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CFO June 15, 2012 Vincent Ryan |
Banks Ease Terms for Business Loans Fiercer domestic competition is making U.S. banks more flexible on spreads, interest-rate floors, and other costs to borrowers. |
CFO June 15, 2012 Kathleen Hoffelder |
Tax Rules Roil Financial Sector Proposed rules for implementing FATCA may have broad implications for U.S. banks. |
CFO June 15, 2012 Vincent Ryan |
A Better Way to Borrow? Middle-market companies and leveraged-buyout firms are returning to the recent past with a hybrid loan structure that simplifies the use of subordinated debt and offers companies a lower cost of capital. |
HBS Working Knowledge June 13, 2012 Maggie Starvish |
HBS Cases: A Startup Takes On the Credit Ratings Giants Moody's, Fitch, and Standard & Poor's dominated the credit ratings industry for decades. Could the recession weaken their hold? |
Registered Rep. June 6, 2012 Matt Oechsli |
Debunking the Brochure Myth Promotional material doesn't influence prospects. Advisors are their own brand. |
Registered Rep. June 5, 2012 Mindy Diamond |
The Road Less Traveled An unusual story about a financial advisor who left an independent b/d to join a Wall Street firm. |
Registered Rep. June 4, 2012 Lauren Barack |
The Fishbowl Effect As financial advisor ratings websites like BrightScope and Advice IQ proliferate, advisors are going to have to get comfortable with having their records a click away from clients and prospects. |
Registered Rep. June 1, 2012 Diana Britton |
Breaking Out: A New Era in Insurance Insurance firms constantly go through cycles of acquisition and sale when it comes to their broker/dealer subsidiaries. But the current sell cycle is different, and it may shake up how the business works. |
Registered Rep. June 1, 2012 Jerry Gleeson |
Rep.'s Annual Compensation Report 2012: The Chink in the Ka-Ching Small household accounts have always been the bane of brokerages' existence, and advisors who work with such clients do so at the peril of their own compensation. |
Registered Rep. June 1, 2012 Anne Field |
Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors. |
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