Bank & Financial

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

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Financial Planning March 1, 2007 Lynn Hume	The Bond Buyer SEC Votes on Rules for Rating Agencies: The proposed rules would implement provisions of the Credit Rating Agency Reform Act of 2006, which Congress approved and President Bush signed to foster increased competition, transparency and accountability among rating agencies.
Financial Planning March 1, 2007 Marshall Eckblad	Bookshelf For many advisors, absorbing the minutia of retirement plans will still feel like swallowing castor oil -- but at least Your Complete Retirement Planning Road Map, by Ed Slott can help the medicine go down.
Financial Planning March 1, 2007 Elizabeth O'Brien	Clearly, Competition LPL's clearing deal with AXA Advisors prompts questions about recruitment among independent broker-dealers.
Financial Planning March 1, 2007 Elizabeth O'Brien	Beyond BRIC Anthony Cragg ranges far, wide -- and first -- for Wells Fargo's Advantage Asia Pacific Fund.
Financial Planning March 1, 2007 Marshall Eckblad	On The Road Here's a calendar of the industry's best upcoming conferences and events. March 5: Spring Technology and Compliance Symposium... May 5-8: The Financial Planning Association's Retreat 2007... etc.
Financial Planning March 1, 2007 Suzanne McGee	The Right Collar Equity derivatives can keep risk-averse clients comfortable while their wealth stays in the market. Some advisors are pushing the concept of the equity collar into uncharted waters.
Financial Planning March 1, 2007 Adam Piore	Investing Across Cultures The founder of the first Native American-owned money management firm has a mission to serve the underserved, many of whom are millionaires.
Financial Planning March 1, 2007 Galvan et al.	Heart of the Matter When you begin with what matters most to your client-whether the "client" is you, another person, peers or the public -- you are the client -- centered advisor.
Financial Planning March 1, 2007 John Nersesian	Making a Map Your business plan is the road map that ensures your advisory practice goes in the direction you want to achieve your goals. A properly drawn business plan will ensure that you are heading in the right direction.
Financial Planning March 1, 2007 Julian Block	Shadow Tax The alternative minimum tax is not just a problem for your wealthiest clients anymore. Here's what all your clients need to know.
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