Bank & Financial

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

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Financial Advisor March 2008 Andrew Gluck	Really, Really Personal Financial Planning Financial DNA is the most comprehensive set of assessment tools created to help advisors in serving their clients. Understanding a client's financial personality can have an important impact in the way you relate to a client and the advice you provide.
Financial Advisor March 2008 David Lawrence	A Higher Standard It is incumbent on all financial advisors to acknowledge their potential role as a fiduciary and act accordingly where and when applicable. So, that leads to a question of just what a fiduciary does during a typical day.
Financial Advisor March 2008 Mary Rowland	Banks That Get It Financial advisors in search of a succession plan may choose to be acquired by a bank for cash. Some bankers realize that integrity depends on independence.
Financial Advisor March 2008 David J. Drucker	Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely.
Financial Advisor March 2008 David J. Drucker	Hidden Threat: Identity Theft What is identity theft, and what should financial advisors be telling their clients about it?
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Bank Systems & Technology February 28, 2008 Maria Bruno-Britz	Bank of America's Peter Buchhop Honored For Mobile Banking Initiative Peter Buchhop, a senior technology manager in the network computing group at Bank of America, was honored for his efforts in developing BofA's mobile banking initiative as one of the bank's first-ever Technology Fellows.
Bank Systems & Technology February 26, 2008 Maria Bruno-Britz	Wainwright Bank Names Martha Dean Head of Operations Martha Dean joined Wainwright Bank & Trust Co. as SVP and operations manager. Technology will play a very important role in the continued successful strategic initiatives of the bank, Dean says.
Bank Systems & Technology February 25, 2008 Maria Bruno-Britz	FICO Score Back In Lenders' Risk Management Arsenal Fair Isaac will introduce its latest version, FICO 08, which is designed to be more sensitive in scoring individuals.
Bank Systems & Technology February 21, 2008 Maria Bruno-Britz	Banks Scrutinize Lending Technology and Underwriting Practices Following the Credit Crisis With so many lending technology solutions at their disposal, how was it that bankers and other industry participants did not foresee the gloom to come?
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