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Bank Technology News March 2006 Michael Grebb |
Cutting To the Chase New rules under the Home Mortgage Disclosure Act require lenders to collect and reveal data on a loan applicant's race, sex and income. Institutions must also share how they determine rate spreads for different applicants.  |
Bank Technology News March 2006 Glen Fest |
Money Laundering: Correspondent Bankers: How Much Is Enough? New Treasury guidelines on how banks are to comply with customer and asset identity don't smooth nerves frayed by high-profile busts for lax AML controls.  |
Bank Technology News March 2006 John Adams |
Automating Processing: A New Reconciliation For Product Delivery Charter One and Suncorp Group find that by centralizing account reconciliations, transactions are more accurate, and risk management and compliance are improved as well.  |
Bank Technology News March 2006 Sally Law |
De Novo Branching: Banks Turn Into Location Scouts When establishing new locations for branches or banking centers, are banks better off crunching data, or simply keeping an eye out for high-growth regions?  |
Bank Technology News March 2006 John Adams |
Biometrics: The Keyboard Has a Good Memory San Antonio city employees Credit Union has deployed a password management product that remembers user keystroke patterns for less user invasive authentication  |
Bank Technology News March 2006 Glen Fest |
Telecom Expense Management: Call Forwarding To Outside Operators Challenged with managing voice, data and wireless services, BancorpSouth handed telecom billing and procurement to an outsider. That's when the bank finally gained control.  |
Financial Advisor March 2006 Nancy Lininger |
Letters to the Editor The New Advisory-World Order: Commissioned reps have lost clients over the years to discount brokers, day traders and now, the divine fee-only advisor. Firms embracing fees and commissions, and offering the most services and compensation options, will be reborn.  |
Financial Advisor March 2006 Evan Simonoff |
Editor's Note When The Balance Of Power Shifts: Whenever something goes your way for an extended period of time -- and things have mostly gone financial advisors' way for the last 15 years -- it's time to get scared. Nothing lasts forever.  |
Financial Advisor March 2006 |
Frontline News AST Trust Purchases Capital Trust Co. Of Delaware... Intuit Poised To Release PortfolioMinder... Financial Advisor Plans Top RIA Ranking... Morningstar Workstation Available At TD Ameritrade... Rule Is `First Step'... etc.  |
Financial Advisor March 2006 Grove & Prince |
The Secrets Of Million-Dollar Producers Here is how the role client loyalty plays in both the sustainability of the client/advisor relationship through difficult market conditions and poor performance and the client's willingness to provide more assets and referrals to the advisor.  |
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