Bank & Financial

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

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Financial Planning November 1, 2006 Donald Jay Korn	Hard Choices Exchange-traded funds and notes provide more options for financial planners who want exposure to commodities.
Financial Planning November 1, 2006 Daniel B. Moisand	Keep Standards High Financial planning is surprisingly under-regulated. The rules that do exist apply primarily to subset disciplines. As a result, all planners are regulated but no one really regulates planning.
Investment Advisor November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.
Investment Advisor November 2006 Lauren Barack	Plug 'N Play Financial planning software firms are streamlining their programs -- even down to those client graphs and charts.
Investment Advisor November 2006 Kathleen M. McBride	Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans.
Investment Advisor November 2006 Robert F. Keane	Package Deal Like many advisory firms transitioning into the wealth management field, PacWest offers a full range of planning services -- financial planning, tax planning, education planning, and estate planning -- but doesn't charge anything extra for them.
Investment Advisor November 2006 Olivia Mellan	Thank Goodness By encouraging your financial advisory clients to more deeply savor the blessings they experience, you can help them revitalize their lives.
Investment Advisor November 2006 Kathleen M. McBride	Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing.
Investment Advisor November 2006 James J. Green	Teslik Leaves CFP Board Sarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the Board to take the newly created position of senior VP of policy and governance at Apache Corp.
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
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