Bank & Financial

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

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Bank Technology News March 2007 John Adams	Cross-Border Finance: Mortgage Docs Without Borders A home lender and technology firm team up to help U.S. citizens buy homes south of the border. With prices in sunny Mexico a fraction of Florida, they might be onto something.
Bank Technology News March 2007 Edmund V. Tribue	Call Centers Make or Break Relationships Bank service centers have become a crucial arena for managing customers' overall experience.
CFO April 1, 2007 Joseph McCafferty	The Buyout Binge Private-equity firms are gobbling up everything in sight. How long can it last?
Financial Planning April 1, 2007 Joan Warner	What's Next for Medicare Is America's retirement healthcare plan really in trouble? Here's some good news -- and some hard decisions for your financial advisory clients.
Financial Planning April 1, 2007 John J. Bowen	Policing Your Practice If you build an effective compliance system, your firm will be more appealing to both clients and buyers. Here's how to build a great compliance system.
Financial Planning April 1, 2007 Bob Veres	Sustaining Software The financial planning profession offers a less-than-ideal marketplace for software vendors. Here's how we can support these practice-management allies.
Financial Planning April 1, 2007 Len Reinhart	The Bigger Picture Will overlay management become the new business model for separately managed accounts?
Financial Planning April 1, 2007 Jane Worthington	Compliance Tips Although many investment advisors don't handle client assets, each advisor should maintain written policies and procedures to prevent and detect possible money laundering schemes.
Financial Planning April 1, 2007 Marshall Eckblad	5 Questions An interview with technology coach Kip Gregory about how financial advisors can keep track of the new ideas they learn at conferences.
Financial Planning April 1, 2007 Melanie DeCarolis	Practice Tips It's Financial Advisor 101-level knowledge to approach a CPA or tax attorney for referrals or strategic alliances. The problem is that everyone wants in with these people -- and everyone knows how hard it is to get in. What can you do?
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