Bank & Financial

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

Old Articles: <Older 19411-19420 Newer>

Registered Rep. November 16, 2012 Jerry Gleeson	Tardy Advisors Get a Reprieve Mid-sized RIAs who are behind on switching their registration from federal to state jurisdictions now have until Dec. 17 to get caught up.
Financial Planning December 1, 2012 Donald Jay Korn	Hot Swap: Property Exchanges for Retiring Baby Boomers As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments.
Financial Planning December 1, 2012 Suzanne Sataline	Up-and-Down Income: Clients Who Have Variable Income When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy.
Financial Planning December 1, 2012 John J. Bowen, Jr.	Making Introductions Happen: Request and Receive Referrals From Existing Clients Use this 9-step process to request (and receive) referrals from your existing clients.
Financial Planning December 1, 2012 Dave Grant	How to Wow Generation Y Clients Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Financial Planning December 1, 2012 Donald Jay Korn	Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.
Financial Planning December 1, 2012 Deena Katz	Great Expectations? Think British. New Rules to Apply there in 2013 New U.K. regulations will force advisors there to make big changes. You should consider following their lead.
Financial Planning December 1, 2012 Martin Shenkman	Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.
Financial Planning December 1, 2012 Kenneth Corbin	Raising the CFP Profile: CEO Kevin Keller Discusses Enforcement CFP Board CEO Kevin Keller talks about enforcing the fiduciary standard and building the image of the profession.
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