Bank & Financial

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

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Investment Advisor August 2006 Kathleen M. Mcbride	News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate.
Investment Advisor August 2006	Group Think The Investment Company Institute's president applauded the SEC for its decision to issue guidance... The National Association of Personal Financial Advisors (NAPFA) has presented its 2006 Special Achievement Award... etc.
Investment Advisor August 2006	Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc.
Investment Advisor August 2006 James J. Green	IA Leaders: Back in the Saddle As her NAPFA chairmanship concludes, Peggy Cabaniss moves to her next challenge. Here is an interview on how she got started in the business, on what she provides to clients and the future of the industry.
Investment Advisor August 2006 Joseph & Barreto	Hedgeworld Hedge Fund Focus: Regulatory Limbo for Hedge Funds Experts say hedge fund advisors who registered with the Securities and Exchange Commission in response to the now-shelved hedge fund rule aren't likely to see examiners on their doorstep anytime soon.
Investment Advisor August 2006 Kathleen M. McBride	Discipline, Dividends, Diversification Quality companies yield dividends at opportune prices at Allianz NFJ Dividend Value Fund. Here's an interview with two of the fund's managers, E. Clifton Hoover and Benno Fischer.
Investment Advisor August 2006 Ryan G. Murphy	Financial Kaizen Here's how Tom Hine uses the ancient arts of the East to build a modern financial advisory practice.
Investment Advisor August 2006 Mark Tibergien	Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price.
Investment Advisor August 2006 Bob Clark	Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification.
Investment Advisor August 2006 Olivia Mellan	The Psychology of Advice: That Good Old College Try Here's how to help financial advisory clients deal with college planning anxiety.
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