Bank & Financial

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

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Financial Planning April 1, 2013 Donald Jay Korn	Safer Strategies for Leveraged Investing Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results.
Financial Planning April 1, 2013 William Atkinson	15 Ways to Fix Your Website Your last redesign is probably looking stale by now. Use these tips to start making changes.
On Wall Street April 1, 2013 Mason Braswell	Raymond James' New Breed Pushes Ahead After Morgan Keegan Acquisition The acquisition of Morgan Keegan added hundreds to Raymond James wealth management ranks one year ago. Branch Manager Robert Brewer reveals how he made the transition.
On Wall Street April 1, 2013 Kenneth Corbin	SEC Zeros In on Potential Conflicts of Interest The regulator's staff will investigate nondisclosures, misrepresentations, and more.
On Wall Street April 1, 2013 Lorie Konish	Five Questions with Matt Matrisian The director of practice management at Genworth Financial offers advisors tips on avoiding common blind spots.
On Wall Street April 1, 2013 Margarida Correia	Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
On Wall Street April 1, 2013 Donald Jay Korn	Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.
On Wall Street April 1, 2013 Charles Paikert	New Rules for Art Collections Do your clients have plans in place to protect their valuable treasures from the elements?
On Wall Street April 1, 2013 Denise Federer	Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.
On Wall Street April 1, 2013 Pat Olsen	Life Stories: Citigold Wealth Management's Venu Krishnamurthy Discusses His Life I joined Citi in early 2006 and in just over seven years have worked on three continents, in three different businesses: wealth management, consumer banking, and the institutional clients group.
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