Bank & Financial

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

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Investment Advisor August 2007 Susan L. Hirshman	Buyer's Remorse Those contemplating a second home purchase may be many of your financial advisory clients. Is this a smart move for them?
Investment Advisor August 2007 Angela Herbers	Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.
Investment Advisor August 2007 Melanie Waddell	Will 12b-1 Fees Survive? Will the securities and Exchange Commission repeal 12b-1 fees? It depends on whom you ask, but SEC Chairman Christopher Cox has vowed to either repeal or revamp the Commission's 12b-1 rule by year-end.
Investment Advisor August 2007 Kara P. Stapleton	Working Through Retirement Are your financial advisory clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs?
Investment Advisor August 2007 Kathleen M. McBride	Subprime As the implosion of subprime mortgages and junk bonds causes uncertainty throughout the markets, advisors and broker/dealer executives may want to think about what's in their clients' portfolios.
Investment Advisor August 2007 Marlene Y. Satter	Inside Job While you make every effort to secure your files, both paper and electronic, what happens if someone in your financial advisory office decides to steal that information? Try data base insurance.
Investment Advisor August 2007 Thomas D. Giachetti	Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place.
IEEE Spectrum August 2007 Erico Guizzo	The Trading Test A big-time financial firm is recruiting tech talent by offering prizes to the college kids whose software chooses the best investments.
The Motley Fool July 31, 2007 Emil Lee	iStar Escapes the Credit Minefield iStar Financial's perceived credit risk has dragged down its stock price, although in reality the commercial real estate lender has very different risk exposure from subprime residential lenders.
Global Services July 27, 2007 Amrita Singh	Tax Relief for Captive BPOs in India The Supreme Court of India ruled last month that American investment bank Morgan Stanley would not have to pay tax in India on global income earned from transactions at its captive back-office unit.
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