Bank & Financial

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

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Financial Planning January 1, 2006 Bob Hirschfeld	The Long and Short of It ICON Long/Short Fund Manager J.C. Waller isolates sectors and industries that are underpriced relative to fair market value but show relative strength compared with the broad market.
Financial Planning January 1, 2006 John J. Bowen	Just Ask! Capturing more of your clients' assets is one of the most effective ways to grow your financial planning practice. Here's how to do it.
Financial Planning January 1, 2006 Bob Veres	Masterful Mrkting You don't have to think of it as the "m-word" if you develop credible materials that articulate financial planning's real value to your clients.
Financial Planning January 1, 2006 Glenn G. Kautt	Factors 1-2-3 Fama and French's famous model explains variances in stock prices -- but another three-factor model explains major changes in the value of your firm.
Financial Planning January 1, 2006 Cordes & Steiny	Trading Up Consolidating your client base can help build your financial planning practice.
Financial Planning January 1, 2006 Marie Swift	Newsletter News An informal survey of financial advisers shows that offering a good newsletter is a critical marketing tool.
Financial Planning January 1, 2006 Michael B. Horwitz	Tell Them More Potential financial planning clients are asking questions, but are they the right ones? If prospects wanted to go beyond the standard questions and our stock replies, what would they ask to get a real inside look at our businesses? Here are some possible questions.
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
Financial Planning January 1, 2006 Ed Slott	Ending Annuity Scams The IRS is cracking down on undervaluing annuities to avoid taxes in Roth IRA conversions.
Financial Planning January 1, 2006 Arthur Kroll	Planning for Pets Planning for the care of a pet is essential in light of the diversity of pets and their life expectancies. Thus, you should discuss the possibility of a pet trust with your client as well as a pet living will and durable power of attorney.
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