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Bank Technology News November 2006 John Adams |
Web Research: Lendingtree Feeds Financial Appetites LendingTree is offering Internet feeds so customers can gather information when making big financial decisions. And it's good market research for LendingTree as well.  |
Bank Technology News November 2006 John Adams |
Web Server Capacity: Austin Bank Wants To Lighten its Load A victim of its own success, Austin Bank's quick growth has forced it to find a solution for overtaxed Web servers. Load balancing has provided the answer.  |
Bank Technology News November 2006 John Adams |
IT Infrastructure: Sallie Mae Uses ITIL To Break Down Silos As Sallie Mae sheds its ties to Uncle Sam, it's embracing the IT Infrastructure Library to shore up IT structure and processes.  |
Investment Advisor December 2006 Robert F. Keane |
Hearts & Minds Ultimately, socially responsible investing is just another tool that advisors can use to help clients achieve their financial goals.  |
Investment Advisor December 2006 James J. Green |
Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.  |
Investment Advisor December 2006 Dan Moisand |
Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board.  |
Investment Advisor December 2006 Charles Goldman |
Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm.  |
Investment Advisor December 2006 Stuart Zimmerman |
Reality Check Long before making a financial advisory practice hand-off, make sure your firm's culture and structure reflects your goals.  |
Investment Advisor December 2006 Robert F. Keane |
Surf's Up Richard Manchester's investment model calls for a healthy dose of private equity.  |
Investment Advisor December 2006 |
Rogaine for Estates: Avoid Heir Loss As advisors, it is our job to make sure that our clients' estates are properly positioned... An SMA Headstand...  |
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