Bank & Financial

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

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Financial Advisor February 2008 Andrew Gluck	Unfinished Business Now that his noncompete agreement has expired, Matt Abar, a 36-year-old computer geek who earned a fortune five years ago by selling his tiny portfolio management software (PMS) company to Advent Software, is back in business.
Financial Advisor February 2008 Tracey Longo	When Clients Forget Because the issue of aging investors is becoming more and more important, daily money managers are becoming a new ally to financial advisors.
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
Financial Advisor February 2008 Mary Rowland	Little Guys Win As big banks and firms continue to purchase small independent advisory practices it continues to prove that in reality, the little guys won.
Financial Advisor February 2008 Bruce A. Weininger	Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police.
Financial Advisor February 2008 Karen DeMasters	Two To Tango A conversation with Richard Coppa and Darin Gartland, the founders and only two employees of Wealth Health LLC.
Financial Advisor February 2008 David J. Drucker	Building A Better Benchmark The Financial Planning Association is working on a tool to help financial advisory practices improve their performance through relevant, local benchmarking.
Financial Advisor February 2008 Gail Liberman	Postnups Gaining In Popularity Financial advisors should be more mindful of postnups as a way to both educate people about finances and help them stay married.
Financial Advisor February 2008 Jay Kabad	Something To Live With? Billions of dollars are now being invested in variable annuities. Part of the attraction are the guarantees, the so-called living benefits.
Financial Advisor February 2008 Joel Bruckenstein	Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008.
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