Bank & Financial

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

Old Articles: <Older 18891-18900 Newer>

Financial Planning May 1, 2012 David E. Adler	THE ABCs OF BDCs A business development corporation is a pass-through tax structure, analogous to a REIT, allowing individual investors access to formerly institutional-only asset classes such as private debt.
Financial Planning May 1, 2012 June Fletcher	Strategic Default: When is it Right for Homeowners? Are there circumstances in which a financial advisor should recommend strategic default?
Financial Planning May 1, 2012 Glenn G. Kautt	Transitions A few years ago I surveyed nearly 1,500 business owners about succession planning. One quarter - working as individuals and billion-dollar revenue firms - told me their succession plan was to die at their desks! Does this sound familiar?
Financial Planning May 1, 2012 Bob Veres	Rethinking Distribution Planning Once we see a flood of new thinking about an aspect of planning, it's only a matter of time before we see a major shift in the way the service is provided.
Financial Planning May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.
Financial Planning May 1, 2012 Donna Mitchell	Savvy, Direct Investing The investment team at Gimbal Financial, an independent advisory firm, doesn't outsource all its investment management for clients anymore. Just two years ago, the Fishers, Ind., practice began using its own in-house investment strategy.
Financial Planning May 1, 2012 Ilana Polyak	Property Power Over the last three years ending April 5, Neuberger Berman Real Estate returned an average 36.6% a year annualized, placing it in the top 21% of funds in the real estate category.
Financial Planning May 1, 2012 Mike Byrnes	SEC, Un-liked Regulators should acknowledge that there's been a revolution, then take a fresh look at industry regulations and make appropriate revisions. Like it or not, the SEC should catch up with the times and reverse its stance on likes.
Financial Planning May 1, 2012 Joseph Lisanti	Fight Night: ETFs vs. Open-End Funds Traditional mutual funds and ETFs may seem like competitors in a fight to the death. But the truth is, the two products coexist in most portfolios.
Financial Planning May 1, 2012 Joel Bruckenstein	Tech Tools: Stripped-Down App A consensus is growing in the planning industry that customer relationship management software is essential to running a successful practice.
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