Bank & Financial

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

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Financial Advisor February 2007 David J. Drucker	Listening To Our Youth Here is how the owner of financial advisory firm Buzek Kiplinger listened to his son, and how his practice is much better for it. Because Ken Buzek was able to keep an open mind and take calculated risks, he benefited immeasurably from his son's vision and advice.
Financial Advisor February 2007 Tracey Longo	Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities.
Financial Advisor February 2007 Thomas M. Kostigen	Firm Offers Reps Their Own Hedge Funds Independent broker-dealer First Allied's program raises questions about risk and conflicts.
Financial Advisor February 2007 Joel Bruckenstein	Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc.
Financial Advisor February 2007 Jeff Schlegel	Triple Threat Iris Mack Dayoub is an advisor, a triathlete -- and a grandmother.
Financial Advisor February 2007 Richard B. Wagner	Planners In The Church Of The Holy CFP? In making financial planning a profession, are planners emulating the right professionals?
Investment Advisor February 2007 Robert F. Keane	The Solution Tim Chapman and PMFM manage wealth through separate accounts and also figured out a way to profitably offer advice to 401(k) plan participants. It may well be the financial advisory practice of the future.
Investment Advisor February 2007 Kathleen M. McBride	More Art Than Science At Janus Overseas Fund, fundamental analysis and long-term, high-conviction investing shape manager Brent Lynn's oeuvre.
Investment Advisor February 2007 Callahan & Howard	Investing With Style A style-based system of portfolio management eliminates system inefficiencies, allowing advisers and managers to devote more time to what really matters to investors.
Investment Advisor February 2007 Olivia Mellan	Like Mother, Like Daughter The relationship between daughters and mothers tends to be a complex mix of love and hate. The better you understand this, the more productive your work with women financial advisory clients will be.
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