Bank & Financial

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

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Financial Planning September 1, 2012 Miriam Rozen	Financial Planners Need to Learn to Deal With Clients Who Can Be Rigid in Their Ways Some people who seek the help of a planner have rigid ideas that clash with their advisor's approach.
Financial Planning September 1, 2012 John J. Bowen, Jr.	Planners: Reset Your Social Media Strategy to Attract Affluent Clients Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).
Financial Planning September 1, 2012 Glenn G. Kautt	Strong Leadership Plan Helps Identify the Right Successors A strong leadership plan will not only help you identify the right successors, it is also the centerpiece of any successful transition.
Financial Planning September 1, 2012 Bob Veres	Why Doesn't the RIA Community Come Up With Better Proposals? Instead of fighting against bad proposals, shouldn't the RIA community be proposing better alternatives? We assume that the goal of the Dodd-Frank Act is to tighten up lax RIA regulation.
Financial Planning September 1, 2012 Ann Marsh	529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution.
Financial Planning September 1, 2012 Ann Marsh	Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions.
Financial Planning September 1, 2012 Craig L. Israelsen	Should Investors Avoid Fixed Income Securities When Interest Rates Rise? Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?
Registered Rep. August 31, 2012 Kevin McKinley	Savings Bonds for Retirees Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.
Registered Rep. August 30, 2012 Lauren Barack	Data Overload The amount of data that financial firms are required to keep is piling up. Storing it is easy. But finding what you need gets harder and harder.
Registered Rep. August 30, 2012 John Kador	The Puzzler #32 We offer a Water Puzzle, this month's contest for advisors called "On Account" and the solution to Elevator Man, a previous puzzle.
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