Bank & Financial

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

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Financial Planning August 1, 2007 Barbara H. Cane	The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients.
Financial Planning August 1, 2007 Steve Savage	Reality Check Do your clients buy high and sell low? Most successful investors are able to ignore the emotional pull that occurs as the markets cycle between fear and greed.
Financial Planning August 1, 2007 Li et al.	Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.
Financial Planning August 1, 2007 Timothy J. McIntosh	Reassessing REITs Are real estate investment trusts finally poised for a tumble -- or are the bears crying wolf? Planners who utilize significant portions of REITs in their clients' portfolios should reevaluate their recommendations.
CFO August 1, 2007 Karen M. Kroll	The Overfeathered Nest Egg Critics say financial-planning calculators encourage employees to save too much.
CRM August 1, 2007 Coreen Bailor	Market Focus: Financial Services--Cashing In on Integration Financial services companies must focus on shifting away from siloed processes across departments and channels.
CRM August 1, 2007 Coreen Bailor	Market Focus: Financial Services--Case Study Barclaycard Business runs its contact centers as one virtual operation, integrating each center's automatic call distributor with TotalView.
Investment Advisor August 2007 Robert F. Keane	Speaking Out Don't be shy about marketing yourself. You have a story to tell. The reality is that most financial advisors think marketing is a dirty word, but properly promoting yourself can bring you more of the types of clients that you want.
Investment Advisor August 2007 Maya Ivanova	A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity.
Investment Advisor August 2007 Ken Ziesenheim	The Income Barista Here is how investment advisors can build diversified dividend portfolios for their clients' retirements.
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