Bank & Financial

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

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Financial Planning December 1, 2012 Joel Bruckenstein	Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
Financial Planning December 1, 2012 Joe Russo	Independents Rising: Joe Russo Commentary When we re lumped in with all financial professionals, the value we offer is compromised.
Financial Planning December 1, 2012 Ilana Polyak	Fund Manager Profile: Dennis Bryan, FPA Capital Fund Worried about the poor fiscal health of the U.S., FPA Capital doubles down on quality names.
Financial Planning December 1, 2012 Joseph Lisanti	Index Merger: New Landscape of S&P/Dow Jones to Affect Advisors The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected.
Financial Planning December 1, 2012 Elena Mannes	Wine, Wood and Song: Exotic Assets Drive Urge to Diversify The urge to diversify drives interest in exotic assets - including trees and violins - for high-net-worth clients.
Financial Planning December 1, 2012 Craig L. Israelsen	Cash Is Not Trash: How to Maximize this Asset Class Tempted to leave this asset class out of a portfolio? Don t be swayed.
Financial Planning December 1, 2012 Jim Grote	Practice Profile: What Women Investors Want - Cindy Conger After a long time focused on medical professionals, Cindy Conger's new practice targets female clients. That means doing a few things differently.
Financial Planning December 1, 2012 Miriam Rozen	Say the Magic Words: Using the Right Words to Get Your Clients to Act Often the right phrase or story can help planners persuade their clients to act.
Financial Planning December 1, 2012 Ingrid Case	Let Me Help You With That: Concierge Services Help Advisors Concierge services help advisors strengthen existing client relationships and attract new ones.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
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