Coming Baby boomers on the whole are facing stiff head winds as they near retirement, and that presents a lot of opportunities -- and challenges -- for financial advisors.
Financial Advisor January 2006 Bruce W. Fraser	Making The Leap You need more than a great idea to fly solo with a financial advisory practice -- here's what's involved.
Financial Advisor January 2006 David L. Lawrence	Focusing On Income Evolving your practice into a retirement distribution practice does not mean that you have to abandon your accumulation clients. The challenge is to meld both types of clients into a practice in a way that is both efficient and profitable.
Financial Advisor January 2006 Karen DeMasters	Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client.
Financial Advisor January 2006 Joshua M. Kaplan	Building a Better Portfolio, Relatively Speaking Utilizing Modern Correlation Statistic (MCS) to build an allocation comprised of complementary investment vehicles should result in an enhanced portfolio where there always exists some winners and some losers.
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