Bank & Financial

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

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Financial Planning March 1, 2007 Tere D'Amato	Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise.
Financial Planning March 1, 2007 David A. Twibell	Helping Nonprofits Profit Small and midsize nonprofit organizations can be great clients for financial advisors, but understanding their unique needs is critical to success.
Financial Planning March 1, 2007 Ed Slott	Unexpected Complications Non-spousal rollovers from employer plans into inherited IRAs are now tax-free -- but financial advisors should tread cautiously.
Financial Planning March 1, 2007 Dan Wheeler	Do You Need ETFs? Whenever Wall Street comes up with a new product and markets it aggressively, investors rush to the party. But the number of worthwhile ETFs is far, far fewer than you or your financial advisory clients might think.
InternetNews February 28, 2007 Andy Patrizio	Coming Soon: The Credit Card Cell Phone Start-up ViVOTech wants to put your credit cards in your cell phone so you have a little less plastic to carry around.
InternetNews February 28, 2007 Nicholas Carlson	Brokerage Web Sites Hit Hard By Dow Drop As the markets plunged yesterday, wait times on some of the largest online brokerage fell, too.
Registered Rep. February 28, 2007 Kristen French	Bringing Up Baby: Advising the Rich on Their Kids Financial advisors have a great opportunity to win wealthy client loyalty -- with just a little extra work -- by helping out with the kids.
U.S. Banker March 2007	Becoming Mr. Mainstream Hanmi Financial chief executive Sung Won Sohn, who made his name as a Wells Fargo economist, is seeking to make over the biggest institution in the Korean-American bank niche. Will he use his Wells experience to broaden his reach?
U.S. Banker March 2007 Holly Sraeel	Beyond the Numbers: Sizing Up Top Performers With a flat yield curve, an increase in deposit pricing and stalling consumer-loan growth, banks face in 2007 even stiffer headwinds-ones far more difficult to control or, even worse, forecast.
U.S. Banker March 2007 Karen Krebsbach	Corporate Governance: In Commerce Dustup, Was Board Doing Its Job? Even a whisper of "conflict" may be too loud. One of the problems is clearly the long-term tenure of Commerce's directors. Boards should be actively seeking to ensure that not only do they appear to be in line, but are actually practicing it.
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