Bank & Financial

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

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Financial Planning July 1, 2006 Glenn G. Kautt	Culture Wars Is your financial advisory firm more more oriented toward sociability or solidarity?
Financial Planning July 1, 2006 Elizabeth O'Brien	A Cheaper Annuity Is Raymond James's new cap on fees the start of a trend in variable annuities?
Financial Planning July 1, 2006 Elizabeth O'Brien	Sturm, Low Drang Looking for a way into the soaring but volatile commodities market? Ivy Global Natural Resources fund could be a keeper. Fred Sturm, the 46-year-old manager, steers Ivy with a steady hand in a sector of exhilarating highs and gut-wrenching lows.
Financial Planning July 1, 2006 Marshall Eckblad	On the Road Here's a line-up of the industry's upcoming conferences and events. Financial Planning Association's NexGen Conference... Seven Stages of Money Maturity Workshop... Understanding the Sarbanes-Oxley Act... etc.
Financial Planning July 1, 2006 Stephanie Bogan	Abolishing Administrivia Administrivia is caused by many factors, but primarily it is due to poor use of time and teams by financial planners. In the end it boils down to defining your own destiny and building an organization that supports your goals, not distracts from them.
Financial Planning July 1, 2006 Paul J. Mauro	New Directions When hiring financial planners, don't overlook older professionals who are looking to change careers.
Financial Planning July 1, 2006 David J. Drucker	Fee-Based Confusion Cambridge, Commonwealth and Securities America aren't your father's broker-dealers. Although they count reps of all compensation stripes within their ranks, they're clearly leading the new generation to a more professional business model.
Financial Planning July 1, 2006 Ed Slott	NUA No-No's Do your clients have company stock in their 401(k)? The net unrealized appreciation option could save on taxes, assuming they don't make one of these five mistakes.
Financial Planning July 1, 2006 Tom Foster	Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients.
Financial Planning July 1, 2006 Israelsen & Walker	Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds.
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