Bank & Financial

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

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Financial Planning August 1, 2012 Joel Bruckenstein	Scrutinizing Investing Style Zephyr Associates' StyleAdvisor has been around since the early 1990s, and it's evolved with the times to be more sophisticated and more comprehensive, yet also easier to use.
Financial Planning August 1, 2012 Jonathan Leaf	The Rise of Robo-Advisors Imagine being replaced by a robot. That day may be more imminent than many planners believe.
Financial Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
Financial Planning August 1, 2012 Deena Katz	Final Decisions Before advising clients about estate planning issues, particularly end-of-life concerns, think about the advance directives commonly recommended to clients.
Financial Planning August 1, 2012 Bob Veres	Embracing the Crazy Ideas Take a closer look at the people who abandon well-established business models for the "insane" reason that they want to give their clients something better.
Financial Planning August 1, 2012 John J. Bowen, Jr.	Go, Team, Go! How to break through the barriers that exist that prevent financial advisors from breaking through to a higher level of success.
Financial Planning August 1, 2012 Miriam Rozen	Early Lessons Many planners say the messages they deliver to clients about budgets, investing and setting priorities are based partly on lessons they learned at early jobs.
Financial Planning August 1, 2012 Jim Grote	Wisdom in Numbers Networking separates successful leaders from the rest of the pack. The most efficient technique for getting things done in your own practice may well involve joining a study group.
Financial Planning August 1, 2012 Ingrid Case	Keeping Your Head in the Game You can't ignore your long-term goals and expect your planning business to thrive. But you can find ways to attend to those goals by using some tactics that other planners have relied on to balance long- and short-term business needs.
Financial Planning August 1, 2012 Jim Grote	Practice Profile: Balancing Act Lesley Brey's normal office hours are at most 40 hours a week. Her clients have a minimum of $1 million in investable assets. Her practice has virtually no client turnover and no employees. And did we mention that her practice is based in Honolulu?
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