Bank & Financial

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

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Financial Advisor October 2006 Tracey Longo	Little Big Firm A small staff and big profit margins built from retainer fees make Resource Management Inc. stand out. This is a firm that likes to be on the front line with clients, providing hands-on services and counseling that goes far beyond investment management.
Financial Advisor October 2006 Raymond Fazzi	Embracing The Small Client The trend is to seek out big accounts, but many investment managers and planners continue to value relationships with small clients.
Financial Advisor October 2006 Eric Rasmussen	Golden Eggs In A Market Acting Cracked A basketful of economic uncertainty leaves financial planners scrambling.
Financial Advisor October 2006 Tracey Longo	Alive And Kicking Four small-cap managers talk about opportunities and challenges ahead. Whitney George, managing director and senior portfolio manager of Royce & Associates... Chris Cordaro, chief investment officer at RegentAtlantic Capital... etc.
Financial Advisor October 2006 Matt Hougan	Making Lemonade From Lemons The time to actually do something about taxes is now. Swapping ETFs to harvest losses can make a lot of sense. Financial advisors, take note.
Financial Advisor October 2006 Alan Lavine	Sub-Advisors Are In The House The debate over using in-house or outside fund managers focuses on cost and effectiveness. Bottom line: Financial advisors must identify the best funds regardless of whether they use in-house or outside money managers.
Financial Advisor October 2006 Thomas M. Kostigen	Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere.
Financial Advisor October 2006 Bruce W. Fraser	Seniors Suit Up For Life In RVs Boomers' wanderlust could provide a bonanza in fees for advisors. Retirees who have adopted the RV lifestyle don't want their investments to have the same nomadic style they are enjoying. That can make for a great financial advisor relationship.
Financial Advisor October 2006 David J. Drucker	The Equity Fallacy You should have a clear vision of where you want to take your financial firm, including your own succession plan; hire to meet that growth objective, determining whether dedicated or entrepreneurial employees (or some combination of the two) will get you there; and devise the appropriate incentives.
Financial Advisor October 2006 Michael Brier	Patently Foolish? Allowing financial firms to patent tax strategies may mean you and your clients have to foot the bill.
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