Bank & Financial

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

Old Articles: <Older 9571-9580 Newer>

Financial Planning March 1, 2008 Dan Skiles	CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice.
Financial Planning March 1, 2008 David Grau	In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this.
Financial Planning March 1, 2008 Donald Jay Korn	Seeing Red Sallie Mae, the leading lender to college students, reported a $1.6 billion loss in the fourth quarter of 2007. Sallie Mae isn't the only student lender that has been bloodied recently. Students and parents need to be cautious when looking for student loans.
Financial Planning March 1, 2008 Allan S Roth	A Safer Source of Alpha For your clients with at least $500,000 in assets, helping them earn an extra 100 to 200 basis points of alpha in fixed income is worthwhile and can generate significant additional risk-adjusted returns.
Financial Planning March 1, 2008 Jason Brady	A Race for Income Most investors who are searching for income from their investments look at one factor: yield. Is this the right approach?
Financial Planning March 1, 2008 Jane Li	What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more.
Financial Planning March 1, 2008 Frank O'Connor	Uncertainty Abounds Will sales plummet, proving that the variable annuity industry has been recycling old business for years? Will new money continue to flow into living benefits, offsetting the effects of a reduction in exchanges? Read on for some predictions.
Financial Planning March 1, 2008 Jim Grote	A Simpler Plan Golub Group, in San Mateo, California, outsources its clients' taxes, insurance and estate planning and sticks to what it does best -- investment management for clients with a minimum of $500,000.
Financial Planning March 1, 2008 Martin M Shenkman	Decision: Unitrust Unitrusts are not broadly understood within the financial planning industry, so knowing when to unitrust and when not to unitrust can give you a leg up with your client.
Financial Planning March 1, 2008 Jeanne Lee	Women's Work How are women faring in the financial services industry today? What are firms doing to attract and retain talented women? What obstacles remain?
<Older 9571-9580 Newer> Return to current articles.