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Financial Planning December 17, 2007 David E. Adler |
High Net Worth: UMAs vs. SMAs Some industry observers say unified managed accounts do what separately managed accounts can't -- others call them overpriced gimmicks.  |
CFO January 1, 2008 Alix Stuart |
Saving Face Time Institutional investors say that a broker's ability to provide access to a company's senior management greatly affects decisions about which brokerage house to use when placing trades.  |
CFO January 1, 2008 Avital Louria Hahn |
Lessons from Adversity The split personality of 2007 dealmaking, with its dramatic highs and lows, could teach a few things about M&A in the year ahead.  |
CFO January 1, 2008 Lori Calabro |
Conference Confidential On the analyst circuit, broker conferences offer opportunities for CFOs to meet the right investors.  |
Bank Technology News January 2008 Glen Fest |
Risk Without Reward The subprime mess has exposed how fragile banks are today to market pressures, and how much can fall on the shoulders of risk officers. Finding a path forward from the ashes will require stronger leadership overseeing risk.  |
Bank Technology News January 2008 Rebecca Sausner |
Infragard Alliance: Keep 'em Coming; The FBI Loves SARs The FBI publicly thanks bankers for the more than 500,000 suspicious activity reports they filed last year.  |
Bank Technology News January 2008 Glen Fest |
Hiring: IT Recruiters Gear up for a Busy Year Despite the global credit crunch, more than half of U.S. financial services firms are planning to increase hiring in 2008, with IT and sales staff in greatest demand, according to a survey by recruitment consultant Claymore Partners.  |
Bank Technology News January 2008 Michael Dumiak |
Database: What's In a Name? To hear independent analysts and software vendors tell it, the quality of data is getting worse. Isolating, cleaning up and keeping accurate records is much more difficult than current bank identity management systems can handle.  |
Bank Technology News January 2008 John Adams |
Systems Integration: Command Center CRM Cross-departmental CRM platforms are becoming more and more important, handling enterprise customer data chores to tracking internal job performance.  |
Bank Technology News January 2008 Glen Fest |
Card Processing: Shake Down, or Shaking Hands? In a federal anti-trust lawsuit filed in November, Heartland Payment Systems lays out charges of how rival Chase Paymentech unfairly games the card payments channels in the restaurant arena to guarantee itself a seat at the table.  |
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