Bank & Financial

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

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Financial Planning April 1, 2006 Marie Swift	What's My Line? Although some financial advisors see the elevator speech as a cheap marketing trick, developing one can be a useful exercise because it forces you to identify and concisely articulate your distinct value to your client.
Financial Planning April 1, 2006 Laurie Lennox	Know Your Team To be successful in the high-net-worth market, financial advisers must know their limitations and establish alliances with a network of qualified professionals to address client needs outside the expertise or abilities of the "quarterback."
Financial Planning April 1, 2006 Ryan Duey	The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.
Financial Planning April 1, 2006 David J. Drucker	Straightening Up Though the application is still being tweaked, here's how straight-through processing may be the antidote to an overdose of paperwork for financial firms.
Financial Planning April 1, 2006 David A. Twibell	Back to the Land Conservation-minded financial advisory clients can use easements to protect their property from development and their estate from taxes.
Financial Planning April 1, 2006 Joshua B. Gottfried	No Safety Net Without proper planning, government workers not covered by Social Security or Medicare may find their retirement income in free fall. Here's what financial planners need to know to calculate their clients' true retirement needs.
Financial Planning April 1, 2006 John Nersesian	Firm Protection Business owners may need a lot more than diversification to guard their assets than other financial planning clients. Insurance is only one aspect of their asset protection plan. Their needs reach beyond that into choosing the proper corporate structure for the business.
Financial Planning April 1, 2006 Stephen Savage	Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach.
Financial Planning April 1, 2006 Israelsen & McDonough	Max Your MIPY Advancing the argument for reallocating to the prior year's middle-performing index fund.
Financial Planning April 1, 2006 Donald Jay Korn	Rx for Investing Healthcare stocks may cure investors' ills over the long term, but the current prognosis is less clear. For clients in diversified funds, planners should decide whether additional healthcare exposure is justified, through individual stocks or specialized funds.
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