Bank & Financial

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

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Registered Rep. February 1, 2003 Matt Oechsli	Mighty Mo Because we are all vulnerable to slumps and slow starts, every financial advisor needs to be able to create and maintain high-energy momentum.
Registered Rep. February 1, 2003 Lynn O'Shaughnessy	Prudence Redefined (Finally) Baby boomers and their parents are expected to pump more money -- and life -- into the trust market over the next decade while the definition of "prudent investing" for trusts continues to evolve in a broker-friendly manner. Brokerages are taking notice -- and so should you.
Registered Rep. February 1, 2003 Bill Singer	Shelter From the Storm? In investor lawsuits against financial advisors, many reps choose to let the broker/dealer's lawyer represent them --- often simply because he's provided "free of charge". Big mistake.
Registered Rep. February 1, 2003 Jerry L. Reiter	The Blame Game It's hard to say when the targeting of financial advisors for litigation reached its peak -- or whether it has even peaked yet. So how to protect yourself?
Registered Rep. February 1, 2003 David A. Gaffen	The Business Handoff An estimated 30 percent of financial professionals are expected to retire in the next five years. That mini-exodus should brings the issue of succession planning to the fore.
Registered Rep. February 1, 2003 Susan L. Hirshman	The Waiting Game Ideally, portfolios should be managed for tax advantages all year long, but since few investors are inclined towards such sustained attentiveness, the responsibility often falls squarely on the shoulders of the financial advisor.
Bank Technology News February 2003 Michael Sisk	Outsourcing Goes On-Demand Bankers like JP Morgan Chase's John Schmidlin, CTO of enterprise services, are increasingly looking to outsourcing firms to help them slash inefficiencies in commodity services and gain the upper hand in more strategic business partnerships.
Bank Technology News February 2003 John Adams	Better Late Than Never From where he sits, FORUM Credit Union CIO Doug True finds winning the battle between credit unions and banks means occasionally thinking like a bank -- and a very forward-looking bank at that.
Bank Technology News February 2003	By the Numbers Millionaires have become a lot more particular when making financial decisions. And many of their behavioral changes can be linked to a generational shift that's seen more of North America's youth catapult into the rich category in the last three years.
Registered Rep. February 6, 2003 Ross Tucker	UBS Continues to Attract Talent UBS PaineWebber recently lured six more high-producing reps into its fold, offering further evidence that the firm is engaged in one of the Street's most vigorous recruiting campaigns.
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