Bank & Financial

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

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Investment Advisor January 2007 James J. Green	Schwab To Sell U.S. Trust Unit Charles Schwab announced that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a deal that should close in the second quarter of 2007, assuming it passes the necessary regulatory hurdles.
Investment Advisor January 2007 Robert F. Keane	Catching up with... Nick Nicolette The 2007 President of the Financial Planning Association already has clear ideas about what the agenda for his term will be. Here's an interview.
Investment Advisor January 2007 Kara Stapleton	How to Hire People Of all the practices and procedures RIAs must establish, the management of human capital may be one of the most important because it affects the overall success of the firm.
Investment Advisor January 2007	Briefs The Certified Financial Planner Board of Standards announced that applications for its 2007 Financial Planning Grants program will be accepted...The Securities Industry and Financial Markets Association released the results of its 10th annual Review of Electronic Transaction Systems... etc.
Investment Advisor January 2007	Briefs The SEC announced that Charles Fishkin... Frank Tauches was named president of American Portfolios Financial Services... Aston Asset Management is now the advisor to 19 no-load mutual funds... etc.
Investment Advisor January 2007	Briefs Barclays Bank announced an agreement with Bayerische Hypo-und Vereinsbank AG... Deutsche Bank launched five mutual funds that comply with traditional Islamic law, or Shari'a... etc.
Investment Advisor January 2007 James J. Green	A Legend, Still Striving Successful, veteran financial advisor Lou Stanasolovich's self-deprecation is matched only by his commitment to the profession and his firm. Here's an interview.
Investment Advisor January 2007 Jeff Joseph	An Advisor Source for Alternatives Although hedge funds have historically been (and continue to be) the domain of the high-net-worth and ultra-HNW investor, the investment advisors that aspire to counsel this demographic have been slow to embrace these strategies in their own practices and portfolios.
Investment Advisor January 2007 Mark Tibergien	Analyze This Benchmark your financial advisory firm against itself, as well as the competition.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
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