Bank & Financial

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

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Financial Advisor May 2012 Karen DeMasters	Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place.
Financial Advisor May 2012 Jim McConville	Swinging For The Fences (With Baseball Bats) Everybody loves a present, including potential high-net-worth investor clients. That's a lesson the modestly sized Rosell Wealth Management learned when devising an unorthodox direct marketing campaign aimed at zeroing in on preferred high-net-worth clients without breaking the firm's bank.
Financial Advisor May 2012	CFP Board Shortens Certification Time The Certified Financial Planner Board of Standards last month said it's amending its regulations to shorten the time needed to qualify for CFP certification from three years to two if the person has two years of experience.
Financial Advisor May 2012	Satisfaction A job satisfaction study by J.D. Power found that financial advisors' happiness with their work is most dependent on their firm's performance.
Financial Advisor May 2012	RIA Firm, Intel Create New Platform For Independent FAs Beverly Hills Wealth Management had an idea for a new comprehensive, open-architecture platform aimed at independent financial advisors. Intel Corp. had the technology to make it happen.
Financial Advisor May 2012	Advisors, Clients See Portfolios Differently Advisors say their clients are fixated more on shorter-term concerns such as one-year returns (54%), their portfolio's absolute returns (49%) and portfolio volatility (41%).
Financial Advisor May 2012	The Growing Threat Of Financial Fraud According to the Federal Trade Commission, Americans last year submitted more than 1.5 million complaints about financial fraud and other types of scams -- a 62% jump from three years ago.
Financial Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
Financial Advisor May 2012 Evan Simonoff	Four Percent Of What? Inflation can be just as devastating to a retiree as lousy portfolio returns.
Financial Planning May 1, 2012 Ann Marsh	Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides.
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