Bank & Financial

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

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Financial Planning November 1, 2006 Marshall Eckblad	Hiring Right For a small financial advisory practice, taking on staff is a big commitment. Here are ways to increase the odds of success.
Financial Planning November 1, 2006 Ray Sclafani	Ask a Coach Whatever your goals may be, a seasoned coach can help financial advisors take advantage of the opportunities that are present in a changing competitive business landscape.
Financial Planning November 1, 2006 Marie Swift	Down-Home PR Small- or midsize financial planning firms don't need a big budget to compete with big institutions -- just use the right resources and play up the hometown advantage.
Financial Planning November 1, 2006 Donald Jay Korn	Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning...
Financial Planning November 1, 2006 Russell Wild	Global Healthcare Traveling abroad for medical care can often save a patient 80% of the domestic cost. Should financial advisors tell their clients about the savings?
Financial Planning November 1, 2006 Ed Slott	Stretching Benefits The new Pension Protection Act contains the most sweeping changes to U.S. pension rules in more than 30 years. Buried in the 900-plus pages of this tax act are several gems that create new retirement planning opportunities for your financial advisory clients.
Financial Planning November 1, 2006 Frank C. Bearden	Curbing Conflict What are your options when a conflict of interest arises in your financial advisory practice?
Financial Planning November 1, 2006 Julian Block	Office Tax Max For financial advisory clients with home offices, new rules make it easier to exclude profits when they sell.
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
Financial Planning November 1, 2006 Dan Wheeler	Meet or Beat? If you can beat the market -- or if you find someone who can -- you are a truly exceptional financial advisor. But if you can't, isn't it better to stop wasting time, and accept the returns the capital markets provide?
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