Bank & Financial

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

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Financial Planning January 1, 2007 Elizabeth O'Brien	The Other Diversification Financial planners take steps to increase minority participation in the industry.
Financial Planning January 1, 2007 Elizabeth O'Brien	Fund Manager Profile Even Keel: Large-cap Selected American Shares fund's Christopher Davis has achieved consistent results by focusing on company valuations.
Financial Planning January 1, 2007 Marshall Eckblad	On the Road The best upcoming industry conferences and retreats: The CFA Institute's Wealth Management Conference... Personal Financial Planning Conference... Best Practices for Conducting the Annual Compliace Review for Investment Advisers... etc.
Financial Planning January 1, 2007 David Grau	The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time.
Financial Planning January 1, 2007 Joel Bruckenstein	CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving.
Financial Planning January 1, 2007 Ed Slott	Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business.
Financial Planning January 1, 2007 Julian Block	Tax Brakes Are your financial advisory clients taking all the business-driving tax deductions they're eligible for?
Financial Planning January 1, 2007 Donald Jay Korn	Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction.
Financial Planning January 1, 2007 Alex J. Pollock	Retirement Redefined As the average life expectancy continues to rise, financial advisors must move away from "traditional" definitions of retirement.
U.S. Banker January 2007	The Opportunists The banking industry turned in another round of record profits in 2006, but you wouldn't know it by listening to bankers.
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