Bank & Financial

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

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Investment Advisor June 2007 Melanie Waddell	Are SMAs Growing, or Not? When it comes to separately managed accounts, performance is the top issue for advisors.
Investment Advisor June 2007 Melanie Waddell	SEC Furthers Tool for Investors, While Frank Plans Hearings The SEC is working on an interactive system using the computer language called XBRL that's designed to give investors the tools they need to more easily compare mutual funds.
Investment Advisor June 2007	Changes The CFP Board named Kevin Keller as its CEO... FAF Advisors, Inc. has named Frank Wheeler as its new head of distribution... T. Rowe Price Group has appointed Cynthia Egan as president of T. Rowe Price Retirement Plan Services... etc.
Investment Advisor June 2007 Kara P. Stapleton	What's a Broker? A new survey reveals that individual investors remain uncertain about where the financial professionals they deal with for investments and financial advice act in the client's or the firm's best interests.
Investment Advisor June 2007 Robert F. Keane	Catching up with... Bob Rowe An interview with the head of Rowe Consulting Group on investment policy statements.
Investment Advisor June 2007 James J. Green	A Level Playing Field An interview with NAPFA's Dick Bellmer on the group's consumer education campaign on fiduciary standards.
Investment Advisor June 2007 Jeff Joseph	The Carry Trade Given all the complexities and risks and the growing number of participants, will the carry trade continue to yield profits for able traders in the future?
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
Investment Advisor June 2007 Bob Clark	Mr. Keller Goes to Washington Some suggestions to the CFP Board's new CEO: Belly up to the bar on the fiduciary thing, already... You can't be a CFP and a registered rep or an insurance agent at the same time... etc.
Investment Advisor June 2007 Lewis Schiff	Outside Help For cases that call for complex solutions and require expertise in the needs of the high net worth, a private wealth specialist may be the solution.
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