Bank & Financial

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

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Financial Advisor October 2012 Marla Brill	Investing For The '70s Firms with a competitive advantage will fare best if 'stagflation' returns, says Chuck Akre, the 69-year-old founder and manager of the three-year-old Akre Focus Fund.
Financial Advisor October 2012 Jim McConville	The Plan Have financial advisors gone sour on selling 529 college savings plans?
Financial Advisor October 2012 Eric L. Reiner	The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives.
Financial Advisor October 2012 Richard B. Wagner	Try A Little Gratitude Money is humanity's most profound creation. Isn't some appreciation in order?
Financial Advisor October 2012 Karen DeMasters	Competition, Succession Plans Key To RIA Growth The independent financial advisor channel has enjoyed a strong decade of growth, but firms in this space need to understand the changing factors within the industry says a recent white paper by the Alliance for Registered Investment Advisors.
Financial Advisor October 2012	Stalled: Tougher Fiduciary Standard For Brokers Even with Wall Street and consumer advocates allied in pushing for it, a U.S. Securities and Exchange Commission proposal to raise standards for brokers advising retail investors has run aground.
Financial Advisor October 2012 Jim McConville	The Number: 8x Salary To Retire, Fidelity Says Ordinary American workers should aim to save at least eight times their ending salary to replace 85% of their pre-retirement income and meet basic income needs in retirement, says Fidelity Investments.
Financial Advisor October 2012 Jim McConville	Wall Street Pays Up For Quants College graduates with quantitative analysis degrees are still a hot ticket for Wall Street firms, which aggressively seek out their mathematical analysis skills to help reduce and avoid financial risk.
Financial Advisor October 2012 Karen DeMasters	Financial Planning Tale Of Two Olympians Olympian track and field star Joetta Clark Diggs turned to financial planning to help others improve their lives. Rowing silver medalist Ted Murphy turned to the profession to find a career.
Financial Advisor October 2012 Karen DeMasters	Financial Planner Helps Disabled Young People Gary Hansen, president and founder of Financial Strategies in Loveland, Colo., has teamed up with Downs on the Farm, a 501(c)(3) not-for-profit organization that has therapy and day programs for disabled young people.
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