Bank & Financial

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

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Financial Planning November 1, 2006 Marshall Eckblad	On the Job Vincent Duhamel, the managing director of asset management at Goldman Sachs in New York, has been elected... Emerging Information Systems in Winnipeg, Manitoba, has named Keith Washington general manager... etc.
Financial Planning November 1, 2006 Pamela Black	White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance.
Financial Planning November 1, 2006 Marianne Czernin	Compliance Tips Registered reps have lots of eyes watching them. Supervisors, compliance personnel, sales directors, and operations all scrutinize reps' activities. But these aren't the only people interested in reps' movements.
Financial Planning November 1, 2006 Marshall Eckblad	5 Questions Here, the co-founder and president of Everest, a funeral planning service, talks about what financial advisors and their clients should know about death planning.
Financial Planning November 1, 2006 Paul J. Mauro	Practice Tips Here are a few suggestions for running a successful client appreciation party at your financial advisory firm.
Financial Planning November 1, 2006 Jacob Fine	The Bond Buyer Standard & Poor's announced it upgraded its ratings on tens of billions of dollars of debt after it revised the criteria by which it rates sales tax, highway user tax and income tax revenue bonds.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
Financial Planning November 1, 2006 Bob Veres	Fiduciary Fire Index At the start of the new year, the Pension Protection Act will go into effect and expose all over again the fact that, although we all like to talk about fiduciary standards, there really isn't any consistent definition of the term.
Financial Planning November 1, 2006 Elizabeth O'Brien	Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam.
Financial Planning November 1, 2006	On the Road Here's a calendar of the financial planning industry's upcoming best conferences: The Financial Services Institute's Annual Broker-Dealer Conference... National Conference on Current SEC and PCAOB Developments... etc.
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