Bank & Financial

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

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Financial Advisor August 2007 David J. Drucker	When Planners Plan To Retire Most financial advisory firm owners don't want to retire, but does their reluctance to sever their business interests give them an excuse to avoid the same precise planning they apply to their clients?
Financial Advisor August 2007 Jeff Schlegel	Private-Equity Payout The private-equity tsunami that's sweeping the investing world isn't exactly inundating the financial advisory industry, but it is making waves.
Financial Advisor August 2007 Bruce W. Fraser	Drifting Away What do you do when clients show signs of incipient Alzheimer's disease or dementia? As a financial advisor, you're responsible for their assets.
Financial Advisor August 2007 Brigid O'Connor	First Impressions Financial advisors require solid business presentation skills to secure new clients. The initial consultation is simultaneously a vital marketing tool and a challenging obstacle to success.
Financial Advisor August 2007 Gail Liberman	Saying Good-Bye To Your Property Should you consider recommending a real estate auction for your financial advisory client who is having trouble selling a home? And what other options are available if a client's property isn't moving?
Financial Advisor August 2007 Marla Brill	Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format.
Financial Advisor August 2007 Joel Bruckenstein	Powerful Indeed In the financial service industry, it is not enough to be a great technician -- you also have to be a good communicator. Microsoft's PowerPoint program can be a great asset when communicating ideas and financial concepts to others.
Financial Advisor August 2007 Tracey Longo	A World For Advisors Broker-dealers across the country are reporting record revenue increases -- a significant portion of these from fee-based business -- and say they're continuing to step up their game in order to recruit advisors with significant practices.
Financial Advisor August 2007 Ken Weber	What You Don't Know Can Hurt You As a financial advisor, you may deal with or be asked to comment upon retirement plans for your clients. Increasingly, it is becoming clear that you have a fiduciary duty -- in spirit, if not in fact -- to assist your clients in uncovering all the fees involved with their plan.
The Motley Fool August 3, 2007 Rick Aristotle Munarriz	Bankrate Is Interest-ing Online financial lead provider Bankrate has performance that is healthy and consistent. The current price dip may indicate a potential entry point.
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