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Bank Technology News
January 2008
John Adams |
Remote Access: Metavante Bulks Up In Mobile Arms Race Tech firms are bulking up their product rosters and bank relationships through a series of acquisitions and partnerships, in preparation for the mobile payments race.   |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
Investment Advisor
January 2008
Robert F. Keane |
Investment Composer Challenging common assumptions and emphasizing flexibility have been keys to Mark Scheffler's success as an investment advisor. |
Investment Advisor
January 2008
Mike Patton |
Shining a Light on Software Our intrepid advisor kicks the tires on four applications that pick and monitor clients' investments. Morningstar Principia... Advisor Workstation... etc. |
Investment Advisor
January 2008
James J. Green |
People Who Need People Solutions a-plenty prevailed at the Investment Advisor-Moss Adams Advisor Summit. |
Investment Advisor
January 2008
Melanie Waddell |
DOL Issues Fee Disclosure Regs The Department of Labor introduced its proposed rules on enhancing the disclosures regarding fees that fiduciaries of employee benefits plans receive. |
Investment Advisor
January 2008
James J. Green |
FPA Calls for Big Regulatory Reform in Treasury Letter In a long, comprehensive comment letter, the FPA told the Treasury Dept. that it agreed with Treasury's plans to review the current financial regulatory structure in the US. |
Investment Advisor
January 2008 |
Back Office Deal A strategic deal between Charles Schwab and a back-office consulting firm will afford RIAs more outsourcing options. |
Investment Advisor
January 2008
Kara P. Stapleton |
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner. |
Investment Advisor
January 2008 |
Changes National Financial Partners named Daniel Young president and COO of NFP Securities, Inc., NFP's broker/dealer... The Securities and Exchange Commission named John Loesch deputy director of the agency's Office of Investor Education and Advocacy... etc. |
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