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The Motley Fool October 4, 2007 Emil Lee |
What's in Store for Commerce Bancorp? Toronto-Dominion Bank buys Commerce Bancorp, scooping up their 444 branches with an average of $100 million in deposits per branch, as well as a company adept at growing and gathering deposits. Investors, take note.  |
Registered Rep. September 27, 2007 John Churchill |
Merrill Earnings Forecast Dismal, Congress Investigating Rating Agencies With many peers already having taken it on the chin, analysts expect significant pain for Merrill too.  |
The Motley Fool October 3, 2007 Seth Jayson |
Countrywide's Misguided Pride The problem at Countrywide isn't a lack of pride; it's an excess, especially in the boardroom.  |
Financial Planning October 2, 2007 Suzanne McGee |
Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties.  |
Financial Planning October 2, 2007 Jim Grote |
Extreme Philanthropy Giving 'til it hurts takes on a whole new meaning when clients join the 50% League. But each philanthropic plan needs a financial plan and estate plan to go along with it.  |
Financial Planning October 2, 2007 Elizabeth O'Brien |
A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know.  |
Financial Planning October 2, 2007 John J. Bowen |
Lucky Nines As a financial advisor, which of the nine high-net-worth personality types do you want to pursue?  |
Financial Planning October 2, 2007 Bob Veres |
Adjust Your Focus Your most profitable clients aren't necessarily determined by their net worth. You may read about how important it is to focus your efforts on target clients, but you have to commit to doing it.  |
Financial Planning October 2, 2007 Len Reinhart |
No Takers Financial planning looks like an outstanding career opportunity for today's graduates. So why aren't more joining up? The industry is still recruiting the same way they did it over 30 years ago!  |
Financial Planning October 2, 2007 Elizabeth O'Brien |
Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.  |
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