Bank & Financial

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

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Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
Financial Planning December 1, 2007 Marie Swift	Get With the Program Some tips on how to start -- or enhance -- your financial advisory business' marketing program quickly and efficiently.
Financial Planning December 1, 2007 David E. Adler	High Net Worth: The Long Goodbye Are your financial advisory clients too rich to need long-term-care insurance?
Financial Planning December 1, 2007 Ilana Polyak	Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet.
Financial Planning December 1, 2007 Donald Jay Korn	The Giving Tree To make the most of the annual gift-tax exclusion, financial advisory clients should know which assets to transfer and which ones to retain.
Financial Planning December 1, 2007 Barbara H. Cane	Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones.
Financial Planning December 1, 2007 Douglas R. Bond	In Search of Yield A noted fund manager explains a strategy for trading closed-end funds.
Financial Planning December 1, 2007 Joseph J. Duran	Are You a Dinosaur? One of the most important keys to longevity in any industry is to recognize and adapt to major structural shifts in order to avoid becoming extinct. As financial advice changes, it's wise to heed this basic rule of nature.
Registered Rep. November 21, 2007 Halah Touryalai	SEC Fines At Four-Year Low The fall in fines comes after complaints from Republican commissioners and business groups that say the penalties hurt investors. Meanwhile, Democrats say the heavy fines deter fraud.
Bank Systems & Technology November 15, 2007 Maria Bruno-Britz	RDS Special: SAP and CSC Form Alliance to Offer Banks Pricing Optimization Technology SAP announced an alliance with Computer Sciences Corporation that will address the growing need for banks to differentiate themselves through strategically optimized product pricing.
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