Bank & Financial

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

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U.S. Banker April 2006 Michael Dumiak	Roth Retirement Vehicles Promise to Be Boon Roth 401(k) accounts just became available this year and banks could win big, particularly in offering back-office support. But will they catch on among investors?
BusinessWeek April 10, 2006 Stanley Reed	Barclays: Anything But Stodgy President Bob Diamond has turned the once-troubled investment banking unit into a powerhouse. Is there still more he can accomplish at Barclays?
Financial Planning April 1, 2006 Joan Warner	A Prescription for Planners As clients assume a growing burden for healthcare costs, financial advisers will have to figure this expense into financial plans -- building more uncertainty and competing goals into the mix.
Financial Planning April 1, 2006 Ed McCarthy	Critical Coverage Even the best-tended assets are at risk when clients suffer from extended illness or injury. Here's how financial planners are protecting them.
Financial Planning April 1, 2006 Donald Jay Korn	HSAs Determining how to procure vital health insurance without breaking clients' bankbooks has become a challenge for financial planners. Are these low-priced insurance plans the new prescription for rising healthcare costs?
Financial Planning April 1, 2006 Marion Asnes	The Cost of Living The dual pressures of rising healthcare costs and an aging population are inexorable. For financial planners, in addition to crafting strategies for creating wealth, protecting wealth and funding a lifestyle in retirement, it's time to count healthcare costs in your projections.
Financial Planning April 1, 2006 John J. Bowen	The Enemy Within Use the principles of behavioral finance to keep your clients -- and yourself -- from making costly investment mistakes.
Financial Planning April 1, 2006 Bob Veres	The Tune-up Here is how financial advisors can serve a broader group of clients without taking on a lot of long-term obligations.
Financial Planning April 1, 2006 Len Reinhart	The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds.
Financial Planning April 1, 2006 Bob Hirschfeld	College Planning Cross Currents New suitability regulations could slow 529 growth, while prepaid tuition plans are looking more attractive.
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