Bank & Financial

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

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Bank Technology News March 2008 Rebecca Sausner	The FutureNow List The FutureNow List recognizes ten companies that set themselves apart for the security innovations they bring to market, and the contribution these products will make to improving security within financial services organizations.
Financial Planning April 1, 2008 David E. Adler	Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves.
Financial Planning April 1, 2008 Donald Jay Korn	Healthcare Without Medicare For many under-65 retirees, the most important question for them to think about is "How's your health?"
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
Financial Planning April 1, 2008 John J Bowen	Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients.
Financial Planning April 1, 2008 Bob Veres	The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry.
Financial Planning April 1, 2008 Deena Katz	Consistency Is Key Before you initiate a new service for your clients, determine whether you will be able to sustain the new activity consistently.
Financial Planning April 1, 2008 Marie Swift	Website Tuneup How can you better use today's new, improved technology and online systems to streamline the get-acquainted process with your clients?
Financial Planning April 1, 2008 Joel Bruckenstein	Revisiting Rebalancing Almost all financial planners agree that periodically rebalancing clients' portfolios should be standard operating procedure. But as yet, there is little if any consensus as to how rebalancing should be performed.
Financial Planning April 1, 2008 Ilana Polyak	Aging Matters Welcome to the new world of financial advice, where planners aren't just tending to clients' portfolios and income distribution models anymore, they're also looking out for their health -- or at least making sure that someone is.
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