Bank & Financial

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

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Investment Advisor December 2006 James J. Green	The Conference Season The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart -- The Financial Planning Association's meeting followed by Schwab Institutional's Impact show.
Investment Advisor December 2006 Kathleen M. McBride	Catching up with... Liz Ann Sonders An interview with the chief investment strategist at Charles Schwab about the mid-term elections, the rest of 2006, and her economic outlook for 2007.
Investment Advisor December 2006 Kara Stapleton	Briefs The Financial Planning Association endorsed a proposed rule... The CFP Board voted to approve changes to its governance policy...
Investment Advisor December 2006 James J. Green	Renaissance Man An interview with Ben Warwick, a keen-eyed judge of investing strategies who doesn't fear to tread in the quant jungle in his search for alpha on behalf of his clients.
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
Investment Advisor December 2006 Bob Clark	Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession.
Investment Advisor December 2006 Olivia Mellan	Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer.
Investment Advisor December 2006 Susan L. Hirshman	Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients.
Investment Advisor December 2006 Melanie Waddell	Democrats and Hedge Funds Will the new party in power turn up the regulatory heat? The SEC itself has gotten more vigilant and expanded its enforcement activities against hedge funds.
Investment Advisor December 2006	The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.
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