Bank & Financial

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

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Financial Advisor February 2006 Jeff Schlegel	Satisfaction How a die-hard Rolling Stones fan switched gears and became a financial advisor to help other fans remain loyal to their band through their retirement years.
Financial Advisor February 2006 Ronna Del Valle	Refocusing Estate Planning Generational Continuity, an uninterrupted financial connection between generations, may offer a way to move emotion-bound clients forward.
Registered Rep. January 31, 2006 John Churchill	A.G. Edwards Cutting Compensation As the brokerage industry moves upmarket and seeks better return on equity and profit margins, the pressure for reps (and their firms) to produce continues to increase.
Registered Rep. January 31, 2006 Kevin Burke	Merrill Goes to School for a New Fund Name Beginning in May, the company said its U.S. retail products will be offered under the Princeton Portfolio Research & Management brand, affecting about $223 billion in mutual funds and separately managed accounts.
The Motley Fool January 31, 2006 Stephen D. Simpson	Umpqua: A Different Kind of Bank Customer service really can drive profitable growth as evidenced by this mid-sized bank. Though the stock doesn't look like a huge bargain at today's price, it's not really overvalued.
The Motley Fool January 31, 2006 Stephen D. Simpson	Astoria Financial Shrinks to Succeed Running off securities to pay off high-cost borrowing helps margins, but deposit growth is a worry. A good dividend and an established history of buybacks might be reason enough to hang on for some investors.
The Motley Fool January 31, 2006 Rich Duprey	Too Big to Fail -- or File Mortgage guaranty giant Fannie Mae avoids delisting despite failing to file financials. Investors, take note.
The Motley Fool January 31, 2006 Rick Aristotle Munarriz	PayPal Backs Down eBay will lower the yield on its popular PayPal money market offering. Soon, PayPal may find prospective short-term investors hooking up with the higher-yielding alternatives.
Investment Advisor January 2006 Robert F. Keane	The Road Less Traveled Those who have succeeded in another field can bring a wealth of personal knowledge, wisdom, and experience to the advisory profession, such as Deon Blaney and Ursula Robinson Daley.
Investment Advisor January 2006 James J. Green	Franchise Players SEI Investments' unique approach to offering financial advice gains traction.
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