Bank & Financial

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

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Financial Advisor December 2006 Raymond Fazzi	Flying Blind Money managers find themselves vexed about the U.S. economy's direction.
Financial Advisor December 2006 Marla Brill	Clouds Gather Over Junk Bonds Financial advisors doing year-end portfolio tuning should give the high-yield portion of fixed-income investments a little extra scrutiny, and keep a close eye on their positions in 2007.
Financial Advisor December 2006 Matt Hougan	Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc.
Financial Advisor December 2006 Tracey Longo	Women's Work To get constant feedback from women producers on what they need and want to work smarter, Raymond James formed a 12-member Women's Advisory Council that assists the firm in building out its programs and resources for women.
Financial Advisor December 2006 David J. Drucker	Beyond One-On-One Education and financial literacy have been the cornerstones of Alan Gappinger's planning philosophy all along, and led him to create the Heartland Institute of Financial Education.
Financial Advisor December 2006 David L. Lawrence	Merging Traffic Merging financial advisory practices has become quite popular in recent years. Settling operational issues in advance lays the foundation for a successful merger.
Financial Advisor December 2006 Marla Brill	Tax-Friendly Turnaround Pointing out hefty losses, even if they happened a few years ago under different management, is a strange approach to promoting a mutual fund. Yet that's what some folks are doing when they recommend Putnam Investors Fund.
Financial Advisor December 2006 Joel Bruckenstein	Getting Attention RegentAtlantic, with 30 employees managing more than $1.4 billion in assets for approximately 800 clients, has long been a leader in adapting new technologies and applying them to a financial practice.
Financial Advisor December 2006 Lewis Altfest	Behavioral Financial Planning Behavioral financial planning is not so much an alternative way of looking at personal financial planning as it is a practical supplement to it. Knowing what motivates people and finding ways of improving results is what behavioral planning is all about.
Financial Planning December 1, 2006 Solow & Kitces	Your Financial Future Foretold Financial planners insist that they cannot predict the future. But they do, all the time -- and typically, without realizing it.
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