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U.S. Banker
August 2006
Lee Conrad |
Retiree Demand Trumps A Once-Dismal Reputation More retirees, who have woefully under-financed retirement plans, are choosing reverse mortgages. Some bankers see a large market with growth potential, but they have their work cut out for them.   |
U.S. Banker
August 2006
Michael Sisk |
Card Processing: Caught Off Card First Data Corp. is reinventing itself. Its mission: sell off Western Union and refocus on card processing. Risky? Yes, but it's betting there's upside. |
CRM
August 1, 2006
Marshall Lager |
Money Changes Everything By switching from a homebrew system to Callidus TrueComp, Wachovia saved $7.5 million annually by eliminating compensation errors, increased loan production 450%, raised customer satisfaction scores and improved Sarb-Ox compliance. |
Financial Planning
August 1, 2006
Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
Financial Planning
August 1, 2006
Donald Jay Korn |
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
Adviser Pulse: Funds, Funds, Funds In 1992, advisers had 3,261 mutual funds to choose from. Today there are 16,580. Here's what financial advisers need to consider when choosing an asset manager. |
Financial Planning
August 1, 2006
Marshall Eckblad |
On The Job Here's a rundown of the latest executive appointments: AIG Financial Advisors in Phoenix has named Lisa Bredeson senior vice president... Geronimo Financial has hired Thomas Brook as chief operating officer... etc. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers. |
Financial Planning
August 1, 2006
Marianne Czernin |
Compliance Tips Spotlight on Your Email: NASD Rule 3010 requires all broker-dealers to develop appropriate supervisory policies that prohibit registered representatives from electronically corresponding with the public, unless the communications are subject to those supervisory and review procedures. |
Financial Planning
August 1, 2006
Marion Asnes |
4 Questions After publishing his best-selling book The Number: A Completely Different Way to Think About the Rest of Your Life, Lee Eisenberg found that his voice had become one financial advisers wanted to hear -- despite the fact that he criticizes some practices of the profession. |
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