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Registered Rep. April 1, 2006 Kevin McKinley |
On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums.  |
Registered Rep. April 1, 2006 Joseph Finora |
News You Can Use Financial advisors on their own or in small shops might do well to consider hiring public relations firms. Media attention can help you stand out in a crowd.  |
Registered Rep. April 1, 2006 Will Leitch |
Cold Emailing Financial advisors can translate their cold-calling experience into an electronic version. Yes -- cold-emailing.  |
BusinessWeek April 10, 2006 |
Making Barclays Sparkle Bob Diamond discusses how he restructured Britain's venerable Barclays' investment-banking unit, turning it into a leading fixed-income firm  |
The Motley Fool April 3, 2006 Rich Duprey |
Hedge Funds' Summer of Love "Hedgestock 2006" is the hedge fund industry's answer to the "Predator's Ball" that junk-bond king Drexel Burnham used to throw to woo corporate takeover artists like Michael Milken in the 1980s.  |
CFO April 1, 2006 Randy Myers |
Money for Nothing Given their sanguine outlook, it's lenders who urge CFOs and treasurers who haven't already refinanced debt this year to jump on the bandwagon before it leaves town.  |
CFO April 1, 2006 David M. Katz |
Sprucing Up the 401(k) With other retirement vehicles in dire shape, plan sponsors are rethinking their defined-contribution offerings.  |
U.S. Banker April 2006 John Engen |
The Path to Redemption Four years ago, PNC Financial Services was on the regulatory ropes. Overcoming those troubles wasn't easy for chairman and CEO James Rohr. Today PNC seems able to do no wrong. Can its run of success continue?  |
U.S. Banker April 2006 Michael Dumiak |
Corporate Funding: New Funding Source Rises To Meet Banks' Needs A new type of investment is emerging, a type of securitized CD that provides small and mid-sized banks a much-needed funding source, while giving institutional investors a new asset class of the safest degree.  |
U.S. Banker April 2006 Glen Fest |
Web Marketing: 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 haven't taken the bait. Well, for heaven's sake, why not?  |
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