Bank & Financial

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

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Investment Advisor November 2007 Kathleen M. McBride	Migration Time Is repapering accounts for 202(a) the last straw for wirehouse reps?
Investment Advisor November 2007 Thomas D. Giachetti	Confusion and Misinformation Experience has shown us that the presence of hedge clauses will not guarantee that a client will not bring a cause of action against the advisor. When it comes to hedge clauses, specificity is the order of the day.
Investment Advisor November 2007 Dana Levit	Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever.
Global Services October 31, 2007 Rinku Tyagi	Hedging With Technology Today hedge funds use technology as a prime tool for portfolio management. While this opens up opportunities for the sourcing of IT services, it is not easy to find providers that have an understanding of capital markets.
Registered Rep. October 31, 2007 John Churchill	UBS Earnings Bomb Swiss banking giant UBS joined Merrill Lynch at the bottom of the credit related write-down pile with the release of its earnings.
Bank Systems & Technology October 30, 2007 Nancy Feig	The Best of the Rest: Web 2.0 Early Adopters in Banking Banks that don't embrace a social media strategy as a new means to establish customer intimacy eventually will be left behind.
Bank Systems & Technology October 30, 2007 Maria Bruno-Britz	Telecom Technology Factors Into Banks' Competitive Strategies Banks are thinking more strategically about their telecom deployments.
Bank Systems & Technology October 30, 2007 Michael Powers	JPMorgan Chase Implements Electronic Filing for Bank Secrecy Act Reports JPMorgan Chase has taken e-filing a step further by centralizing the process within the organization using a single system to prepare and file SARs.
Bank Systems & Technology October 30, 2007 Nancy Feig	Banks Using Mobile Phone for Out-of-Band Authentication Amid increasing pressure to protect customers online, some of the largest global banks are turning to out-of-band authentication to fortify their Web banking services.
Bank Systems & Technology October 30, 2007 Richard Winston	Mobile Wallet Will Take Time to Mature In U.S. Contactless payments are a transitional technology on the way to the anticipated wallet phone.
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