Bank & Financial

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

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Financial Advisor September 2007 Mitch Anthony	Clients With A Capital "C" Do we understand the individual genius that produced our clients' money, or do we just know the numbers? Put simply, do we know more about our clients or their account balances? Something to think about from the book The Mystery of Capital, by Hernando de Soto.
Financial Advisor September 2007 Karen DeMasters	All Together Now When the three founding partners of Massey, Quick and Co. LLC created their own wealth management firm three years ago, they did so because they thought the traditional business model was not just broken, but severely compromised. Their number one rule: treat clients as peers.
Financial Advisor September 2007 Joel Bruckenstein	File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk.
Financial Advisor September 2007 Jeff Schlegel	Donating Outside The Box Such vehicles as donor-advised funds, private foundations and charitable remainder trusts are commonly used by many financial advisors to help clients achieve their charitable goals. But sometimes unconventional steps can also play a philanthropic role.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Financial Advisor September 2007 Bruce W. Fraser	The Back-To-Nature Boomers Advisors help clients make their rural dreams a reality -- and sometimes their own.
Financial Advisor September 2007 David J. Drucker	Your Client's Hidden Risk Not only are "sophisticated" consumers unfamiliar with the shortcomings of their homeowners insurance, many financial advisors need to get a clue as well.
Financial Advisor September 2007 Sydney LeBlanc	Not Just For The Big Boys Anymore Advances in technology make separately managed accounts available to smaller investors.
Financial Advisor September 2007 Tracey Longo	Demand For Trusts Explodes Growing sophistication and complexity in people's lives, along with escalating wealth and an aging population, make trusts a necessity for a far wider swath of the U.S. population these days.
Financial Advisor September 2007 Patrick R. Chitwood	Investment Risk Vs. Volatility: A definition of risk must include an investor's own perception of it.
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