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Financial Advisor
April 2008
Grove & Prince |
Jump On The Bandwagon How will the growing number of middle-class millionaires affect the financial planning industry, and provide advisors with a possible key to enhanced growth and profitability.   |
Financial Advisor
April 2008
Karen DeMasters |
No Plans To Retire Christina Winch, 65, CEO of Winch Financial Services, in Appleton, Wis., has been an investment advisor for 30 years. Now, she advises her clients to do as she does, to stay active and possible continue to work into retirement. |
Financial Advisor
April 2008
Joel Bruckenstein |
Mind Mapping The concept of mind mapping is a technique that seems particularly well suited to the financial advisory practice. Read on for more information. |
Financial Advisor
April 2008
Eric L. Reiner |
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. |
Financial Advisor
April 2008
Eric Uhlfelder |
Bank Shares Near Bargain Levels It wasn't all that long ago that bank stocks rocked. However, by the beginning of 2008, banking shares had collapsed. Is it time to start buying them again? |
Financial Advisor
April 2008
Bruce W. Fraser |
Strategic Income Funds Can Limit Volatility The traditional safe harbor of fixed income in times of extreme market volatility doesn't mean your clients have to settle for today's low yields on Treasurys. Strategic income funds, often overlooked, offer diversity, reduced risk and the potential for higher returns. |
Financial Advisor
April 2008
Eric Rasmussen |
Much Appreciated Charitable giving has changed a lot. Though some of the assets may be odd, what's sometimes more interesting is the way that more people are giving, rating, and tracking their donations online, as well as working with their advisors to donate. |
Financial Advisor
April 2008
Gail Liberman |
Power Of Attorney: A Can Of Worms? As the population ages, a power of attorney is becoming a more critical element to any client's financial plan. But this document can be riddled with pitfalls. |
Financial Advisor
April 2008
Richard B. Wagner |
What Is Money ... At the end of the day, what do even we know of money? How does it function? Who invented it? How did it develop, historically? How did money get to be as it is today? As financial planners, what ought we to understand of it? |
Bank Systems & Technology
March 25, 2008
Maria Bruno-Britz |
Financial Industry Among Top Performers In Contact Center Success A new survey concluded that financial services is among the leading industries in terms of effective contact center use. |
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