Bank & Financial

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

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Registered Rep. November 20, 2012 Megan Leonhardt	Don't Make Any Sudden Moves, Advisors Say Financial advisors urge clients to patiently wait out fiscal cliff
Registered Rep. December 4, 2012 Gallant & Schneider	Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.
Registered Rep. December 4, 2012 Jerry Gleeson	Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise.
Registered Rep. December 4, 2012 Jerry Gleeson	Taking Care of Business A survey this year by REP./Wealth Management.com shows how RIA attitudes differ from those among advisors in other channels.
Registered Rep. December 4, 2012 Jerry Gleeson	A Lifestyle Choice REP.'s recent "Practice Management" study shows that RIAs tend to use coaches less than counterparts in other channels. Are time and money constraints the reason?
Registered Rep. December 4, 2012 David Geracioti	Editor's Letter: Don't Try to Be Nate Silver* As an FA, I would stay away from predicting market returns, much less selling your services based on your returns.
Registered Rep. December 4, 2012 Megan Leonhardt	Don't Make Any Sudden Moves While urging calm, many financial advisors are making prudent, tax-efficient moves with their clients' portfolios as the country nears the so-called "fiscal cliff."
Registered Rep. December 4, 2012 Megan Leonhardt	Blotter: December 2012 A former hedge fund manager for SAC Capital Advisors was arrested and charged with orchestrating a $276 million insider-trading scheme.
Registered Rep. December 4, 2012 Diana Britton	Cold Call: Rocco Carriero A private wealth advisor with Carriero and Associates (Ameriprise Financial) says he thinks the biggest mistake that advisors make is they don't view themselves as being a complete resource for the client.
Registered Rep. December 4, 2012 Megan Leonhardt	(No) Experience Necessary When it comes to being a financial advisor, the more experience -- the more years you have on you -- the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience.
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