Bank & Financial

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

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Financial Planning February 1, 2006 Marshall Eckblad	The Cost of Inefficiency As demand for competent wealth management grows, the need for efficient and successful business operations is greater than ever for advisory firms.
Financial Planning February 1, 2006 Marshall Eckblad	On The Job Curian Capital has named Michael Bell president and CEO... Raymond James Financial Services has appointed James A. Fulp as executive vice president... Fiduciary Trust International announced Henry P. Johnson will become the company's new president... etc.
Financial Planning February 1, 2006 Marshall Eckblad	401(k) Status Report Fidelity's numbers and the state of 401(k) accounts.
Financial Planning February 1, 2006 Michael Suppappola	Notes from the CCOutreach National Seminar CCOs currently face a number of issues, from email retention and soft dollar payments to the role of the CCO in performing critical compliance functions. The seminar featured many helpful tips for CCOs.
Financial Planning February 1, 2006 Frank Maselli	Rev Up Annual Reviews If your financial planning clients only think of you in terms of total return, they do not have the complete picture of how you add value. Here are a few simple tips that can make the annual portfolio review more effective.
Financial Planning February 1, 2006	On The Road Financial Planning Association's Business Solutions Conference... Calendar: February 8-11, Personal Financial Planning Conference... February 3-6, National Tax Sheltered Accounts Association... etc.
Financial Planning February 1, 2006 Marshall Eckblad	Bookshelf: The Number For planners, the magic of The Number: A Completely Different Way to Think About the Rest of Your Life, by Lee Eisenberg, is its refusal to become a self-help book about retirement and financial planning.
Registered Rep. February 1, 2006 Kevin Burke	Schwab's Turnaround Tale Charles Schwab has managed to reverse its fortunes in a relatively short period of time thanks to a smart ad campaign and major cost-cutting.
The Motley Fool February 1, 2006 Vitaliy Katsenelson	Lloyds: Prime for Takeover Rumors surface of a Lloyds takeover by Spanish bank BBVA. Investors, take note.
Bank Technology News February 2006 Glen Fest	Search Engines: Out Of Banks' Plain View Google, Yahoo! and MSN are trying to convince banks to ramp up search-engine advertising and optimization. So far, banks have not been big-time adopters.
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