Bank & Financial

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

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Investment Advisor September 2007 Kara P. Stapleton	The Lap of Luxury Investing Luxury collectibles, jewelry, art, sports -- related investments (professional teams, racehorses), and other collectibles categories (wines, antiques, coins) have become an important portfolio allocation, according to the 2007 World Wealth Report.
Investment Advisor September 2007 James J. Green	On the Other Side of the Fence Bruce Harrington formerly consumed research; now he's conducting it as managing director of Cogent Research's wealth management practice.
Investment Advisor September 2007 Jeff Joseph	Sub-Prime Returns Squeezed between a credit panic and intense volatility in stock prices, some of the most highly regarded hedge fund managers have spilled huge amounts of red ink in the past few weeks.
Investment Advisor September 2007 Mark Tibergien	The Price of Duty Once a financial advisor moves past the survival stage on the course to self-fulfillment and personal financial success, he can afford to share more of his wealth (of knowledge and money) with others -- but not at the cost of his other obligations.
Investment Advisor September 2007 Bob Clark	Save Them From Themselves Every now and again, a book from the broader world at large comes along that has profound implications for financial advisors, as well, such as Stumbling on Happiness, by Harvard psychologist Daniel Gilbert.
Investment Advisor September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
Investment Advisor September 2007 Susan L. Hirshman	Me? Worry About Inflation? Now may be a good time to raise the inflation issue with financial advisory clients.
Investment Advisor September 2007 Olivia Mellan	Stand By Me Successful financial advisors have very little client and employee turnover. Consider how these ideas for strengthening relationships might help you sustain the loyalty of your clients and fellow workers.
Investment Advisor September 2007 Angela Herbers	Time Out The biggest problem facing financial advisors today? Try burnout.
Investment Advisor September 2007 Melanie Waddell	Simplifying Financial Reporting An SEC committee takes the first stab at a huge task under SOX.
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