Bank & Financial

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

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Financial Advisor February 2006 David J. Drucker	Retiring Can Mean Business What do you tell a financial advisory client who wants to start a business with his retirement nest egg?
Financial Advisor February 2006 Raymond Fazzi	Digging Out, And Digging In Financial advisors work to help begin the healing, and rebuilding, in Katrina's wake.
Financial Advisor February 2006 Bruce W. Fraser	Outsourcing: Does It Help? As financial planning becomes more comprehensive and demands from clients grow, more financial advisors are creating virtual office practices by outsourcing tasks they used to do themselves.
Financial Advisor February 2006 David L. Lawrence	Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc.
Financial Advisor February 2006 Marla Brill	11th-Hour College Planning Parents of older children turn to financial advisors for college funding strategies.
Financial Advisor February 2006 Tracey Longo	A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers.
Financial Advisor February 2006 Gail Liberman	Burning Down The House? Although home equity lines of credit are a useful financial planning tool, a growing chorus of experts is concerned that consumers could be overextending themselves as rates rise.
Financial Advisor February 2006 Marla Brill	This Guy Has A Hot Hand The founder and manager of Hennessy Advisors' uncomplicated quantitative approach to investing has recently trounced those of many actively managed funds that rely on more complex, fundamentals-driven investment techniques.
Financial Advisor February 2006 Joel Bruckenstein	Rep Tech A broker-dealer's technology can play a key role in a rep's success and satisfaction. Perhaps independent reps should regularly compare the technology that their B-D offers against what leaders in the field have to offer.
Financial Advisor February 2006 Tracey Longo	NAPFA: Holier Than Thou The chairwoman of the the small and once-feisty organization for fee-only financial advisors seeks balance between the group's rabble-rousing roots and concern for members.
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