Bank & Financial

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

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Financial Planning May 1, 2006 Donald Jay Korn	Going Private Rather than pay high prices for publicly traded real estate securities, some advisers prefer private pools. But financial planners must remember that because private real estate deals are risky, they aren't right for every investor.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
Financial Planning May 1, 2006 David L. Smith	The Wealth of Nations As the U.S. blows through its ability to attract foreign capital, what should your financial planning clients do?
Financial Planning May 1, 2006 Marshall Eckblad	On the Job Fiduciary Trust in New York has named Luke Fowler to replace... The Financial Planning Association's Executive Director and CEO Marv Tuttle has been appointed... etc.
Financial Planning May 1, 2006 Marianne Czernin	Don't Let Simple Things Trip You Up! Financial professionals must take the time to make sure they understand what the various regulatory organizations require them to do before they actually do it. They shouldn't go it alone, or they could find themselves in the same situations as these reps.
Financial Planning May 1, 2006 Marshall Eckblad	5 Questions: Hugh Massie An interview with the president and founder of Financial DNA about the importance of financial advisers discovering their clients' financial personalities.
Financial Planning May 1, 2006 Bruce Harrington	School's In Here are simple tips to use when advising clients who are considering the purchase of a 529 college savings plan.
Financial Planning May 1, 2006 Lynn Hume	Campos Mulls Law for Raters The SEC Commission member says it may be time to seek legislation that would give the SEC authority to regulate the nation's credit rating agencies.
Financial Planning May 1, 2006 Elizabeth O'Brien	Bookshelf The Wall Street Journal Complete Personal Finance Guidebook by Jeff D. Opdyke covers everything from the basics of banking to the intricacies of annuities.
Registered Rep. May 1, 2006 Halah Touryalai	Wall Street Wage Fight An activist labor lawyer's allegations, if correct, raise serious issues on compensation practices at financial institutions. By applying a landmark, Depression-era labor law to the brokerage business, he has settled class-action suits against two wirehouse firms in California already.
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