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Investment Advisor January 2008 Kara P. Stapleton |
News & Products, January 2008 Standard & Poor's is set to launch three U.S.-based Credit Default Swap (CDS) indexes... Fidelity Capital Markets Services has expanded its liquidity aggregation network with the addition of 13 new trading partners... etc.  |
Investment Advisor January 2008 Kathleen M. McBride |
Clearly Profitable It's an evolution revolution at the big clearing firms.  |
Investment Advisor January 2008 Andrew Lucas |
The Private Equity Solution Private equity can provide benefits for your clients and it can add a new dimension to your practice. Before you direct clients into a private equity fund, a pooled asset fund with other advisors or direct investment should be considered.  |
Investment Advisor January 2008 Marlene Y. Satter |
Not a Single Thing Of course you protect your clients' assets. But do you protect unmarried couples' assets equally?  |
Investment Advisor January 2008 |
The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.  |
Investment Advisor January 2008 |
No Individual Equities, Please What the market desperately needs are money managers that have the flexibility to identify whether the market is favorable for stocks, or whether the market if favorable for real estate or bonds or cash or even defensive pieces.  |
Bank Systems & Technology December 23, 2007 Maria Bruno-Britz |
U.S. Mobile Financial Services Still Needs Operating Model With mobile banking on the rise in the U.S., institutions still are challenged to find the best operating model.  |
Wall Street & Technology December 19, 2007 Melanie Rodier |
U.S. Banks Are Targets in 60 Percent of Worldwide Phishing Attacks Phishing attacks against global banking brands target U.S. institutions most, according to security solutions provider RSA.  |
Wall Street & Technology December 19, 2007 Cory Levine |
MyComplianceOffice Provides Proof of Compliance by Auditing Activities The compliance management solution promises to make the monitoring of compliance programs more efficient for wealth managers.  |
Wall Street & Technology December 18, 2007 Melanie Rodier |
Wall Street Firms Increasingly Adopt Web 2.0 Financial institutions make Web 2.0 applications and services more compelling to their investors and employees.  |
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