Bank & Financial

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

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Bank Technology News May 2006 Glen Fest	Sales Marketing Automation: Here's A Concept: Burn The Brochure Forget the print shop. LaSalle Bank uses an automated collateral tool to deliver about $3 million in cost-savings and enhanced cross-selling to its sales teams.
Bank Technology News May 2006 Shane Kite	High-net-worth Service: Basic Training For Wealth Advisors Firms like SunTrust are pulling out all the stops to serve the rich, including mentors to help the advisory team deal with every aspect of wealth management, even family counseling.
Bank Technology News May 2006 John Adams	Core Banking: Webster's Marathon Becomes A Sprint How the acquisitive bank did a multi-year, enterprise-wide core systems upgrade in just over a year-more than two years less than the average time for such a project.
Financial Advisor May 2006	Advisor Emporium Albridge Unveils Integrated Reporting Platform... Raymond James Selects SunGard... AXA Rosenberg Launches Global Funds... Allianz Releases Three Indexed Annuities... etc.
Financial Advisor May 2006 Andrew Gluck	New Rule Causes Software Schizophrenia New financial software programs for advisors reflect the difference between fiduciary and suitability requirements.
Financial Advisor May 2006 Grove & Prince	Planning For The Ultra-Affluent Financial advisors can help ultra-affluent clients mitigate taxes, enhance wealth and protect assets by leveraging legal and regulatory frameworks to accomplish each client's unique goals.
Financial Advisor May 2006 Mitch Anthony	Odometers And Speedometers For financial advisors, being prepared to go the distance is better than sales overdrive.
Financial Advisor May 2006 Rebecca Pomering	Selling To A Financial Or Strategic Buyer Here's what financial advisors need to consider before selling out to a bank, roll-up firm or other strategic or financial acquirer.
Financial Advisor May 2006 Tracey Longo	Starting Your Own Mutual Fund Is it worth the time, energy and expense for financial advisors to start their own mutual funds?
Financial Advisor May 2006 Louis Stanasolovich	Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market.
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